Wedmont Private Capital Incresed Positions in Q1 2025

Wedmont Private Capital

  • $1.99 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.7K
+ 113.71%
$25.35 - $27.46 $526K - $569K
39K $1.04M
VNQ
Vanguard Specialized Funds Van

ETFs
5.76K
+ 20.25%
$85.55 - $94.34 $492K - $543K
34.2K $3.07M
CVX
Chevron Corp

Energy
1.26K
+ 9.16%
$146.71 - $167.97 $185K - $212K
15K $2.51M
UBER
Uber Technologies, Inc

Technology
3.6K
+ 17.53%
$63.17 - $81.49 $228K - $294K
24.2K $1.76M
COST
Costco Wholesale Corp

Consumer Defensive
356
+ 6.51%
$890.62 - $1076.86 $317K - $383K
5.82K $5.51M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13.6K
+ 3.44%
$36.63 - $37.45 $499K - $510K
410K $15.1M
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
+ 18.04%
$279.74 - $321.29 $309K - $355K
7.23K $2.26M
PGR
Progressive Corp

Financial Services
479
+ 6.0%
$235.61 - $291.22 $113K - $139K
8.46K $2.39M
IBM
International Business Machines Corp

Technology
558
+ 4.9%
$217.4 - $264.74 $121K - $148K
12K $2.97M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.22K
+ 2.67%
$25.81 - $28.52 $186K - $206K
278K $7.66M
C
Citigroup Inc

Financial Services
6.19K
+ 35.59%
$67.23 - $84.63 $416K - $524K
23.6K $1.67M
MA
Mastercard Inc

Financial Services
409
+ 3.94%
$504.67 - $576.31 $206K - $236K
10.8K $5.91M
AVES
American Centy ETF Tr Avantis

ETFs
8.61K
+ 25.13%
$44.71 - $48.65 $385K - $419K
42.9K $2.03M
IWM
Ishares Russell 2000 ETF

ETFs
3.1K
+ 34.31%
$198.1 - $229.79 $614K - $712K
12.1K $2.43M
TMUS
T Mobile Us, Inc.

Communication Services
447
+ 6.63%
$211.3 - $272.83 $94.5K - $122K
7.19K $1.92M
MSTR
Microstrategy Inc

Technology
1.39K
+ 64.89%
$239.27 - $396.5 $332K - $550K
3.53K $1.02M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
120
+ 13.1%
$1187.71 - $1432.58 $143K - $172K
1.04K $1.48M
WELL
Welltower Inc.

Real Estate
1.16K
+ 16.04%
$124.05 - $156.86 $144K - $182K
8.38K $1.28M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.96K
+ 8.45%
$57.44 - $59.4 $285K - $295K
63.7K $3.78M
BSX
Boston Scientific Corp

Healthcare
1.32K
+ 6.52%
$89.38 - $106.18 $118K - $140K
21.6K $2.17M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.2K
+ 19.87%
$33.84 - $37.77 $244K - $272K
43.5K $1.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.12K
+ 71.59%
$59.28 - $66.1 $304K - $338K
12.3K $789K
CRWD
Crowd Strike Holdings, Inc.

Technology
861
+ 26.95%
$308.86 - $455.36 $266K - $392K
4.06K $1.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
398
+ 5.35%
$208.48 - $244.03 $83K - $97.1K
7.83K $1.91M
CVS
Cvs Health Corp

Healthcare
1.71K
+ 18.15%
$44.22 - $68.64 $75.5K - $117K
11.1K $752K
HCA
Hca Healthcare, Inc.

Healthcare
559
+ 20.16%
$296.7 - $345.55 $166K - $193K
3.33K $1.15M
MCK
Mckesson Corp

Healthcare
160
+ 7.99%
$566.21 - $672.99 $90.6K - $108K
2.16K $1.46M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.71K
+ 87.08%
$96.3 - $112.23 $358K - $417K
7.98K $775K
ICE
Intercontinental Exchange, Inc.

Financial Services
932
+ 15.2%
$142.8 - $176.36 $133K - $164K
7.07K $1.22M
CTAS
Cintas Corp

Industrials
248
+ 2.4%
$182.09 - $208.14 $45.2K - $51.6K
10.6K $2.18M
CSCO
Cisco Systems, Inc.

Technology
2.66K
+ 6.7%
$58.74 - $64.87 $156K - $172K
42.3K $2.61M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.7K
+ 55.33%
$23.16 - $27.04 $317K - $370K
38.5K $903K
RBLX
Roblox Corp

Communication Services
4.38K
+ 37.4%
$53.77 - $75.47 $235K - $330K
16.1K $937K
DE
Deere & CO

Industrials
285
+ 10.24%
$408.57 - $509.27 $116K - $145K
3.07K $1.44M
WMB
Williams Companies, Inc.

Energy
2.44K
+ 12.02%
$54.02 - $61.09 $132K - $149K
22.7K $1.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
144
+ 4.2%
$275.89 - $345.24 $39.7K - $49.7K
3.58K $1.23M
DUK
Duke Energy Corp

Utilities
510
+ 3.68%
$105.87 - $121.97 $54K - $62.2K
14.4K $1.75M
WM
Waste Management Inc

Industrials
347
+ 5.91%
$200.54 - $233.78 $69.6K - $81.1K
6.22K $1.44M
HWM
Howmet Aerospace Inc.

Industrials
754
+ 9.76%
$110.79 - $139.39 $83.5K - $105K
8.48K $1.1M
VRSN
Verisign Inc

Technology
693
+ 42.65%
$205.1 - $254.74 $142K - $177K
2.32K $588K
SBUX
Starbucks Corp

Consumer Cyclical
1.63K
+ 12.09%
$91.75 - $115.81 $150K - $189K
15.1K $1.48M
SEB
Seaboard Corp

Industrials
75
+ 59.06%
$2422.16 - $2992.67 $182K - $224K
202 $547K
DASH
Door Dash, Inc.

Communication Services
841
+ 15.08%
$168.37 - $213.38 $142K - $179K
6.42K $1.17M
SO
Southern CO

Utilities
852
+ 5.26%
$80.96 - $92.96 $69K - $79.2K
17.1K $1.57M
SPOT
Spotify Technology S.A.

Communication Services
191
+ 15.34%
$457.79 - $648.32 $87.4K - $124K
1.44K $789K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 29.26%
$24.91 - $29.02 $374K - $436K
66.4K $1.66M
ELV
Elevance Health, Inc.

Healthcare
365
+ 32.65%
$365.9 - $436.25 $134K - $159K
1.48K $640K
NEM
Newmont Corp

Basic Materials
2.6K
+ 28.88%
$37.79 - $48.39 $98.3K - $126K
11.6K $560K
AIG
American International Group, Inc.

Financial Services
420
+ 3.23%
$70.5 - $86.94 $29.6K - $36.5K
13.4K $1.17M
Activity Summary
Buys All Purchases 492 New Holdings 71 Increased Positions 421 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 1 Puts 0
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