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
TFC
Truist Financial Corp

Financial Services
-29
- 0.16%
$42.83 - $47.07 $1.24K - $1.37K
18.1K $825K
SYLD
Cambria Shareholder Yld ETF

ETFs
-371
- 1.66%
$63.93 - $70.45 $23.7K - $26.1K
21.9K $1.51M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-178
- 1.3%
$84.28 - $89.46 $15K - $15.9K
13.5K $1.2M
WPC
W. P. Carey Inc.

Real Estate
-6.21K
- 6.77%
$61.29 - $68.7 $380K - $426K
85.5K $5.78M
DVY
Ishares Tr

ETFs
-68
- 0.94%
$133.88 - $142.57 $9.1K - $9.69K
7.16K $1.02M
XOM
Exxon Mobil Corp

Energy
-2.75K
- 3.7%
$105.83 - $117.22 $291K - $323K
71.6K $8.08M
SE
Sea LTD

Consumer Cyclical
-26
- 0.75%
$146.23 - $196.5 $3.8K - $5.11K
3.43K $612K
PFFA
Etfis Ser Tr I

ETFs
-1.08K
- 1.13%
$20.94 - $22.43 $22.6K - $24.2K
94K $2.04M
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 1.08%
$303.93 - $329.86 $10.3K - $11.2K
3.13K $1.03M
MYRG
Myr Group Inc.

Industrials
-704
- 8.32%
$173.81 - $208.03 $122K - $146K
7.75K $1.61M
ORCL
Oracle Corp

Technology
-1
- 0.07%
$218.96 - $328.33 $219 - $328
1.44K $403K
AMD
Advanced Micro Devices Inc

Technology
-955
- 7.61%
$134.8 - $184.42 $129K - $176K
11.6K $1.88M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-823
- 1.82%
$42.04 - $45.23 $34.6K - $37.2K
44.4K $2.01M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.57%
$3649.42 - $4354.54 $3.65K - $4.35K
174 $746K
FNDX
Schwab Fundamental U S Large C

ETFs
-37
- 0.06%
$24.38 - $26.34 $902 - $975
56.9K $1.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-333
- 0.76%
$25.29 - $28.33 $8.42K - $9.43K
43.5K $1.21M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.76K
- 8.22%
$110.96 - $127.67 $306K - $352K
30.8K $3.88M
AVUV
American Centy ETF Tr Avantis

ETFs
-20
- 0.13%
$90.37 - $102.12 $1.81K - $2.04K
14.8K $1.48M
UBER
Uber Technologies, Inc

Technology
-2.23K
- 3.0%
$86.91 - $99.57 $194K - $222K
72K $7.06M
GE
General Electric CO

Industrials
-18
- 0.57%
$244.75 - $305.63 $4.41K - $5.5K
3.16K $951K
VV
Vanguard Large Cap ETF

ETFs
-400
- 3.51%
$285.05 - $309.14 $114K - $124K
11K $3.38M
UNH
Unitedhealth Group Inc

Healthcare
-69
- 1.37%
$237.77 - $353.61 $16.4K - $24.4K
4.97K $1.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.26%
$420.11 - $472.68 $4.2K - $4.73K
3.83K $1.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-211
- 5.53%
$404.94 - $499.99 $85.4K - $105K
3.61K $1.75M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.48K
- 9.43%
$163.62 - $210.2 $242K - $312K
14.2K $2.78M
HD
Home Depot, Inc.

Consumer Cyclical
-578
- 4.38%
$357.4 - $423.42 $207K - $245K
12.6K $5.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-515
- 1.35%
$108.46 - $120.63 $55.9K - $62.1K
37.6K $4.47M
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.03K
- 1.21%
$31.49 - $37.19 $32.4K - $38.2K
84K $3.12M
JPM
Jpmorgan Chase & CO

Financial Services
-326
- 1.46%
$282.78 - $316.06 $92.2K - $103K
22K $6.94M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-57
- 0.27%
$50.79 - $76.4 $2.9K - $4.35K
20.9K $1.59M
GLD
Spdr Gold Trust

ETFs
-20
- 0.19%
$300.96 - $355.47 $6.02K - $7.11K
10.4K $3.7M
MEDP
Medpace Holdings, Inc.

Healthcare
-284
- 8.52%
$308.88 - $514.16 $87.7K - $146K
3.05K $1.57M
SPG
Simon Property Group Inc

Real Estate
-1.66K
- 4.92%
$159.93 - $187.67 $266K - $312K
32.2K $6.04M
TSCO
Tractor Supply CO

Consumer Cyclical
-5.84K
- 2.39%
$54.08 - $62.65 $316K - $366K
239K $13.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-24.4K
- 3.53%
$24.46 - $26.5 $597K - $647K
667K $17.6M
MTZ
Mastec Inc

Industrials
-82
- 0.41%
$168.23 - $212.81 $13.8K - $17.5K
19.9K $4.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.24K
- 1.22%
$72.65 - $78.68 $163K - $177K
181K $14.2M
APP
App Lovin Corp

Technology
-2
- 0.08%
$335.1 - $718.54 $670 - $1.44K
2.37K $1.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-136
- 0.55%
$546.99 - $602.2 $74.4K - $81.9K
24.4K $14.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-685
- 3.59%
$473.44 - $553.71 $324K - $379K
18.4K $10.1M
IQV
Iqvia Holdings Inc.

Healthcare
-1.81K
- 3.68%
$157.68 - $200.82 $285K - $363K
47.3K $8.99M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.81K
- 3.48%
$121.35 - $144.54 $341K - $406K
77.9K $11.3M
NVDA
Nvidia Corp

Technology
-3.06K
- 3.87%
$153.3 - $186.58 $469K - $571K
75.9K $14.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.35K
- 2.33%
$620.67 - $670.08 $837K - $903K
56.4K $37.8M
AAPL
Apple Inc.

Technology
-1.63K
- 3.32%
$202.38 - $256.87 $330K - $418K
47.4K $12.1M
GOOG
Alphabet Inc.

Communication Services
-8.37K
- 7.36%
$175.16 - $255.24 $1.47M - $2.14M
105K $25.6M
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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