Wedmont Private Capital Incresed Positions in Q3 2024

Wedmont Private Capital

  • $1.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
212K
+ 7.2%
$47.6 - $53.31 $10.1M - $11.3M
3.16M $167M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
257K
+ 14.11%
$41.9 - $48.26 $10.8M - $12.4M
2.08M $99.5M
VTI
Vanguard Total Stock Market Et

ETFs
49.1K
+ 19.83%
$255.18 - $283.2 $12.5M - $13.9M
296K $83.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.8K
+ 15.77%
$475.2 - $527.7 $9.89M - $11M
153K $80.6M
AAPL
Apple Inc.

Technology
24.9K
+ 12.19%
$207.23 - $234.82 $5.17M - $5.85M
230K $53.5M
LRCX
Lam Research Corp

Technology
13.1K
+ 893.3%
$731.56 - $1127.3 $9.55M - $14.7M
14.5K $11.9M
VTC
Vanguard Scottsdale Fds Total

ETFs
80.7K
+ 11.07%
$75.09 - $79.73 $6.06M - $6.43M
810K $64.2M
IEFA
Ishares Tr

ETFs
68.5K
+ 10.78%
$70.09 - $78.74 $4.8M - $5.39M
704K $54.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
153K
+ 16.84%
$49.93 - $51.15 $7.64M - $7.83M
1.06M $54.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
274K
+ 12.96%
$22.38 - $23.66 $6.14M - $6.49M
2.39M $56.1M
ORCL
Oracle Corp

Technology
11.1K
+ 14.19%
$125.9 - $170.35 $1.4M - $1.89M
89.5K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.49K
+ 20.99%
$405.19 - $478.57 $2.23M - $2.63M
31.7K $14.6M
VO
Vanguard Mid Cap ETF

ETFs
11.4K
+ 28.32%
$237.84 - $263.83 $2.72M - $3.02M
51.8K $13.7M
NVDA
Nvidia Corp

Technology
37.6K
+ 11.11%
$98.91 - $134.91 $3.72M - $5.07M
376K $45.6M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17.9K
+ 13.14%
$112.99 - $126.45 $2.02M - $2.26M
154K $19.4M
TSLA
Tesla, Inc.

Consumer Cyclical
4.34K
+ 12.47%
$191.76 - $263.26 $832K - $1.14M
39.1K $10.2M
VB
Vanguard Small Cap ETF

ETFs
9.73K
+ 18.89%
$214.77 - $237.72 $2.09M - $2.31M
61.2K $14.5M
BNDX
Vanguard Total International B

ETFs
30.4K
+ 7.45%
$48.42 - $50.35 $1.47M - $1.53M
439K $22.1M
IEMG
Ishares Inc

ETFs
38.4K
+ 6.48%
$53.64 - $53.64 $2.06M - $2.06M
631K $33.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
15.2K
+ 14.32%
$80.13 - $88.89 $1.22M - $1.35M
121K $10.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.6K
+ 7.17%
$36.98 - $41.55 $834K - $937K
337K $13.9M
V
Visa Inc.

Financial Services
5.65K
+ 34.06%
$253.74 - $291.56 $1.43M - $1.65M
22.2K $6.11M
AVUV
American Centy ETF Tr Avantis

ETFs
14.1K
+ 23.11%
$88.24 - $99.7 $1.25M - $1.41M
75.3K $7.23M
UNH
Unitedhealth Group Inc

Healthcare
1.34K
+ 12.24%
$488.01 - $604.18 $653K - $809K
12.3K $7.18M
AVDV
American Centy ETF Tr Avantis

ETFs
14.1K
+ 19.59%
$62.52 - $71.12 $883K - $1M
86.3K $6.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
23.2K
+ 6.54%
$36.06 - $37.66 $835K - $872K
377K $14.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.55K
+ 10.46%
$66.31 - $74.08 $633K - $707K
101K $7.4M
KKR
Kkr & Co. Inc.

Financial Services
7.91K
+ 264.12%
$104.51 - $133.23 $827K - $1.05M
10.9K $1.42M
MSFT
Microsoft Corp

Technology
5.61K
+ 6.56%
$395.15 - $467.56 $2.22M - $2.62M
91.2K $39.2M
HD
Home Depot, Inc.

Consumer Cyclical
709
+ 6.24%
$333.64 - $405.2 $237K - $287K
12.1K $4.89M
WMT
Walmart Inc.

Consumer Defensive
2.32K
+ 4.33%
$66.91 - $81.4 $155K - $189K
55.8K $4.51M
NFLX
Netflix Inc

Communication Services
843
+ 10.22%
$598.55 - $722.26 $505K - $609K
9.09K $6.45M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.33K
+ 2.03%
$25.45 - $29.53 $136K - $158K
268K $7.81M
ABBV
Abb Vie Inc.

Healthcare
1.05K
+ 4.98%
$163.84 - $199.33 $172K - $209K
22.2K $4.38M
JNJ
Johnson & Johnson

Healthcare
2.42K
+ 10.89%
$145.48 - $167.38 $352K - $405K
24.7K $3.99M
VT
Vanguard Total World Stk Index

ETFs
4.55K
+ 19.5%
$107.72 - $119.96 $490K - $546K
27.9K $3.34M
MUB
Ishares National Muni Bond ETF

ETFs
2.38K
+ 1.12%
$106.13 - $108.7 $253K - $259K
214K $23.3M
CEG
Constellation Energy Corp

Utilities
730
+ 8.82%
$167.08 - $262.86 $122K - $192K
9.01K $2.34M
PLTR
Palantir Technologies Inc.

Technology
4.66K
+ 11.12%
$24.09 - $37.95 $112K - $177K
46.5K $1.73M
ISRG
Intuitive Surgical Inc

Healthcare
912
+ 19.16%
$416.14 - $494.01 $380K - $451K
5.67K $2.79M
VBR
Vanguard Small Cap Value ETF

ETFs
1.85K
+ 11.6%
$179.99 - $201.6 $332K - $372K
17.7K $3.56M
CAT
Caterpillar Inc

Industrials
672
+ 10.88%
$316.8 - $391.12 $213K - $263K
6.85K $2.68M
MA
Mastercard Inc

Financial Services
260
+ 2.81%
$429.6 - $500.99 $112K - $130K
9.51K $4.7M
IBM
International Business Machines Corp

Technology
647
+ 6.67%
$175.1 - $223.38 $113K - $145K
10.4K $2.29M
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 4.12%
$194.9 - $224.8 $282K - $326K
36.6K $7.72M
GE
General Electric CO

Industrials
762
+ 4.99%
$156.66 - $189.66 $119K - $145K
16K $3.02M
CSCO
Cisco Systems, Inc.

Technology
8.23K
+ 30.08%
$44.74 - $53.22 $368K - $438K
35.6K $1.89M
APP
App Lovin Corp

Technology
3.68K
+ 156.04%
$67.14 - $130.65 $247K - $481K
6.05K $789K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
20K
+ 26.87%
$25.38 - $26.27 $507K - $525K
94.4K $2.48M
Activity Summary
Buys All Purchases 488 New Holdings 55 Increased Positions 433 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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