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
TSLA
Tesla, Inc.

Consumer Cyclical
80
+ 5.13%
$293.94 - $444.72 $23.5K - $35.6K
1.64K $728K
ITA
Ishares Tr

ETFs
1
+ 0.01%
$184.73 - $209.26 $185 - $209
10.4K $2.17M
AVGO
Broadcom Inc.

Technology
68
+ 1.94%
$264.74 - $369.57 $18K - $25.1K
3.58K $1.18M
FNV
Franco Nevada Corp

Basic Materials
959
New
$154.4 - $222.91 $148K - $214K
959 $213K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.74K
New
$51.33 - $58.15 $192K - $217K
3.74K $211K
CVLT
Commvault Systems Inc

Technology
1.11K
New
$163.43 - $195.41 $181K - $216K
1.11K $208K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8K
New
$25.39 - $25.57 $203K - $205K
8K $204K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.35K
New
$28.92 - $32.19 $184K - $204K
6.35K $202K
HWM
Howmet Aerospace Inc.

Industrials
725
+ 12.53%
$171.0 - $196.23 $124K - $142K
6.51K $1.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.09K
+ 0.77%
$21.69 - $23.34 $23.6K - $25.4K
143K $3.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$617.65 - $666.84 $618 - $667
3.91K $2.61M
AIT
Applied Industrial Technologies Inc

Industrials
91
+ 1.7%
$242.14 - $275.72 $22K - $25.1K
5.44K $1.42M
DUK
Duke Energy Corp

Utilities
56
+ 0.2%
$116.31 - $125.93 $6.51K - $7.05K
27.6K $3.42M
AIR
Aar Corp

Industrials
105
+ 1.42%
$69.47 - $89.67 $7.29K - $9.42K
7.52K $674K
C
Citigroup Inc

Financial Services
72
+ 0.78%
$85.57 - $103.49 $6.16K - $7.45K
9.27K $941K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
5.96K
+ 15.12%
$22.18 - $22.83 $132K - $136K
45.4K $1.03M
MRK
Merck & Co., Inc.

Healthcare
406
+ 2.0%
$77.6 - $87.37 $31.5K - $35.5K
20.7K $1.74M
PSC
Principal ETF U.S. Small Cap M

ETFs
1.66K
+ 17.11%
$51.93 - $57.81 $86.2K - $96K
11.4K $647K
CWST
Casella Waste Systems Inc

Industrials
1.96K
+ 69.58%
$86.69 - $114.82 $170K - $225K
4.78K $453K
GLDM
World Gold Trust

ETFs
90
+ 0.81%
$64.73 - $76.45 $5.83K - $6.88K
11.2K $853K
WWW
Wolverine World Wide Inc

Consumer Cyclical
217
+ 1.67%
$18.93 - $32.4 $4.11K - $7.03K
13.2K $363K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.45K
+ 5.78%
$50.52 - $50.75 $124K - $124K
44.9K $2.28M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$144.19 - $167.33 $288 - $335
5.82K $973K
ENSG
Ensign Group, Inc

Healthcare
90
+ 1.54%
$136.36 - $174.12 $12.3K - $15.7K
5.94K $1.03M
CADE
Cadence Bank

Financial Services
378
+ 2.1%
$33.44 - $38.12 $12.6K - $14.4K
18.4K $691K
SNEX
Stone X Group Inc.

Financial Services
285
+ 3.24%
$81.94 - $104.56 $23.4K - $29.8K
9.09K $917K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.09K
+ 11.36%
$49.78 - $50.75 $104K - $106K
20.5K $1.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
82
+ 0.12%
$28.15 - $30.13 $2.31K - $2.47K
68.8K $2.04M
CVX
Chevron Corp

Energy
274
+ 5.04%
$145.57 - $161.83 $39.9K - $44.3K
5.71K $887K
SFST
Southern First Bancshares Inc

Financial Services
224
+ 1.39%
$38.64 - $45.54 $8.66K - $10.2K
16.3K $720K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.14K
+ 9.78%
$85.71 - $86.94 $97.9K - $99.3K
12.8K $1.11M
EXP
Eagle Materials Inc

Basic Materials
49
+ 1.78%
$209.12 - $242.26 $10.2K - $11.9K
2.8K $652K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.56K
+ 4.89%
$52.39 - $53.11 $81.9K - $83K
33.5K $1.78M
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.07%
$94.4 - $104.27 $1.13K - $1.25K
16.6K $1.71M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 3.36%
$55.61 - $57.37 $74.8K - $77.2K
41.4K $2.36M
ACWI
Ishares Msci Acwi ETF

ETFs
107
+ 1.52%
$128.32 - $138.41 $13.7K - $14.8K
7.14K $986K
SAIA
Saia Inc

Industrials
45
+ 1.74%
$281.49 - $333.61 $12.7K - $15K
2.63K $787K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
61
+ 3.46%
$231.32 - $272.35 $14.1K - $16.6K
1.82K $496K
PEN
Penumbra Inc

Healthcare
323
+ 21.1%
$227.15 - $287.09 $73.4K - $92.7K
1.85K $469K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
36
+ 2.81%
$534.91 - $598.71 $19.3K - $21.6K
1.32K $740K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3
+ 0.04%
$161.6 - $171.2 $485 - $514
7.54K $1.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
239
+ 0.69%
$81.75 - $84.54 $19.5K - $20.2K
35K $2.94M
VDE
Vanguard Energy ETF

ETFs
148
+ 2.4%
$118.37 - $129.65 $17.5K - $19.2K
6.32K $795K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.8K
+ 2.37%
$23.54 - $23.97 $42.3K - $43.1K
77.6K $1.86M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1K
+ 3.7%
$48.31 - $48.93 $48.3K - $48.9K
28K $1.37M
GGG
Graco Inc

Industrials
770
+ 5.67%
$82.58 - $88.81 $63.6K - $68.4K
14.3K $1.22M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
135
+ 0.92%
$30.13 - $33.37 $4.07K - $4.5K
14.9K $495K
IEFA
Ishares Tr

ETFs
65
+ 0.53%
$81.7 - $87.53 $5.31K - $5.69K
12.2K $1.07M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
967
+ 5.39%
$49.88 - $50.42 $48.2K - $48.8K
18.9K $948K
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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