Sheets Smith Wealth Management Reduced Holdings in Q1 2025

Sheets Smith Wealth Management

  • $789 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-1K
- 9.96%
$104.71 - $107.69 $105K - $108K
9.04K $952K
ADP
Automatic Data Processing Inc

Industrials
-470
- 19.18%
$286.85 - $318.64 $135K - $150K
1.98K $605K
PFE
Pfizer Inc

Healthcare
-1.37K
- 2.56%
$25.01 - $27.13 $34.2K - $37.1K
52K $1.32M
NFLX
Netflix Inc

Communication Services
-132
- 17.81%
$828.4 - $1058.6 $109K - $140K
609 $567K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-58
- 0.51%
$89.18 - $104.04 $5.17K - $6.03K
11.4K $1.04M
VIS
Vanguard Industrial ETF

ETFs
-69
- 0.7%
$243.63 - $273.99 $16.8K - $18.9K
9.82K $2.43M
KOS
Kosmos Energy Ltd.

Energy
-460
- 0.68%
$2.12 - $3.9 $975 - $1.79K
66.7K $152K
RY
Royal Bank Of Canada

Financial Services
-370
- 10.48%
$108.81 - $123.4 $40.3K - $45.7K
3.16K $356K
PSA
Public Storage

Real Estate
-200
- 0.7%
$288.99 - $313.98 $57.8K - $62.8K
28.2K $8.44M
BAC
Bank Of America Corp

Financial Services
-745
- 5.3%
$39.61 - $47.74 $29.5K - $35.6K
13.3K $555K
VGT
Vanguard Information Technolog

ETFs
-11
- 1.61%
$542.38 - $646.34 $5.97K - $7.11K
671 $363K
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 0.67%
$271.18 - $303.12 $5.97K - $6.67K
3.28K $900K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-786
- 6.47%
$95.85 - $99.25 $75.3K - $78K
11.4K $1.12M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-659
- 0.8%
$16.76 - $17.69 $11K - $11.7K
81.6K $1.37M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.24K
- 2.89%
$50.44 - $50.7 $62.7K - $63.1K
41.8K $2.12M
USB
Us Bancorp \De\

Financial Services
-440
- 7.66%
$40.92 - $50.9 $18K - $22.4K
5.3K $223K
ROLL
Rbc Bearings Inc

Industrials
-203
- 3.89%
N/A
5.02K $1.23M
VIG
Vanguard Dividend Appreciation

ETFs
-237
- 0.99%
N/A
23.8K $4.33M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-338
- 7.5%
$110.75 - $120.15 $37.4K - $40.6K
4.17K $482K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.15K
- 2.11%
$24.1 - $24.34 $75.9K - $76.6K
146K $3.56M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 3.05%
$408.78 - $448.82 $20.4K - $22.4K
1.59K $666K
OKE
Oneok Inc

Energy
-16
- 0.07%
$89.57 - $109.85 $1.43K - $1.76K
22.1K $2.2M
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.15%
$217.89 - $252.64 $436 - $505
1.35K $300K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-577
- 7.23%
$50.82 - $52.7 $29.3K - $30.4K
7.4K $388K
SBUX
Starbucks Corp

Consumer Cyclical
-634
- 10.56%
$91.75 - $115.81 $58.2K - $73.4K
5.37K $526K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-3.76K
- 8.4%
$23.24 - $26.16 $87.4K - $98.4K
41K $1.05M
OEF
Ishares S&P 100 ETF

ETFs
-67
- 1.97%
N/A
3.33K $885K
XLV
Select Sector Spdr Fund Health

ETFs
-260
- 8.62%
$137.61 - $149.68 $35.8K - $38.9K
2.76K $402K
XEL
Xcel Energy Inc

Utilities
-450
- 6.91%
$63.37 - $72.1 $28.5K - $32.4K
6.07K $429K
ACWI
Ishares Msci Acwi ETF

ETFs
-15
- 0.22%
$115.16 - $124.13 $1.73K - $1.86K
6.93K $806K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-200
- 4.18%
$47.33 - $47.92 $9.47K - $9.58K
4.58K $218K
EFG
Msci Eafe Growth ETF

ETFs
-177
- 3.48%
$96.1 - $106.37 $17K - $18.8K
4.91K $490K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-127
- 0.27%
$39.4 - $42.61 $5K - $5.41K
47.6K $1.92M
Bitwise Bitcoin ETF Tr
-193
- 2.69%
N/A
6.99K $0
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-93
- 1.2%
$152.57 - $163.66 $14.2K - $15.2K
7.64K $1.2M
Skyward Specialty Ins Group
-37
- 0.53%
N/A
6.89K $0
Roadzen Inc
-80K
- 18.18%
N/A
360K $0
Blackrock Inc
-10
- 0.28%
N/A
3.6K $0
Labcorp Holdings Inc
-400
- 15.77%
N/A
2.14K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-96
- 1.63%
$105.1 - $109.61 $10.1K - $10.5K
5.79K $629K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 1.24%
$158.56 - $176.26 $7.93K - $8.81K
3.97K $676K
D
Dominion Energy, Inc

Utilities
-170
- 2.86%
$52.85 - $57.43 $8.98K - $9.76K
5.78K $324K
VNQ
Vanguard Specialized Funds Van

ETFs
-2
- 0.07%
$85.55 - $94.34 $171 - $189
2.96K $268K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-40
- 0.75%
$71.17 - $73.66 $2.85K - $2.95K
5.32K $390K
KMI
Kinder Morgan, Inc.

Energy
-308
- 2.05%
$26.1 - $31.22 $8.04K - $9.62K
14.7K $420K
VDE
Vanguard Energy ETF

ETFs
-324
- 4.88%
$119.14 - $132.76 $38.6K - $43K
6.32K $819K
MA
Mastercard Inc

Financial Services
-62
- 2.63%
$504.67 - $576.31 $31.3K - $35.7K
2.29K $1.26M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13
- 0.08%
$37.07 - $40.63 $482 - $528
16.3K $641K
WFC
Wells Fargo & Company

Financial Services
-7
- 0.07%
$66.78 - $81.42 $467 - $570
10.3K $741K
Activity Summary
Buys All Purchases 150 New Holdings 20 Increased Positions 130 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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