Sheets Smith Wealth Management Sells in Q2 2025

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-145K
- 95.22%
$99.83 - $100.19 $14.5M - $14.5M
7.27K $727K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.9K
- 41.39%
$152.93 - $181.74 $2.43M - $2.89M
22.5K $4.1M
CPRT
Copart Inc

Consumer Cyclical
-3.53K
- 1.28%
$47.72 - $63.84 $168K - $225K
273K $13.4M
PEP
Pepsico Inc

Consumer Defensive
-1.97K
- 3.44%
$128.02 - $151.37 $252K - $299K
55.4K $7.31M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-27.6K
- 33.26%
$44.64 - $55.3 $1.23M - $1.53M
55.4K $3.07M
AAPL
Apple Inc.

Technology
-577
- 1.16%
$172.42 - $223.89 $99.5K - $129K
49K $10.1M
CVS
Cvs Health Corp

Healthcare
-11.8K
- 67.73%
$60.04 - $70.18 $708K - $828K
5.62K $387K
EXLS
Exl Service Holdings, Inc.

Technology
-14.9K
- 49.36%
$41.85 - $48.48 $623K - $722K
15.3K $668K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-21.2K
- 45.84%
$32.0 - $39.87 $679K - $846K
25.1K $997K
EPD
Enterprise Products Partners L.P.

Energy
-1K
- 0.45%
$28.95 - $34.22 $29K - $34.2K
220K $6.82M
AMGN
Amgen Inc

Healthcare
-167
- 0.85%
$262.28 - $309.85 $43.8K - $51.7K
19.6K $5.47M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.17K
- 19.04%
$79.56 - $82.92 $650K - $678K
34.8K $2.88M
GIS
General Mills Inc

Consumer Defensive
-5.59K
- 17.9%
$50.37 - $60.97 $282K - $341K
25.7K $1.33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.02K
- 13.04%
$77.94 - $79.5 $547K - $558K
46.8K $3.72M
SYK
Stryker Corp

Healthcare
-1.58K
- 34.21%
$337.37 - $395.63 $533K - $625K
3.04K $1.2M
META
Meta Platforms, Inc.

Communication Services
-807
- 64.0%
$484.66 - $738.09 $391K - $596K
454 $335K
PGR
Progressive Corp

Financial Services
-275
- 1.45%
$255.27 - $288.74 $70.2K - $79.4K
18.7K $5M
FISV
Fiserv Inc

Technology
-2.97K
- 67.53%
N/A
1.43K $178K
SUB
Ishares Short Term National Mu

ETFs
-4.25K
- 3.53%
$104.77 - $106.34 $446K - $452K
116K $12.3M
IRT
Independence Realty Trust, Inc.

Real Estate
-2K
- 2.35%
$17.41 - $21.38 $34.8K - $42.8K
83K $1.47M
IHDG
Wisdomtree Tr

ETFs
-9.05K
- 20.13%
$38.54 - $46.0 $349K - $416K
35.9K $1.62M
WPC
W. P. Carey Inc.

Real Estate
-4K
- 4.18%
$56.12 - $64.53 $224K - $258K
91.7K $5.72M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.14K
- 9.58%
$68.13 - $74.77 $214K - $235K
29.6K $2.16M
LOW
Lowes Companies Inc

Consumer Cyclical
-690
- 7.24%
$210.83 - $235.28 $145K - $162K
8.84K $1.96M
PAYX
Paychex Inc

Industrials
-199
- 0.81%
$137.01 - $159.78 $27.3K - $31.8K
24.4K $3.55M
WMT
Walmart Inc.

Consumer Defensive
-4.37K
- 20.85%
$81.79 - $99.98 $358K - $437K
16.6K $1.62M
MRK
Merck & Co., Inc.

Healthcare
-23
- 0.11%
$73.47 - $87.12 $1.69K - $2K
20.3K $1.61M
SPG
Simon Property Group Inc

Real Estate
-120
- 0.35%
$140.37 - $171.44 $16.8K - $20.6K
33.8K $5.44M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.29K
- 4.99%
$24.19 - $24.45 $176K - $178K
139K $3.39M
VHT
Vanguard Health Care ETF

ETFs
-235
- 4.6%
$236.71 - $261.92 $55.6K - $61.6K
4.88K $1.21M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.16K
- 6.56%
$99.1 - $99.49 $115K - $115K
16.5K $1.64M
COP
Conocophillips

Energy
-423
- 11.1%
$82.66 - $106.1 $35K - $44.9K
3.39K $304K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.26K
- 8.08%
$38.18 - $45.52 $86.4K - $103K
25.8K $1.13M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-2K
- 17.41%
$44.47 - $47.0 $88.9K - $94K
9.49K $446K
EEFT
Euronet Worldwide, Inc.

Technology
-303
- 3.14%
$87.44 - $112.74 $26.5K - $34.2K
9.34K $946K
USFD
Us Foods Holding Corp.

Consumer Defensive
-2.7K
- 24.98%
$60.47 - $79.12 $163K - $213K
8.1K $623K
VDE
Vanguard Energy ETF

ETFs
-146
- 2.31%
$105.87 - $130.56 $15.5K - $19.1K
6.18K $739K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.93K
- 18.03%
$30.93 - $34.56 $59.5K - $66.5K
8.75K $290K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-1.34K
- 18.68%
$103.49 - $133.44 $138K - $178K
5.81K $766K
WFC
Wells Fargo & Company

Financial Services
-1.88K
- 18.22%
$60.98 - $80.12 $115K - $151K
8.45K $676K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.4K
- 8.61%
$75.17 - $91.21 $105K - $128K
14.8K $1.35M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-76.8K
- 10.0%
$19.6 - $24.44 $1.5M - $1.88M
691K $16.9M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1K
- 7.5%
$55.57 - $62.73 $55.6K - $62.7K
12.3K $760K
MUB
Ishares National Muni Bond ETF

ETFs
-500
- 5.53%
$102.31 - $105.8 $51.2K - $52.9K
8.54K $891K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-2.42K
- 4.03%
$23.03 - $23.59 $55.7K - $57K
57.6K $1.36M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
-1.25K
- 6.51%
$45.7 - $50.16 $57.1K - $62.7K
17.9K $898K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1K
- 13.51%
$51.1 - $53.29 $51.1K - $53.3K
6.4K $341K
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.5%
$157.66 - $172.39 $3.15K - $3.45K
3.95K $629K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-496
- 4.37%
$96.84 - $99.46 $48K - $49.3K
10.9K $1.08M
Activity Summary
Buys All Purchases 193 New Holdings 55 Increased Positions 138 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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