Sheets Smith Wealth Management New Holdings in Q3 2025

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PIM
Putnam Master Intermediate Income Trust

Financial Services
241K
New
$3.29 - $3.49 $794K - $842K
241K $832K
MRVL
Marvell Technology, Inc.

Technology
8.58K
New
$62.31 - $84.07 $535K - $722K
8.58K $721K
AGI
Alamos Gold Inc

Basic Materials
19.8K
New
$24.3 - $34.86 $482K - $692K
19.8K $691K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
15.4K
New
$39.39 - $42.09 $608K - $649K
15.4K $644K
BANC
Banc Of California, Inc.

Financial Services
33.3K
New
$14.16 - $17.05 $472K - $568K
33.3K $551K
PRVA
Privia Health Group, Inc.

Healthcare
19.9K
New
$18.86 - $24.9 $375K - $495K
19.9K $494K
JBT
John Bean Technologies Corp

Industrials
3.81K
New
N/A
3.81K $479K
ERO
Ero Copper Corp.

Basic Materials
20.6K
New
$12.98 - $20.23 $268K - $417K
20.6K $417K
NU
Nu Holdings Ltd.

Financial Services
26K
New
$11.92 - $16.3 $310K - $424K
26K $416K
EBC
Eastern Bankshares, Inc.

Financial Services
22.9K
New
$15.03 - $18.34 $344K - $420K
22.9K $415K
FTI
Technip Fmc PLC

Energy
10K
New
$32.19 - $40.89 $323K - $410K
10K $396K
MSGS
Madison Square Garden Sports Corp.

Communication Services
1.66K
New
$192.65 - $230.03 $319K - $381K
1.66K $375K
MSM
Msc Industrial Direct CO Inc

Industrials
3.5K
New
$84.9 - $92.9 $297K - $326K
3.5K $322K
ODC
Oil Dri Corp Of America

Basic Materials
5.31K
New
$56.1 - $68.91 $298K - $366K
5.31K $320K
COHU
Cohu Inc

Technology
14.4K
New
$17.86 - $23.27 $257K - $335K
14.4K $292K
VIAV
Viavi Solutions Inc.

Technology
21.8K
New
$9.76 - $12.69 $213K - $277K
21.8K $277K
LC
Lending Club Corp

Financial Services
18.3K
New
$12.25 - $17.67 $224K - $323K
18.3K $277K
SAND
Sandstorm Gold LTD

Basic Materials
22K
New
$9.36 - $12.52 $206K - $275K
22K $275K
CENX
Century Aluminum CO

Basic Materials
9.35K
New
$18.1 - $29.4 $169K - $275K
9.35K $274K
AUR
Aurora Innovation, Inc.

Technology
50.7K
New
$5.05 - $6.56 $256K - $332K
50.7K $273K
FNV
Franco Nevada Corp

Basic Materials
959
New
$154.4 - $222.91 $148K - $214K
959 $213K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.74K
New
$51.33 - $58.15 $192K - $217K
3.74K $211K
CVLT
Commvault Systems Inc

Technology
1.11K
New
$163.43 - $195.41 $181K - $216K
1.11K $208K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8K
New
$25.39 - $25.57 $203K - $205K
8K $204K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.35K
New
$28.92 - $32.19 $184K - $204K
6.35K $202K
BTBT
Bit Digital, Inc

Financial Services
10K
New
$2.38 - $4.12 $23.8K - $41.2K
10K $29K
Fortuna Mng Corp
69K
New
N/A
69K $0
Kiniksa Pharmaceuticals Intl
7.16K
New
N/A
7.16K $0
Southstate Bk Corp
6.46K
New
N/A
6.46K $0
Aris Mng Corp
57.7K
New
N/A
57.7K $0
Grail Inc
8.66K
New
N/A
8.66K $0
American Healthcare Reit Inc
6.51K
New
N/A
6.51K $0
Morgan Stanley ETF Trust
55.2K
New
N/A
55.2K $0
Goldman Sachs ETF Tr
4.35K
New
N/A
4.35K $0
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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