Sheets Smith Wealth Management Incresed Positions in Q3 2025

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.9K
+ 2.75%
$567.77 - $614.76 $1.08M - $1.17M
71.1K $43.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
51.9K
+ 77.25%
$53.81 - $57.52 $2.79M - $2.98M
119K $6.85M
VO
Vanguard Mid Cap ETF

ETFs
5.83K
+ 67.3%
$279.83 - $293.74 $1.63M - $1.71M
14.5K $4.26M
PULS
Pgim ETF Tr

ETFs
33.7K
+ 33.64%
$49.58 - $49.83 $1.67M - $1.68M
134K $6.67M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.04K
+ 71.67%
$1789.16 - $2158.23 $1.86M - $2.24M
2.48K $4.44M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 16.1%
$174.36 - $254.72 $388K - $568K
16.1K $3.91M
NFLX
Netflix Inc

Communication Services
1.2K
+ 164.84%
$1147.87 - $1297.18 $1.38M - $1.56M
1.93K $2.31M
SPIB
Spdr Portfolio Intermediate Te

ETFs
34.5K
+ 14.03%
$33.26 - $34.01 $1.15M - $1.17M
281K $9.51M
PLTR
Palantir Technologies Inc.

Technology
4.99K
+ 78.86%
$130.68 - $186.97 $652K - $933K
11.3K $2.06M
DORM
Dorman Products, Inc.

Consumer Cyclical
2.96K
+ 19.81%
$119.13 - $166.34 $353K - $493K
17.9K $2.79M
CVS
Cvs Health Corp

Healthcare
11.4K
+ 201.85%
$58.75 - $76.5 $667K - $868K
17K $1.28M
SIVR
Abrdn Silver ETF Trust

ETFs
15.1K
+ 114.86%
$34.34 - $44.62 $517K - $672K
28.2K $1.25M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$184.85 - $231.54 $185 - $232
14.9K $3.46M
MPWR
Monolithic Power Systems Inc

Technology
621
+ 155.25%
$711.24 - $922.81 $442K - $573K
1.02K $939K
OEF
Ishares S&P 100 ETF

ETFs
2.01K
+ 24.28%
N/A
10.3K $2.74M
DGRO
Ishares Core Dividend Growth E

ETFs
1.9K
+ 2.17%
$64.12 - $68.08 $122K - $129K
89.6K $6.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.02%
$135.0 - $146.02 $1.08K - $1.17K
42.5K $6.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.33K
+ 5.49%
$74.93 - $80.73 $174K - $188K
44.7K $3.6M
JPIE
J P Morgan Exchange Traded Fd
9.05K
+ 30.18%
$46.01 - $46.55 $416K - $421K
39K $1.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$62.09 - $66.51 $62.1 - $66.5
107K $7M
CVCO
Cavco Industries Inc.

Consumer Cyclical
31
+ 1.4%
$403.12 - $585.63 $12.5K - $18.2K
2.25K $1.3M
SGOL
Abrdn Gold ETF Trust

ETFs
11
+ 0.02%
$31.18 - $36.81 $343 - $405
59.1K $2.18M
AEIS
Advanced Energy Industries Inc

Industrials
107
+ 1.42%
$133.59 - $176.59 $14.3K - $18.9K
7.64K $1.3M
FDVV
Fidelity High Dividend ETF

ETFs
2.01K
+ 4.37%
$52.42 - $55.71 $106K - $112K
48.1K $2.68M
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.21%
$215.01 - $273.02 $4.09K - $5.19K
8.86K $2.23M
ENB
Enbridge Inc

Energy
4.02K
+ 36.87%
$43.79 - $50.46 $176K - $203K
14.9K $753K
CYBR
Cyber Ark Software Ltd.

Technology
23
+ 0.74%
$374.8 - $491.1 $8.62K - $11.3K
3.14K $1.52M
LVHI
Franklin International Low Vol

ETFs
3.61K
+ 7.01%
$32.69 - $35.19 $118K - $127K
55.1K $1.92M
TSLA
Tesla, Inc.

Consumer Cyclical
80
+ 5.13%
$293.94 - $444.72 $23.5K - $35.6K
1.64K $728K
ITA
Ishares Tr

ETFs
1
+ 0.01%
$184.73 - $209.26 $185 - $209
10.4K $2.17M
AVGO
Broadcom Inc.

Technology
68
+ 1.94%
$264.74 - $369.57 $18K - $25.1K
3.58K $1.18M
HWM
Howmet Aerospace Inc.

Industrials
725
+ 12.53%
$171.0 - $196.23 $124K - $142K
6.51K $1.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.09K
+ 0.77%
$21.69 - $23.34 $23.6K - $25.4K
143K $3.33M
IAU
Ishares Gold Trust

ETFs
33
+ 0.18%
$61.62 - $72.77 $2.03K - $2.4K
18.2K $1.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$617.65 - $666.84 $618 - $667
3.91K $2.61M
AIT
Applied Industrial Technologies Inc

Industrials
91
+ 1.7%
$242.14 - $275.72 $22K - $25.1K
5.44K $1.42M
DUK
Duke Energy Corp

Utilities
56
+ 0.2%
$116.31 - $125.93 $6.51K - $7.05K
27.6K $3.42M
AIR
Aar Corp

Industrials
105
+ 1.42%
$69.47 - $89.67 $7.29K - $9.42K
7.52K $674K
C
Citigroup Inc

Financial Services
72
+ 0.78%
$85.57 - $103.49 $6.16K - $7.45K
9.27K $941K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
5.96K
+ 15.12%
$22.18 - $22.83 $132K - $136K
45.4K $1.03M
PSC
Principal ETF U.S. Small Cap M

ETFs
1.66K
+ 17.11%
$51.93 - $57.81 $86.2K - $96K
11.4K $647K
MRK
Merck & Co., Inc.

Healthcare
406
+ 2.0%
$77.6 - $87.37 $31.5K - $35.5K
20.7K $1.74M
WWW
Wolverine World Wide Inc

Consumer Cyclical
217
+ 1.67%
$18.93 - $32.4 $4.11K - $7.03K
13.2K $363K
GLDM
World Gold Trust

ETFs
90
+ 0.81%
$64.73 - $76.45 $5.83K - $6.88K
11.2K $853K
CWST
Casella Waste Systems Inc

Industrials
1.96K
+ 69.58%
$86.69 - $114.82 $170K - $225K
4.78K $453K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.45K
+ 5.78%
$50.52 - $50.75 $124K - $124K
44.9K $2.28M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$144.19 - $167.33 $288 - $335
5.82K $973K
ENSG
Ensign Group, Inc

Healthcare
90
+ 1.54%
$136.36 - $174.12 $12.3K - $15.7K
5.94K $1.03M
SNEX
Stone X Group Inc.

Financial Services
285
+ 3.24%
$81.94 - $104.56 $23.4K - $29.8K
9.09K $917K
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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