Sheets Smith Wealth Management Sells in Q1 2025

Sheets Smith Wealth Management

  • $789 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.43K
- 13.03%
$209.68 - $247.1 $1.56M - $1.84M
49.6K $11M
MSFT
Microsoft Corp

Technology
-4.14K
- 21.02%
$375.39 - $447.2 $1.55M - $1.85M
15.5K $5.84M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-80.1K
- 20.73%
$21.23 - $23.75 $1.7M - $1.9M
306K $6.59M
NVDA
Nvidia Corp

Technology
-86
- 0.1%
$106.98 - $149.43 $9.2K - $12.9K
82.5K $8.95M
NOW
Service Now, Inc.

Technology
-474
- 8.78%
$783.83 - $1170.39 $372K - $555K
4.93K $3.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-39.2K
- 4.86%
$21.75 - $24.28 $853K - $952K
768K $17M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-200
- 1.04%
$314.47 - $431.35 $62.9K - $86.3K
19.1K $7M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-21.6K
- 20.64%
$49.54 - $55.15 $1.07M - $1.19M
83.1K $4.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-46K
- 13.83%
$27.01 - $28.54 $1.24M - $1.31M
287K $8.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 0.03%
$468.34 - $539.52 $3.75K - $4.32K
24.3K $11.4M
MBB
Ishares Tr

ETFs
-11.1K
- 35.72%
$90.37 - $94.08 $1M - $1.04M
20K $1.87M
DIS
Walt Disney CO

Communication Services
-7.99K
- 67.45%
$96.87 - $114.0 $774K - $911K
3.86K $380K
IHDG
Wisdomtree Tr

ETFs
-19.1K
- 29.79%
$43.4 - $47.51 $828K - $906K
45K $1.95M
VO
Vanguard Mid Cap ETF

ETFs
-2.82K
- 25.21%
$251.87 - $277.95 $709K - $782K
8.35K $2.16M
APP
App Lovin Corp

Technology
-1.95K
- 45.15%
$238.08 - $510.13 $465K - $996K
2.37K $628K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.18K
- 7.78%
$102.49 - $119.96 $326K - $381K
37.7K $3.94M
ACN
Accenture PLC

Technology
-15
- 0.08%
$300.91 - $398.25 $4.51K - $5.97K
18.9K $5.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-10.3K
- 39.72%
$73.78 - $76.59 $763K - $792K
15.7K $1.2M
SYLD
Cambria Shareholder Yld ETF

ETFs
-9K
- 28.18%
$62.77 - $71.4 $565K - $643K
22.9K $1.46M
META
Meta Platforms, Inc.

Communication Services
-948
- 42.92%
$576.36 - $736.67 $546K - $698K
1.26K $726K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6.9K
- 33.49%
$78.0 - $84.37 $538K - $582K
13.7K $1.09M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-6.74K
- 14.11%
$48.9 - $56.81 $329K - $383K
41K $2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-11.8K
- 44.49%
$42.38 - $43.28 $499K - $510K
14.7K $625K
SUB
Ishares Short Term National Mu

ETFs
-4.77K
- 3.81%
$105.3 - $106.24 $502K - $506K
120K $12.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.49K
- 7.01%
$36.64 - $45.76 $128K - $160K
46.3K $1.74M
IXN
Ishares Global Information Tec

ETFs
-3.36K
- 17.0%
$75.73 - $88.4 $254K - $297K
16.4K $1.24M
PLTR
Palantir Technologies Inc.

Technology
-6.32K
- 49.86%
$64.98 - $124.62 $410K - $787K
6.35K $536K
IGM
Ishares Expanded Tech Sector E

ETFs
-310
- 0.9%
$90.67 - $108.46 $28.1K - $33.6K
34.1K $3.09M
PANW
Palo Alto Networks Inc

Technology
-2.08K
- 36.86%
$167.82 - $208.28 $350K - $434K
3.57K $609K
CPRT
Copart Inc

Consumer Cyclical
-3.34K
- 1.19%
$52.3 - $59.83 $175K - $200K
276K $15.6M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-2.49K
- 34.2%
$162.48 - $175.37 $405K - $437K
4.8K $835K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-507
- 1.17%
$120.29 - $134.6 $61K - $68.2K
42.7K $5.21M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-11.9K
- 26.71%
$28.55 - $29.09 $341K - $347K
32.8K $945K
GIS
General Mills Inc

Consumer Defensive
-3.32K
- 9.59%
$57.56 - $65.3 $191K - $216K
31.3K $1.87M
BX
Blackstone Inc.

Financial Services
-40
- 0.55%
$136.53 - $186.74 $5.46K - $7.47K
7.27K $1.02M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.74K
- 6.49%
$77.7 - $78.94 $290K - $295K
53.9K $4.25M
ALL
Allstate Corp

Financial Services
-1.43K
- 36.26%
$180.99 - $210.18 $259K - $300K
2.51K $520K
INTU
Intuit Inc

Technology
-7
- 0.04%
$555.63 - $630.23 $3.89K - $4.41K
15.9K $9.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 1.03%
$222.15 - $428.22 $3.55K - $6.85K
1.54K $399K
IFRA
Ishares Tr

ETFs
-4.49K
- 34.89%
$44.8 - $49.25 $201K - $221K
8.38K $377K
TOST
Toast, Inc.

Technology
-4.56K
- 24.65%
$32.61 - $41.98 $149K - $191K
13.9K $462K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-740
- 0.73%
$41.26 - $44.98 $30.5K - $33.3K
101K $4.26M
RCAT
Red Cat Holdings, Inc.

Technology
-10K
- 50.0%
$4.82 - $14.19 $48.2K - $142K
10K $58K
VV
Vanguard Large Cap ETF

ETFs
-180
- 1.52%
$253.32 - $282.66 $45.6K - $50.9K
11.7K $3M
PEP
Pepsico Inc

Consumer Defensive
-414
- 0.72%
$142.64 - $156.42 $59.1K - $64.8K
57.4K $8.6M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-5.16K
- 15.59%
$28.04 - $28.63 $145K - $148K
28K $786K
FTNT
Fortinet, Inc.

Technology
-1.66K
- 15.69%
$92.49 - $114.57 $154K - $190K
8.92K $858K
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.03%
$222.66 - $268.42 $668 - $805
9.53K $2.22M
IRM
Iron Mountain Inc

Real Estate
-115
- 1.9%
$82.79 - $111.31 $9.52K - $12.8K
5.94K $511K
Activity Summary
Buys All Purchases 150 New Holdings 20 Increased Positions 130 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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