Wedmont Private Capital Purchases in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
9.36K
+ 108.28%
$40.65 - $83.16 $380K - $778K
18K $756K
KMI
Kinder Morgan, Inc.

Energy
1.9K
+ 5.52%
$25.21 - $29.4 $48K - $56K
36.4K $1.07M
FIS
Fidelity National Information Services, Inc.

Technology
790
+ 26.02%
$68.14 - $82.13 $53.8K - $64.9K
3.83K $311K
EBAY
Ebay Inc

Consumer Cyclical
303
+ 3.3%
$59.52 - $79.36 $18K - $24K
9.5K $707K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.2K
+ 15.12%
$44.8 - $53.97 $53.6K - $64.6K
9.11K $491K
LPLA
Lpl Financial Holdings Inc.

Financial Services
19
+ 1.18%
$283.31 - $388.96 $5.38K - $7.39K
1.63K $609K
UAL
United Airlines Holdings, Inc.

Industrials
360
+ 6.92%
$56.15 - $84.23 $20.2K - $30.3K
5.57K $443K
ALGN
Align Technology Inc

Healthcare
199
+ 13.57%
$144.32 - $190.42 $28.7K - $37.9K
1.67K $315K
IVZ
Invesco Ltd.

Financial Services
4.82K
+ 39.08%
$12.14 - $15.77 $58.5K - $76K
17.2K $270K
SONY
Sony Group Corp

Technology
2.77K
+ 17.2%
$21.24 - $26.88 $58.9K - $74.5K
18.9K $491K
UI
Ubiquiti Inc.

Technology
31
+ 4.65%
$273.45 - $456.69 $8.48K - $14.2K
697 $286K
IXUS
Ishares Tr

ETFs
89
+ 0.86%
$62.37 - $77.63 $5.55K - $6.91K
10.4K $806K
TWLO
Twilio Inc

Communication Services
81
+ 3.11%
$81.34 - $124.36 $6.59K - $10.1K
2.69K $334K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
92
+ 4.39%
$160.22 - $209.35 $14.7K - $19.3K
2.19K $458K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.97K
+ 305.86%
$50.53 - $212.53 $200K - $843K
5.26K $291K
MLM
Martin Marietta Materials Inc

Basic Materials
62
+ 10.13%
$452.51 - $568.19 $28.1K - $35.2K
674 $369K
HPE
Hewlett Packard Enterprise CO

Technology
1.18K
+ 11.41%
$12.51 - $20.45 $14.7K - $24.1K
11.5K $235K
ADP
Automatic Data Processing Inc

Industrials
178
+ 2.64%
$276.76 - $326.81 $49.3K - $58.2K
6.91K $2.13M
ADSK
Autodesk, Inc.

Technology
300
+ 7.61%
N/A
4.24K $1.04M
XLI
Industrial Sector Spdr

ETFs
63
+ 1.71%
$116.42 - $147.52 $7.33K - $9.29K
3.75K $553K
EA
Electronic Arts Inc.

Communication Services
249
+ 11.65%
$132.53 - $159.7 $33K - $39.8K
2.39K $381K
ED
Consolidated Edison Inc

Utilities
1.63K
+ 17.72%
$98.05 - $113.3 $159K - $184K
10.8K $1.08M
VMC
Vulcan Materials CO

Basic Materials
104
+ 6.8%
$226.49 - $276.01 $23.6K - $28.7K
1.63K $426K
DTM
Dt Midstream, Inc.

Energy
247
+ 7.44%
$87.23 - $109.91 $21.5K - $27.1K
3.57K $391K
OXY
Occidental Petroleum Corp

Energy
4.28K
+ 28.46%
$36.11 - $49.33 $154K - $211K
19.3K $810K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.55K
+ 9.99%
$10.8 - $16.92 $27.5K - $43.1K
28K $385K
WEC
Wec Energy Group, Inc.

Utilities
757
+ 30.87%
$102.24 - $109.76 $77.4K - $83.1K
3.21K $334K
DFIV
Dimensional ETF Tr

ETFs
15
+ 0.07%
$34.67 - $43.21 $520 - $648
20.6K $881K
NVS
Novartis Ag

Healthcare
32
+ 0.49%
$101.96 - $121.01 $3.26K - $3.87K
6.53K $790K
CMI
Cummins Inc

Industrials
141
+ 10.07%
$267.12 - $336.65 $37.7K - $47.5K
1.54K $504K
EOG
Eog Resources Inc

Energy
1.03K
+ 15.23%
$104.61 - $129.97 $108K - $134K
7.78K $931K
GWW
W.W. Grainger, Inc.

Industrials
27
+ 3.77%
$919.93 - $1101.66 $24.8K - $29.7K
744 $773K
SAN
Banco Santander, S.A.

Financial Services
171
+ 0.44%
$5.72 - $8.32 $978 - $1.42K
38.9K $323K
LHX
L3 Harris Technologies, Inc.

Industrials
70
+ 6.31%
$200.21 - $256.99 $14K - $18K
1.18K $295K
KR
Kroger CO

Consumer Defensive
396
+ 4.67%
$64.62 - $74.0 $25.6K - $29.3K
8.87K $636K
CINF
Cincinnati Financial Corp

Financial Services
396
+ 20.54%
$126.6 - $151.6 $50.1K - $60K
2.32K $346K
COTY
Coty Inc.

Consumer Defensive
13.4K
New
$4.57 - $5.65 $61.1K - $75.5K
13.4K $62K
TJX
Tjx Companies Inc

Consumer Cyclical
285
+ 1.76%
$119.13 - $135.03 $34K - $38.5K
16.5K $2.03M
FNDX
Schwab Fundamental U S Large C

ETFs
572
+ 1.37%
$20.84 - $24.54 $11.9K - $14K
42.3K $1.04M
RL
Ralph Lauren Corp

Consumer Cyclical
18
+ 1.69%
$182.34 - $286.22 $3.28K - $5.15K
1.08K $296K
PNR
Pentair PLC

Industrials
46
+ 1.22%
$76.17 - $103.58 $3.5K - $4.76K
3.81K $390K
TRV
Travelers Companies, Inc.

Financial Services
192
+ 6.45%
$233.83 - $276.34 $44.9K - $53.1K
3.17K $848K
EFV
Msci Eafe Value ETF

ETFs
550
+ 8.6%
$52.4 - $64.65 $28.8K - $35.6K
6.95K $440K
ECL
Ecolab Inc.

Basic Materials
39
+ 1.32%
$225.65 - $270.95 $8.8K - $10.6K
3K $808K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
134
+ 6.43%
$103.49 - $133.44 $13.9K - $17.9K
2.22K $292K
VRT
Vertiv Holdings CO

Industrials
639
+ 21.55%
N/A
3.6K $312K
WELL
Welltower Inc.

Real Estate
327
+ 3.9%
$136.49 - $155.22 $44.6K - $50.8K
8.71K $1.34M
XLY
Select Sector Spdr Consumer Di

ETFs
39
+ 1.67%
$176.34 - $218.59 $6.88K - $8.53K
2.37K $514K
UL
Unilever PLC

Consumer Defensive
754
+ 13.92%
$57.9 - $65.43 $43.7K - $49.3K
6.17K $377K
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