Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
847
+ 14.1%
$110.35 - $138.93 $93.5K - $118K
6.86K $781K
RIO
Rio Tinto PLC

Basic Materials
499
+ 16.9%
$58.59 - $71.15 $29.2K - $35.5K
3.45K $202K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
44
+ 0.19%
$126.68 - $134.74 $5.57K - $5.93K
23.8K $3.04M
WCN
Waste Connections, Inc.

Industrials
7
+ 0.49%
$171.06 - $193.25 $1.2K - $1.35K
1.45K $248K
PFG
Principal Financial Group Inc

Financial Services
194
+ 6.77%
$74.91 - $91.26 $14.5K - $17.7K
3.06K $236K
KO
Coca Cola CO

Consumer Defensive
6.71K
+ 15.05%
$61.74 - $71.71 $414K - $481K
51.3K $3.19M
EWJ
Ishares Msci Japan ETF

ETFs
49
+ 1.57%
$66.18 - $71.84 $3.24K - $3.52K
3.17K $212K
WAL
Western Alliance Bancorporation

Financial Services
52
+ 1.02%
$80.51 - $96.1 $4.19K - $5K
5.15K $430K
XLI
Industrial Sector Spdr

ETFs
18
+ 0.47%
$131.76 - $143.99 $2.37K - $2.59K
3.83K $504K
BP
Bp PLC

Energy
17
+ 0.24%
$28.16 - $33.14 $479 - $563
7.13K $210K
XLE
Energy Sector Spdr

ETFs
74
+ 0.75%
$83.32 - $97.27 $6.17K - $7.2K
9.91K $848K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
200
+ 4.79%
$131.66 - $144.0 $26.3K - $28.8K
4.38K $578K
CBOE
Cboe Global Markets, Inc.

Financial Services
10
+ 0.45%
$191.61 - $217.84 $1.92K - $2.18K
2.22K $433K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.99K
+ 9.24%
$70.63 - $78.23 $140K - $155K
23.5K $1.67M
MTD
Mettler Toledo International Inc

Healthcare
24
+ 14.29%
$1160.67 - $1498.12 $27.9K - $36K
192 $234K
CAT
Caterpillar Inc

Industrials
485
+ 7.08%
$360.37 - $416.88 $175K - $202K
7.33K $2.66M
RMD
Resmed Inc

Healthcare
52
+ 2.63%
$228.69 - $256.07 $11.9K - $13.3K
2.03K $464K
SCCO
Southern Copper Corp

Basic Materials
361
+ 16.65%
$91.13 - $117.95 $32.9K - $42.6K
2.53K $230K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.81K
+ 100.0%
$22.63 - $47.53 $222K - $466K
19.6K $445K
NTAP
Net App, Inc.

Technology
52
+ 1.4%
$115.31 - $131.11 $6K - $6.82K
3.76K $436K
OXY
Occidental Petroleum Corp

Energy
121
+ 0.97%
$45.36 - $55.91 $5.49K - $6.77K
12.6K $624K
SHC
Sotera Health CO

Healthcare
687
+ 6.29%
$12.41 - $16.28 $8.53K - $11.2K
11.6K $158K
AVDE
American Centy ETF Tr Avantis

ETFs
5.99K
+ 8.66%
$60.9 - $66.69 $365K - $399K
75.1K $4.61M
IRM
Iron Mountain Inc

Real Estate
170
+ 5.52%
$101.62 - $128.14 $17.3K - $21.8K
3.25K $341K
SHW
Sherwin Williams CO

Basic Materials
246
+ 9.47%
$338.75 - $399.71 $83.3K - $98.3K
2.84K $966K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
178
+ 1.59%
$32.75 - $35.81 $5.83K - $6.37K
11.4K $375K
SON
Sonoco Products CO

Consumer Cyclical
247
+ 3.86%
$48.6 - $54.89 $12K - $13.6K
6.65K $324K
DVA
Davita Inc.

Healthcare
2
+ 0.11%
$139.81 - $167.96 $280 - $336
1.78K $265K
EFG
Msci Eafe Growth ETF

ETFs
27
+ 1.02%
$96.83 - $106.88 $2.61K - $2.89K
2.68K $259K
SNPS
Synopsys Inc

Technology
86
+ 2.61%
$485.36 - $588.0 $41.7K - $50.6K
3.38K $1.64M
NKE
Nike, Inc.

Consumer Cyclical
398
+ 8.79%
$73.36 - $89.13 $29.2K - $35.5K
4.93K $372K
ORCL
Oracle Corp

Technology
1.81K
+ 2.02%
$165.41 - $192.43 $300K - $349K
91.3K $15.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
34
+ 0.82%
$107.06 - $123.74 $3.64K - $4.21K
4.17K $456K
HPQ
Hp Inc

Technology
316
+ 2.56%
$32.46 - $39.3 $10.3K - $12.4K
12.6K $412K
EFV
Msci Eafe Value ETF

ETFs
17
+ 0.27%
$51.78 - $57.15 $880 - $972
6.4K $335K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11
+ 0.11%
$28.89 - $33.95 $318 - $373
9.77K $283K
ICE
Intercontinental Exchange, Inc.

Financial Services
255
+ 4.34%
$148.29 - $166.93 $37.8K - $42.6K
6.13K $913K
MHK
Mohawk Industries Inc

Consumer Cyclical
570
+ 22.96%
$116.82 - $161.27 $66.6K - $91.9K
3.05K $363K
VLO
Valero Energy Corp

Energy
336
+ 5.38%
$118.59 - $144.02 $39.8K - $48.4K
6.58K $806K
XYL
Xylem Inc.

Industrials
23
+ 1.05%
$116.02 - $137.45 $2.67K - $3.16K
2.21K $256K
TSCO
Tractor Supply CO

Consumer Cyclical
6.81K
+ 401.89%
$52.59 - $303.74 $358K - $2.07M
8.5K $451K
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.01%
$32.92 - $37.15 $32.9 - $37.2
9.69K $321K
MAS
Masco Corp

Industrials
74
+ 1.77%
$72.52 - $85.73 $5.37K - $6.34K
4.26K $309K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
433
+ 4.62%
$53.86 - $60.27 $23.3K - $26.1K
9.81K $529K
OTIS
Otis Worldwide Corp

Industrials
299
+ 4.9%
$92.57 - $106.01 $27.7K - $31.7K
6.4K $592K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
204
+ 7.36%
$82.28 - $117.52 $16.8K - $24K
2.97K $252K
SNY
Sanofi

Healthcare
154
+ 2.92%
$45.89 - $57.31 $7.07K - $8.83K
5.43K $261K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
495
+ 3.94%
$55.45 - $61.08 $27.4K - $30.2K
13.1K $724K
QCOM
Qualcomm Inc

Technology
881
+ 8.05%
$150.4 - $178.04 $133K - $157K
11.8K $1.82M
Activity Summary
Buys All Purchases 548 New Holdings 75 Increased Positions 473 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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