Wedmont Private Capital Purchases in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
23
+ 0.41%
$94.15 - $133.33 $2.17K - $3.07K
5.64K $752K
CHK
Chesapeake Energy Corp

Energy
1.57K
+ 25.27%
N/A
7.78K $667K
VRSK
Verisk Analytics, Inc.

Industrials
316
+ 12.4%
$277.03 - $321.33 $87.5K - $102K
2.87K $892K
WRB
Berkley W R Corp

Financial Services
1.57K
+ 19.01%
$64.28 - $75.17 $101K - $118K
9.85K $723K
EXPD
Expeditors International Of Washington Inc

Industrials
1.31K
+ 51.84%
$102.84 - $122.24 $135K - $160K
3.83K $437K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 0.3%
$201.28 - $266.34 $2.01K - $2.66K
3.37K $897K
PYPL
Pay Pal Holdings, Inc.

Financial Services
790
+ 9.6%
$57.41 - $74.81 $45.4K - $59.1K
9.02K $669K
SEB
Seaboard Corp

Industrials
35
+ 17.33%
$2459.69 - $2911.09 $86.1K - $102K
237 $678K
PNC
Pnc Financial Services Group, Inc.

Financial Services
425
+ 9.01%
$149.76 - $186.42 $63.6K - $79.2K
5.14K $958K
SYF
Synchrony Financial

Financial Services
241
+ 2.95%
$43.81 - $66.74 $10.6K - $16.1K
8.4K $560K
NTAP
Net App, Inc.

Technology
403
+ 9.24%
$76.1 - $106.55 $30.7K - $42.9K
4.76K $507K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
255
+ 1.95%
$50.08 - $63.14 $12.8K - $16.1K
13.3K $841K
TTWO
Take Two Interactive Software Inc

Communication Services
150
+ 6.44%
$194.58 - $243.05 $29.2K - $36.5K
2.48K $601K
GLW
Corning Inc

Technology
1.53K
+ 28.41%
$39.07 - $52.59 $59.8K - $80.5K
6.92K $363K
EQT
Eqt Corp

Energy
773
+ 5.48%
$46.11 - $60.44 $35.6K - $46.7K
14.9K $867K
CFG
Citizens Financial Group Inc

Financial Services
1.66K
+ 15.81%
$34.27 - $44.75 $56.9K - $74.3K
12.2K $544K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
254
+ 1.65%
$52.84 - $65.52 $13.4K - $16.6K
15.6K $1.02M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
68
+ 8.62%
$328.01 - $475.68 $22.3K - $32.3K
857 $400K
TFC
Truist Financial Corp

Financial Services
2.08K
+ 18.59%
$34.79 - $42.99 $72.2K - $89.2K
13.2K $569K
HD
Home Depot, Inc.

Consumer Cyclical
295
+ 2.19%
$335.24 - $380.78 $98.9K - $112K
13.7K $5.04M
ACGL
Arch Capital Group Ltd.

Financial Services
1.58K
+ 23.92%
$84.99 - $96.82 $134K - $153K
8.17K $744K
BX
Blackstone Inc.

Financial Services
225
+ 2.95%
$120.07 - $151.11 $27K - $34K
7.85K $1.17M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 12.14%
$40.94 - $52.1 $42.7K - $54.4K
9.64K $502K
WMB
Williams Companies, Inc.

Energy
620
+ 2.73%
$54.33 - $62.87 $33.7K - $39K
23.3K $1.47M
DAL
Delta Air Lines, Inc.

Industrials
585
+ 4.15%
$35.88 - $52.99 $21K - $31K
14.7K $722K
RMD
Resmed Inc

Healthcare
121
+ 6.12%
$204.54 - $258.0 $24.7K - $31.2K
2.1K $541K
QCOM
Qualcomm Inc

Technology
224
+ 1.78%
$124.66 - $159.48 $27.9K - $35.7K
12.8K $2.04M
ALL
Allstate Corp

Financial Services
681
+ 12.82%
$180.53 - $212.64 $123K - $145K
5.99K $1.21M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.24K
+ 3.25%
$23.14 - $27.82 $28.8K - $34.6K
39.5K $1.08M
VONV
Vanguard Russell 1000 Value Et

ETFs
108
+ 0.38%
$73.19 - $85.21 $7.9K - $9.2K
28.2K $2.41M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
22
+ 0.18%
$57.14 - $72.68 $1.26K - $1.6K
12.3K $893K
ABNB
Airbnb, Inc.

Consumer Cyclical
442
+ 12.57%
$105.69 - $140.64 $46.7K - $62.2K
3.96K $523K
XLF
Financial Sector Spdr

ETFs
182
+ 0.62%
$43.92 - $52.37 $7.99K - $9.53K
29.5K $1.55M
KMB
Kimberly Clark Corp

Consumer Defensive
1.58K
+ 20.66%
$126.84 - $145.22 $200K - $229K
9.23K $1.19M
GILD
Gilead Sciences, Inc.

Healthcare
1.08K
+ 6.61%
$96.91 - $113.0 $104K - $121K
17.3K $1.92M
PGR
Progressive Corp

Financial Services
885
+ 10.46%
$255.27 - $288.74 $226K - $256K
9.35K $2.49M
IVE
Ishares S&P 500 Value ETF

ETFs
266
+ 3.79%
$168.34 - $195.42 $44.8K - $52K
7.28K $1.42M
K
Kellogg CO

Consumer Defensive
1.37K
+ 33.85%
$77.85 - $82.88 $106K - $113K
5.4K $429K
GWRE
Guidewire Software, Inc.

Technology
38
+ 2.08%
$172.73 - $257.37 $6.56K - $9.78K
1.86K $438K
EFX
Equifax Inc

Industrials
208
+ 8.13%
$205.5 - $280.54 $42.7K - $58.4K
2.77K $717K
INTF
Ishares Tr

ETFs
5
+ 0.02%
$27.6 - $34.51 $138 - $173
30.3K $1.04M
DUOL
Duolingo, Inc.

Technology
44
+ 5.66%
$292.88 - $540.68 $12.9K - $23.8K
822 $337K
RY
Royal Bank Of Canada

Financial Services
70
+ 1.59%
$108.36 - $131.55 $7.59K - $9.21K
4.47K $588K
TTD
Trade Desk, Inc.

Technology
215
+ 4.84%
$45.27 - $79.4 $9.73K - $17.1K
4.66K $335K
SSRM
Ssr Mining Inc.

Basic Materials
34
+ 0.07%
$9.09 - $13.07 $309 - $444
49K $624K
CMS
Cms Energy Corp

Utilities
1.75K
+ 30.13%
$68.57 - $75.51 $120K - $132K
7.57K $524K
CVS
Cvs Health Corp

Healthcare
1.08K
+ 9.73%
$60.04 - $70.18 $64.9K - $75.9K
12.2K $840K
BK
Bank Of New York Mellon Corp

Financial Services
402
+ 5.68%
$73.31 - $91.62 $29.5K - $36.8K
7.48K $681K
PTC
Ptc Inc.

Technology
107
+ 2.71%
$136.74 - $173.24 $14.6K - $18.5K
4.05K $698K
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
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email