Sheets Smith Wealth Management New Holdings in Q2 2025

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
20.3K
New
$59.24 - $71.39 $1.2M - $1.45M
20.3K $1.45M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18.4K
New
$49.57 - $50.27 $913K - $926K
18.4K $925K
CCJ
Cameco Corp

Energy
11.9K
New
$36.68 - $74.46 $435K - $883K
11.9K $880K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
39.4K
New
$19.33 - $22.25 $762K - $877K
39.4K $876K
C
Citigroup Inc

Financial Services
9.2K
New
$58.13 - $85.12 $535K - $783K
9.2K $783K
NGD
New Gold Inc.

Basic Materials
158K
New
$2.98 - $4.95 $471K - $783K
158K $782K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
14.3K
New
$46.92 - $55.01 $670K - $786K
14.3K $775K
SPOT
Spotify Technology S.A.

Communication Services
1.01K
New
$503.3 - $775.9 $507K - $782K
1.01K $773K
DASH
Door Dash, Inc.

Communication Services
3K
New
$163.16 - $246.51 $490K - $741K
3K $740K
BCS
Barclays PLC

Financial Services
39.6K
New
$12.69 - $18.61 $502K - $736K
39.6K $735K
PAAS
Pan American Silver Corp

Basic Materials
24.8K
New
$21.49 - $29.35 $532K - $727K
24.8K $703K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.08K
New
$141.37 - $228.57 $436K - $704K
3.08K $698K
GPOR
Gulfport Energy Corp

Energy
3.42K
New
$158.62 - $206.57 $542K - $706K
3.42K $687K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.82K
New
$283.31 - $388.96 $516K - $708K
1.82K $682K
NFG
National Fuel Gas CO

Energy
7.98K
New
$73.0 - $86.01 $583K - $686K
7.98K $676K
AIG
American International Group, Inc.

Financial Services
7.83K
New
$77.56 - $87.72 $607K - $687K
7.83K $669K
ROAD
Construction Partners, Inc.

Industrials
6.3K
New
$68.75 - $110.36 $433K - $695K
6.3K $669K
RGLD
Royal Gold Inc

Basic Materials
3.72K
New
$155.48 - $186.71 $578K - $695K
3.72K $661K
FCFS
First Cash Holdings, Inc.

Financial Services
4.81K
New
$118.0 - $137.63 $568K - $662K
4.81K $650K
APEI
American Public Education Inc

Consumer Defensive
18.8K
New
$21.99 - $30.46 $414K - $574K
18.8K $573K
ATI
Allegheny Technologies Inc

Industrials
6.53K
New
$41.97 - $86.8 $274K - $566K
6.53K $563K
CVNA
Carvana Co.

Consumer Cyclical
1.65K
New
$162.57 - $345.64 $269K - $571K
1.65K $556K
SNOW
Snowflake Inc.

Technology
2.47K
New
$130.53 - $223.77 $323K - $554K
2.47K $553K
ESE
Esco Technologies Inc

Technology
2.79K
New
$139.86 - $194.5 $390K - $542K
2.79K $534K
MCB
Metropolitan Bank Holding Corp.

Financial Services
7.62K
New
$48.93 - $70.14 $373K - $534K
7.62K $533K
EXEL
Exelixis, Inc.

Healthcare
11.8K
New
$34.13 - $46.26 $402K - $545K
11.8K $519K
PSC
Principal ETF U.S. Small Cap M

ETFs
9.7K
New
$43.14 - $53.28 $418K - $517K
9.7K $516K
MNDY
Monday.Com Ltd.

Technology
1.63K
New
$217.77 - $314.48 $355K - $513K
1.63K $512K
QTWO
Q2 Holdings, Inc.

Technology
5.46K
New
$68.72 - $95.27 $375K - $520K
5.46K $510K
BJRI
B Js Restaurants Inc

Consumer Cyclical
11.1K
New
$29.82 - $45.99 $330K - $510K
11.1K $494K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.36K
New
$82.32 - $112.47 $359K - $491K
4.36K $490K
IBEX
Ibex LTD

Technology
16.4K
New
$22.5 - $30.55 $369K - $501K
16.4K $477K
IFS
Intercorp Financial Services Inc.

Financial Services
10.8K
New
$29.66 - $38.13 $320K - $411K
10.8K $411K
KINS
Kingstone Companies, Inc.

Financial Services
22.8K
New
$14.66 - $21.67 $334K - $494K
22.8K $351K
ADMA
Adma Biologics, Inc.

Healthcare
19.1K
New
$17.6 - $24.51 $337K - $469K
19.1K $348K
SMR
Nuscale Power Corp

Industrials
8.22K
New
$12.6 - $43.24 $104K - $356K
8.22K $325K
CASH
Meta Financial Group Inc

Financial Services
3.49K
New
$67.2 - $83.08 $235K - $290K
3.49K $276K
IXUS
Ishares Tr

ETFs
3.38K
New
$62.37 - $77.63 $211K - $262K
3.38K $261K
GS
Goldman Sachs Group Inc

Financial Services
361
New
$462.22 - $707.75 $167K - $255K
361 $255K
HGER
Harbor ETF Tr All Weather Infl
10.3K
New
$22.13 - $25.39 $229K - $262K
10.3K $250K
VRIG
Invesco Actively Managed ETF F

ETFs
9.57K
New
$24.89 - $25.14 $238K - $241K
9.57K $239K
GLW
Corning Inc

Technology
4.35K
New
$39.07 - $52.59 $170K - $229K
4.35K $228K
MAR
Marriott International Inc

Consumer Cyclical
833
New
$211.12 - $274.14 $176K - $228K
833 $227K
VFH
Vanguard Financial ETF

ETFs
1.67K
New
$104.87 - $127.3 $175K - $212K
1.67K $212K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
7.76K
New
$22.63 - $26.95 $176K - $209K
7.76K $209K
CTVA
Corteva, Inc.

Basic Materials
2.78K
New
$55.52 - $74.53 $154K - $207K
2.78K $206K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.62K
New
$29.12 - $35.84 $164K - $201K
5.62K $201K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
21.1K
New
N/A
21.1K $0
Ssga Active Tr
45.1K
New
N/A
45.1K $0
Activity Summary
Buys All Purchases 193 New Holdings 55 Increased Positions 138 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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