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
ADP
Automatic Data Processing Inc

Industrials
443
+ 7.04%
$286.85 - $318.64 $127K - $141K
6.74K $2.06M
MPWR
Monolithic Power Systems Inc

Technology
383
+ 57.08%
$565.7 - $720.25 $217K - $276K
1.05K $611K
ED
Consolidated Edison Inc

Utilities
202
+ 2.25%
$88.0 - $110.59 $17.8K - $22.3K
9.17K $1.01M
TDG
Trans Digm Group Inc

Industrials
90
+ 11.8%
$1251.32 - $1394.11 $113K - $125K
853 $1.18M
HES
Hess Corp

Energy
590
+ 15.1%
$135.42 - $160.52 $79.9K - $94.7K
4.5K $718K
AM
Antero Midstream Corp

Energy
7.33K
+ 31.32%
$15.47 - $18.04 $113K - $132K
30.7K $551K
CME
Cme Group Inc.

Financial Services
398
+ 14.21%
$225.82 - $266.54 $89.9K - $106K
3.2K $848K
SCHW
Schwab Charles Corp

Financial Services
1.74K
+ 11.94%
$71.24 - $83.64 $124K - $145K
16.3K $1.28M
MDT
Medtronic PLC

Healthcare
1.52K
+ 26.13%
$79.84 - $94.5 $121K - $143K
7.32K $657K
MP
Mp Materials Corp.

Basic Materials
4.24K
+ 41.63%
$16.39 - $26.93 $69.4K - $114K
14.4K $351K
EQT
Eqt Corp

Energy
1.85K
+ 15.14%
$46.16 - $54.25 $85.6K - $101K
14.1K $753K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.89K
+ 6.47%
$27.01 - $28.54 $159K - $168K
96.9K $2.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.45K
+ 6.08%
$126.11 - $135.06 $182K - $195K
25.3K $3.22M
TRGP
Targa Resources Corp.

Energy
328
+ 6.25%
$178.44 - $217.22 $58.5K - $71.2K
5.58K $1.12M
BR
Broadridge Financial Solutions, Inc.

Technology
606
+ 30.25%
$221.46 - $244.83 $134K - $148K
2.61K $632K
UNM
Unum Group

Financial Services
1.02K
+ 9.13%
$71.8 - $83.34 $73.4K - $85.2K
12.2K $995K
VRSK
Verisk Analytics, Inc.

Industrials
440
+ 20.86%
$268.63 - $301.33 $118K - $133K
2.55K $758K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
923
+ 32.71%
$88.0 - $115.5 $81.2K - $107K
3.75K $427K
AMD
Advanced Micro Devices Inc

Technology
4.84K
+ 27.12%
$96.63 - $129.55 $468K - $627K
22.7K $2.33M
IDXX
Idexx Laboratories Inc

Healthcare
374
+ 14.68%
$406.29 - $469.04 $152K - $175K
2.92K $1.23M
FYBR
Frontier Communications Parent, Inc.

Communication Services
3.84K
+ 13.76%
$34.83 - $36.05 $134K - $138K
31.7K $1.14M
SPGI
S&P Global Inc.

Financial Services
239
+ 5.29%
$478.26 - $543.77 $114K - $130K
4.76K $2.42M
PAYX
Paychex Inc

Industrials
793
+ 25.05%
$136.06 - $154.52 $108K - $123K
3.96K $610K
SHW
Sherwin Williams CO

Basic Materials
395
+ 13.89%
$330.16 - $365.55 $130K - $144K
3.24K $1.13M
RSG
Republic Services, Inc.

Industrials
250
+ 9.93%
$200.09 - $242.16 $50K - $60.5K
2.77K $670K
WDAY
Workday, Inc.

Technology
822
+ 69.48%
$233.53 - $277.82 $192K - $228K
2.01K $468K
NET
Cloudflare, Inc.

Technology
1.27K
+ 32.69%
$110.71 - $176.5 $140K - $224K
5.15K $580K
F
Ford Motor CO

Consumer Cyclical
15.8K
+ 106.64%
$9.12 - $10.43 $144K - $165K
30.7K $307K
AEP
American Electric Power CO Inc

Utilities
500
+ 8.11%
$90.32 - $109.27 $45.2K - $54.6K
6.67K $728K
HOOD
Robinhood Markets, Inc.

Technology
2.79K
+ 28.89%
$35.63 - $65.28 $99.2K - $182K
12.4K $517K
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.75%
$3193.96 - $3828.11 $12.8K - $15.3K
233 $888K
VIG
Vanguard Dividend Appreciation

ETFs
839
+ 4.67%
N/A
18.8K $3.42M
UNP
Union Pacific Corp

Industrials
485
+ 10.43%
$225.21 - $254.42 $109K - $123K
5.14K $1.21M
TRV
Travelers Companies, Inc.

Financial Services
342
+ 12.97%
$232.43 - $265.13 $79.5K - $90.7K
2.98K $787K
ROP
Roper Technologies Inc

Industrials
91
+ 6.48%
$502.71 - $593.81 $45.7K - $54K
1.5K $882K
COP
Conocophillips

Energy
393
+ 2.1%
$88.6 - $105.85 $34.8K - $41.6K
19.1K $2.01M
FAST
Fastenal CO

Industrials
1.36K
+ 18.72%
$71.11 - $79.98 $96.9K - $109K
8.64K $670K
AON
Aon PLC

Financial Services
179
+ 9.59%
$348.44 - $409.32 $62.4K - $73.3K
2.05K $816K
AMT
American Tower Corp

Real Estate
214
+ 7.58%
$173.46 - $217.6 $37.1K - $46.6K
3.04K $661K
TPL
Texas Pacific Land Corp

Energy
64
+ 26.34%
$1180.08 - $1431.01 $75.5K - $91.6K
307 $406K
SHEL
Shell PLC

Energy
376
+ 3.44%
$62.84 - $73.29 $23.6K - $27.6K
11.3K $821K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.66K
+ 8.14%
$25.12 - $26.05 $167K - $174K
88.5K $2.23M
PANW
Palo Alto Networks Inc

Technology
1.37K
+ 15.36%
$167.82 - $208.28 $230K - $285K
10.3K $1.75M
FNDX
Schwab Fundamental U S Large C

ETFs
6.15K
+ 17.29%
$23.03 - $25.01 $142K - $154K
41.7K $975K
BA
Boeing CO

Industrials
957
+ 19.33%
$148.15 - $186.25 $142K - $178K
5.91K $1.01M
FNDF
Schwab Fundamental Intl Large

ETFs
2.67K
+ 27.55%
$32.9 - $37.45 $87.8K - $100K
12.4K $450K
BRO
Brown & Brown, Inc.

Financial Services
559
+ 22.59%
$100.54 - $124.4 $56.2K - $69.5K
3.03K $377K
TJX
Tjx Companies Inc

Consumer Cyclical
900
+ 5.89%
$112.81 - $126.16 $102K - $114K
16.2K $1.97M
SYK
Stryker Corp

Healthcare
207
+ 5.64%
$355.18 - $399.9 $73.5K - $82.8K
3.88K $1.44M
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
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email