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
USFR
Wisdomtree Floating Rate Treas

ETFs
172
+ 1.07%
$50.23 - $50.48 $8.64K - $8.68K
16.3K $819K
VRIG
Invesco Actively Managed ETF F

ETFs
78
+ 0.81%
$25.04 - $25.16 $1.95K - $1.96K
9.65K $242K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9
+ 0.05%
$99.12 - $99.52 $892 - $896
16.5K $1.65M
BDN
Brandywine Realty Trust

Real Estate
1.82K
+ 3.34%
$3.81 - $4.58 $6.92K - $8.32K
56.2K $234K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2.37K
+ 11.21%
N/A
23.5K $0
Coherent Corp
2.8K
+ 11.01%
N/A
28.2K $0
Ssga Active Tr
2.63K
+ 31.75%
N/A
10.9K $0
Atlanta Braves Hldgs Inc
865
+ 4.28%
N/A
21.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
979
+ 4.45%
N/A
23K $0
STEL
Stellar Bancorp Inc
252
+ 1.59%
N/A
16.1K $0
Ul Solutions Inc
164
+ 3.64%
N/A
4.67K $0
Pgim ETF Tr
3.21K
+ 29.75%
N/A
14K $0
CSCO
Cisco Systems, Inc.

Technology
185
+ 1.23%
$66.2 - $71.79 $12.2K - $13.3K
15.2K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
327
+ 6.94%
$65.64 - $78.22 $21.5K - $25.6K
5.04K $337K
INQQ
Exchange Traded Concepts Tr In

ETFs
904
+ 3.24%
$15.52 - $16.59 $14K - $15K
28.8K $449K
CASH
Meta Financial Group Inc

Financial Services
30
+ 0.86%
$72.32 - $83.85 $2.17K - $2.52K
3.52K $260K
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.66%
$150.47 - $161.22 $3.91K - $4.19K
3.98K $610K
DE
Deere & CO

Industrials
4
+ 0.69%
$457.26 - $524.37 $1.83K - $2.1K
583 $266K
KAI
Kadant Inc

Industrials
37
+ 1.57%
$297.58 - $358.61 $11K - $13.3K
2.4K $713K
DIS
Walt Disney CO

Communication Services
3
+ 0.08%
$112.25 - $124.0 $337 - $372
3.76K $430K
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.09%
$81.9 - $96.86 $410 - $484
5.38K $455K
LLY
Eli Lilly & CO

Healthcare
237
+ 1.67%
$625.65 - $812.69 $148K - $193K
14.4K $11M
ASIX
Advan Six Inc.

Basic Materials
305
+ 1.8%
$18.03 - $25.29 $5.5K - $7.71K
17.2K $333K
HQY
Healthequity, Inc.

Healthcare
106
+ 1.26%
$87.42 - $103.12 $9.27K - $10.9K
8.53K $807K
MEC
Mayville Engineering Company, Inc.

Industrials
390
+ 1.01%
$13.53 - $17.22 $5.28K - $6.72K
39K $533K
PNFP
Pinnacle Financial Partners Inc

Financial Services
85
+ 1.42%
$86.13 - $119.63 $7.32K - $10.2K
6.07K $568K
OPCH
Option Care Health, Inc.

Healthcare
903
+ 3.62%
$26.82 - $31.95 $24.2K - $28.9K
25.8K $717K
OKE
Oneok Inc

Energy
424
+ 1.91%
$71.36 - $83.47 $30.3K - $35.4K
22.7K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.18%
$915.95 - $994.57 $7.33K - $7.96K
4.48K $4.15M
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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