Sheets Smith Wealth Management Purchases in Q2 2025

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.28K
+ 3.4%
$456.74 - $568.03 $1.04M - $1.29M
69.2K $39.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52.5K
+ 40.16%
$58.41 - $72.69 $3.07M - $3.82M
183K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 0.54%
$498.8 - $620.9 $154K - $192K
57.8K $35.9M
INTU
Intuit Inc

Technology
19
+ 0.12%
$544.07 - $787.63 $10.3K - $15K
16K $12.6M
MSFT
Microsoft Corp

Technology
1.52K
+ 9.75%
$354.56 - $497.45 $538K - $754K
17.1K $8.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
213
+ 0.88%
$416.06 - $551.64 $88.6K - $117K
24.5K $13.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
35.7K
+ 113.84%
$45.88 - $54.4 $1.64M - $1.94M
67.1K $3.65M
NOW
Service Now, Inc.

Technology
670
+ 13.6%
$721.65 - $1040.18 $484K - $697K
5.6K $5.75M
UBER
Uber Technologies, Inc

Technology
228
+ 0.31%
$64.62 - $93.3 $14.7K - $21.3K
74.3K $6.93M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
20.3K
New
$59.24 - $71.39 $1.2M - $1.45M
20.3K $1.45M
MTZ
Mastec Inc

Industrials
126
+ 0.64%
$106.07 - $171.99 $13.4K - $21.7K
20K $3.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.8K
+ 9.17%
$32.66 - $40.75 $418K - $521K
152K $6.17M
AMD
Advanced Micro Devices Inc

Technology
5.7K
+ 83.09%
$78.21 - $143.81 $446K - $819K
12.6K $1.78M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18.4K
New
$49.57 - $50.27 $913K - $926K
18.4K $925K
CCJ
Cameco Corp

Energy
11.9K
New
$36.68 - $74.46 $435K - $883K
11.9K $880K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
39.4K
New
$19.33 - $22.25 $762K - $877K
39.4K $876K
C
Citigroup Inc

Financial Services
9.2K
New
$58.13 - $85.12 $535K - $783K
9.2K $783K
NGD
New Gold Inc.

Basic Materials
158K
New
$2.98 - $4.95 $471K - $783K
158K $782K
SCHW
Schwab Charles Corp

Financial Services
7.36K
+ 92.31%
$69.06 - $91.24 $508K - $671K
15.3K $1.4M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
14.3K
New
$46.92 - $55.01 $670K - $786K
14.3K $775K
SPOT
Spotify Technology S.A.

Communication Services
1.01K
New
$503.3 - $775.9 $507K - $782K
1.01K $773K
IEFA
Ishares Tr

ETFs
8.87K
+ 268.4%
$67.83 - $84.09 $602K - $746K
12.2K $1.02M
DASH
Door Dash, Inc.

Communication Services
3K
New
$163.16 - $246.51 $490K - $741K
3K $740K
BCS
Barclays PLC

Financial Services
39.6K
New
$12.69 - $18.61 $502K - $736K
39.6K $735K
GWRE
Guidewire Software, Inc.

Technology
3.06K
New
$172.73 - $257.37 $529K - $788K
3.06K $720K
PAAS
Pan American Silver Corp

Basic Materials
24.8K
New
$21.49 - $29.35 $532K - $727K
24.8K $703K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.08K
New
$141.37 - $228.57 $436K - $704K
3.08K $698K
GPOR
Gulfport Energy Corp

Energy
3.42K
New
$158.62 - $206.57 $542K - $706K
3.42K $687K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.82K
New
$283.31 - $388.96 $516K - $708K
1.82K $682K
NFG
National Fuel Gas CO

Energy
7.98K
New
$73.0 - $86.01 $583K - $686K
7.98K $676K
ROAD
Construction Partners, Inc.

Industrials
6.3K
New
$68.75 - $110.36 $433K - $695K
6.3K $669K
AIG
American International Group, Inc.

Financial Services
7.83K
New
$77.56 - $87.72 $607K - $687K
7.83K $669K
RGLD
Royal Gold Inc

Basic Materials
3.72K
New
$155.48 - $186.71 $578K - $695K
3.72K $661K
FCFS
First Cash Holdings, Inc.

Financial Services
4.81K
New
$118.0 - $137.63 $568K - $662K
4.81K $650K
APEI
American Public Education Inc

Consumer Defensive
18.8K
New
$21.99 - $30.46 $414K - $574K
18.8K $573K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12K
+ 9.27%
$17.76 - $22.1 $214K - $266K
142K $3.14M
MA
Mastercard Inc

Financial Services
947
+ 41.34%
$479.92 - $590.74 $454K - $559K
3.24K $1.82M
ATI
Allegheny Technologies Inc

Industrials
6.53K
New
$41.97 - $86.8 $274K - $566K
6.53K $563K
CVNA
Carvana Co.

Consumer Cyclical
1.65K
New
$162.57 - $345.64 $269K - $571K
1.65K $556K
SNOW
Snowflake Inc.

Technology
2.47K
New
$130.53 - $223.77 $323K - $554K
2.47K $553K
ESE
Esco Technologies Inc

Technology
2.79K
New
$139.86 - $194.5 $390K - $542K
2.79K $534K
MCB
Metropolitan Bank Holding Corp.

Financial Services
7.62K
New
$48.93 - $70.14 $373K - $534K
7.62K $533K
EXEL
Exelixis, Inc.

Healthcare
11.8K
New
$34.13 - $46.26 $402K - $545K
11.8K $519K
PSC
Principal ETF U.S. Small Cap M

ETFs
9.7K
New
$43.14 - $53.28 $418K - $517K
9.7K $516K
MNDY
Monday.Com Ltd.

Technology
1.63K
New
$217.77 - $314.48 $355K - $513K
1.63K $512K
QTWO
Q2 Holdings, Inc.

Technology
5.46K
New
$68.72 - $95.27 $375K - $520K
5.46K $510K
JPIE
J P Morgan Exchange Traded Fd
10.6K
+ 55.08%
$45.12 - $46.32 $480K - $493K
30K $1.39M
BJRI
B Js Restaurants Inc

Consumer Cyclical
11.1K
New
$29.82 - $45.99 $330K - $510K
11.1K $494K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.36K
New
$82.32 - $112.47 $359K - $491K
4.36K $490K
Activity Summary
Buys All Purchases 193 New Holdings 55 Increased Positions 138 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email