Wedmont Private Capital Incresed Positions in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
752
+ 3.19%
$59.09 - $98.75 $44.4K - $74.3K
24.3K $2.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.32K
+ 1.56%
$24.38 - $30.18 $105K - $130K
282K $8.49M
AVUS
American Centy ETF Tr Avantis

ETFs
33
+ 0.04%
$81.38 - $100.82 $2.69K - $3.33K
91.6K $9.24M
DGRO
Ishares Core Dividend Growth E

ETFs
12.3K
+ 98.53%
$55.22 - $63.94 $679K - $787K
24.8K $1.59M
OGN
Organon & Co.

Healthcare
107K
+ 233.91%
$8.04 - $14.72 $857K - $1.57M
152K $1.47M
AVEM
American Centy ETF Tr Avantis

ETFs
5.93K
+ 12.79%
$53.08 - $68.54 $315K - $406K
52.3K $3.58M
V
Visa Inc.

Financial Services
1.87K
+ 7.35%
$308.27 - $373.31 $576K - $697K
27.3K $9.68M
RBLX
Roblox Corp

Communication Services
234
+ 1.46%
$51.22 - $105.59 $12K - $24.7K
16.3K $1.72M
BKNG
Booking Holdings Inc.

Consumer Cyclical
32
+ 6.41%
$4164.15 - $5789.24 $133K - $185K
531 $3.07M
NOW
Service Now, Inc.

Technology
115
+ 4.17%
$721.65 - $1040.18 $83K - $120K
2.88K $2.96M
AMCR
Amcor PLC

Consumer Cyclical
81K
+ 676.96%
$8.57 - $9.81 $694K - $795K
93K $854K
AXP
American Express CO

Financial Services
490
+ 4.24%
$231.39 - $318.98 $113K - $156K
12K $3.84M
CRWD
Crowd Strike Holdings, Inc.

Technology
173
+ 4.27%
$321.63 - $509.31 $55.6K - $88.1K
4.23K $2.15M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.24K
+ 1.36%
$61.79 - $76.67 $76.7K - $95.2K
92.3K $7.02M
KO
Coca Cola CO

Consumer Defensive
10.1K
+ 18.85%
$68.37 - $73.9 $688K - $744K
63.5K $4.49M
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.2K
+ 109.05%
$24.21 - $29.47 $513K - $624K
40.6K $1.19M
PWR
Quanta Services, Inc.

Industrials
119
+ 2.46%
$239.47 - $381.26 $28.5K - $45.4K
4.96K $1.88M
UBER
Uber Technologies, Inc

Technology
1.54K
+ 6.35%
$64.62 - $93.3 $99.2K - $143K
25.7K $2.4M
IAUM
I Shares Gold Trust Micro

ETFs
17.9K
+ 129.4%
$29.65 - $34.24 $532K - $614K
31.8K $1.05M
VTV
Vanguard Value ETF

ETFs
2.49K
+ 8.63%
$153.67 - $176.74 $383K - $441K
31.4K $5.55M
VOT
Vanguard Mid Cap Growth Index

ETFs
591
+ 5.51%
$216.28 - $284.39 $128K - $168K
11.3K $3.22M
KLAC
Kla Corp

Technology
130
+ 5.88%
$576.53 - $902.94 $74.9K - $117K
2.34K $2.1M
CDNS
Cadence Design Systems Inc

Technology
414
+ 4.82%
$231.64 - $323.08 $95.9K - $134K
9K $2.77M
COIN
Coinbase Global, Inc.

Technology
63
+ 1.99%
$151.47 - $375.07 $9.54K - $23.6K
3.22K $1.13M
CAT
Caterpillar Inc

Industrials
425
+ 5.95%
$273.94 - $388.21 $116K - $165K
7.57K $2.94M
DASH
Door Dash, Inc.

Communication Services
700
+ 10.91%
$163.16 - $246.51 $114K - $173K
7.12K $1.75M
COST
Costco Wholesale Corp

Consumer Defensive
308
+ 5.29%
$908.13 - $1056.85 $280K - $326K
6.13K $6.07M
AMAT
Applied Materials Inc

Technology
640
+ 5.5%
$126.95 - $183.52 $81.2K - $117K
12.3K $2.25M
PSX
Phillips 66

Energy
4.85K
+ 73.74%
$92.87 - $125.73 $451K - $610K
11.4K $1.36M
CI
Cigna Corp

Healthcare
1.6K
+ 34.41%
$301.89 - $340.04 $484K - $545K
6.26K $2.07M
CSCO
Cisco Systems, Inc.

Technology
2.97K
+ 7.02%
$53.19 - $69.38 $158K - $206K
45.3K $3.14M
HWM
Howmet Aerospace Inc.

Industrials
228
+ 2.69%
$112.33 - $186.13 $25.6K - $42.4K
8.71K $1.62M
AVDE
American Centy ETF Tr Avantis

ETFs
267
+ 0.38%
$59.32 - $74.36 $15.8K - $19.9K
69.7K $5.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
497
+ 1.51%
$108.12 - $135.04 $53.7K - $67.1K
33.3K $4.5M
CPNG
Coupang, Inc.

Consumer Cyclical
240
+ 0.39%
$19.76 - $30.81 $4.74K - $7.39K
62.5K $1.87M
ETN
Eaton Corp PLC

Industrials
16
+ 0.27%
$246.52 - $356.99 $3.94K - $5.71K
5.89K $2.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.38K
+ 76.08%
$179.95 - $278.88 $248K - $384K
3.19K $888K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 1.15%
$141.37 - $228.57 $12.7K - $20.6K
7.94K $1.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
276
+ 1.03%
$82.51 - $109.2 $22.8K - $30.1K
27.1K $2.96M
AVES
American Centy ETF Tr Avantis

ETFs
3.64K
+ 8.48%
$42.02 - $53.63 $153K - $195K
46.5K $2.49M
MS
Morgan Stanley

Financial Services
1.13K
+ 9.08%
$99.83 - $140.86 $112K - $159K
13.5K $1.9M
ISRG
Intuitive Surgical Inc

Healthcare
258
+ 4.01%
$451.58 - $565.94 $117K - $146K
6.69K $3.64M
BA
Boeing CO

Industrials
1.05K
+ 17.69%
$136.59 - $217.51 $143K - $227K
6.95K $1.46M
MA
Mastercard Inc

Financial Services
522
+ 4.84%
$479.92 - $590.74 $251K - $308K
11.3K $6.35M
BAC
Bank Of America Corp

Financial Services
1.42K
+ 2.18%
$34.39 - $47.46 $48.8K - $67.3K
66.4K $3.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
729
+ 0.73%
$51.16 - $62.02 $37.3K - $45.2K
101K $6.25M
MSTR
Microstrategy Inc

Technology
9
+ 0.26%
$237.95 - $421.61 $2.14K - $3.79K
3.54K $1.43M
SPOT
Spotify Technology S.A.

Communication Services
123
+ 8.57%
$503.3 - $775.9 $61.9K - $95.4K
1.56K $1.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.79K
+ 10.77%
$86.93 - $109.64 $155K - $196K
18.4K $2.02M
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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