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Terry Ammons

@Sheets Smith Wealth Management

Latest period2024 - Q4ReportedManaged Assets$819.307MTotal holdings375
Assets growth rate0.22%Assets growth rate (2-Q avg)-1.01%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sheets Smith Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Sheets Smith Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 819.307M in assets, with a quarterly growth rate of 0.22% and a 2-quarter average growth rate of -1.01%. The portfolio is managed by Terry Ammons, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MEDPMedpace Hldgs Inc
Recent Activity
Increased 3.32%
0.13%
$1.045M
3,145 shares@ $332.23 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.65%
0.13%
$1.044M
3,602 shares@ $289.93 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 88.6%
0.13%
$1.029M
5,654 shares@ $181.97 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 219.46%
0.13%
$999,604
42,213 shares@ $23.69 avg price
FTNTFortinet Inc
Recent Activity
Increased 21.61%
0.13%
$999,598
10,580 shares@ $94.48 avg price
EEFTEuronet Worldwide Inc
Recent Activity
Increased 6.68%
0.13%
$995,286
9,678 shares@ $102.85 avg price
CYBRCyberark Software Ltd
Recent Activity
Increased 2.96%
0.13%
$986,790
2,962 shares@ $333.15 avg price
DVYIshares Tr
Recent Activity
Increased 0.11%
0.12%
$963,922
7,342 shares@ $131.29 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 42%
0.12%
$958,156
12,669 shares@ $75.63 avg price
HYBLSsga Active Tr
Recent Activity
Increased 1.66%
0.12%
$939,250
33,113 shares@ $28.37 avg price