Sheets Smith Wealth Management Incresed Positions in Q4 2025

Sheets Smith Wealth Management

  • $879 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
17.8K
+ 387.49%
$835.79 - $946.29 $14.9M - $16.9M
22.4K $18.7M
LLY
Eli Lilly & CO

Healthcare
579
+ 4.01%
$799.57 - $1025.28 $463K - $594K
15K $15.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.52K
+ 4.95%
$600.51 - $631.95 $2.12M - $2.23M
74.6K $46.1M
PULS
Pgim ETF Tr

ETFs
46.9K
+ 35.05%
$49.64 - $49.83 $2.33M - $2.34M
181K $8.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.33K
+ 13.66%
$589.5 - $635.77 $1.97M - $2.12M
27.7K $16.7M
AAPL
Apple Inc.

Technology
3.83K
+ 8.09%
$245.27 - $275.25 $940K - $1.06M
51.2K $13.7M
AMZN
Amazon Com Inc

Consumer Cyclical
661
+ 0.72%
$213.04 - $254.0 $141K - $168K
91.9K $21.6M
KO
Coca Cola CO

Consumer Defensive
265
+ 0.08%
$66.1 - $71.61 $17.5K - $19K
331K $23.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.5K
+ 5.77%
$25.85 - $27.19 $994K - $1.05M
705K $18.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.8K
+ 14.98%
$56.33 - $59.22 $1M - $1.06M
137K $7.91M
FCNCA
First Citizens Bancshares Inc

Financial Services
403
+ 16.22%
$1638.68 - $1845.3 $660K - $744K
2.89K $5.17M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.3K
+ 43.9%
$48.64 - $48.99 $598K - $602K
40.3K $1.96M
HGER
Harbor ETF Tr All Weather Infl
16.2K
+ 156.69%
$25.61 - $27.12 $415K - $439K
26.5K $708K
IEFA
Ishares Tr

ETFs
4.76K
+ 38.86%
$86.09 - $89.88 $409K - $427K
17K $1.51M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.71K
+ 123.39%
$67.07 - $73.01 $383K - $417K
10.3K $741K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.3K
+ 26.0%
$99.21 - $99.52 $427K - $428K
20.8K $2.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.3K
+ 7.89%
$23.02 - $24.23 $260K - $274K
154K $3.7M
JPIE
J P Morgan Exchange Traded Fd
7.86K
+ 20.14%
$46.18 - $46.47 $363K - $365K
46.9K $2.17M
FTI
Technip Fmc PLC

Energy
6.64K
+ 66.12%
$35.57 - $43.74 $236K - $290K
16.7K $728K
NVDA
Nvidia Corp

Technology
1.65K
+ 2.17%
$179.83 - $207.04 $297K - $341K
77.6K $14.5M
CLOI
Vaneck ETF Tr

ETFs
4.68K
+ 103.89%
$52.83 - $53.07 $247K - $248K
9.18K $485K
GE
General Electric CO

Industrials
791
+ 25.01%
$291.49 - $314.28 $231K - $249K
3.95K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
686
+ 21.95%
$321.8 - $337.95 $221K - $232K
3.81K $1.26M
MRK
Merck & Co., Inc.

Healthcare
455
+ 2.2%
$82.49 - $92.93 $37.5K - $42.3K
21.2K $1.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.06K
+ 8.23%
$50.57 - $50.77 $205K - $206K
53.3K $2.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.12K
+ 0.79%
$42.26 - $44.28 $47.2K - $49.4K
143K $6.27M
ODC
Oil Dri Corp Of America

Basic Materials
3.4K
+ 64.01%
$54.25 - $64.82 $184K - $220K
8.71K $493K
FDVV
Fidelity High Dividend ETF

ETFs
2.75K
+ 5.72%
$54.66 - $56.68 $150K - $156K
50.8K $2.85M
MYRG
Myr Group Inc.

Industrials
8
+ 0.1%
$196.57 - $235.79 $1.57K - $1.89K
7.76K $1.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.28K
+ 42.05%
$74.09 - $75.1 $169K - $171K
7.71K $571K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.69K
+ 2.03%
$33.69 - $34.08 $192K - $194K
286K $9.66M
CENX
Century Aluminum CO

Basic Materials
5.31K
+ 56.78%
$27.88 - $34.26 $148K - $182K
14.7K $421K
LVHI
Franklin International Low Vol

ETFs
671
+ 1.22%
$34.73 - $36.81 $23.3K - $24.7K
55.8K $2.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.75K
+ 13.41%
$49.98 - $50.22 $137K - $138K
23.3K $1.16M
CVX
Chevron Corp

Energy
800
+ 14.01%
$148.9 - $157.72 $119K - $126K
6.51K $1.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.61K
+ 3.36%
$63.25 - $66.24 $228K - $239K
111K $7.12M
AVGO
Broadcom Inc.

Technology
201
+ 5.62%
$324.63 - $385.98 $65.3K - $77.6K
3.78K $1.3M
VHT
Vanguard Health Care ETF

ETFs
15
+ 0.31%
$264.7 - $283.93 $3.97K - $4.26K
4.84K $1.37M
PFFA
Etfis Ser Tr I

ETFs
5.77K
+ 6.14%
$21.31 - $21.96 $123K - $127K
99.8K $2.15M
GILD
Gilead Sciences, Inc.

Healthcare
123
+ 1.74%
$110.56 - $125.2 $13.6K - $15.4K
7.18K $891K
PG
Procter & Gamble CO

Consumer Defensive
918
+ 23.09%
$145.5 - $153.18 $134K - $141K
4.89K $713K
CASH
Meta Financial Group Inc

Financial Services
1.75K
+ 49.63%
$67.02 - $76.92 $117K - $134K
5.27K $362K
NEE
Nextera Energy Inc

Utilities
98
+ 1.29%
$78.18 - $86.03 $7.66K - $8.43K
7.67K $657K
DUK
Duke Energy Corp

Utilities
365
+ 1.32%
$121.57 - $129.03 $44.4K - $47.1K
28K $3.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
752
+ 1.68%
$78.97 - $83.03 $59.4K - $62.4K
45.4K $3.69M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.65K
+ 10.69%
$41.14 - $42.95 $67.8K - $70.8K
17.1K $723K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
408
+ 8.64%
$84.49 - $93.55 $34.5K - $38.2K
5.13K $477K
FNDX
Schwab Fundamental U S Large C

ETFs
2.2K
+ 3.86%
$25.68 - $26.95 $56.4K - $59.2K
59.1K $1.57M
PANW
Palo Alto Networks Inc

Technology
277
+ 5.12%
$204.77 - $221.38 $56.7K - $61.3K
5.68K $1.17M
Activity Summary
Buys All Purchases 197 New Holdings 23 Increased Positions 174 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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