Wedmont Private Capital Purchases in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
204
+ 6.71%
$203.96 - $228.19 $41.6K - $46.6K
3.24K $716K
CG
Carlyle Group Inc.

Financial Services
196
+ 3.48%
$34.78 - $51.4 $6.82K - $10.1K
5.83K $299K
LNG
Cheniere Energy, Inc.

Energy
81
+ 2.88%
$197.25 - $244.33 $16K - $19.8K
2.9K $705K
DVN
Devon Energy Corp

Energy
3.07K
+ 39.79%
$26.8 - $37.92 $82.2K - $116K
10.8K $342K
NWSA
News Corp

Communication Services
638
+ 4.63%
$23.97 - $29.72 $15.3K - $19K
14.4K $428K
SRE
Sempra Energy

Utilities
398
+ 7.51%
$63.78 - $78.91 $25.4K - $31.4K
5.7K $431K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8
+ 0.08%
$53.75 - $67.21 $430 - $538
9.82K $649K
FNDF
Schwab Fundamental Intl Large

ETFs
196
+ 1.59%
$32.25 - $40.02 $6.32K - $7.84K
12.6K $502K
CBRE
Cbre Group, Inc.

Real Estate
107
+ 2.65%
$113.94 - $140.12 $12.2K - $15K
4.14K $579K
IRM
Iron Mountain Inc

Real Estate
58
+ 2.06%
$76.93 - $105.25 $4.46K - $6.1K
2.87K $294K
CLVT
Clarivate PLC

Technology
11.8K
New
$3.1 - $4.5 $36.5K - $53K
11.8K $50K
NTRA
Natera, Inc.

Healthcare
74
+ 4.91%
$132.23 - $171.87 $9.79K - $12.7K
1.58K $266K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
648
+ 19.37%
$60.29 - $71.77 $39.1K - $46.5K
3.99K $278K
FFIV
F5, Inc.

Technology
90
+ 11.55%
$239.25 - $295.9 $21.5K - $26.6K
869 $255K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1
+ 0.01%
$43.34 - $55.24 $43.3 - $55.2
7.24K $399K
SNV
Synovus Financial Corp

Financial Services
29
+ 0.31%
$38.27 - $51.75 $1.11K - $1.5K
9.25K $478K
NWS
News Corp New Cl B Com Stk (De

Communication Services
272
+ 3.17%
$27.41 - $33.96 $7.46K - $9.24K
8.85K $299K
VZ
Verizon Communications Inc

Communication Services
2.51K
+ 8.14%
$41.67 - $45.62 $105K - $115K
33.4K $1.45M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
505
+ 6.84%
$29.03 - $38.72 $14.7K - $19.6K
7.89K $300K
ROL
Rollins Inc

Consumer Cyclical
410
+ 4.56%
$50.65 - $58.58 $20.8K - $24K
9.41K $530K
BROS
Dutch Bros Inc.

Consumer Cyclical
158
+ 2.97%
$51.37 - $73.72 $8.12K - $11.6K
5.47K $374K
EFG
Msci Eafe Growth ETF

ETFs
97
+ 3.62%
$89.8 - $112.0 $8.71K - $10.9K
2.78K $311K
IWD
Ishares Russell 1000 Val ETF

ETFs
35
+ 0.86%
$166.82 - $194.23 $5.84K - $6.8K
4.12K $800K
STLD
Steel Dynamics Inc

Basic Materials
399
+ 22.29%
N/A
2.19K $214K
AM
Antero Midstream Corp

Energy
443
+ 1.44%
$15.88 - $18.99 $7.03K - $8.41K
31.2K $590K
FITB
Fifth Third Bancorp

Financial Services
504
+ 5.4%
$33.32 - $41.51 $16.8K - $20.9K
9.83K $404K
FNDE
Schwab Fundamental Emerging Mk

ETFs
295
+ 2.26%
$26.66 - $33.09 $7.86K - $9.76K
13.3K $440K
RSG
Republic Services, Inc.

Industrials
104
+ 3.76%
$227.2 - $258.07 $23.6K - $26.8K
2.87K $708K
FNDC
Schwab Fundamental Intl Small

ETFs
59
+ 0.91%
$32.97 - $42.05 $1.95K - $2.48K
6.57K $276K
AEP
American Electric Power CO Inc

Utilities
719
+ 10.79%
$98.59 - $109.11 $70.9K - $78.5K
7.38K $766K
BCS
Barclays PLC

Financial Services
108
+ 0.96%
$12.69 - $18.61 $1.37K - $2.01K
11.4K $211K
PEG
Public Service Enterprise Group Inc

Utilities
304
+ 5.08%
$77.13 - $84.18 $23.4K - $25.6K
6.29K $529K
STE
Steris PLC

Healthcare
86
+ 7.88%
$208.55 - $252.55 $17.9K - $21.7K
1.18K $282K
F
Ford Motor CO

Consumer Cyclical
934
+ 3.05%
$8.69 - $10.85 $8.12K - $10.1K
31.6K $342K
FE
Firstenergy Corp

Utilities
878
+ 13.69%
$38.31 - $43.17 $33.6K - $37.9K
7.29K $293K
ZION
Zions Bancorporation, National Association

Financial Services
256
+ 2.59%
$41.39 - $51.94 $10.6K - $13.3K
10.1K $526K
AIG
American International Group, Inc.

Financial Services
612
+ 4.55%
$77.56 - $87.72 $47.5K - $53.7K
14.1K $1.2M
UBS
Ubs Group Ag

Financial Services
146
+ 1.61%
$26.12 - $33.82 $3.81K - $4.94K
9.24K $312K
HSBC
Hsbc Holdings PLC

Financial Services
96
+ 1.22%
$46.68 - $61.09 $4.48K - $5.86K
7.98K $485K
VTR
Ventas, Inc.

Real Estate
857
+ 21.99%
$62.45 - $70.08 $53.5K - $60.1K
4.75K $300K
VICI
Vici Properties Inc.

Real Estate
1.01K
+ 14.65%
$29.41 - $32.97 $29.7K - $33.3K
7.91K $257K
DOV
Dover Corp

Industrials
81
+ 3.27%
$151.14 - $186.7 $12.2K - $15.1K
2.56K $468K
CBOE
Cboe Global Markets, Inc.

Financial Services
69
+ 2.99%
$205.81 - $234.23 $14.2K - $16.2K
2.38K $554K
LRN
Stride, Inc.

Consumer Defensive
6
+ 0.38%
$124.45 - $160.72 $747 - $964
1.57K $227K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
101
+ 0.61%
$11.9 - $15.57 $1.2K - $1.57K
16.7K $257K
FNDA
Schwab Fundamental U S Small C

ETFs
277
+ 1.76%
$23.85 - $28.69 $6.61K - $7.95K
16K $458K
EXR
Extra Space Storage Inc.

Real Estate
201
+ 11.45%
$126.61 - $152.99 $25.4K - $30.8K
1.96K $288K
EVRG
Evergy, Inc.

Utilities
406
+ 11.81%
$64.06 - $69.64 $26K - $28.3K
3.85K $265K
ING
Ing Groep Nv

Financial Services
27
+ 0.24%
$16.62 - $21.98 $449 - $593
11.4K $250K
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