Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
170
+ 7.3%
$867.18 - $1148.42 $147K - $195K
2.5K $2.65M
GS
Goldman Sachs Group Inc

Financial Services
374
+ 8.27%
$486.1 - $608.57 $182K - $228K
4.9K $2.8M
EQT
Eqt Corp

Energy
12.2K
New
$35.62 - $46.89 $436K - $574K
12.2K $564K
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
+ 9.59%
$4100.99 - $5300.34 $172K - $223K
480 $2.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29K
+ 25.56%
$33.93 - $38.37 $983K - $1.11M
142K $4.88M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.6K
+ 288.59%
$26.93 - $84.95 $1.82M - $5.74M
91K $2.49M
PH
Parker Hannifin Corp

Industrials
748
+ 32.72%
$621.74 - $709.46 $465K - $531K
3.03K $1.93M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.57K
New
$170.03 - $192.78 $438K - $496K
2.57K $475K
RLI
Rli Corp

Financial Services
2.84K
New
$151.91 - $180.89 $431K - $513K
2.84K $467K
CSCO
Cisco Systems, Inc.

Technology
4.09K
+ 11.5%
$52.45 - $60.02 $215K - $246K
39.7K $2.35M
UTHR
United Therapeutics Corp

Healthcare
1.28K
New
$348.66 - $410.0 $445K - $523K
1.28K $450K
MSI
Motorola Solutions, Inc.

Technology
887
+ 27.86%
$449.08 - $504.6 $398K - $448K
4.07K $1.88M
HON
Honeywell International Inc

Industrials
1.34K
+ 17.63%
$202.84 - $236.0 $271K - $316K
8.92K $2.01M
GILD
Gilead Sciences, Inc.

Healthcare
3.93K
+ 41.16%
$83.95 - $97.9 $330K - $385K
13.5K $1.25M
COST
Costco Wholesale Corp

Consumer Defensive
313
+ 6.08%
$873.59 - $994.69 $273K - $311K
5.47K $5.01M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
358
+ 5.39%
$173.13 - $258.09 $62K - $92.4K
7K $1.61M
VT
Vanguard Total World Stk Index

ETFs
4.23K
+ 15.15%
$117.09 - $123.07 $495K - $520K
32.1K $3.77M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.7K
New
$25.79 - $80.4 $430K - $1.34M
16.7K $434K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.44K
+ 22.93%
$172.07 - $207.36 $248K - $299K
7.73K $1.53M
FYBR
Frontier Communications Parent, Inc.

Communication Services
12.6K
+ 82.33%
$34.15 - $36.14 $430K - $455K
27.9K $967K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
6.38K
New
$61.93 - $70.49 $395K - $449K
6.38K $419K
DIS
Walt Disney CO

Communication Services
1.51K
+ 9.25%
$92.39 - $117.6 $139K - $177K
17.8K $1.98M
PPC
Pilgrims Pride Corp

Consumer Defensive
9.23K
+ 38.62%
$43.57 - $53.82 $402K - $497K
33.1K $1.5M
ISRG
Intuitive Surgical Inc

Healthcare
431
+ 7.6%
$471.27 - $550.62 $203K - $237K
6.1K $3.18M
HD
Home Depot, Inc.

Consumer Cyclical
1.51K
+ 12.48%
$385.02 - $431.37 $580K - $650K
13.6K $5.28M
VUG
Vanguard Growth ETF

ETFs
244
+ 2.23%
$378.79 - $428.11 $92.4K - $104K
11.2K $4.6M
MS
Morgan Stanley

Financial Services
1.25K
+ 11.65%
$104.42 - $134.99 $130K - $169K
12K $1.51M
HYD
Vaneck High Yield Muni ETF

ETFs
8.07K
+ 30.7%
$51.09 - $53.06 $412K - $428K
34.4K $1.78M
K
Kellogg CO

Consumer Defensive
4.71K
New
$80.34 - $81.29 $378K - $383K
4.71K $381K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.05K
New
$129.13 - $198.21 $264K - $406K
2.05K $379K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.86K
+ 152.11%
$89.97 - $98.59 $347K - $380K
6.39K $607K
MO
Altria Group, Inc.

Consumer Defensive
6.87K
+ 54.65%
$49.06 - $57.74 $337K - $397K
19.4K $1.02M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19K
+ 5.03%
$36.54 - $37.53 $693K - $712K
396K $14.6M
IP
International Paper CO

Consumer Cyclical
6.96K
New
$46.64 - $59.57 $324K - $414K
6.96K $374K
ACGL
Arch Capital Group Ltd.

Financial Services
5.12K
+ 94.19%
$88.71 - $114.86 $454K - $588K
10.6K $974K
MRVL
Marvell Technology, Inc.

Technology
30
+ 0.32%
$70.31 - $124.78 $2.11K - $3.74K
9.41K $1.04M
HOOD
Robinhood Markets, Inc.

Technology
9.64K
New
$22.33 - $43.2 $215K - $416K
9.64K $359K
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.14K
+ 71.22%
$242.7 - $295.49 $277K - $337K
2.74K $781K
MSTR
Microstrategy Inc

Technology
585
+ 37.64%
$162.69 - $473.83 $95.2K - $277K
2.14K $619K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
188K
+ 9.04%
$44.04 - $49.49 $8.28M - $9.31M
2.27M $99.9M
ACN
Accenture PLC

Technology
1K
+ 22.88%
$343.9 - $376.86 $345K - $378K
5.39K $1.9M
CMS
Cms Energy Corp

Utilities
4.94K
New
$65.76 - $71.94 $325K - $355K
4.94K $329K
ETR
Entergy Corp

Utilities
4.25K
New
$73.19 - $156.4 $311K - $665K
4.25K $322K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.19K
New
$100.16 - $100.7 $320K - $321K
3.19K $320K
BIIB
Biogen Inc.

Healthcare
2.39K
+ 187.17%
$146.47 - $191.55 $350K - $458K
3.67K $561K
RNR
Renaissancere Holdings LTD

Financial Services
1.34K
+ 148.78%
$241.97 - $287.47 $324K - $385K
2.24K $557K
SEB
Seaboard Corp

Industrials
127
New
$2390.98 - $3163.38 $304K - $402K
127 $308K
DOCS
Doximity, Inc.

Healthcare
5.73K
New
$41.25 - $61.25 $236K - $351K
5.73K $305K
CE
Celanese Corp

Basic Materials
4.4K
New
$67.03 - $136.68 $295K - $601K
4.4K $304K
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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