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
VHT
Vanguard Health Care ETF

ETFs
-140
- 2.67%
$254.06 - $273.83 $35.6K - $38.3K
5.11K $1.35M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-24
- 0.12%
$39.18 - $43.52 $940 - $1.04K
19.8K $827K
DE
Deere & CO

Industrials
-10
- 1.62%
$408.57 - $509.27 $4.09K - $5.09K
607 $284K
VCIT
Vanguard Intermediate Term Cor

ETFs
-489
- 1.13%
$79.17 - $82.04 $38.7K - $40.1K
42.9K $3.51M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-38
- 0.35%
$31.25 - $34.24 $1.19K - $1.3K
10.7K $364K
EEFT
Euronet Worldwide, Inc.

Technology
-36
- 0.37%
$94.42 - $110.06 $3.4K - $3.96K
9.64K $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
-359
- 1.58%
$225.19 - $279.95 $80.8K - $101K
22.4K $5.49M
VEU
Vanguard Ftse All World Ex Us

ETFs
-100
- 0.65%
$56.51 - $62.98 $5.65K - $6.3K
15.2K $920K
SIVR
Abrdn Silver ETF Trust

ETFs
-500
- 3.67%
$28.07 - $32.82 $14K - $16.4K
13.1K $426K
VZ
Verizon Communications Inc

Communication Services
-449
- 3.21%
$37.81 - $46.49 $17K - $20.9K
13.5K $613K
TJX
Tjx Companies Inc

Consumer Cyclical
-98
- 0.12%
$112.81 - $126.16 $11.1K - $12.4K
80.8K $9.84M
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 0.92%
$279.74 - $321.29 $9.23K - $10.6K
3.57K $1.11M
CCI
Crown Castle International Corp

Real Estate
-90
- 1.48%
$84.33 - $106.39 $7.59K - $9.58K
6K $624K
AZO
Autozone Inc

Consumer Cyclical
-10
- 5.41%
$3193.96 - $3828.11 $31.9K - $38.3K
175 $667K
IRT
Independence Realty Trust, Inc.

Real Estate
-2K
- 2.3%
$18.23 - $21.8 $36.5K - $43.6K
85K $1.8M
SO
Southern CO

Utilities
-495
- 3.61%
$80.96 - $92.96 $40.1K - $46K
13.2K $1.22M
CVX
Chevron Corp

Energy
-92
- 2.01%
$146.71 - $167.97 $13.5K - $15.5K
4.5K $752K
SGOL
Abrdn Gold ETF Trust

ETFs
-6.21K
- 9.51%
$25.14 - $29.82 $156K - $185K
59.1K $1.76M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.09%
$890.62 - $1076.86 $3.56K - $4.31K
4.54K $4.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-720
- 3.56%
$34.58 - $45.97 $24.9K - $33.1K
19.5K $895K
JNJ
Johnson & Johnson

Healthcare
-322
- 2.41%
$142.06 - $167.7 $45.7K - $54K
13K $2.16M
EPD
Enterprise Products Partners L.P.

Energy
-11.3K
- 4.87%
$31.75 - $34.14 $359K - $386K
221K $7.54M
IBRX
Immunity Bio, Inc.

Healthcare
-500
- 0.08%
$2.32 - $3.9 $1.16K - $1.95K
633K $1.91M
CVS
Cvs Health Corp

Healthcare
-2.19K
- 11.15%
$44.22 - $68.64 $96.7K - $150K
17.4K $1.18M
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.23%
$169.2 - $216.66 $5.75K - $7.37K
14.9K $3.12M
TMUS
T Mobile Us, Inc.

Communication Services
-1.14K
- 6.05%
$211.3 - $272.83 $241K - $311K
17.7K $4.72M
OTIS
Otis Worldwide Corp

Industrials
-200
- 0.35%
$90.77 - $104.01 $18.2K - $20.8K
56.2K $5.8M
XOM
Exxon Mobil Corp

Energy
-384
- 0.52%
$105.44 - $118.93 $40.5K - $45.7K
73.9K $8.79M
ECL
Ecolab Inc.

Basic Materials
-292
- 0.63%
$229.72 - $269.82 $67.1K - $78.8K
46K $11.7M
AMGN
Amgen Inc

Healthcare
-686
- 3.35%
$258.59 - $327.36 $177K - $225K
19.8K $6.16M
V
Visa Inc.

Financial Services
-546
- 0.97%
$306.92 - $362.71 $168K - $198K
55.8K $19.6M
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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