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
PANW
Palo Alto Networks Inc

Technology
270
+ 5.26%
$167.06 - $208.19 $45.1K - $56.2K
5.41K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.97%
$459.11 - $506.91 $10.1K - $11.2K
2.3K $1.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
111
+ 0.55%
$70.77 - $73.59 $7.86K - $8.17K
20.4K $1.5M
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$69.77 - $77.54 $69.8 - $77.5
7.57K $571K
AMAT
Applied Materials Inc

Technology
24
+ 1.36%
$156.25 - $204.95 $3.75K - $4.92K
1.79K $366K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
305
+ 2.81%
$97.75 - $100.75 $29.8K - $30.7K
11.2K $1.12M
WCC
Wesco International Inc

Industrials
1
+ 0.07%
$189.22 - $227.19 $189 - $227
1.53K $323K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.19%
$435.72 - $463.74 $1.31K - $1.39K
1.59K $737K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.07K
+ 4.41%
$30.02 - $30.29 $32.2K - $32.5K
25.4K $769K
ADUS
Addus Home Care Corp

Healthcare
111
+ 1.5%
$104.96 - $118.41 $11.7K - $13.1K
7.52K $887K
BTBT
Bit Digital, Inc

Financial Services
10K
New
$2.38 - $4.12 $23.8K - $41.2K
10K $29K
AXP
American Express CO

Financial Services
50
+ 5.73%
$294.27 - $342.31 $14.7K - $17.1K
922 $306K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6
+ 0.2%
$79.39 - $90.39 $476 - $542
3.04K $269K
TKR
Timken CO

Industrials
92
+ 1.57%
$73.5 - $81.69 $6.76K - $7.52K
5.95K $447K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
76
+ 0.92%
$73.94 - $78.51 $5.62K - $5.97K
8.37K $650K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
808
+ 1.4%
$23.53 - $23.75 $19K - $19.2K
58.4K $1.38M
RNST
Renasant Corp

Financial Services
220
+ 1.65%
$35.52 - $39.77 $7.81K - $8.75K
13.6K $501K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6
+ 0.17%
$94.17 - $99.95 $565 - $600
3.48K $347K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2
+ 0.06%
$82.42 - $87.03 $165 - $174
3.59K $312K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.28%
$36.04 - $38.78 $577 - $620
5.64K $217K
BND
Vanguard Bd Index Fd Inc Total

ETFs
154
+ 2.92%
$72.57 - $74.72 $11.2K - $11.5K
5.43K $403K
EXLS
Exl Service Holdings, Inc.

Technology
220
+ 1.44%
$41.4 - $45.43 $9.11K - $9.99K
15.5K $682K
VNQ
Vanguard Specialized Funds Van

ETFs
65
+ 2.2%
$88.47 - $93.24 $5.75K - $6.06K
3.02K $275K
EMLP
First Tr Exchange Traded Iv

ETFs
18
+ 0.13%
$36.99 - $38.38 $666 - $691
14.2K $544K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
269
+ 0.95%
$28.34 - $28.67 $7.62K - $7.71K
28.6K $819K
KMI
Kinder Morgan, Inc.

Energy
931
+ 6.29%
$26.23 - $28.5 $24.4K - $26.5K
15.7K $445K
USFR
Wisdomtree Floating Rate Treas

ETFs
172
+ 1.07%
$50.23 - $50.48 $8.64K - $8.68K
16.3K $819K
VRIG
Invesco Actively Managed ETF F

ETFs
78
+ 0.81%
$25.04 - $25.16 $1.95K - $1.96K
9.65K $242K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9
+ 0.05%
$99.12 - $99.52 $892 - $896
16.5K $1.65M
BDN
Brandywine Realty Trust

Real Estate
1.82K
+ 3.34%
$3.81 - $4.58 $6.92K - $8.32K
56.2K $234K
Ul Solutions Inc
164
+ 3.64%
N/A
4.67K $0
Fortuna Mng Corp
69K
New
N/A
69K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2.37K
+ 11.21%
N/A
23.5K $0
Southstate Bk Corp
6.46K
New
N/A
6.46K $0
Kiniksa Pharmaceuticals Intl
7.16K
New
N/A
7.16K $0
STEL
Stellar Bancorp Inc
252
+ 1.59%
N/A
16.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
979
+ 4.45%
N/A
23K $0
Coherent Corp
2.8K
+ 11.01%
N/A
28.2K $0
Pgim ETF Tr
3.21K
+ 29.75%
N/A
14K $0
Aris Mng Corp
57.7K
New
N/A
57.7K $0
Morgan Stanley ETF Trust
55.2K
New
N/A
55.2K $0
Goldman Sachs ETF Tr
4.35K
New
N/A
4.35K $0
Ssga Active Tr
2.63K
+ 31.75%
N/A
10.9K $0
American Healthcare Reit Inc
6.51K
New
N/A
6.51K $0
Qxo Inc
295
+ 1.6%
N/A
18.7K $0
Grail Inc
8.66K
New
N/A
8.66K $0
Atlanta Braves Hldgs Inc
865
+ 4.28%
N/A
21.1K $0
CSCO
Cisco Systems, Inc.

Technology
185
+ 1.23%
$66.2 - $71.79 $12.2K - $13.3K
15.2K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
327
+ 6.94%
$65.64 - $78.22 $21.5K - $25.6K
5.04K $337K
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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