Sheets Smith Wealth Management Purchases in Q3 2025

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.9K
+ 2.75%
$567.77 - $614.76 $1.08M - $1.17M
71.1K $43.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
51.9K
+ 77.25%
$53.81 - $57.52 $2.79M - $2.98M
119K $6.85M
VO
Vanguard Mid Cap ETF

ETFs
5.83K
+ 67.3%
$279.83 - $293.74 $1.63M - $1.71M
14.5K $4.26M
PULS
Pgim ETF Tr

ETFs
33.7K
+ 33.64%
$49.58 - $49.83 $1.67M - $1.68M
134K $6.67M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.04K
+ 71.67%
$1789.16 - $2158.23 $1.86M - $2.24M
2.48K $4.44M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 16.1%
$174.36 - $254.72 $388K - $568K
16.1K $3.91M
NFLX
Netflix Inc

Communication Services
1.2K
+ 164.84%
$1147.87 - $1297.18 $1.38M - $1.56M
1.93K $2.31M
SPIB
Spdr Portfolio Intermediate Te

ETFs
34.5K
+ 14.03%
$33.26 - $34.01 $1.15M - $1.17M
281K $9.51M
PLTR
Palantir Technologies Inc.

Technology
4.99K
+ 78.86%
$130.68 - $186.97 $652K - $933K
11.3K $2.06M
DORM
Dorman Products, Inc.

Consumer Cyclical
2.96K
+ 19.81%
$119.13 - $166.34 $353K - $493K
17.9K $2.79M
CVS
Cvs Health Corp

Healthcare
11.4K
+ 201.85%
$58.75 - $76.5 $667K - $868K
17K $1.28M
PIM
Putnam Master Intermediate Income Trust

Financial Services
241K
New
$3.29 - $3.49 $794K - $842K
241K $832K
SIVR
Abrdn Silver ETF Trust

ETFs
15.1K
+ 114.86%
$34.34 - $44.62 $517K - $672K
28.2K $1.25M
MRVL
Marvell Technology, Inc.

Technology
8.58K
New
$62.31 - $84.07 $535K - $722K
8.58K $721K
AGI
Alamos Gold Inc

Basic Materials
19.8K
New
$24.3 - $34.86 $482K - $692K
19.8K $691K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$184.85 - $231.54 $185 - $232
14.9K $3.46M
MPWR
Monolithic Power Systems Inc

Technology
621
+ 155.25%
$711.24 - $922.81 $442K - $573K
1.02K $939K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
15.4K
New
$39.39 - $42.09 $608K - $649K
15.4K $644K
BANC
Banc Of California, Inc.

Financial Services
33.3K
New
$14.16 - $17.05 $472K - $568K
33.3K $551K
OEF
Ishares S&P 100 ETF

ETFs
2.01K
+ 24.28%
N/A
10.3K $2.74M
PRVA
Privia Health Group, Inc.

Healthcare
19.9K
New
$18.86 - $24.9 $375K - $495K
19.9K $494K
DGRO
Ishares Core Dividend Growth E

ETFs
1.9K
+ 2.17%
$64.12 - $68.08 $122K - $129K
89.6K $6.1M
JBT
John Bean Technologies Corp

Industrials
3.81K
New
N/A
3.81K $479K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.02%
$135.0 - $146.02 $1.08K - $1.17K
42.5K $6.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.33K
+ 5.49%
$74.93 - $80.73 $174K - $188K
44.7K $3.6M
JPIE
J P Morgan Exchange Traded Fd
9.05K
+ 30.18%
$46.01 - $46.55 $416K - $421K
39K $1.81M
ERO
Ero Copper Corp.

Basic Materials
20.6K
New
$12.98 - $20.23 $268K - $417K
20.6K $417K
NU
Nu Holdings Ltd.

Financial Services
26K
New
$11.92 - $16.3 $310K - $424K
26K $416K
EBC
Eastern Bankshares, Inc.

Financial Services
22.9K
New
$15.03 - $18.34 $344K - $420K
22.9K $415K
XMTR
Xometry, Inc.

Industrials
7.47K
New
$30.97 - $55.91 $231K - $418K
7.47K $407K
FTI
Technip Fmc PLC

Energy
10K
New
$32.19 - $40.89 $323K - $410K
10K $396K
MSGS
Madison Square Garden Sports Corp.

Communication Services
1.66K
New
$192.65 - $230.03 $319K - $381K
1.66K $375K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$62.09 - $66.51 $62.1 - $66.5
107K $7M
CVCO
Cavco Industries Inc.

Consumer Cyclical
31
+ 1.4%
$403.12 - $585.63 $12.5K - $18.2K
2.25K $1.3M
MSM
Msc Industrial Direct CO Inc

Industrials
3.5K
New
$84.9 - $92.9 $297K - $326K
3.5K $322K
ODC
Oil Dri Corp Of America

Basic Materials
5.31K
New
$56.1 - $68.91 $298K - $366K
5.31K $320K
SGOL
Abrdn Gold ETF Trust

ETFs
11
+ 0.02%
$31.18 - $36.81 $343 - $405
59.1K $2.18M
AEIS
Advanced Energy Industries Inc

Industrials
107
+ 1.42%
$133.59 - $176.59 $14.3K - $18.9K
7.64K $1.3M
COHU
Cohu Inc

Technology
14.4K
New
$17.86 - $23.27 $257K - $335K
14.4K $292K
FDVV
Fidelity High Dividend ETF

ETFs
2.01K
+ 4.37%
$52.42 - $55.71 $106K - $112K
48.1K $2.68M
LC
Lending Club Corp

Financial Services
18.3K
New
$12.25 - $17.67 $224K - $323K
18.3K $277K
VIAV
Viavi Solutions Inc.

Technology
21.8K
New
$9.76 - $12.69 $213K - $277K
21.8K $277K
SAND
Sandstorm Gold LTD

Basic Materials
22K
New
$9.36 - $12.52 $206K - $275K
22K $275K
CENX
Century Aluminum CO

Basic Materials
9.35K
New
$18.1 - $29.4 $169K - $275K
9.35K $274K
AUR
Aurora Innovation, Inc.

Technology
50.7K
New
$5.05 - $6.56 $256K - $332K
50.7K $273K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.21%
$215.01 - $273.02 $4.09K - $5.19K
8.86K $2.23M
ENB
Enbridge Inc

Energy
4.02K
+ 36.87%
$43.79 - $50.46 $176K - $203K
14.9K $753K
CYBR
Cyber Ark Software Ltd.

Technology
23
+ 0.74%
$374.8 - $491.1 $8.62K - $11.3K
3.14K $1.52M
LVHI
Franklin International Low Vol

ETFs
3.61K
+ 7.01%
$32.69 - $35.19 $118K - $127K
55.1K $1.92M
Activity Summary
Buys All Purchases 165 New Holdings 35 Increased Positions 130 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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