Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
384
+ 11.82%
$396.64 - $516.74 $152K - $198K
3.63K $1.46M
NYF
Ishares New York Muni Bond ETF

ETFs
69
+ 0.15%
$52.85 - $54.34 $3.65K - $3.75K
46.5K $2.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
19
+ 0.27%
$60.13 - $67.31 $1.14K - $1.28K
7.15K $434K
ECL
Ecolab Inc.

Basic Materials
34
+ 1.26%
$234.32 - $261.43 $7.97K - $8.89K
2.74K $642K
GD
General Dynamics Corp

Industrials
142
+ 6.29%
$260.28 - $314.03 $37K - $44.6K
2.4K $631K
XLB
Select Sector Spdr Fd Material

ETFs
92
+ 1.86%
$83.8 - $97.58 $7.71K - $8.98K
5.03K $422K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
113
+ 1.54%
$209.89 - $233.24 $23.7K - $26.4K
7.44K $1.58M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
8
+ 0.54%
$232.27 - $300.43 $1.86K - $2.4K
1.49K $349K
ADI
Analog Devices Inc

Technology
83
+ 1.92%
$206.35 - $236.48 $17.1K - $19.6K
4.41K $936K
IXUS
Ishares Tr

ETFs
100
+ 0.98%
$65.95 - $72.56 $6.6K - $7.26K
10.3K $683K
SBUX
Starbucks Corp

Consumer Cyclical
212
+ 1.59%
$87.44 - $102.5 $18.5K - $21.7K
13.5K $1.23M
LYB
Lyondell Basell Industries N.V.

Basic Materials
266
+ 6.43%
$72.97 - $96.75 $19.4K - $25.7K
4.4K $326K
ASML
Asml Holding Nv

Technology
98
+ 8.78%
$658.43 - $872.27 $64.5K - $85.5K
1.21K $841K
PHM
Pultegroup Inc

Consumer Cyclical
110
+ 3.74%
$108.86 - $149.04 $12K - $16.4K
3.05K $332K
NVS
Novartis Ag

Healthcare
158
+ 2.55%
$96.78 - $117.18 $15.3K - $18.5K
6.35K $617K
VNQ
Vanguard Specialized Funds Van

ETFs
1.45K
+ 5.38%
$87.85 - $98.6 $128K - $143K
28.4K $2.53M
HRB
H&R Block Inc

Consumer Cyclical
100
+ 1.05%
$52.14 - $63.36 $5.21K - $6.34K
9.61K $507K
TDG
Trans Digm Group Inc

Industrials
17
+ 2.28%
$1239.0 - $1442.53 $21.1K - $24.5K
763 $966K
HII
Huntington Ingalls Industries, Inc.

Industrials
129
+ 7.04%
$184.96 - $264.65 $23.9K - $34.1K
1.96K $370K
FCX
Freeport Mcmoran Inc

Basic Materials
1.67K
+ 11.06%
$38.08 - $50.82 $63.4K - $84.6K
16.7K $636K
AZN
Astrazeneca PLC

Healthcare
38
+ 0.36%
$63.2 - $79.58 $2.4K - $3.02K
10.6K $691K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.67K
+ 63.14%
$24.31 - $49.53 $211K - $429K
22.4K $545K
NEE
Nextera Energy Inc

Utilities
437
+ 2.97%
$69.77 - $85.43 $30.5K - $37.3K
15.2K $1.09M
URI
United Rentals, Inc.

Industrials
66
+ 3.15%
$704.44 - $880.32 $46.5K - $58.1K
2.16K $1.52M
AVES
American Centy ETF Tr Avantis

ETFs
201
+ 0.59%
$46.2 - $53.09 $9.29K - $10.7K
34.3K $1.58M
CI
Cigna Corp

Healthcare
373
+ 8.69%
$265.59 - $358.58 $99.1K - $134K
4.66K $1.29M
CEG
Constellation Energy Corp

Utilities
490
+ 5.44%
$224.28 - $285.52 $110K - $140K
9.5K $2.14M
DHR
Danaher Corp

Healthcare
229
+ 4.25%
$226.16 - $274.52 $51.8K - $62.9K
5.62K $1.29M
MU
Micron Technology Inc

Technology
482
+ 3.74%
$84.16 - $113.41 $40.6K - $54.7K
13.4K $1.13M
CARR
Carrier Global Corp

Industrials
519
+ 2.5%
$66.69 - $82.65 $34.6K - $42.9K
21.3K $1.45M
CTAS
Cintas Corp

Industrials
31
+ 0.3%
$182.7 - $226.47 $5.66K - $7.02K
10.3K $1.89M
GE
General Electric CO

Industrials
667
+ 4.16%
$159.95 - $194.23 $107K - $130K
16.7K $2.78M
LMT
Lockheed Martin Corp

Industrials
91
+ 3.15%
$479.66 - $614.62 $43.6K - $55.9K
2.98K $1.45M
UBER
Uber Technologies, Inc

Technology
643
+ 3.23%
$59.93 - $86.34 $38.5K - $55.5K
20.6K $1.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
690
+ 1.2%
$58.88 - $64.8 $40.6K - $44.7K
58.4K $3.44M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
105
+ 0.23%
$63.27 - $70.31 $6.64K - $7.38K
44.9K $2.85M
NVO
Novo Nordisk A S

Healthcare
330
+ 2.97%
$85.0 - $120.04 $28.1K - $39.6K
11.5K $984K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
211
+ 14.1%
$701.85 - $1046.91 $148K - $221K
1.71K $1.22M
AMAT
Applied Materials Inc

Technology
166
+ 1.59%
$161.44 - $213.89 $26.8K - $35.5K
10.6K $1.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.42K
+ 1.77%
$64.18 - $70.42 $90.8K - $99.6K
81.3K $5.24M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.35K
+ 5.23%
$79.93 - $88.06 $507K - $559K
128K $10.2M
XOM
Exxon Mobil Corp

Energy
486
+ 0.84%
$105.51 - $125.37 $51.3K - $60.9K
58.6K $6.31M
LLY
Eli Lilly & CO

Healthcare
1.15K
+ 8.82%
$727.2 - $932.06 $834K - $1.07M
14.1K $10.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.79K
+ 1.04%
$26.63 - $30.23 $74.3K - $84.3K
270K $7.2M
UNH
Unitedhealth Group Inc

Healthcare
501
+ 4.08%
$485.52 - $625.25 $243K - $313K
12.8K $6.47M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.91K
+ 5.78%
$114.08 - $125.68 $1.02M - $1.12M
163K $18.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
323K
+ 95.89%
$18.41 - $40.87 $5.95M - $13.2M
660K $12.2M
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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