Sheets Smith Wealth Management Reduced Holdings in Q3 2025

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-14.8K
- 79.05%
$238.61 - $264.3 $3.53M - $3.91M
3.92K $968K
ACN
Accenture PLC

Technology
-7.59K
- 39.79%
$232.56 - $304.78 $1.76M - $2.31M
11.5K $2.83M
OTIS
Otis Worldwide Corp

Industrials
-21.4K
- 38.08%
$84.93 - $101.07 $1.82M - $2.16M
34.8K $3.18M
INTU
Intuit Inc

Technology
-100
- 0.63%
$646.03 - $807.39 $64.6K - $80.7K
15.9K $10.8M
CPRT
Copart Inc

Consumer Cyclical
-12.5K
- 4.57%
$44.6 - $49.97 $556K - $623K
260K $11.7M
V
Visa Inc.

Financial Services
-2.61K
- 4.69%
$332.09 - $358.86 $867K - $937K
53.1K $18.1M
KMX
Carmax Inc

Consumer Cyclical
-20K
- 60.24%
$44.86 - $71.57 $897K - $1.43M
13.2K $592K
SUB
Ishares Short Term National Mu

ETFs
-15.7K
- 13.56%
$106.17 - $107.3 $1.67M - $1.69M
100K $10.7M
NOW
Service Now, Inc.

Technology
-1K
- 17.88%
$850.86 - $1044.69 $852K - $1.05M
4.6K $4.23M
KO
Coca Cola CO

Consumer Defensive
-134
- 0.04%
$65.67 - $71.67 $8.8K - $9.6K
330K $21.9M
NKE
Nike, Inc.

Consumer Cyclical
-10.8K
- 13.68%
$69.24 - $79.24 $751K - $859K
68.4K $4.77M
TMUS
T Mobile Us, Inc.

Communication Services
-3.3K
- 18.63%
$226.02 - $259.01 $746K - $855K
14.4K $3.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-36.6K
- 12.59%
$26.38 - $27.95 $965K - $1.02M
254K $6.94M
GWW
W.W. Grainger, Inc.

Industrials
-240
- 4.23%
$932.44 - $1059.49 $224K - $254K
5.43K $5.18M
OHI
Omega Healthcare Investors Inc

Real Estate
-20.6K
- 69.97%
$36.29 - $43.34 $747K - $892K
8.83K $372K
FTNT
Fortinet, Inc.

Technology
-4.91K
- 55.37%
$74.39 - $107.65 $365K - $529K
3.96K $332K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-14.1K
- 54.56%
$43.65 - $46.42 $614K - $653K
11.7K $543K
PAYX
Paychex Inc

Industrials
-798
- 3.27%
$126.69 - $147.99 $101K - $118K
23.6K $3M
CRS
Carpenter Technology Corp

Industrials
-1.64K
- 36.81%
$232.4 - $287.42 $380K - $470K
2.81K $689K
MSFT
Microsoft Corp

Technology
-1.59K
- 9.34%
$491.09 - $535.64 $783K - $854K
15.5K $8.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.15K
- 2.31%
$211.65 - $238.24 $456K - $513K
91.2K $20M
PLMR
Palomar Holdings, Inc.

Financial Services
-1.9K
- 30.42%
$112.26 - $148.79 $213K - $282K
4.34K $506K
ECL
Ecolab Inc.

Basic Materials
-2.29K
- 4.98%
$259.39 - $285.47 $594K - $654K
43.7K $12M
CNI
Canadian National Railway CO

Industrials
-400
- 1.02%
$92.01 - $106.6 $36.8K - $42.6K
38.6K $3.64M
PSA
Public Storage

Real Estate
-860
- 3.05%
$271.94 - $298.09 $234K - $256K
27.3K $7.9M
ABC
Amerisourcebergen Corp

Healthcare
-1.96K
- 11.9%
N/A
14.5K $2.69M
EPD
Enterprise Products Partners L.P.

Energy
-11.8K
- 5.35%
$30.74 - $32.14 $362K - $378K
208K $6.51M
GBIL
Goldman Sachs Access Treasury

ETFs
-3.02K
- 41.48%
$99.82 - $100.23 $301K - $302K
4.25K $426K
HON
Honeywell International Inc

Industrials
-149
- 1.49%
$207.7 - $240.4 $30.9K - $35.8K
9.86K $2.08M
DRI
Darden Restaurants Inc

Consumer Cyclical
-664
- 14.94%
$184.73 - $220.27 $123K - $146K
3.78K $719K
BX
Blackstone Inc.

Financial Services
-2.25K
- 30.93%
$152.77 - $188.68 $344K - $425K
5.02K $858K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-8.19K
- 8.12%
$42.79 - $45.73 $350K - $374K
92.6K $4.15M
GIS
General Mills Inc

Consumer Defensive
-3.21K
- 12.52%
$48.44 - $53.83 $156K - $173K
22.4K $1.13M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.67K
- 5.52%
$24.23 - $24.42 $186K - $187K
131K $3.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.63K
- 8.87%
$72.01 - $74.44 $189K - $196K
27K $1.98M
EEFT
Euronet Worldwide, Inc.

Technology
-470
- 5.03%
$87.37 - $107.37 $41.1K - $50.5K
8.87K $778K
GTLS
Chart Industries Inc

Industrials
-2.95K
- 23.86%
$162.6 - $200.28 $480K - $591K
9.42K $1.89M
SYK
Stryker Corp

Healthcare
-185
- 6.09%
$368.57 - $403.53 $68.2K - $74.7K
2.85K $1.05M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-6.67K
- 12.04%
$55.31 - $60.06 $369K - $401K
48.8K $2.93M
PFE
Pfizer Inc

Healthcare
-5.87K
- 23.6%
$23.29 - $25.88 $137K - $152K
19K $484K
IBRX
Immunity Bio, Inc.

Healthcare
-400
- 0.06%
$2.24 - $3.01 $896 - $1.2K
633K $1.56M
PODD
Insulet Corp

Healthcare
-319
- 15.14%
$277.3 - $352.82 $88.5K - $113K
1.79K $552K
PM
Philip Morris International Inc.

Consumer Defensive
-313
- 15.27%
$157.77 - $183.27 $49.4K - $57.4K
1.74K $281K
IHDG
Wisdomtree Tr

ETFs
-2.74K
- 7.64%
$43.81 - $46.31 $120K - $127K
33.2K $1.53M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.2K
- 6.72%
$39.8 - $42.86 $407K - $439K
142K $6.08M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-461
- 7.93%
$123.13 - $140.8 $56.8K - $64.9K
5.35K $687K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.49K
- 12.11%
$60.96 - $64.31 $91K - $96K
10.8K $688K
MUB
Ishares National Muni Bond ETF

ETFs
-745
- 8.73%
$103.24 - $106.68 $76.9K - $79.5K
7.79K $829K
XLV
Select Sector Spdr Fund Health

ETFs
-509
- 18.51%
$129.01 - $139.72 $65.7K - $71.1K
2.24K $311K
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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email