Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
6
+ 2.69%
$2981.19 - $3370.27 $17.9K - $20.2K
229 $733K
ADSK
Autodesk, Inc.

Technology
128
+ 3.71%
N/A
3.57K $878K
VGSH
Vanguard

ETFs
770
+ 4.5%
$58.02 - $58.88 $44.7K - $45.3K
17.9K $1.04M
AVDV
American Centy ETF Tr Avantis

ETFs
7.86K
+ 9.11%
$63.85 - $70.4 $502K - $553K
94.1K $6.13M
AMGN
Amgen Inc

Healthcare
1.4K
+ 25.74%
$258.78 - $328.31 $361K - $458K
6.81K $1.78M
PEG
Public Service Enterprise Group Inc

Utilities
649
+ 11.88%
$81.87 - $94.51 $53.1K - $61.3K
6.11K $516K
RSP
Invesco S&P 500 Equal Weight E

ETFs
221
+ 8.76%
$174.22 - $187.62 $38.5K - $41.5K
2.75K $481K
CINF
Cincinnati Financial Corp

Financial Services
107
+ 5.91%
$132.86 - $160.16 $14.2K - $17.1K
1.92K $275K
EXC
Exelon Corp

Utilities
1.18K
+ 22.44%
$36.22 - $40.97 $42.7K - $48.3K
6.44K $242K
L
Loews Corp

Financial Services
151
+ 5.18%
$76.49 - $87.05 $11.5K - $13.1K
3.07K $259K
VMC
Vulcan Materials CO

Basic Materials
69
+ 4.98%
$237.95 - $292.31 $16.4K - $20.2K
1.45K $374K
CMA
Comerica Inc

Financial Services
186
+ 2.42%
$57.88 - $72.73 $10.8K - $13.5K
7.87K $486K
WRB
Berkley W R Corp

Financial Services
181
+ 2.3%
$56.48 - $64.94 $10.2K - $11.8K
8.04K $470K
NWS
News Corp New Cl B Com Stk (De

Communication Services
178
+ 2.29%
$27.03 - $32.79 $4.81K - $5.84K
7.96K $242K
PTC
Ptc Inc.

Technology
64
+ 1.62%
$175.97 - $201.89 $11.3K - $12.9K
4.03K $740K
BPOP
Popular, Inc.

Financial Services
458
+ 15.41%
$88.46 - $102.59 $40.5K - $47K
3.43K $322K
ATI
Allegheny Technologies Inc

Industrials
1.22K
+ 33.72%
$52.71 - $65.96 $64.3K - $80.5K
4.84K $266K
DGX
Quest Diagnostics Inc

Healthcare
179
+ 9.11%
N/A
2.14K $293K
ENB
Enbridge Inc

Energy
292
+ 5.04%
$40.4 - $43.92 $11.8K - $12.8K
6.08K $258K
NOC
Northrop Grumman Corp

Industrials
180
+ 16.93%
$466.52 - $543.88 $84K - $97.9K
1.24K $583K
NDAQ
Nasdaq, Inc.

Financial Services
80
+ 2.19%
$70.87 - $83.05 $5.67K - $6.64K
3.74K $288K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.54K
+ 5.24%
$49.87 - $52.46 $76.9K - $80.9K
31K $1.55M
PNR
Pentair PLC

Industrials
96
+ 2.78%
$95.0 - $109.21 $9.12K - $10.5K
3.55K $357K
WDAY
Workday, Inc.

Technology
12
+ 1.02%
$233.85 - $279.91 $2.81K - $3.36K
1.18K $305K
HES
Hess Corp

Energy
222
+ 6.03%
$127.66 - $148.65 $28.3K - $33K
3.91K $519K
MFG
Mizuho Financial Group Inc

Financial Services
209
+ 0.83%
$4.05 - $5.26 $846 - $1.1K
25.2K $123K
FITB
Fifth Third Bancorp

Financial Services
550
+ 5.77%
$41.76 - $48.44 $23K - $26.6K
10.1K $426K
KEYS
Keysight Technologies, Inc.

Technology
88
+ 3.75%
$149.01 - $172.53 $13.1K - $15.2K
2.43K $390K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 1.01%
$1023.06 - $1220.93 $7.16K - $8.55K
702 $739K
VBR
Vanguard Small Cap Value ETF

ETFs
325
+ 1.83%
$197.36 - $217.3 $64.1K - $70.6K
18.1K $3.58M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.5K
+ 200.11%
$22.4 - $68.28 $460K - $1.4M
30.8K $714K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2K
+ 10.56%
$5.7 - $8.27 $11.4K - $16.5K
20.9K $141K
VTRS
Viatris Inc

Healthcare
399
+ 3.03%
$11.32 - $13.37 $4.52K - $5.33K
13.6K $168K
VRT
Vertiv Holdings CO

Industrials
183
+ 8.78%
N/A
2.27K $196K
SO
Southern CO

Utilities
1.59K
+ 10.9%
$81.5 - $94.15 $130K - $150K
16.2K $1.33M
BCS
Barclays PLC

Financial Services
125
+ 1.16%
$11.65 - $13.67 $1.46K - $1.71K
10.9K $145K
JKHY
Henry Jack & Associates Inc

Technology
83
+ 7.18%
$171.12 - $186.18 $14.2K - $15.5K
1.24K $217K
BRO
Brown & Brown, Inc.

Financial Services
157
+ 6.77%
$100.93 - $113.42 $15.8K - $17.8K
2.48K $252K
IR
Ingersoll Rand Inc.

Industrials
592
+ 10.71%
$90.46 - $105.35 $53.6K - $62.4K
6.12K $553K
NSC
Norfolk Southern Corp

Industrials
243
+ 7.25%
$230.6 - $277.0 $56K - $67.3K
3.6K $844K
MLM
Martin Marietta Materials Inc

Basic Materials
37
+ 7.44%
$516.5 - $619.58 $19.1K - $22.9K
534 $275K
ZI
Zoom Info Technologies Inc.

Technology
577
+ 5.0%
$9.44 - $13.08 $5.45K - $7.55K
12.1K $127K
VEEV
Veeva Systems Inc

Healthcare
34
+ 1.64%
$201.81 - $250.45 $6.86K - $8.52K
2.11K $444K
FIS
Fidelity National Information Services, Inc.

Technology
191
+ 6.79%
$80.14 - $90.95 $15.3K - $17.4K
3K $242K
AVB
Avalonbay Communities Inc

Real Estate
55
+ 5.29%
$216.28 - $237.81 $11.9K - $13.1K
1.09K $240K
TYL
Tyler Technologies Inc

Technology
15
+ 3.78%
$576.64 - $635.69 $8.65K - $9.54K
412 $237K
VHT
Vanguard Health Care ETF

ETFs
205
+ 12.58%
$250.81 - $283.3 $51.4K - $58.1K
1.84K $465K
WM
Waste Management Inc

Industrials
190
+ 3.35%
$201.79 - $228.46 $38.3K - $43.4K
5.87K $1.18M
RACE
Ferrari N.V.

Consumer Cyclical
62
+ 13.0%
$422.83 - $490.34 $26.2K - $30.4K
539 $228K
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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