Wedmont Private Capital Purchases in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
91
+ 3.95%
$137.62 - $174.44 $12.5K - $15.9K
2.39K $390K
AZO
Autozone Inc

Consumer Cyclical
13
+ 5.58%
$3478.38 - $3880.15 $45.2K - $50.4K
246 $913K
EQH
Equitable Holdings, Inc.

Financial Services
116
+ 2.56%
$43.98 - $56.1 $5.1K - $6.51K
4.66K $261K
ZM
Zoom Video Communications, Inc.

Technology
137
+ 4.07%
$66.7 - $84.62 $9.14K - $11.6K
3.5K $272K
DRI
Darden Restaurants Inc

Consumer Cyclical
60
+ 5.37%
$186.58 - $225.78 $11.2K - $13.5K
1.18K $256K
RELX
Relx PLC

Communication Services
34
+ 0.6%
$45.31 - $55.66 $1.54K - $1.89K
5.67K $307K
ABC
Amerisourcebergen Corp

Healthcare
126
+ 5.22%
N/A
2.54K $470K
VTWO
Vanguard Russell 2000 ETF

ETFs
8
+ 0.23%
$70.56 - $87.22 $564 - $698
3.47K $302K
HIG
Hartford Financial Services Group, Inc.

Financial Services
56
+ 1.2%
$109.83 - $131.67 $6.15K - $7.37K
4.71K $597K
RGA
Reinsurance Group Of America Inc

Financial Services
92
+ 4.33%
$168.32 - $209.71 $15.5K - $19.3K
2.22K $439K
EWJ
Ishares Msci Japan ETF

ETFs
3
+ 0.1%
$61.32 - $75.28 $184 - $226
3.14K $235K
DVYE
Ishares Emerging Markets Divid

ETFs
194
+ 2.45%
$23.95 - $29.03 $4.65K - $5.63K
8.12K $232K
AOS
Smith A O Corp

Industrials
230
+ 7.13%
$59.63 - $70.52 $13.7K - $16.2K
3.46K $226K
LYG
Lloyds Banking Group PLC

Financial Services
486
+ 1.63%
$3.32 - $4.29 $1.61K - $2.08K
30.3K $128K
AXS
Axis Capital Holdings LTD

Financial Services
24
+ 0.99%
$87.23 - $106.93 $2.09K - $2.57K
2.45K $253K
CMA
Comerica Inc

Financial Services
128
+ 1.66%
$50.42 - $59.65 $6.45K - $7.64K
7.84K $467K
VIG
Vanguard Dividend Appreciation

ETFs
67
+ 0.36%
N/A
18.9K $3.44M
WAL
Western Alliance Bancorporation

Financial Services
79
+ 1.6%
$61.0 - $79.94 $4.82K - $6.32K
5.03K $392K
BR
Broadridge Financial Solutions, Inc.

Technology
39
+ 1.49%
$217.22 - $246.25 $8.47K - $9.6K
2.65K $643K
A
Agilent Technologies, Inc.

Healthcare
63
+ 1.81%
$99.29 - $120.52 $6.26K - $7.59K
3.55K $418K
ENB
Enbridge Inc

Energy
107
+ 1.85%
$41.09 - $47.16 $4.4K - $5.05K
5.9K $267K
DUK
Duke Energy Corp

Utilities
575
+ 4.01%
$112.46 - $124.05 $64.7K - $71.3K
14.9K $1.76M
DGX
Quest Diagnostics Inc

Healthcare
78
+ 3.09%
N/A
2.6K $356K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
256
+ 1.13%
$24.32 - $24.81 $6.23K - $6.35K
22.9K $568K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.18%
$73.09 - $82.77 $365 - $414
2.77K $225K
TYL
Tyler Technologies Inc

Technology
7
+ 1.32%
$521.68 - $592.84 $3.65K - $4.15K
536 $317K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.55%
$121.58 - $136.74 $2.92K - $3.28K
4.42K $600K
ROST
Ross Stores, Inc.

Consumer Cyclical
79
+ 1.4%
$126.62 - $154.26 $10K - $12.2K
5.71K $728K
EMLP
First Tr Exchange Traded Iv

ETFs
99
+ 0.41%
$33.62 - $37.89 $3.33K - $3.75K
24.3K $911K
MET
Metlife Inc

Financial Services
74
+ 0.74%
$68.42 - $82.49 $5.06K - $6.1K
10.1K $812K
JKHY
Henry Jack & Associates Inc

Technology
54
+ 4.44%
$163.54 - $186.02 $8.83K - $10K
1.27K $228K
PFE
Pfizer Inc

Healthcare
1.35K
+ 5.82%
$21.59 - $24.84 $29.2K - $33.6K
24.6K $596K
L
Loews Corp

Financial Services
81
+ 2.62%
$80.89 - $92.09 $6.55K - $7.46K
3.17K $290K
ROP
Roper Technologies Inc

Industrials
70
+ 4.68%
$519.19 - $590.78 $36.3K - $41.4K
1.57K $887K
CB
Chubb LTD

Financial Services
272
+ 4.56%
$274.32 - $302.46 $74.6K - $82.3K
6.24K $1.81M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
41
+ 1.12%
$68.11 - $69.33 $2.79K - $2.84K
3.7K $256K
HRB
H&R Block Inc

Consumer Cyclical
97
+ 1.06%
$54.32 - $63.04 $5.27K - $6.11K
9.21K $505K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
102
+ 1.31%
$28.18 - $29.22 $2.87K - $2.98K
7.88K $230K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
37
+ 0.73%
$49.57 - $50.27 $1.83K - $1.86K
5.09K $256K
GDDY
Go Daddy Inc.

Technology
25
+ 1.91%
$162.11 - $192.36 $4.05K - $4.81K
1.34K $240K
XEL
Xcel Energy Inc

Utilities
349
+ 4.29%
$65.65 - $72.39 $22.9K - $25.3K
8.49K $577K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23
+ 0.33%
$49.79 - $50.75 $1.15K - $1.17K
7.03K $356K
OHI
Omega Healthcare Investors Inc

Real Estate
576
+ 4.38%
$35.55 - $39.05 $20.5K - $22.5K
13.7K $503K
WM
Waste Management Inc

Industrials
78
+ 1.25%
$216.47 - $242.1 $16.9K - $18.9K
6.3K $1.44M
RIO
Rio Tinto PLC

Basic Materials
112
+ 3.13%
$52.32 - $62.75 $5.86K - $7.03K
3.69K $215K
SNAP
Snap Inc

Communication Services
77
+ 0.27%
$7.23 - $9.21 $557 - $709
28.3K $246K
Arista Networks Inc
620
+ 3.26%
N/A
19.7K $0
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
14
+ 0.08%
N/A
18.4K $62K
Ge Vernova Inc
7.23K
+ 169.53%
N/A
11.5K $0
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
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