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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.13K
- 2.24%
$50.47 - $50.74 $57.1K - $57.4K
49.3K $2.5M
CRM
Salesforce, Inc.

Technology
-3
- 0.21%
$231.66 - $273.65 $695 - $821
1.41K $333K
CCI
Crown Castle International Corp

Real Estate
-120
- 2.04%
$92.96 - $113.91 $11.2K - $13.7K
5.78K $557K
VIG
Vanguard Dividend Appreciation

ETFs
-232
- 0.98%
N/A
23.5K $4.28M
JNJ
Johnson & Johnson

Healthcare
-2.52K
- 19.3%
$155.17 - $185.42 $391K - $468K
10.5K $1.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.14K
- 5.05%
$181.56 - $190.33 $206K - $216K
21.4K $4.06M
BMY
Bristol Myers Squibb CO

Healthcare
-599
- 11.5%
$43.31 - $48.98 $25.9K - $29.3K
4.61K $207K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-23.3K
- 7.72%
$23.82 - $25.84 $556K - $603K
279K $7.17M
ITM
Vaneck Intermediate Muni ETF

ETFs
-1K
- 7.35%
$45.2 - $46.71 $45.2K - $46.7K
12.6K $587K
AMGN
Amgen Inc

Healthcare
-315
- 1.61%
$271.18 - $309.22 $85.4K - $97.4K
19.3K $5.44M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-229
- 4.77%
$172.72 - $179.11 $39.6K - $41K
4.57K $814K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-500
- 7.81%
$52.55 - $54.37 $26.3K - $27.2K
5.9K $319K
TXN
Texas Instruments Inc

Technology
-90
- 7.02%
N/A
1.19K $231K
MCD
Mcdonalds Corp

Consumer Cyclical
-181
- 5.02%
$291.67 - $316.99 $52.8K - $57.4K
3.42K $1.04M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-319
- 2.37%
$42.75 - $43.37 $13.6K - $13.8K
13.1K $569K
ABT
Abbott Laboratories

Healthcare
-30
- 0.97%
$120.51 - $136.62 $3.62K - $4.1K
3.08K $411K
COP
Conocophillips

Energy
-222
- 6.55%
$91.0 - $98.99 $20.2K - $22K
3.17K $299K
ROLL
Rbc Bearings Inc

Industrials
-15
- 0.3%
N/A
5.05K $1.24M
META
Meta Platforms, Inc.

Communication Services
-3
- 0.66%
$695.21 - $791.73 $2.09K - $2.38K
451 $331K
CHY
Calamos Convertible & High Income Fund

Financial Services
-800
- 2.98%
$10.75 - $11.45 $8.6K - $9.16K
26.1K $292K
VZ
Verizon Communications Inc

Communication Services
-282
- 2.1%
$40.84 - $45.06 $11.5K - $12.7K
13.1K $577K
SNOW
Snowflake Inc.

Technology
-22
- 0.89%
$191.73 - $241.0 $4.22K - $5.3K
2.45K $553K
Blackrock ETF Trust
-1.36K
- 3.13%
N/A
42.2K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-93
- 1.64%
$107.66 - $112.36 $10K - $10.4K
5.58K $621K
Labcorp Holdings Inc
-475
- 22.49%
N/A
1.64K $0
Bitwise Bitcoin ETF Tr
-299
- 5.25%
N/A
5.4K $0
Blackrock Inc
-95
- 2.66%
N/A
3.48K $0
Oddity Tech LTD
-2.86K
- 16.89%
N/A
14.1K $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-118
- 0.75%
$76.16 - $78.59 $8.99K - $9.27K
15.6K $1.22M
IFRA
Ishares Tr

ETFs
-480
- 5.82%
$49.77 - $52.82 $23.9K - $25.4K
7.76K $409K
EFG
Msci Eafe Growth ETF

ETFs
-28
- 0.65%
$106.99 - $114.46 $3K - $3.2K
4.27K $485K
VFH
Vanguard Financial ETF

ETFs
-3
- 0.18%
$125.23 - $132.78 $376 - $398
1.66K $218K
XEL
Xcel Energy Inc

Utilities
-830
- 14.11%
$67.56 - $80.65 $56.1K - $66.9K
5.05K $407K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-1.69K
- 4.53%
$56.62 - $61.48 $95.8K - $104K
35.7K $2.15M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-101
- 2.14%
$62.54 - $68.42 $6.32K - $6.91K
4.63K $312K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-11
- 0.04%
$28.95 - $29.73 $318 - $327
31K $921K
D
Dominion Energy, Inc

Utilities
-123
- 2.42%
$56.32 - $62.1 $6.93K - $7.64K
4.95K $302K
MA
Mastercard Inc

Financial Services
-10
- 0.31%
$550.18 - $598.96 $5.5K - $5.99K
3.23K $1.84M
VGT
Vanguard Information Technolog

ETFs
-51
- 7.57%
$656.44 - $753.15 $33.5K - $38.4K
623 $465K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-13
- 1.2%
$225.11 - $247.9 $2.93K - $3.22K
1.07K $265K
HSY
Hershey CO

Consumer Defensive
-188
- 7.18%
$161.95 - $193.45 $30.4K - $36.4K
2.43K $454K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.35K
- 1.71%
$17.13 - $17.98 $23.1K - $24.3K
77.8K $1.38M
SO
Southern CO

Utilities
-107
- 0.81%
$90.83 - $96.0 $9.72K - $10.3K
13.2K $1.25M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-876
- 2.14%
$23.27 - $25.46 $20.4K - $22.3K
40.1K $991K
KEYS
Keysight Technologies, Inc.

Technology
-150
- 2.71%
$158.51 - $178.15 $23.8K - $26.7K
5.39K $942K
PEP
Pepsico Inc

Consumer Defensive
-3.06K
- 5.53%
$133.81 - $152.16 $410K - $466K
52.3K $7.35M
RY
Royal Bank Of Canada

Financial Services
-32
- 1.09%
$128.46 - $148.6 $4.11K - $4.76K
2.9K $427K
VHT
Vanguard Health Care ETF

ETFs
-50
- 1.03%
$239.12 - $259.95 $12K - $13K
4.83K $1.25M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.2K
- 4.79%
$39.37 - $44.24 $47.3K - $53.1K
23.9K $1.04M
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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