Sheets Smith Wealth Management Reduced Holdings in Q4 2025

Sheets Smith Wealth Management

  • $879 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
-5.24K
- 2.02%
$39.98 - $45.76 $210K - $240K
255K $10.5M
V
Visa Inc.

Financial Services
-999
- 1.88%
$325.75 - $352.42 $325K - $352K
52.1K $17M
ECL
Ecolab Inc.

Basic Materials
-876
- 2.01%
$253.06 - $281.35 $222K - $246K
42.8K $11.1M
NKE
Nike, Inc.

Consumer Cyclical
-3.98K
- 5.83%
$60.8 - $74.57 $242K - $297K
64.4K $4.05M
MPWR
Monolithic Power Systems Inc

Technology
-720
- 70.52%
$904.44 - $1105.05 $651K - $796K
301 $276K
JPM
Jpmorgan Chase & CO

Financial Services
-916
- 4.17%
$294.11 - $320.41 $269K - $293K
21.1K $6.33M
INTU
Intuit Inc

Technology
-25
- 0.16%
$641.79 - $683.39 $16K - $17.1K
15.8K $10.2M
TMUS
T Mobile Us, Inc.

Communication Services
-1.19K
- 8.26%
$201.01 - $233.26 $239K - $278K
13.2K $2.85M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.43K
- 1.86%
$52.49 - $56.37 $232K - $250K
234K $13M
PGR
Progressive Corp

Financial Services
-2.13K
- 54.3%
$203.7 - $246.46 $434K - $525K
1.79K $403K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-443
- 2.41%
$506.07 - $566.91 $224K - $251K
18K $9.51M
PSA
Public Storage

Real Estate
-499
- 1.82%
$272.78 - $311.8 $136K - $156K
26.8K $7.36M
ACN
Accenture PLC

Technology
-1.8K
- 15.65%
$234.02 - $253.35 $421K - $456K
9.69K $2.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.93K
- 18.61%
$79.55 - $80.13 $472K - $475K
25.9K $2.06M
GTLS
Chart Industries Inc

Industrials
-2.45K
- 25.96%
$199.3 - $203.54 $487K - $498K
6.98K $1.42M
PAYX
Paychex Inc

Industrials
-970
- 4.1%
$111.08 - $128.59 $108K - $125K
22.7K $2.54M
DORM
Dorman Products, Inc.

Consumer Cyclical
-130
- 0.73%
$129.33 - $158.03 $16.8K - $20.5K
17.8K $2.34M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.16K
- 28.04%
$95.19 - $100.66 $396K - $418K
10.7K $1.04M
MTZ
Mastec Inc

Industrials
-122
- 0.61%
$190.08 - $221.36 $23.2K - $27K
19.7K $3.8M
GIS
General Mills Inc

Consumer Defensive
-6.88K
- 30.63%
$45.98 - $50.93 $316K - $350K
15.6K $738K
CCJ
Cameco Corp

Energy
-4.71K
- 39.68%
$82.77 - $106.91 $390K - $503K
7.16K $606K
GWW
W.W. Grainger, Inc.

Industrials
-256
- 4.71%
$926.21 - $979.0 $237K - $251K
5.18K $4.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-15K
- 11.4%
$24.31 - $24.46 $364K - $366K
116K $2.83M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-4.46K
- 4.81%
$43.03 - $44.7 $192K - $199K
88.1K $3.81M
CYBR
Cyber Ark Software Ltd.

Technology
-647
- 20.6%
$486.39 - $522.02 $315K - $338K
2.49K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
-248
- 5.53%
$910.94 - $954.99 $226K - $237K
4.24K $3.86M
PRVA
Privia Health Group, Inc.

Healthcare
-10.4K
- 52.22%
$23.41 - $26.4 $243K - $274K
9.5K $222K
OTIS
Otis Worldwide Corp

Industrials
-2K
- 5.75%
$88.77 - $93.38 $178K - $187K
32.8K $2.91M
EEFT
Euronet Worldwide, Inc.

Technology
-1.41K
- 15.89%
$70.22 - $89.12 $98.9K - $126K
7.46K $526K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.5K
- 3.21%
$138.56 - $147.63 $346K - $369K
75.4K $11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.49K
- 3.34%
$26.44 - $27.53 $224K - $234K
246K $6.69M
IBRX
Immunity Bio, Inc.

Healthcare
-1.1K
- 0.17%
$2.0 - $2.66 $2.2K - $2.93K
632K $1.31M
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.02%
$225.0 - $247.99 $450 - $496
8.86K $1.99M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1.21K
- 16.11%
$168.39 - $174.07 $204K - $211K
6.32K $1.09M
BX
Blackstone Inc.

Financial Services
-32
- 0.64%
$138.42 - $168.45 $4.43K - $5.39K
4.99K $690K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-6
- 0.05%
$15.44 - $27.66 $92.6 - $166
13.2K $204K
IGM
Ishares Expanded Tech Sector E

ETFs
-1.64K
- 5.31%
$124.25 - $135.72 $203K - $222K
29.2K $3.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
-216
- 5.52%
$653.02 - $687.39 $141K - $148K
3.7K $2.46M
HON
Honeywell International Inc

Industrials
-3
- 0.03%
$194.07 - $220.67 $582 - $662
9.86K $1.93M
SCHW
Schwab Charles Corp

Financial Services
-912
- 5.95%
$91.91 - $97.71 $83.8K - $89.1K
14.4K $1.32M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.99K
- 12.55%
$41.61 - $44.26 $125K - $133K
20.9K $906K
WPC
W. P. Carey Inc.

Real Estate
-2.09K
- 2.44%
$65.26 - $69.2 $136K - $145K
83.4K $5.64M
ROAD
Construction Partners, Inc.

Industrials
-3
- 0.05%
$106.12 - $126.64 $318 - $380
6.3K $672K
ADI
Analog Devices Inc

Technology
-171
- 3.02%
$225.32 - $246.37 $38.5K - $42.1K
5.49K $1.26M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.62K
- 7.74%
$68.28 - $84.44 $110K - $136K
19.3K $1.47M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.3K
- 6.86%
$52.76 - $53.18 $121K - $122K
31.2K $1.65M
PFE
Pfizer Inc

Healthcare
-4.2K
- 22.11%
$24.23 - $27.37 $102K - $115K
14.8K $371K
DIS
Walt Disney CO

Communication Services
-711
- 18.89%
$105.69 - $116.65 $75.1K - $82.9K
3.05K $322K
MUB
Ishares National Muni Bond ETF

ETFs
-911
- 11.69%
$106.36 - $107.61 $96.9K - $98K
6.88K $736K
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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