Sheets Smith Wealth Management Incresed Positions in Q1 2025

Sheets Smith Wealth Management

  • $789 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
118K
+ 352.07%
$99.85 - $100.19 $11.8M - $11.9M
152K $15.2M
IVV
Ishares Core S&P 500 ETF

ETFs
7.92K
+ 15.98%
$554.06 - $615.85 $4.39M - $4.88M
57.4K $32.3M
UBER
Uber Technologies, Inc

Technology
12.6K
+ 20.54%
$63.17 - $81.49 $797K - $1.03M
74K $5.39M
OUNZ
Van Eck Merk Gold Trust

ETFs
28.1K
+ 58.49%
$25.41 - $30.14 $714K - $847K
76.1K $2.29M
LLY
Eli Lilly & CO

Healthcare
240
+ 1.72%
$725.72 - $929.72 $174K - $223K
14.2K $11.7M
PULS
Pgim ETF Tr

ETFs
18.8K
+ 23.77%
$49.56 - $49.78 $929K - $934K
97.7K $4.86M
WPC
W. P. Carey Inc.

Real Estate
67
+ 0.07%
$53.5 - $65.05 $3.58K - $4.36K
95.7K $6.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
17K
+ 7.59%
$32.5 - $33.3 $554K - $568K
242K $8.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.66K
+ 7.44%
$33.84 - $37.77 $327K - $365K
140K $5.08M
GLD
Spdr Gold Trust

ETFs
115
+ 1.09%
$243.19 - $288.14 $28K - $33.1K
10.6K $3.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.11K
+ 30.09%
$56.17 - $59.71 $511K - $544K
39.4K $2.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.5K
+ 57.95%
$51.45 - $58.51 $593K - $674K
31.4K $1.63M
DGRO
Ishares Core Dividend Growth E

ETFs
6.55K
+ 8.54%
$60.46 - $64.42 $396K - $422K
83.3K $5.14M
DUK
Duke Energy Corp

Utilities
85
+ 0.31%
$105.87 - $121.97 $9K - $10.4K
27.5K $3.36M
PAYX
Paychex Inc

Industrials
2
+ 0.01%
$136.06 - $154.52 $272 - $309
24.6K $3.8M
OPCH
Option Care Health, Inc.

Healthcare
625
+ 2.62%
$22.7 - $35.2 $14.2K - $22K
24.5K $855K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.63K
+ 13.25%
$50.39 - $50.66 $284K - $285K
48.1K $2.44M
FNDX
Schwab Fundamental U S Large C

ETFs
10.9K
+ 25.92%
$23.03 - $25.01 $252K - $274K
53.2K $1.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.65K
+ 3.71%
$18.36 - $20.51 $85.3K - $95.3K
130K $2.57M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.88K
+ 41.58%
$29.82 - $30.1 $205K - $207K
23.4K $705K
CVCO
Cavco Industries Inc.

Consumer Cyclical
86
+ 4.13%
$431.31 - $539.1 $37.1K - $46.4K
2.17K $1.13M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.46K
+ 16.48%
$47.59 - $48.35 $165K - $167K
24.5K $1.18M
PODD
Insulet Corp

Healthcare
614
+ 44.78%
$237.06 - $288.29 $146K - $177K
1.99K $521K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.7K
+ 9.15%
$51.52 - $52.37 $139K - $142K
32.3K $1.69M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.01%
$68.32 - $75.06 $205 - $225
32.8K $2.45M
DRI
Darden Restaurants Inc

Consumer Cyclical
300
+ 7.24%
$180.02 - $208.56 $54K - $62.6K
4.45K $923K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.01%
$89.14 - $117.41 $89.1 - $117
7.09K $794K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.23K
+ 26.09%
$63.38 - $72.02 $142K - $161K
10.8K $706K
SNEX
Stone X Group Inc.

Financial Services
3.13K
+ 56.91%
$76.12 - $126.89 $238K - $397K
8.62K $658K
EXLS
Exl Service Holdings, Inc.

Technology
540
+ 1.82%
$44.13 - $51.8 $23.8K - $28K
30.2K $1.42M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1K
+ 5.99%
$99.16 - $99.52 $99.2K - $99.5K
17.7K $1.76M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$114.1 - $135.66 $228 - $271
5.75K $761K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.16%
$461.52 - $548.18 $3.69K - $4.39K
4.94K $2.59M
CSCO
Cisco Systems, Inc.

Technology
812
+ 5.54%
$58.74 - $64.87 $47.7K - $52.7K
15.5K $955K
ITA
Ishares Tr

ETFs
15
+ 0.15%
$144.84 - $159.5 $2.17K - $2.39K
10.2K $1.56M
AMD
Advanced Micro Devices Inc

Technology
1.66K
+ 31.94%
$96.63 - $129.55 $160K - $215K
6.86K $704K
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.63%
$117.15 - $158.79 $1.41K - $1.91K
1.93K $306K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
212
+ 3.06%
$96.27 - $116.36 $20.4K - $24.7K
7.15K $831K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
382
+ 1.38%
$41.61 - $44.72 $15.9K - $17.1K
28K $1.21M
VTV
Vanguard Value ETF

ETFs
1
+ 0.01%
$167.73 - $179.21 $168 - $179
18.7K $3.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.2K
+ 5.02%
$507.05 - $563.67 $1.62M - $1.8M
66.9K $34.4M
AVUV
American Centy ETF Tr Avantis

ETFs
2.17K
+ 15.43%
$84.95 - $100.62 $185K - $219K
16.2K $1.42M
SCHW
Schwab Charles Corp

Financial Services
283
+ 3.68%
$71.24 - $83.64 $20.2K - $23.7K
7.97K $623K
CYBR
Cyber Ark Software Ltd.

Technology
101
+ 3.41%
$312.8 - $414.31 $31.6K - $41.8K
3.06K $1.04M
JFR
Nuveen Floating Rate Income Fund

Financial Services
6K
+ 20.01%
$8.41 - $9.05 $50.5K - $54.3K
36K $305K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.54K
+ 6.44%
$67.03 - $74.61 $170K - $190K
42.1K $2.86M
UNP
Union Pacific Corp

Industrials
1
+ 0.02%
$225.21 - $254.42 $225 - $254
4.29K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
37
+ 0.35%
$85.68 - $97.5 $3.17K - $3.61K
10.6K $990K
INQQ
Exchange Traded Concepts Tr In

ETFs
5.92K
+ 20.71%
$13.32 - $16.5 $78.8K - $97.7K
34.5K $495K
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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email