Sheets Smith Wealth Management Incresed Positions in Q2 2025

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.28K
+ 3.4%
$456.74 - $568.03 $1.04M - $1.29M
69.2K $39.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52.5K
+ 40.16%
$58.41 - $72.69 $3.07M - $3.82M
183K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 0.54%
$498.8 - $620.9 $154K - $192K
57.8K $35.9M
INTU
Intuit Inc

Technology
19
+ 0.12%
$544.07 - $787.63 $10.3K - $15K
16K $12.6M
MSFT
Microsoft Corp

Technology
1.52K
+ 9.75%
$354.56 - $497.45 $538K - $754K
17.1K $8.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
213
+ 0.88%
$416.06 - $551.64 $88.6K - $117K
24.5K $13.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
35.7K
+ 113.84%
$45.88 - $54.4 $1.64M - $1.94M
67.1K $3.65M
NOW
Service Now, Inc.

Technology
670
+ 13.6%
$721.65 - $1040.18 $484K - $697K
5.6K $5.75M
UBER
Uber Technologies, Inc

Technology
228
+ 0.31%
$64.62 - $93.3 $14.7K - $21.3K
74.3K $6.93M
OEF
Ishares S&P 100 ETF

ETFs
4.96K
+ 148.95%
N/A
8.29K $2.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.8K
+ 9.17%
$32.66 - $40.75 $418K - $521K
152K $6.17M
AMD
Advanced Micro Devices Inc

Technology
5.7K
+ 83.09%
$78.21 - $143.81 $446K - $819K
12.6K $1.78M
SCHW
Schwab Charles Corp

Financial Services
7.36K
+ 92.31%
$69.06 - $91.24 $508K - $671K
15.3K $1.4M
IEFA
Ishares Tr

ETFs
8.87K
+ 268.4%
$67.83 - $84.09 $602K - $746K
12.2K $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12K
+ 9.27%
$17.76 - $22.1 $214K - $266K
142K $3.14M
MA
Mastercard Inc

Financial Services
947
+ 41.34%
$479.92 - $590.74 $454K - $559K
3.24K $1.82M
JPIE
J P Morgan Exchange Traded Fd
10.6K
+ 55.08%
$45.12 - $46.32 $480K - $493K
30K $1.39M
DGRO
Ishares Core Dividend Growth E

ETFs
4.44K
+ 5.33%
$55.22 - $63.94 $245K - $284K
87.7K $5.61M
PANW
Palo Alto Networks Inc

Technology
1.57K
+ 43.84%
$152.44 - $204.64 $239K - $320K
5.14K $1.05M
MELI
Mercadolibre Inc

Consumer Cyclical
90
+ 29.22%
$1794.73 - $2613.63 $162K - $235K
398 $1.04M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.87K
+ 11.65%
$28.68 - $33.09 $254K - $293K
85K $2.71M
NFLX
Netflix Inc

Communication Services
119
+ 19.54%
$855.86 - $1339.13 $102K - $159K
728 $974K
AVGO
Broadcom Inc.

Technology
137
+ 4.06%
$146.29 - $275.65 $20K - $37.8K
3.51K $967K
ITA
Ishares Tr

ETFs
175
+ 1.72%
$135.31 - $188.64 $23.7K - $33K
10.4K $1.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$51.16 - $62.02 $51.2 - $62
107K $6.65M
VIS
Vanguard Industrial ETF

ETFs
81
+ 0.82%
$220.04 - $280.07 $17.8K - $22.7K
9.9K $2.77M
GTLS
Chart Industries Inc

Industrials
596
+ 5.06%
$115.08 - $175.5 $68.6K - $105K
12.4K $2.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
159
+ 4.24%
$496.48 - $617.85 $78.9K - $98.2K
3.91K $2.42M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
295
+ 0.7%
$60.34 - $74.89 $17.8K - $22.1K
42.4K $3.17M
AEIS
Advanced Energy Industries Inc

Industrials
128
+ 1.73%
$79.03 - $133.84 $10.1K - $17.1K
7.53K $997K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.44K
+ 50.86%
$50.28 - $50.47 $274K - $275K
16.1K $811K
VO
Vanguard Mid Cap ETF

ETFs
314
+ 3.76%
$228.54 - $279.83 $71.8K - $87.9K
8.67K $2.43M
ADI
Analog Devices Inc

Technology
236
+ 4.35%
$164.6 - $238.02 $38.8K - $56.2K
5.66K $1.35M
GE
General Electric CO

Industrials
351
+ 12.4%
$166.81 - $257.39 $58.6K - $90.3K
3.18K $818K
IWF
Ishares Russell 1000 Gr ETF

ETFs
40
+ 1.05%
$320.42 - $424.58 $12.8K - $17K
3.84K $1.62M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.56K
+ 1.89%
$32.62 - $33.58 $149K - $153K
246K $8.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
505
+ 1.34%
$90.56 - $109.49 $45.7K - $55.3K
38.2K $4.17M
CYBR
Cyber Ark Software Ltd.

Technology
55
+ 1.8%
$305.98 - $406.88 $16.8K - $22.4K
3.12K $1.27M
HON
Honeywell International Inc

Industrials
54
+ 0.54%
$182.86 - $232.88 $9.87K - $12.6K
10K $2.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.87K
+ 23.74%
$34.72 - $42.74 $134K - $165K
20.2K $861K
APP
App Lovin Corp

Technology
1
+ 0.04%
$219.37 - $417.89 $219 - $418
2.37K $831K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.43K
+ 7.36%
$41.45 - $54.46 $59.4K - $78.1K
20.9K $1.09M
ENSG
Ensign Group, Inc

Healthcare
107
+ 1.86%
$119.93 - $156.36 $12.8K - $16.7K
5.85K $902K
FDVV
Fidelity High Dividend ETF

ETFs
900
+ 1.99%
$43.6 - $52.02 $39.2K - $46.8K
46.1K $2.4M
HQY
Healthequity, Inc.

Healthcare
157
+ 1.9%
$76.77 - $113.06 $12.1K - $17.8K
8.42K $881K
KEYS
Keysight Technologies, Inc.

Technology
440
+ 8.63%
$127.02 - $165.4 $55.9K - $72.8K
5.54K $907K
SNEX
Stone X Group Inc.

Financial Services
180
+ 2.09%
$69.59 - $94.15 $12.5K - $16.9K
8.8K $802K
FNDX
Schwab Fundamental U S Large C

ETFs
3.78K
+ 7.1%
$20.84 - $24.54 $78.7K - $92.6K
56.9K $1.4M
PODD
Insulet Corp

Healthcare
122
+ 6.15%
$238.57 - $327.47 $29.1K - $40K
2.11K $661K
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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