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
CADE
Cadence Bank

Financial Services
378
+ 2.1%
$33.44 - $38.12 $12.6K - $14.4K
18.4K $691K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.09K
+ 11.36%
$49.78 - $50.75 $104K - $106K
20.5K $1.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
82
+ 0.12%
$28.15 - $30.13 $2.31K - $2.47K
68.8K $2.04M
CVX
Chevron Corp

Energy
274
+ 5.04%
$145.57 - $161.83 $39.9K - $44.3K
5.71K $887K
SFST
Southern First Bancshares Inc

Financial Services
224
+ 1.39%
$38.64 - $45.54 $8.66K - $10.2K
16.3K $720K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.14K
+ 9.78%
$85.71 - $86.94 $97.9K - $99.3K
12.8K $1.11M
EXP
Eagle Materials Inc

Basic Materials
49
+ 1.78%
$209.12 - $242.26 $10.2K - $11.9K
2.8K $652K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.56K
+ 4.89%
$52.39 - $53.11 $81.9K - $83K
33.5K $1.78M
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.07%
$94.4 - $104.27 $1.13K - $1.25K
16.6K $1.71M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 3.36%
$55.61 - $57.37 $74.8K - $77.2K
41.4K $2.36M
SAIA
Saia Inc

Industrials
45
+ 1.74%
$281.49 - $333.61 $12.7K - $15K
2.63K $787K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
61
+ 3.46%
$231.32 - $272.35 $14.1K - $16.6K
1.82K $496K
PEN
Penumbra Inc

Healthcare
323
+ 21.1%
$227.15 - $287.09 $73.4K - $92.7K
1.85K $469K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
36
+ 2.81%
$534.91 - $598.71 $19.3K - $21.6K
1.32K $740K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3
+ 0.04%
$161.6 - $171.2 $485 - $514
7.54K $1.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
239
+ 0.69%
$81.75 - $84.54 $19.5K - $20.2K
35K $2.94M
VDE
Vanguard Energy ETF

ETFs
148
+ 2.4%
$118.37 - $129.65 $17.5K - $19.2K
6.32K $795K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1K
+ 3.7%
$48.31 - $48.93 $48.3K - $48.9K
28K $1.37M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.8K
+ 2.37%
$23.54 - $23.97 $42.3K - $43.1K
77.6K $1.86M
GGG
Graco Inc

Industrials
770
+ 5.67%
$82.58 - $88.81 $63.6K - $68.4K
14.3K $1.22M
IEFA
Ishares Tr

ETFs
65
+ 0.53%
$81.7 - $87.53 $5.31K - $5.69K
12.2K $1.07M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
135
+ 0.92%
$30.13 - $33.37 $4.07K - $4.5K
14.9K $495K
PANW
Palo Alto Networks Inc

Technology
270
+ 5.26%
$167.06 - $208.19 $45.1K - $56.2K
5.41K $1.1M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
967
+ 5.39%
$49.88 - $50.42 $48.2K - $48.8K
18.9K $948K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
111
+ 0.55%
$70.77 - $73.59 $7.86K - $8.17K
20.4K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.97%
$459.11 - $506.91 $10.1K - $11.2K
2.3K $1.16M
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
WFC
Wells Fargo & Company

Financial Services
10
+ 0.12%
$77.05 - $85.16 $771 - $852
8.46K $708K
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
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
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
76
+ 0.92%
$73.94 - $78.51 $5.62K - $5.97K
8.37K $650K
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
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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