Sheets Smith Wealth Management Purchases in Q1 2025

Sheets Smith Wealth Management

  • $789 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
118K
+ 352.07%
$99.85 - $100.19 $11.8M - $11.9M
152K $15.2M
PGR
Progressive Corp

Financial Services
19K
New
$235.61 - $291.22 $4.48M - $5.53M
19K $5.38M
IVV
Ishares Core S&P 500 ETF

ETFs
7.92K
+ 15.98%
$554.06 - $615.85 $4.39M - $4.88M
57.4K $32.3M
FDVV
Fidelity High Dividend ETF

ETFs
45.2K
New
$48.86 - $52.28 $2.21M - $2.36M
45.2K $2.24M
UBER
Uber Technologies, Inc

Technology
12.6K
+ 20.54%
$63.17 - $81.49 $797K - $1.03M
74K $5.39M
LVHI
Franklin International Low Vol

ETFs
50.5K
New
$30.53 - $32.85 $1.54M - $1.66M
50.5K $1.64M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
29.2K
New
$50.25 - $55.9 $1.47M - $1.63M
29.2K $1.5M
OUNZ
Van Eck Merk Gold Trust

ETFs
28.1K
+ 58.49%
$25.41 - $30.14 $714K - $847K
76.1K $2.29M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
11.7K
New
$85.06 - $87.69 $993K - $1.02M
11.7K $994K
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
19.2K
New
$49.86 - $50.73 $957K - $974K
19.2K $958K
PULS
Pgim ETF Tr

ETFs
18.8K
+ 23.77%
$49.56 - $49.78 $929K - $934K
97.7K $4.86M
JPIE
J P Morgan Exchange Traded Fd
19.3K
New
$45.46 - $46.18 $879K - $893K
19.3K $890K
WPC
W. P. Carey Inc.

Real Estate
67
+ 0.07%
$53.5 - $65.05 $3.58K - $4.36K
95.7K $6.04M
GLDM
World Gold Trust

ETFs
10.9K
New
$52.19 - $61.89 $570K - $676K
10.9K $675K
SPIB
Spdr Portfolio Intermediate Te

ETFs
17K
+ 7.59%
$32.5 - $33.3 $554K - $568K
242K $8.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.66K
+ 7.44%
$33.84 - $37.77 $327K - $365K
140K $5.08M
MELI
Mercadolibre Inc

Consumer Cyclical
308
New
$1739.0 - $2260.0 $536K - $696K
308 $600K
GE
General Electric CO

Industrials
2.83K
New
$168.59 - $212.13 $477K - $600K
2.83K $566K
GLD
Spdr Gold Trust

ETFs
115
+ 1.09%
$243.19 - $288.14 $28K - $33.1K
10.6K $3.06M
TSCO
Tractor Supply CO

Consumer Cyclical
250
+ 0.1%
$51.66 - $57.94 $12.9K - $14.5K
244K $13.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.11K
+ 30.09%
$56.17 - $59.71 $511K - $544K
39.4K $2.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.5K
+ 57.95%
$51.45 - $58.51 $593K - $674K
31.4K $1.63M
SE
Sea LTD

Consumer Cyclical
3.45K
New
$104.87 - $146.31 $362K - $505K
3.45K $450K
DGRO
Ishares Core Dividend Growth E

ETFs
6.55K
+ 8.54%
$60.46 - $64.42 $396K - $422K
83.3K $5.14M
NTNX
Nutanix, Inc.

Technology
5.98K
New
$61.28 - $77.44 $366K - $463K
5.98K $417K
DUK
Duke Energy Corp

Utilities
85
+ 0.31%
$105.87 - $121.97 $9K - $10.4K
27.5K $3.36M
PAYX
Paychex Inc

Industrials
2
+ 0.01%
$136.06 - $154.52 $272 - $309
24.6K $3.8M
PEN
Penumbra Inc

Healthcare
1.21K
New
$237.28 - $303.76 $287K - $368K
1.21K $323K
OPCH
Option Care Health, Inc.

Healthcare
625
+ 2.62%
$22.7 - $35.2 $14.2K - $22K
24.5K $855K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.63K
+ 13.25%
$50.39 - $50.66 $284K - $285K
48.1K $2.44M
FNDX
Schwab Fundamental U S Large C

ETFs
10.9K
+ 25.92%
$23.03 - $25.01 $252K - $274K
53.2K $1.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.65K
+ 3.71%
$18.36 - $20.51 $85.3K - $95.3K
130K $2.57M
IDXX
Idexx Laboratories Inc

Healthcare
580
New
$406.29 - $469.04 $236K - $272K
580 $243K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.95K
New
$39.61 - $42.65 $235K - $254K
5.95K $242K
ORCL
Oracle Corp

Technology
1.52K
New
$139.81 - $186.47 $213K - $284K
1.52K $212K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.88K
+ 41.58%
$29.82 - $30.1 $205K - $207K
23.4K $705K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.07K
New
$192.82 - $222.1 $206K - $237K
1.07K $205K
CVCO
Cavco Industries Inc.

Consumer Cyclical
86
+ 4.13%
$431.31 - $539.1 $37.1K - $46.4K
2.17K $1.13M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.46K
+ 16.48%
$47.59 - $48.35 $165K - $167K
24.5K $1.18M
PODD
Insulet Corp

Healthcare
614
+ 44.78%
$237.06 - $288.29 $146K - $177K
1.99K $521K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.7K
+ 9.15%
$51.52 - $52.37 $139K - $142K
32.3K $1.69M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.01%
$68.32 - $75.06 $205 - $225
32.8K $2.45M
DRI
Darden Restaurants Inc

Consumer Cyclical
300
+ 7.24%
$180.02 - $208.56 $54K - $62.6K
4.45K $923K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.01%
$89.14 - $117.41 $89.1 - $117
7.09K $794K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.23K
+ 26.09%
$63.38 - $72.02 $142K - $161K
10.8K $706K
SNEX
Stone X Group Inc.

Financial Services
3.13K
+ 56.91%
$76.12 - $126.89 $238K - $397K
8.62K $658K
EXLS
Exl Service Holdings, Inc.

Technology
540
+ 1.82%
$44.13 - $51.8 $23.8K - $28K
30.2K $1.42M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1K
+ 5.99%
$99.16 - $99.52 $99.2K - $99.5K
17.7K $1.76M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$114.1 - $135.66 $228 - $271
5.75K $761K
Activity Summary
Buys All Purchases 150 New Holdings 20 Increased Positions 130 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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