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
Oddity Tech LTD
315
+ 1.54%
N/A
20.8K $0
STEL
Stellar Bancorp Inc
663
+ 4.47%
N/A
15.5K $0
Coherent Corp
364
+ 1.46%
N/A
25.2K $0
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
77
+ 4.58%
$191.06 - $228.87 $14.7K - $17.6K
1.76K $337K
RNST
Renasant Corp

Financial Services
610
+ 4.89%
$33.29 - $39.39 $20.3K - $24K
13.1K $443K
PFFA
Etfis Ser Tr I

ETFs
2.82K
+ 3.06%
$21.21 - $22.3 $59.8K - $62.8K
95K $2.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
106
+ 3.65%
$497.6 - $606.74 $52.7K - $64.3K
3.01K $1.5M
SSB
South State Corp

Financial Services
276
+ 4.66%
$89.4 - $108.33 $24.7K - $29.9K
6.21K $575K
AIR
Aar Corp

Industrials
266
+ 3.79%
$55.99 - $72.21 $14.9K - $19.2K
7.28K $407K
PNFP
Pinnacle Financial Partners Inc

Financial Services
206
+ 3.63%
$99.42 - $126.15 $20.5K - $26K
5.88K $622K
WCC
Wesco International Inc

Industrials
59
+ 4.11%
$155.3 - $199.95 $9.16K - $11.8K
1.5K $232K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6
+ 0.18%
$77.33 - $90.16 $464 - $541
3.27K $255K
AIT
Applied Industrial Technologies Inc

Industrials
186
+ 3.67%
$218.93 - $269.18 $40.7K - $50.1K
5.25K $1.18M
AMAT
Applied Materials Inc

Technology
1
+ 0.06%
$145.06 - $195.51 $145 - $196
1.77K $256K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.12%
$423.19 - $506.29 $423 - $506
854 $381K
HQY
Healthequity, Inc.

Healthcare
297
+ 3.73%
$84.32 - $114.51 $25K - $34K
8.26K $730K
EXP
Eagle Materials Inc

Basic Materials
113
+ 4.37%
$207.49 - $262.13 $23.4K - $29.6K
2.7K $598K
TFC
Truist Financial Corp

Financial Services
11
+ 0.06%
$39.48 - $48.15 $434 - $530
18.1K $743K
MEDP
Medpace Holdings, Inc.

Healthcare
144
+ 4.58%
$304.69 - $360.97 $43.9K - $52K
3.29K $1M
CADE
Cadence Bank

Financial Services
882
+ 5.28%
$29.1 - $35.93 $25.7K - $31.7K
17.6K $533K
WMT
Walmart Inc.

Consumer Defensive
115
+ 0.55%
$84.5 - $105.05 $9.72K - $12.1K
21K $1.84M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
66
+ 5.69%
$634.14 - $744.83 $41.9K - $49.2K
1.23K $777K
CHY
Calamos Convertible & High Income Fund

Financial Services
95
+ 0.36%
$10.1 - $12.0 $960 - $1.14K
26.8K $270K
BDN
Brandywine Realty Trust

Real Estate
105
+ 0.21%
$4.44 - $5.66 $466 - $594
50.6K $225K
MEC
Mayville Engineering Company, Inc.

Industrials
1.38K
+ 3.78%
$13.43 - $16.37 $18.5K - $22.6K
37.9K $509K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
1.25K
+ 3.78%
$16.4 - $22.98 $20.5K - $28.7K
34.2K $574K
CRM
Salesforce, Inc.

Technology
15
+ 1.12%
$268.36 - $359.95 $4.03K - $5.4K
1.35K $362K
SFST
Southern First Bancshares Inc

Financial Services
614
+ 4.04%
$31.88 - $38.5 $19.6K - $23.6K
15.8K $520K
ASIX
Advan Six Inc.

Basic Materials
256
+ 1.62%
$22.57 - $32.31 $5.78K - $8.27K
16K $363K
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.62%
$551.42 - $612.93 $12.7K - $14.1K
3.75K $2.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
904
+ 1.99%
$23.16 - $27.04 $20.9K - $24.4K
46.2K $1.08M
NTIC
Northern Technologies International Corp

Basic Materials
1.05K
+ 2.28%
$10.41 - $13.43 $10.9K - $14.1K
47K $489K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
216
+ 0.31%
$25.58 - $29.24 $5.53K - $6.32K
68.9K $1.81M
WWW
Wolverine World Wide Inc

Consumer Cyclical
124
+ 1.01%
$13.28 - $23.98 $1.65K - $2.97K
12.4K $172K
AEIS
Advanced Energy Industries Inc

Industrials
276
+ 3.87%
$94.8 - $131.54 $26.2K - $36.3K
7.4K $705K
ADUS
Addus Home Care Corp

Healthcare
267
+ 3.81%
$89.83 - $135.92 $24K - $36.3K
7.27K $719K
ECPG
Encore Capital Group Inc

Financial Services
512
+ 3.59%
$32.02 - $51.25 $16.4K - $26.2K
14.8K $507K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.03%
$83.01 - $101.02 $498 - $606
20.3K $1.83M
AVGO
Broadcom Inc.

Technology
1
+ 0.03%
$167.43 - $244.7 $167 - $245
3.37K $564K
SAIA
Saia Inc

Industrials
97
+ 4.03%
$349.29 - $508.47 $33.9K - $49.3K
2.51K $875K
MYRG
Myr Group Inc.

Industrials
358
+ 4.07%
$106.08 - $157.33 $38K - $56.3K
9.15K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.15%
$347.25 - $424.87 $6.95K - $8.5K
13.2K $4.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
679
+ 0.52%
$64.88 - $72.1 $44.1K - $49K
131K $8.6M
MTZ
Mastec Inc

Industrials
66
+ 0.33%
$108.66 - $160.79 $7.17K - $10.6K
19.8K $2.31M
GOOGL
Alphabet Inc.

Communication Services
121
+ 0.88%
$154.33 - $206.19 $18.7K - $24.9K
13.9K $2.14M
GTLS
Chart Industries Inc

Industrials
164
+ 1.41%
$141.99 - $218.35 $23.3K - $35.8K
11.8K $1.7M
IQV
Iqvia Holdings Inc.

Healthcare
155
+ 0.32%
$176.3 - $209.96 $27.3K - $32.5K
49.2K $8.67M
GOOG
Alphabet Inc.

Communication Services
9.51K
+ 8.44%
$156.06 - $207.71 $1.48M - $1.98M
122K $19.1M
AMZN
Amazon Com Inc

Consumer Cyclical
264
+ 0.28%
$190.26 - $242.06 $50.2K - $63.9K
95.9K $18.2M
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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