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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.56K
+ 10.47%
$47.89 - $48.65 $123K - $125K
27K $1.31M
PULS
Pgim ETF Tr

ETFs
2.52K
+ 2.58%
$49.39 - $49.76 $124K - $125K
100K $4.98M
ETN
Eaton Corp PLC

Industrials
107
+ 10.3%
$246.52 - $356.99 $26.4K - $38.2K
1.15K $409K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.26K
+ 4.69%
$50.36 - $50.68 $114K - $114K
50.4K $2.55M
MEC
Mayville Engineering Company, Inc.

Industrials
680
+ 1.79%
$11.86 - $16.34 $8.06K - $11.1K
38.6K $615K
AIR
Aar Corp

Industrials
135
+ 1.85%
$48.56 - $69.04 $6.56K - $9.32K
7.42K $510K
ACWI
Ishares Msci Acwi ETF

ETFs
99
+ 1.43%
$103.59 - $128.6 $10.3K - $12.7K
7.03K $903K
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 1.17%
$221.86 - $362.89 $3.99K - $6.53K
1.56K $494K
SFST
Southern First Bancshares Inc

Financial Services
292
+ 1.85%
$30.61 - $38.65 $8.94K - $11.3K
16.1K $612K
RTX
Raytheon Technologies Corp

Industrials
67
+ 1.17%
$113.75 - $148.48 $7.62K - $9.95K
5.81K $848K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
3
+ 0.17%
$164.46 - $237.28 $493 - $712
1.76K $418K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.1K
+ 2.86%
$22.4 - $23.8 $47.1K - $50.1K
75.8K $1.8M
PEN
Penumbra Inc

Healthcare
320
+ 26.42%
$253.22 - $299.78 $81K - $95.9K
1.53K $392K
PM
Philip Morris International Inc.

Consumer Defensive
118
+ 6.11%
$149.23 - $184.95 $17.6K - $21.8K
2.05K $373K
WWW
Wolverine World Wide Inc

Consumer Cyclical
628
+ 5.06%
$10.07 - $18.79 $6.32K - $11.8K
13K $235K
AIT
Applied Industrial Technologies Inc

Industrials
91
+ 1.73%
$206.03 - $243.28 $18.7K - $22.1K
5.34K $1.24M
ALL
Allstate Corp

Financial Services
355
+ 14.13%
$180.53 - $212.64 $64.1K - $75.5K
2.87K $577K
WCC
Wesco International Inc

Industrials
33
+ 2.21%
$132.86 - $186.1 $4.38K - $6.14K
1.53K $283K
GLDM
World Gold Trust

ETFs
147
+ 1.35%
$58.96 - $67.97 $8.67K - $9.99K
11.1K $725K
AXP
American Express CO

Financial Services
24
+ 2.83%
$231.39 - $318.98 $5.55K - $7.66K
872 $278K
TMO
Thermo Fisher Scientific Inc.

Healthcare
807
+ 26.81%
$390.26 - $489.06 $315K - $395K
3.82K $1.55M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
602
+ 7.82%
$72.12 - $76.23 $43.4K - $45.9K
8.3K $629K
CADE
Cadence Bank

Financial Services
464
+ 2.64%
$26.42 - $32.41 $12.3K - $15K
18K $576K
MEDP
Medpace Holdings, Inc.

Healthcare
43
+ 1.31%
$277.23 - $315.28 $11.9K - $13.6K
3.33K $1.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
44
+ 0.94%
$50.08 - $63.14 $2.2K - $2.78K
4.73K $298K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20
+ 1.88%
$171.4 - $227.1 $3.43K - $4.54K
1.09K $246K
LVHI
Franklin International Low Vol

ETFs
980
+ 1.94%
$28.91 - $33.28 $28.3K - $32.6K
51.5K $1.68M
ASIX
Advan Six Inc.

Basic Materials
886
+ 5.53%
$18.69 - $24.81 $16.6K - $22K
16.9K $401K
PNFP
Pinnacle Financial Partners Inc

Financial Services
105
+ 1.79%
$87.19 - $111.51 $9.15K - $11.7K
5.98K $660K
RNST
Renasant Corp

Financial Services
280
+ 2.14%
$27.68 - $36.52 $7.75K - $10.2K
13.4K $480K
TFC
Truist Financial Corp

Financial Services
13
+ 0.07%
$34.79 - $42.99 $452 - $559
18.1K $777K
ICSH
Blackrock Ultra Short Term Bon

ETFs
643
+ 1.54%
$50.48 - $50.71 $32.5K - $32.6K
42.4K $2.15M
SPSB
Spdr Portfolio Short Term Corp

ETFs
902
+ 3.85%
$29.82 - $30.19 $26.9K - $27.2K
24.3K $734K
JEPI
J P Morgan Exchange Traded Fd

ETFs
686
+ 1.74%
$51.14 - $57.0 $35.1K - $39.1K
40.1K $2.28M
ABT
Abbott Laboratories

Healthcare
134
+ 4.51%
$123.95 - $138.08 $16.6K - $18.5K
3.11K $422K
CVX
Chevron Corp

Energy
942
+ 20.95%
$133.73 - $168.51 $126K - $159K
5.44K $778K
CHY
Calamos Convertible & High Income Fund

Financial Services
105
+ 0.39%
$9.18 - $10.99 $964 - $1.15K
26.9K $295K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
890
+ 3.05%
$47.42 - $51.67 $42.2K - $46K
30.1K $1.53M
CRM
Salesforce, Inc.

Technology
60
+ 4.45%
$236.26 - $291.15 $14.2K - $17.5K
1.41K $384K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
370
+ 1.32%
$27.01 - $28.59 $9.99K - $10.6K
28.3K $807K
AMT
American Tower Corp

Real Estate
69
+ 4.47%
$203.96 - $228.19 $14.1K - $15.7K
1.61K $356K
CWST
Casella Waste Systems Inc

Industrials
50
+ 1.81%
$103.78 - $120.37 $5.19K - $6.02K
2.82K $325K
KMI
Kinder Morgan, Inc.

Energy
66
+ 0.45%
$25.21 - $29.4 $1.66K - $1.94K
14.8K $434K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.25%
$468.22 - $566.51 $468 - $567
406 $229K
ROLL
Rbc Bearings Inc

Industrials
44
+ 0.88%
N/A
5.06K $1.25M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.08%
$70.7 - $82.14 $212 - $246
3.59K $294K
BDN
Brandywine Realty Trust

Real Estate
3.76K
+ 7.43%
$3.5 - $4.58 $13.2K - $17.2K
54.4K $233K
SSB
South State Corp

Financial Services
140
+ 2.26%
$80.59 - $94.67 $11.3K - $13.3K
6.35K $583K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6
+ 0.17%
$81.46 - $94.63 $489 - $568
3.47K $328K
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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