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
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.24K
- 8.43%
$40.82 - $43.14 $50.6K - $53.5K
13.5K $580K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.78K
- 5.42%
$27.29 - $29.28 $48.4K - $52K
31K $907K
D
Dominion Energy, Inc

Utilities
-708
- 12.24%
$49.66 - $58.0 $35.2K - $41.1K
5.08K $286K
VZ
Verizon Communications Inc

Communication Services
-112
- 0.83%
$41.67 - $45.62 $4.67K - $5.11K
13.4K $580K
INQQ
Exchange Traded Concepts Tr In

ETFs
-6.59K
- 19.1%
$13.61 - $16.6 $89.7K - $109K
27.9K $463K
XLV
Select Sector Spdr Fund Health

ETFs
-6
- 0.22%
$128.77 - $144.3 $773 - $866
2.75K $370K
XEL
Xcel Energy Inc

Utilities
-183
- 3.02%
$65.65 - $72.39 $12K - $13.2K
5.88K $400K
DVY
Ishares Tr

ETFs
-118
- 1.61%
$118.37 - $134.86 $14K - $15.9K
7.23K $960K
CCI
Crown Castle International Corp

Real Estate
-100
- 1.67%
$94.83 - $107.06 $9.48K - $10.7K
5.9K $605K
HSY
Hershey CO

Consumer Defensive
-29
- 1.1%
$151.29 - $173.13 $4.39K - $5.02K
2.62K $434K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.45K
- 3.0%
$15.52 - $17.13 $38K - $42K
79.2K $1.36M
SYLD
Cambria Shareholder Yld ETF

ETFs
-641
- 2.79%
$55.35 - $65.57 $35.5K - $42K
22.3K $1.45M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-227
- 6.95%
$67.03 - $80.35 $15.2K - $18.2K
3.04K $242K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.4K
- 5.03%
$35.77 - $42.27 $85.7K - $101K
45.2K $1.91M
GILD
Gilead Sciences, Inc.

Healthcare
-30
- 0.42%
$96.91 - $113.0 $2.91K - $3.39K
7.06K $782K
TKR
Timken CO

Industrials
-225
- 3.7%
$57.34 - $74.03 $12.9K - $16.7K
5.85K $424K
EFG
Msci Eafe Growth ETF

ETFs
-610
- 12.44%
$89.8 - $112.0 $54.8K - $68.3K
4.3K $481K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-117
- 2.02%
$105.23 - $109.61 $12.3K - $12.8K
5.67K $621K
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 0.13%
N/A
23.7K $4.32M
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 0.3%
$79.79 - $91.42 $718 - $823
2.95K $262K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
-237
- 4.78%
$64.97 - $78.38 $15.4K - $18.6K
4.72K $364K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-300
- 0.93%
$51.68 - $52.76 $15.5K - $15.8K
32K $1.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-48
- 0.9%
$72.02 - $73.82 $3.46K - $3.54K
5.28K $388K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-31
- 0.68%
$47.02 - $47.83 $1.46K - $1.48K
4.55K $217K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-24
- 0.6%
$59.8 - $60.07 $1.44K - $1.44K
4K $239K
Oddity Tech LTD
-3.83K
- 18.44%
N/A
17K $0
Bitwise Bitcoin ETF Tr
-1.29K
- 18.48%
N/A
5.69K $0
Ge Vernova Inc
-454
- 22.3%
N/A
1.58K $0
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.04%
$335.24 - $380.78 $1.68K - $1.9K
13.2K $4.84M
Blackrock Inc
-25
- 0.7%
N/A
3.57K $0
Labcorp Holdings Inc
-24
- 1.12%
N/A
2.11K $0
Blackrock ETF Trust
-600
- 1.36%
N/A
43.6K $0
IDXX
Idexx Laboratories Inc

Healthcare
-125
- 21.55%
$361.04 - $536.34 $45.1K - $67K
455 $244K
QDF
Flexshares Quality Dividend In

ETFs
-200
- 5.56%
$59.99 - $73.18 $12K - $14.6K
3.4K $248K
ADP
Automatic Data Processing Inc

Industrials
-11
- 0.56%
$276.76 - $326.81 $3.04K - $3.59K
1.97K $607K
DE
Deere & CO

Industrials
-28
- 4.61%
$412.99 - $531.48 $11.6K - $14.9K
579 $294K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-449
- 8.7%
$57.41 - $74.81 $25.8K - $33.6K
4.71K $350K
MGC
Vanguard Mega Cap ETF

ETFs
-300
- 8.57%
$179.23 - $224.92 $53.8K - $67.5K
3.2K $719K
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.15%
$193.73 - $237.37 $387 - $475
1.35K $320K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-403
- 2.66%
$24.38 - $30.18 $9.83K - $12.2K
14.7K $443K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.39K
- 5.17%
$20.42 - $25.3 $48.8K - $60.4K
43.8K $1.11M
IFRA
Ishares Tr

ETFs
-135
- 1.61%
$40.97 - $49.19 $5.53K - $6.64K
8.24K $405K
RY
Royal Bank Of Canada

Financial Services
-225
- 7.12%
$108.36 - $131.55 $24.4K - $29.6K
2.94K $386K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-104
- 1.36%
$140.84 - $163.09 $14.6K - $17K
7.53K $1.23M
PLMR
Palomar Holdings, Inc.

Financial Services
-343
- 5.21%
$129.99 - $175.67 $44.6K - $60.3K
6.24K $961K
VTI
Vanguard Total Stock Market Et

ETFs
-118
- 3.6%
$243.75 - $303.93 $28.8K - $35.9K
3.16K $960K
AMAT
Applied Materials Inc

Technology
-4
- 0.23%
$126.95 - $183.52 $508 - $734
1.77K $323K
WSM
Williams Sonoma Inc

Consumer Cyclical
-90
- 0.57%
$137.62 - $174.44 $12.4K - $15.7K
15.7K $2.57M
BAC
Bank Of America Corp

Financial Services
-106
- 0.8%
$34.39 - $47.46 $3.65K - $5.03K
13.2K $625K
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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