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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
VOOVanguard Index Fds
Recent Activity
Increased 7.54%
4.2%
$34.343M
63,738 shares@ $538.82 avg price
IVVIshares Tr
Recent Activity
Decreased -8.26%
3.56%
$29.158M
49,531 shares@ $588.69 avg price
GOOGAlphabet Inc
Recent Activity
Increased 5.11%
2.63%
$21.473M
112,757 shares@ $190.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.69%
2.56%
$20.972M
95,591 shares@ $219.39 avg price
KOCoca Cola Co
Recent Activity
Increased 0.04%
2.52%
$20.585M
330,628 shares@ $62.26 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 199.71%
2.29%
$18.706M
806,995 shares@ $23.18 avg price
VVisa Inc
Recent Activity
Decreased -0.33%
2.18%
$17.818M
56,379 shares@ $316.04 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.38%
1.96%
$16.037M
279,445 shares@ $57.4 avg price
AAPLApple Inc
Recent Activity
Increased 7.07%
1.75%
$14.284M
57,039 shares@ $250.42 avg price
SUBIshares Tr
Recent Activity
Decreased -2.16%
1.62%
$13.194M
125,087 shares@ $105.49 avg price