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
ENB
Enbridge Inc

Energy
153
+ 1.42%
$41.54 - $45.45 $6.36K - $6.95K
10.9K $483K
CWST
Casella Waste Systems Inc

Industrials
103
+ 3.87%
$104.2 - $115.86 $10.7K - $11.9K
2.77K $308K
EMLP
First Tr Exchange Traded Iv

ETFs
17
+ 0.12%
$35.79 - $38.28 $608 - $651
14.2K $532K
COP
Conocophillips

Energy
2
+ 0.05%
$88.6 - $105.85 $177 - $212
3.81K $400K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.02%
$53.9 - $63.11 $53.9 - $63.1
5.21K $317K
DVY
Ishares Tr

ETFs
7
+ 0.1%
$128.58 - $138.1 $900 - $967
7.35K $986K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
267
+ 1.8%
$25.81 - $28.52 $6.89K - $7.61K
15.1K $417K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.61K
+ 2.76%
$23.58 - $24.02 $38K - $38.7K
60K $1.42M
TKR
Timken CO

Industrials
223
+ 3.81%
$69.85 - $83.79 $15.6K - $18.7K
6.08K $436K
IEX
Idex Corp

Industrials
655
+ 18.44%
$178.23 - $224.31 $117K - $147K
4.21K $761K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
350
+ 4.55%
$28.27 - $29.28 $9.89K - $10.2K
8.05K $233K
ENSG
Ensign Group, Inc

Healthcare
219
+ 3.96%
$125.4 - $148.86 $27.5K - $32.6K
5.74K $743K
KAI
Kadant Inc

Industrials
83
+ 3.71%
$335.28 - $398.39 $27.8K - $33.1K
2.32K $782K
HTZ
Hertz Global Holdings, Inc

Industrials
150
+ 0.59%
$3.3 - $4.5 $495 - $675
25.7K $101K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
300
+ 2.51%
$13.34 - $13.81 $4K - $4.14K
12.3K $167K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
442
+ 0.6%
$23.32 - $23.84 $10.3K - $10.5K
73.7K $1.73M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11
+ 0.31%
$76.77 - $82.22 $844 - $904
3.58K $284K
HSY
Hershey CO

Consumer Defensive
10
+ 0.38%
$144.74 - $186.36 $1.45K - $1.86K
2.65K $452K
USFR
Wisdomtree Floating Rate Treas

ETFs
110
+ 1.04%
$50.29 - $50.5 $5.53K - $5.56K
10.7K $538K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
124
+ 2.72%
$54.25 - $57.64 $6.73K - $7.15K
4.68K $257K
MGC
Vanguard Mega Cap ETF

ETFs
200
+ 6.06%
$199.2 - $222.69 $39.8K - $44.5K
3.5K $704K
TBBK
Bancorp, Inc.

Financial Services
1
+ 0.01%
$49.74 - $62.75 $49.7 - $62.8
10K $529K
NEE
Nextera Energy Inc

Utilities
101
+ 1.39%
$66.96 - $76.16 $6.76K - $7.69K
7.35K $520K
Ge Vernova Inc
10
+ 0.49%
N/A
2.04K $0
Oddity Tech LTD
315
+ 1.54%
N/A
20.8K $0
Qxo Inc
164
+ 0.96%
N/A
17.3K $0
Blackrock ETF Trust
26K
+ 143.38%
N/A
44.2K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
13K
+ 145.04%
N/A
22K $0
Atlanta Braves Hldgs Inc
893
+ 4.72%
N/A
19.8K $0
STEL
Stellar Bancorp Inc
663
+ 4.47%
N/A
15.5K $0
Coherent Corp
364
+ 1.46%
N/A
25.2K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.14%
$90.0 - $96.32 $450 - $482
3.47K $320K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
77
+ 4.58%
$191.06 - $228.87 $14.7K - $17.6K
1.76K $337K
RNST
Renasant Corp

Financial Services
610
+ 4.89%
$33.29 - $39.39 $20.3K - $24K
13.1K $443K
PFFA
Etfis Ser Tr I

ETFs
2.82K
+ 3.06%
$21.21 - $22.3 $59.8K - $62.8K
95K $2.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
106
+ 3.65%
$497.6 - $606.74 $52.7K - $64.3K
3.01K $1.5M
SSB
South State Corp

Financial Services
276
+ 4.66%
$89.4 - $108.33 $24.7K - $29.9K
6.21K $575K
AIR
Aar Corp

Industrials
266
+ 3.79%
$55.99 - $72.21 $14.9K - $19.2K
7.28K $407K
PNFP
Pinnacle Financial Partners Inc

Financial Services
206
+ 3.63%
$99.42 - $126.15 $20.5K - $26K
5.88K $622K
RSP
Invesco S&P 500 Equal Weight E

ETFs
284
+ 0.74%
$169.43 - $182.84 $48.1K - $51.9K
38.4K $6.66M
WCC
Wesco International Inc

Industrials
59
+ 4.11%
$155.3 - $199.95 $9.16K - $11.8K
1.5K $232K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6
+ 0.18%
$77.33 - $90.16 $464 - $541
3.27K $255K
AIT
Applied Industrial Technologies Inc

Industrials
186
+ 3.67%
$218.93 - $269.18 $40.7K - $50.1K
5.25K $1.18M
AMAT
Applied Materials Inc

Technology
1
+ 0.06%
$145.06 - $195.51 $145 - $196
1.77K $256K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.12%
$423.19 - $506.29 $423 - $506
854 $381K
HQY
Healthequity, Inc.

Healthcare
297
+ 3.73%
$84.32 - $114.51 $25K - $34K
8.26K $730K
EXP
Eagle Materials Inc

Basic Materials
113
+ 4.37%
$207.49 - $262.13 $23.4K - $29.6K
2.7K $598K
TFC
Truist Financial Corp

Financial Services
11
+ 0.06%
$39.48 - $48.15 $434 - $530
18.1K $743K
CADE
Cadence Bank

Financial Services
882
+ 5.28%
$29.1 - $35.93 $25.7K - $31.7K
17.6K $533K
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
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