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
NEE
Nextera Energy Inc

Utilities
221
+ 3.01%
$64.11 - $75.0 $14.2K - $16.6K
7.57K $525K
TXN
Texas Instruments Inc

Technology
17
+ 1.34%
N/A
1.28K $249K
ZTS
Zoetis Inc.

Healthcare
104
+ 6.47%
$144.41 - $170.3 $15K - $17.7K
1.71K $266K
SO
Southern CO

Utilities
45
+ 0.34%
$84.91 - $92.56 $3.82K - $4.17K
13.3K $1.22M
EMLP
First Tr Exchange Traded Iv

ETFs
17
+ 0.12%
$33.62 - $37.89 $572 - $644
14.2K $532K
STEL
Stellar Bancorp Inc
328
+ 2.12%
N/A
15.8K $0
ESIX
Ssga Active Tr Spdr S&P Smallc
6.87K
New
N/A
6.87K $0
Pgim ETF Tr
2.25K
+ 26.29%
N/A
10.8K $0
ALCC
Alt C Acquisition Corp.

Financial Services
5.28K
New
N/A
5.28K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
21.1K
New
N/A
21.1K $0
Astera Labs Inc
5.32K
New
N/A
5.32K $0
Qxo Inc
1.11K
+ 6.43%
N/A
18.4K $0
Ul Solutions Inc
4.51K
New
N/A
4.51K $0
Atlanta Braves Hldgs Inc
370
+ 1.87%
N/A
20.2K $0
Sable Offshore Corp
17.9K
New
N/A
17.9K $0
Ssga Active Tr
45.1K
New
N/A
45.1K $0
UNP
Union Pacific Corp

Industrials
53
+ 1.23%
$208.27 - $238.46 $11K - $12.6K
4.35K $1M
UPS
United Parcel Service Inc

Industrials
20
+ 0.82%
$91.92 - $110.2 $1.84K - $2.2K
2.45K $247K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.49K
+ 1416.38%
$87.84 - $1441.89 $570K - $9.35M
6.95K $625K
KOS
Kosmos Energy Ltd.

Energy
3.47K
+ 5.2%
$1.52 - $2.28 $5.27K - $7.91K
70.2K $120K
PFFA
Etfis Ser Tr I

ETFs
128
+ 0.13%
$19.49 - $21.31 $2.49K - $2.73K
95.1K $1.98M
KAI
Kadant Inc

Industrials
38
+ 1.64%
$286.24 - $350.17 $10.9K - $13.3K
2.36K $749K
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.09%
$79.69 - $99.41 $398 - $497
5.38K $492K
EXP
Eagle Materials Inc

Basic Materials
54
+ 2.0%
$193.68 - $241.95 $10.5K - $13.1K
2.75K $555K
OPCH
Option Care Health, Inc.

Healthcare
457
+ 1.87%
$30.69 - $34.95 $14K - $16K
24.9K $809K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 0.98%
$285.55 - $321.23 $9.99K - $11.2K
3.6K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.02%
$44.12 - $59.6 $44.1 - $59.6
5.21K $241K
DUK
Duke Energy Corp

Utilities
61
+ 0.22%
$112.46 - $124.05 $6.86K - $7.57K
27.6K $3.25M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
55
+ 4.49%
$483.07 - $625.6 $26.6K - $34.4K
1.28K $672K
NTIC
Northern Technologies International Corp

Basic Materials
1.95K
+ 4.14%
$6.84 - $10.45 $13.3K - $20.4K
48.9K $362K
PSA
Public Storage

Real Estate
1
+ 0.0%
$266.31 - $309.77 $266 - $310
28.2K $8.28M
JNJ
Johnson & Johnson

Healthcare
32
+ 0.25%
$146.36 - $159.82 $4.68K - $5.11K
13.1K $2M
CVCO
Cavco Industries Inc.

Consumer Cyclical
44
+ 2.03%
$396.53 - $537.62 $17.4K - $23.7K
2.21K $961K
SAIA
Saia Inc

Industrials
81
+ 3.23%
$236.65 - $374.8 $19.2K - $30.4K
2.59K $708K
ACN
Accenture PLC

Technology
143
+ 0.76%
$279.23 - $323.21 $39.9K - $46.2K
19.1K $5.7M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.0%
$68.37 - $73.9 $68.4 - $73.9
331K $23.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4K
+ 1.4%
$24.32 - $27.87 $97.3K - $112K
291K $7.71M
ABBV
Abb Vie Inc.

Healthcare
32
+ 0.21%
$170.16 - $206.27 $5.45K - $6.6K
14.9K $2.77M
OKE
Oneok Inc

Energy
106
+ 0.48%
$78.71 - $100.37 $8.34K - $10.6K
22.2K $1.81M
LLY
Eli Lilly & CO

Healthcare
23
+ 0.16%
$713.71 - $898.95 $16.4K - $20.7K
14.2K $11.1M
XOM
Exxon Mobil Corp

Energy
486
+ 0.66%
$99.93 - $119.04 $48.6K - $57.9K
74.4K $8.02M
UNH
Unitedhealth Group Inc

Healthcare
97
+ 1.96%
$274.35 - $599.47 $26.6K - $58.1K
5.04K $1.57M
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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