Wedmont Private Capital Purchases in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.33K
New
$273.71 - $316.29 $364K - $421K
1.33K $405K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.79K
+ 10.77%
$86.93 - $109.64 $155K - $196K
18.4K $2.02M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.19K
+ 30.65%
$82.32 - $112.47 $180K - $246K
9.33K $1.05M
PANW
Palo Alto Networks Inc

Technology
164
+ 1.59%
$152.44 - $204.64 $25K - $33.6K
10.4K $2.14M
APG
A Pi Group Corp

Industrials
7.21K
New
$32.2 - $51.23 $232K - $370K
7.21K $368K
RTX
Raytheon Technologies Corp

Industrials
842
+ 4.67%
$113.75 - $148.48 $95.8K - $125K
18.9K $2.75M
IEMG
Ishares Inc

ETFs
6.6K
+ 0.78%
N/A
852K $45.7M
TT
Trane Technologies PLC

Industrials
121
+ 4.08%
$315.21 - $437.41 $38.1K - $52.9K
3.09K $1.35M
SNPS
Synopsys Inc

Technology
173
+ 5.57%
$380.9 - $517.66 $65.9K - $89.6K
3.28K $1.68M
CTAS
Cintas Corp

Industrials
738
+ 6.97%
$190.11 - $227.66 $140K - $168K
11.3K $2.53M
C
Citigroup Inc

Financial Services
129
+ 0.55%
$58.13 - $85.12 $7.5K - $11K
23.7K $2.02M
VST
Vistra Corp.

Utilities
327
+ 9.0%
$98.07 - $195.04 $32.1K - $63.8K
3.96K $767K
ABT
Abbott Laboratories

Healthcare
1.73K
+ 5.93%
$123.95 - $138.08 $215K - $239K
30.9K $4.21M
FDS
Factset Research Systems Inc

Financial Services
739
New
$398.85 - $473.32 $295K - $350K
739 $330K
FCFS
First Cash Holdings, Inc.

Financial Services
2.43K
New
$118.0 - $137.63 $287K - $334K
2.43K $328K
IWV
Ishares Russell 3000 ETF

ETFs
17
+ 0.19%
$281.67 - $351.0 $4.79K - $5.97K
8.82K $3.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.68K
+ 59.07%
$63.54 - $68.5 $297K - $321K
12.6K $850K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.73K
+ 132.79%
$79.56 - $82.92 $297K - $309K
6.54K $542K
URI
United Rentals, Inc.

Industrials
47
+ 2.16%
$551.94 - $753.4 $25.9K - $35.4K
2.22K $1.67M
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.01%
$64.41 - $90.17 $64.4 - $90.2
18.3K $1.65M
GIS
General Mills Inc

Consumer Defensive
6.43K
+ 183.79%
$50.37 - $60.97 $324K - $392K
9.93K $514K
IWB
Ishares Tr Russell 1000 ETF

ETFs
444
+ 10.13%
$272.36 - $339.57 $121K - $151K
4.83K $1.64M
DELL
Dell Technologies Inc.

Technology
2.46K
New
$71.63 - $125.98 $176K - $310K
2.46K $301K
TRMB
Trimble Inc.

Technology
3.92K
New
$55.12 - $75.98 $216K - $297K
3.92K $297K
SCHX
Schwab Strategic Tr Us Large C

ETFs
533
+ 0.48%
$19.6 - $24.44 $10.4K - $13K
113K $2.75M
SCHG
Schwab Strategic Tr Us Large C

ETFs
387
+ 0.58%
$22.27 - $29.21 $8.62K - $11.3K
66.8K $1.95M
AXON
Axon Enterprise, Inc.

Industrials
40
+ 4.85%
$497.13 - $827.94 $19.9K - $33.1K
865 $716K
DFAU
Dimensional ETF Tr

ETFs
6.66K
New
$34.04 - $42.36 $227K - $282K
6.66K $282K
SBAC
Sba Communications Corp

Real Estate
1.18K
New
$208.57 - $243.4 $247K - $288K
1.18K $277K
WWD
Woodward, Inc.

Industrials
1.11K
New
$157.29 - $247.55 $175K - $276K
1.11K $273K
CAG
Conagra Brands Inc.

Consumer Defensive
13.3K
New
$20.4 - $26.78 $272K - $357K
13.3K $272K
CNM
Core & Main, Inc.

Industrials
4.48K
New
$44.53 - $60.36 $200K - $271K
4.48K $270K
SCHW
Schwab Charles Corp

Financial Services
641
+ 3.93%
$69.06 - $91.24 $44.3K - $58.5K
16.9K $1.55M
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1794.73 - $2613.63 $185K - $269K
103 $269K
NWL
Newell Brands Inc.

Consumer Defensive
49.5K
New
$4.48 - $6.27 $222K - $311K
49.5K $267K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.11K
New
$183.31 - $241.46 $203K - $267K
1.11K $266K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.68K
New
$67.22 - $100.51 $180K - $269K
2.68K $265K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.15K
New
$73.0 - $85.5 $230K - $269K
3.15K $264K
MKSI
Mks Instruments Inc

Technology
2.65K
New
$58.78 - $100.27 $156K - $266K
2.65K $263K
VAW
Vanguard Materials ETF

ETFs
1.35K
New
$163.82 - $196.64 $221K - $266K
1.35K $263K
KHC
Kraft Heinz CO

Consumer Defensive
10.2K
New
$25.61 - $30.81 $260K - $313K
10.2K $262K
CVNA
Carvana Co.

Consumer Cyclical
189
+ 12.68%
$162.57 - $345.64 $30.7K - $65.3K
1.68K $566K
CAR
Avis Budget Group, Inc.

Industrials
1.53K
New
$62.86 - $179.3 $96.2K - $275K
1.53K $258K
FIX
Comfort Systems Usa Inc

Industrials
479
New
$296.51 - $536.21 $142K - $257K
479 $256K
DFAX
Dimensional ETF Tr
8.64K
New
$23.37 - $29.39 $202K - $254K
8.64K $253K
DDOG
Datadog, Inc.

Technology
1.88K
New
$87.0 - $134.33 $163K - $252K
1.88K $252K
HON
Honeywell International Inc

Industrials
259
+ 2.9%
$182.86 - $232.88 $47.4K - $60.3K
9.18K $2.14M
AEE
Ameren Corp

Utilities
2.57K
New
$94.23 - $101.68 $243K - $262K
2.57K $247K
ARES
Ares Management Corp

Financial Services
1.42K
New
$118.04 - $175.83 $168K - $250K
1.42K $246K
Activity Summary
Buys All Purchases 513 New Holdings 75 Increased Positions 438 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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