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
IBEX
Ibex LTD

Technology
16.4K
New
$22.5 - $30.55 $369K - $501K
16.4K $477K
DGRO
Ishares Core Dividend Growth E

ETFs
4.44K
+ 5.33%
$55.22 - $63.94 $245K - $284K
87.7K $5.61M
PANW
Palo Alto Networks Inc

Technology
1.57K
+ 43.84%
$152.44 - $204.64 $239K - $320K
5.14K $1.05M
MELI
Mercadolibre Inc

Consumer Cyclical
90
+ 29.22%
$1794.73 - $2613.63 $162K - $235K
398 $1.04M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.87K
+ 11.65%
$28.68 - $33.09 $254K - $293K
85K $2.71M
IFS
Intercorp Financial Services Inc.

Financial Services
10.8K
New
$29.66 - $38.13 $320K - $411K
10.8K $411K
NFLX
Netflix Inc

Communication Services
119
+ 19.54%
$855.86 - $1339.13 $102K - $159K
728 $974K
AVGO
Broadcom Inc.

Technology
137
+ 4.06%
$146.29 - $275.65 $20K - $37.8K
3.51K $967K
ITA
Ishares Tr

ETFs
175
+ 1.72%
$135.31 - $188.64 $23.7K - $33K
10.4K $1.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$51.16 - $62.02 $51.2 - $62
107K $6.65M
ADMA
Adma Biologics, Inc.

Healthcare
19.1K
New
$17.6 - $24.51 $337K - $469K
19.1K $348K
VIS
Vanguard Industrial ETF

ETFs
81
+ 0.82%
$220.04 - $280.07 $17.8K - $22.7K
9.9K $2.77M
GTLS
Chart Industries Inc

Industrials
596
+ 5.06%
$115.08 - $175.5 $68.6K - $105K
12.4K $2.04M
SMR
Nuscale Power Corp

Industrials
8.22K
New
$12.6 - $43.24 $104K - $356K
8.22K $325K
SPY
Spdr S&P 500 ETF Trust

ETFs
159
+ 4.24%
$496.48 - $617.85 $78.9K - $98.2K
3.91K $2.42M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
295
+ 0.7%
$60.34 - $74.89 $17.8K - $22.1K
42.4K $3.17M
AEIS
Advanced Energy Industries Inc

Industrials
128
+ 1.73%
$79.03 - $133.84 $10.1K - $17.1K
7.53K $997K
CASH
Meta Financial Group Inc

Financial Services
3.49K
New
$67.2 - $83.08 $235K - $290K
3.49K $276K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.44K
+ 50.86%
$50.28 - $50.47 $274K - $275K
16.1K $811K
VO
Vanguard Mid Cap ETF

ETFs
314
+ 3.76%
$228.54 - $279.83 $71.8K - $87.9K
8.67K $2.43M
IXUS
Ishares Tr

ETFs
3.38K
New
$62.37 - $77.63 $211K - $262K
3.38K $261K
GS
Goldman Sachs Group Inc

Financial Services
361
New
$462.22 - $707.75 $167K - $255K
361 $255K
ADI
Analog Devices Inc

Technology
236
+ 4.35%
$164.6 - $238.02 $38.8K - $56.2K
5.66K $1.35M
GE
General Electric CO

Industrials
351
+ 12.4%
$166.81 - $257.39 $58.6K - $90.3K
3.18K $818K
HGER
Harbor ETF Tr All Weather Infl
10.3K
New
$22.13 - $25.39 $229K - $262K
10.3K $250K
IWF
Ishares Russell 1000 Gr ETF

ETFs
40
+ 1.05%
$320.42 - $424.58 $12.8K - $17K
3.84K $1.62M
VRIG
Invesco Actively Managed ETF F

ETFs
9.57K
New
$24.89 - $25.14 $238K - $241K
9.57K $239K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.56K
+ 1.89%
$32.62 - $33.58 $149K - $153K
246K $8.27M
CYBR
Cyber Ark Software Ltd.

Technology
55
+ 1.8%
$305.98 - $406.88 $16.8K - $22.4K
3.12K $1.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
505
+ 1.34%
$90.56 - $109.49 $45.7K - $55.3K
38.2K $4.17M
GLW
Corning Inc

Technology
4.35K
New
$39.07 - $52.59 $170K - $229K
4.35K $228K
MAR
Marriott International Inc

Consumer Cyclical
833
New
$211.12 - $274.14 $176K - $228K
833 $227K
HON
Honeywell International Inc

Industrials
54
+ 0.54%
$182.86 - $232.88 $9.87K - $12.6K
10K $2.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.87K
+ 23.74%
$34.72 - $42.74 $134K - $165K
20.2K $861K
VFH
Vanguard Financial ETF

ETFs
1.67K
New
$104.87 - $127.3 $175K - $212K
1.67K $212K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
7.76K
New
$22.63 - $26.95 $176K - $209K
7.76K $209K
CTVA
Corteva, Inc.

Basic Materials
2.78K
New
$55.52 - $74.53 $154K - $207K
2.78K $206K
APP
App Lovin Corp

Technology
1
+ 0.04%
$219.37 - $417.89 $219 - $418
2.37K $831K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.62K
New
$29.12 - $35.84 $164K - $201K
5.62K $201K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.43K
+ 7.36%
$41.45 - $54.46 $59.4K - $78.1K
20.9K $1.09M
ENSG
Ensign Group, Inc

Healthcare
107
+ 1.86%
$119.93 - $156.36 $12.8K - $16.7K
5.85K $902K
FDVV
Fidelity High Dividend ETF

ETFs
900
+ 1.99%
$43.6 - $52.02 $39.2K - $46.8K
46.1K $2.4M
HQY
Healthequity, Inc.

Healthcare
157
+ 1.9%
$76.77 - $113.06 $12.1K - $17.8K
8.42K $881K
KEYS
Keysight Technologies, Inc.

Technology
440
+ 8.63%
$127.02 - $165.4 $55.9K - $72.8K
5.54K $907K
SNEX
Stone X Group Inc.

Financial Services
180
+ 2.09%
$69.59 - $94.15 $12.5K - $16.9K
8.8K $802K
FNDX
Schwab Fundamental U S Large C

ETFs
3.78K
+ 7.1%
$20.84 - $24.54 $78.7K - $92.6K
56.9K $1.4M
PODD
Insulet Corp

Healthcare
122
+ 6.15%
$238.57 - $327.47 $29.1K - $40K
2.11K $661K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
647
+ 1.89%
$15.0 - $20.49 $9.71K - $13.3K
34.8K $710K
ADUS
Addus Home Care Corp

Healthcare
141
+ 1.94%
$96.32 - $118.0 $13.6K - $16.6K
7.41K $853K
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
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