Wedmont Private Capital Purchases in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
20
+ 0.3%
$87.25 - $95.52 $1.75K - $1.91K
6.66K $588K
PRU
Prudential Financial Inc

Financial Services
106
+ 3.01%
$114.59 - $129.52 $12.1K - $13.7K
3.62K $429K
PWV
Invesco Exchange Traded Fd Tr

ETFs
223
+ 3.72%
$56.33 - $61.73 $12.6K - $13.8K
6.22K $353K
SNAP
Snap Inc

Communication Services
81
+ 0.29%
$9.98 - $12.86 $808 - $1.04K
28.1K $303K
PK
Park Hotels & Resorts Inc.

Real Estate
255
+ 2.1%
$13.68 - $15.82 $3.49K - $4.03K
12.4K $174K
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.4K
+ 99.99%
$25.33 - $51.16 $314K - $633K
24.8K $640K
LNC
Lincoln National Corp

Financial Services
21
+ 0.22%
$30.46 - $36.84 $640 - $774
9.41K $298K
YUM
Yum Brands Inc

Consumer Cyclical
161
+ 4.51%
$130.36 - $139.54 $21K - $22.5K
3.73K $500K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.32K
+ 195.88%
$22.01 - $66.82 $161K - $489K
11.1K $250K
D
Dominion Energy, Inc

Utilities
461
+ 8.02%
$52.63 - $60.92 $24.3K - $28.1K
6.21K $334K
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 0.22%
$99.11 - $112.25 $991 - $1.12K
4.52K $473K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
20.2K
+ 200.06%
$27.54 - $83.04 $555K - $1.67M
30.2K $838K
Vestis Corporation
135
+ 0.84%
N/A
16.2K $0
DOV
Dover Corp

Industrials
49
+ 2.03%
$184.72 - $206.51 $9.05K - $10.1K
2.46K $462K
Blackrock Inc
2.49K
New
N/A
2.49K $0
Corpay Inc
70
+ 6.96%
N/A
1.08K $0
Arista Networks Inc
18K
New
N/A
18K $0
Te Connectivity PLC
1
+ 0.05%
N/A
1.86K $0
Atlassian Corporation
910
New
N/A
910 $0
Ea Series Trust
24K
New
N/A
24K $0
Simplify Exchange Traded Fun
5.35K
New
N/A
5.35K $0
SAN
Banco Santander, S.A.

Financial Services
3.57K
+ 11.38%
$4.49 - $5.05 $16K - $18K
34.9K $159K
Lam Research Corp
15K
New
N/A
15K $0
Ge Healthcare Technologies I
89
+ 1.59%
N/A
5.67K $0
Ge Vernova Inc
288
+ 7.48%
N/A
4.14K $0
Kenvue Inc
1.34K
+ 11.49%
N/A
13K $0
Cooper Cos Inc
676
+ 16.18%
N/A
4.85K $0
LPX
Louisiana Pacific Corp

Industrials
74
+ 3.85%
$98.02 - $120.27 $7.25K - $8.9K
1.99K $206K
Labcorp Holdings Inc
876
New
N/A
876 $0
Fidelity Wise Origin Bitcoin
3.47K
New
N/A
3.47K $0
Ishares Bitcoin Trust ETF
11.4K
New
N/A
11.4K $0
Schwab Strategic Tr
41.4K
New
N/A
41.4K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
249K
+ 100.89%
N/A
497K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2
+ 0.03%
$50.53 - $55.55 $101 - $111
7.23K $368K
FNDA
Schwab Fundamental U S Small C

ETFs
6.15K
+ 100.02%
$29.26 - $59.11 $180K - $364K
12.3K $365K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.01%
$33.7 - $37.69 $33.7 - $37.7
8.12K $278K
PPG
Ppg Industries Inc

Basic Materials
229
+ 10.14%
$119.09 - $131.37 $27.3K - $30.1K
2.49K $297K
UBS
Ubs Group Ag

Financial Services
100
+ 1.09%
$29.78 - $33.08 $2.98K - $3.31K
9.27K $281K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
87
+ 1.12%
$57.38 - $61.11 $4.99K - $5.32K
7.83K $456K
SLVM
Sylvamo Corp

Basic Materials
273
+ 7.91%
$78.56 - $95.69 $21.4K - $26.1K
3.73K $294K
FTV
Fortive Corp

Technology
137
+ 4.27%
$71.16 - $79.68 $9.75K - $10.9K
3.35K $250K
UHS
Universal Health Services Inc

Healthcare
275
+ 26.44%
$175.8 - $236.9 $48.3K - $65.1K
1.32K $235K
TT
Trane Technologies PLC

Industrials
136
+ 4.78%
$369.35 - $419.14 $50.2K - $57K
2.98K $1.1M
EBAY
Ebay Inc

Consumer Cyclical
313
+ 3.77%
$57.51 - $67.17 $18K - $21K
8.61K $533K
LYG
Lloyds Banking Group PLC

Financial Services
1.56K
+ 5.37%
$2.67 - $3.23 $4.17K - $5.04K
30.6K $83K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
99
+ 1.31%
$28.56 - $30.02 $2.83K - $2.97K
7.68K $219K
WYNN
Wynn Resorts LTD

Consumer Cyclical
183
+ 7.45%
$84.3 - $106.41 $15.4K - $19.5K
2.64K $227K
RGA
Reinsurance Group Of America Inc

Financial Services
13
+ 0.51%
$201.26 - $231.95 $2.62K - $3.02K
2.55K $544K
FNDX
Schwab Fundamental U S Large C

ETFs
23.7K
+ 200.01%
$23.49 - $71.77 $557K - $1.7M
35.6K $842K
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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