Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
255
+ 7.47%
$345.14 - $392.15 $88K - $100K
3.67K $1.32M
SPYG
Spdr Portfolio

ETFs
743
+ 16.86%
$81.74 - $91.38 $60.7K - $67.9K
5.15K $452K
SPGI
S&P Global Inc.

Financial Services
332
+ 7.93%
$480.36 - $529.17 $159K - $176K
4.52K $2.25M
XLP
Consumer Staples Sector Spdr

ETFs
1.11K
+ 8.09%
N/A
14.9K $1.13M
TPL
Texas Pacific Land Corp

Energy
35
+ 16.83%
$915.49 - $1730.0 $32K - $60.6K
243 $268K
ETN
Eaton Corp PLC

Industrials
244
+ 4.66%
$326.96 - $377.52 $79.8K - $92.1K
5.48K $1.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
498
+ 9.1%
$77.25 - $91.3 $38.5K - $45.5K
5.97K $509K
EWBC
East West Bancorp Inc

Financial Services
292
+ 6.92%
$80.04 - $111.23 $23.4K - $32.5K
4.51K $431K
SQ
Block, Inc.

Technology
45
+ 1.04%
$65.06 - $98.92 $2.93K - $4.45K
4.36K $370K
VOT
Vanguard Mid Cap Growth Index

ETFs
115
+ 2.3%
$241.48 - $274.89 $27.8K - $31.6K
5.11K $1.3M
DDOG
Datadog, Inc.

Technology
164
+ 8.26%
$113.98 - $168.65 $18.7K - $27.7K
2.15K $307K
DGRO
Ishares Core Dividend Growth E

ETFs
1.53K
+ 14.17%
$60.73 - $64.94 $92.7K - $99.1K
12.3K $753K
STT
State Street Corp

Financial Services
218
+ 3.67%
$85.96 - $100.78 $18.7K - $22K
6.15K $603K
M
Macy'S, Inc.

Consumer Cyclical
3.25K
+ 17.23%
$14.56 - $18.1 $47.4K - $58.9K
22.1K $374K
ZION
Zions Bancorporation, National Association

Financial Services
179
+ 1.86%
$45.62 - $61.73 $8.17K - $11K
9.8K $531K
SYY
Sysco Corp

Consumer Defensive
1.12K
+ 19.33%
$73.63 - $81.77 $82.7K - $91.8K
6.93K $530K
WBS
Webster Financial Corp

Financial Services
237
+ 3.21%
$44.33 - $62.82 $10.5K - $14.9K
7.63K $421K
SNV
Synovus Financial Corp

Financial Services
299
+ 3.28%
$42.5 - $58.73 $12.7K - $17.6K
9.4K $481K
MTB
M&T Bank Corp

Financial Services
189
+ 4.59%
$172.48 - $221.95 $32.6K - $41.9K
4.31K $809K
HBAN
Huntington Bancshares Inc

Financial Services
2.11K
+ 8.12%
$14.18 - $18.2 $29.9K - $38.4K
28.1K $456K
RJF
Raymond James Financial Inc

Financial Services
107
+ 6.05%
$123.0 - $170.1 $13.2K - $18.2K
1.88K $291K
MNST
Monster Beverage Corp

Consumer Defensive
1.32K
+ 12.18%
$49.24 - $56.38 $64.9K - $74.4K
12.1K $638K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.33K
+ 6.14%
$77.86 - $79.27 $104K - $105K
23K $1.79M
STZ
Constellation Brands, Inc.

Consumer Defensive
660
+ 32.82%
$219.66 - $257.62 $145K - $170K
2.67K $590K
BK
Bank Of New York Mellon Corp

Financial Services
568
+ 9.92%
$70.82 - $81.87 $40.2K - $46.5K
6.29K $483K
MCO
Moodys Corp

Financial Services
157
+ 7.35%
$454.04 - $500.88 $71.3K - $78.6K
2.29K $1.09M
IWV
Ishares Russell 3000 ETF

ETFs
20
+ 0.24%
$323.08 - $349.08 $6.46K - $6.98K
8.47K $2.83M
AON
Aon PLC

Financial Services
133
+ 7.67%
$344.14 - $393.31 $45.8K - $52.3K
1.87K $670K
SSRM
Ssr Mining Inc.

Basic Materials
1.12K
+ 2.35%
$5.28 - $8.12 $5.93K - $9.13K
49K $341K
UWMC
Uwm Holdings Corp

Financial Services
20.7K
+ 103.14%
$5.65 - $8.33 $117K - $173K
40.9K $239K
UPS
United Parcel Service Inc

Industrials
726
+ 30.16%
$122.65 - $138.35 $89K - $100K
3.13K $395K
TRV
Travelers Companies, Inc.

Financial Services
211
+ 8.7%
$225.97 - $266.66 $47.7K - $56.3K
2.64K $634K
MCD
Mcdonalds Corp

Consumer Cyclical
510
+ 9.08%
$288.47 - $316.54 $147K - $161K
6.13K $1.78M
ZM
Zoom Video Communications, Inc.

Technology
371
+ 12.45%
$67.21 - $89.03 $24.9K - $33K
3.35K $273K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 3.15%
$1146.59 - $1270.6 $32.1K - $35.6K
916 $1.09M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
35.5K
+ 165.1%
$3.53 - $7.8 $125K - $277K
57K $217K
SONY
Sony Group Corp

Technology
12.8K
+ 462.09%
$17.53 - $96.8 $224K - $1.24M
15.6K $329K
SPMD
Spdr Portfolio

ETFs
1.12K
+ 5.2%
$54.13 - $59.56 $60.7K - $66.8K
22.7K $1.24M
PKG
Packaging Corp Of America

Consumer Cyclical
204
+ 12.42%
$211.98 - $248.85 $43.2K - $50.8K
1.85K $415K
ROK
Rockwell Automation, Inc

Industrials
25
+ 0.81%
$264.65 - $302.92 $6.62K - $7.57K
3.12K $891K
SPG
Simon Property Group Inc

Real Estate
216
+ 3.32%
$167.23 - $183.84 $36.1K - $39.7K
6.73K $1.16M
SUB
Ishares Short Term National Mu

ETFs
604
+ 7.8%
$104.94 - $106.2 $63.4K - $64.1K
8.35K $880K
WBD
Warner Bros. Discovery, Inc.

Communication Services
258
+ 1.14%
$7.33 - $12.37 $1.89K - $3.19K
22.9K $243K
SRE
Sempra Energy

Utilities
386
+ 6.75%
$80.81 - $94.77 $31.2K - $36.6K
6.1K $535K
CRGY
Crescent Energy CO

Energy
257
+ 1.8%
$11.17 - $15.28 $2.87K - $3.93K
14.5K $212K
JCI
Johnson Controls International PLC

Industrials
600
+ 8.84%
$74.23 - $86.6 $44.5K - $52K
7.39K $583K
WTW
Willis Towers Watson PLC

Financial Services
133
+ 16.44%
$287.99 - $332.53 $38.3K - $44.2K
942 $293K
KR
Kroger CO

Consumer Defensive
440
+ 6.05%
$55.21 - $63.3 $24.3K - $27.9K
7.72K $471K
ANSS
Ansys Inc

Technology
39
+ 1.79%
$313.05 - $361.45 $12.2K - $14.1K
2.22K $747K
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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