Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
Sheets Smith Wealth Management has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $832 Million distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39.3M, Ishares Core S&P 500 ETF with a value of $35.9M, Coca Cola CO with a value of $23.4M, Amazon Com Inc with a value of $20.5M, and Alphabet Inc. with a value of $20.2M.
Examining the 13F form we can see an increase of $43.1M in the current position value, from $789M to 832M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$832 Million
ETFs: $351 Million
Consumer Cyclical: $95.3 Million
Technology: $82.4 Million
Financial Services: $61.1 Million
Healthcare: $51.3 Million
Industrials: $48.9 Million
Consumer Defensive: $42.7 Million
Communication Services: $30.7 Million
Other: $67.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 397
- Current Value $832 Million
- Prior Value $789 Million
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 55 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks