Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.78K
New
$50.62 - $50.97 $293K - $295K
5.78K $293K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 5.39%
$124.26 - $134.12 $196K - $212K
30.9K $3.97M
CL
Colgate Palmolive CO

Consumer Defensive
4.3K
+ 53.05%
$90.22 - $102.31 $387K - $439K
12.4K $1.13M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.84K
+ 37.07%
$107.32 - $127.74 $198K - $235K
6.82K $839K
AR
Antero Resources Corp

Energy
4.81K
+ 28.45%
$25.54 - $35.52 $123K - $171K
21.7K $761K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.08K
+ 56.84%
$71.75 - $75.11 $293K - $307K
11.3K $809K
CDNS
Cadence Design Systems Inc

Technology
68
+ 0.81%
$249.1 - $324.54 $16.9K - $22.1K
8.49K $2.55M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.55K
New
$100.18 - $109.1 $256K - $279K
2.55K $267K
CTRA
Coterra Energy Inc.

Energy
10.5K
New
$22.71 - $27.63 $238K - $289K
10.5K $267K
C
Citigroup Inc

Financial Services
2.1K
+ 13.71%
$61.31 - $72.5 $129K - $152K
17.4K $1.22M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
6.34K
New
$24.08 - $48.71 $153K - $309K
6.34K $262K
LOW
Lowes Companies Inc

Consumer Cyclical
1.69K
+ 25.78%
$244.52 - $284.07 $414K - $481K
8.26K $2.04M
XPO
Xpo Logistics, Inc.

Industrials
1.95K
New
$105.35 - $158.2 $205K - $308K
1.95K $255K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
7.39K
New
$30.22 - $34.08 $223K - $252K
7.39K $251K
OLN
Olin Corp

Basic Materials
7.45K
New
$33.13 - $47.98 $247K - $357K
7.45K $251K
SCHW
Schwab Charles Corp

Financial Services
1.75K
+ 13.66%
$63.31 - $82.85 $111K - $145K
14.6K $1.08M
DELL
Dell Technologies Inc.

Technology
2.15K
New
$111.96 - $144.21 $240K - $310K
2.15K $247K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.28K
New
$57.53 - $60.83 $246K - $260K
4.28K $246K
TPR
Tapestry, Inc.

Consumer Cyclical
3.76K
New
$43.54 - $66.18 $164K - $249K
3.76K $245K
ESAB
Esab Corp

Industrials
2.03K
New
$102.05 - $135.08 $207K - $274K
2.03K $244K
AMP
Ameriprise Financial Inc

Financial Services
46
+ 1.33%
$473.15 - $574.01 $21.8K - $26.4K
3.49K $1.86M
XLF
Financial Sector Spdr

ETFs
3.36K
+ 12.94%
$44.89 - $51.34 $151K - $173K
29.3K $1.42M
MCK
Mckesson Corp

Healthcare
179
+ 9.81%
$482.27 - $628.5 $86.3K - $113K
2K $1.14M
LUV
Southwest Airlines CO

Industrials
7.16K
New
$28.99 - $34.84 $208K - $249K
7.16K $240K
VONG
Vanguard Russell 1000 Growth E

ETFs
528
+ 1.94%
$95.27 - $107.82 $50.3K - $56.9K
27.8K $2.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
147
+ 4.82%
$275.15 - $388.2 $40.4K - $57.1K
3.2K $1.09M
BSX
Boston Scientific Corp

Healthcare
1.51K
+ 8.04%
$83.62 - $91.5 $126K - $138K
20.2K $1.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.35K
+ 49.45%
$183.23 - $199.79 $248K - $270K
4.08K $755K
APO
Apollo Global Management, Inc.

Financial Services
201
+ 4.08%
$131.36 - $178.61 $26.4K - $35.9K
5.13K $847K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2K
New
$92.95 - $129.87 $186K - $259K
2K $228K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.99K
New
$111.85 - $120.71 $222K - $240K
1.99K $228K
FHN
First Horizon Corp

Financial Services
2.02K
+ 4.99%
$14.91 - $21.42 $30.2K - $43.4K
42.6K $857K
FOX
Fox Corp Cl B (De)

Communication Services
4.97K
New
$38.0 - $47.15 $189K - $234K
4.97K $227K
KMI
Kinder Morgan, Inc.

Energy
2.14K
+ 6.74%
$22.59 - $28.54 $48.3K - $61K
33.8K $926K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.28K
New
$138.3 - $192.95 $177K - $247K
1.28K $226K
CVX
Chevron Corp

Energy
1.75K
+ 14.57%
$141.15 - $162.53 $247K - $284K
13.8K $1.99M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.93K
New
$45.38 - $46.88 $224K - $231K
4.93K $225K
BDX
Becton Dickinson & CO

Healthcare
990
New
$220.02 - $243.75 $218K - $241K
990 $224K
RL
Ralph Lauren Corp

Consumer Cyclical
972
New
$192.23 - $233.41 $187K - $227K
972 $224K
FCNCA
First Citizens Bancshares Inc

Financial Services
106
New
$1818.92 - $2353.08 $193K - $249K
106 $223K
WMB
Williams Companies, Inc.

Energy
1.1K
+ 5.72%
$46.37 - $59.74 $50.9K - $65.6K
20.3K $1.1M
USB
Us Bancorp \De\

Financial Services
3.79K
+ 19.82%
$43.98 - $53.66 $167K - $203K
22.9K $1.1M
CG
Carlyle Group Inc.

Financial Services
4.39K
New
$43.2 - $54.81 $190K - $241K
4.39K $221K
KD
Kyndryl Holdings, Inc.

Technology
1.93K
+ 14.73%
$22.43 - $35.79 $43.2K - $69K
15K $519K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2K
New
$87.56 - $119.8 $175K - $239K
2K $218K
TDY
Teledyne Technologies Inc

Technology
469
New
$436.59 - $489.24 $205K - $229K
469 $217K
EVRG
Evergy, Inc.

Utilities
3.52K
New
$59.06 - $65.0 $208K - $229K
3.52K $216K
HPE
Hewlett Packard Enterprise CO

Technology
10.2K
New
$19.31 - $23.95 $196K - $243K
10.2K $216K
OZK
Bank Ozk

Financial Services
4.86K
New
$41.39 - $50.55 $201K - $245K
4.86K $216K
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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