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
FTNT
Fortinet, Inc.

Technology
-53
- 0.59%
$84.71 - $108.69 $4.49K - $5.76K
8.87K $937K
DIS
Walt Disney CO

Communication Services
-95
- 2.46%
$81.72 - $124.01 $7.76K - $11.8K
3.76K $466K
CSCO
Cisco Systems, Inc.

Technology
-416
- 2.69%
$53.19 - $69.38 $22.1K - $28.9K
15.1K $1.05M
IRM
Iron Mountain Inc

Real Estate
-30
- 0.51%
$76.93 - $105.25 $2.31K - $3.16K
5.91K $606K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-551
- 0.54%
$37.73 - $43.54 $20.8K - $24K
101K $4.35M
ORCL
Oracle Corp

Technology
-85
- 5.58%
$122.82 - $218.63 $10.4K - $18.6K
1.44K $314K
GLD
Spdr Gold Trust

ETFs
-200
- 1.88%
$273.71 - $316.29 $54.7K - $63.3K
10.4K $3.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-169
- 0.25%
$22.92 - $28.05 $3.87K - $4.74K
68.7K $1.93M
TJX
Tjx Companies Inc

Consumer Cyclical
-112
- 0.14%
$119.13 - $135.03 $13.3K - $15.1K
80.7K $9.96M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-3.64K
- 8.87%
$43.2 - $57.36 $157K - $209K
37.4K $2.14M
V
Visa Inc.

Financial Services
-129
- 0.23%
$308.27 - $373.31 $39.8K - $48.2K
55.7K $19.8M
IXN
Ishares Global Information Tec

ETFs
-577
- 3.52%
$65.81 - $92.34 $38K - $53.3K
15.8K $1.46M
HWM
Howmet Aerospace Inc.

Industrials
-658
- 10.21%
$112.33 - $186.13 $73.9K - $122K
5.79K $1.08M
VV
Vanguard Large Cap ETF

ETFs
-280
- 2.4%
$228.25 - $285.3 $63.9K - $79.9K
11.4K $3.25M
GWW
W.W. Grainger, Inc.

Industrials
-14
- 0.25%
$919.93 - $1101.66 $12.9K - $15.4K
5.67K $5.9M
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.14%
$144.7 - $178.6 $2.89K - $3.57K
13.8K $2.44M
PLTR
Palantir Technologies Inc.

Technology
-23
- 0.36%
$74.01 - $144.25 $1.7K - $3.32K
6.33K $862K
MYRG
Myr Group Inc.

Industrials
-690
- 7.54%
$101.85 - $182.61 $70.3K - $126K
8.46K $1.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-167
- 0.39%
$108.12 - $135.04 $18.1K - $22.6K
42.5K $5.74M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.03K
- 1.32%
$19.1 - $23.83 $77K - $96.1K
302K $7.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-530
- 1.55%
$79.8 - $112.34 $42.3K - $59.5K
33.6K $3.77M
ECL
Ecolab Inc.

Basic Materials
-100
- 0.22%
$225.65 - $270.95 $22.6K - $27.1K
45.9K $12.4M
JPM
Jpmorgan Chase & CO

Financial Services
-75
- 0.34%
$210.28 - $289.91 $15.8K - $21.7K
22.3K $6.47M
GOOG
Alphabet Inc.

Communication Services
-8.6K
- 7.03%
$146.58 - $180.01 $1.26M - $1.55M
114K $20.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.48K
- 2.59%
$167.32 - $223.3 $415K - $554K
93.4K $20.5M
NVDA
Nvidia Corp

Technology
-3.54K
- 4.28%
$94.31 - $157.99 $333K - $558K
79K $12.5M
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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