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
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.19K
+ 30.65%
$82.32 - $112.47 $180K - $246K
9.33K $1.05M
PANW
Palo Alto Networks Inc

Technology
164
+ 1.59%
$152.44 - $204.64 $25K - $33.6K
10.4K $2.14M
RTX
Raytheon Technologies Corp

Industrials
842
+ 4.67%
$113.75 - $148.48 $95.8K - $125K
18.9K $2.75M
IEMG
Ishares Inc

ETFs
6.6K
+ 0.78%
N/A
852K $45.7M
TT
Trane Technologies PLC

Industrials
121
+ 4.08%
$315.21 - $437.41 $38.1K - $52.9K
3.09K $1.35M
SNPS
Synopsys Inc

Technology
173
+ 5.57%
$380.9 - $517.66 $65.9K - $89.6K
3.28K $1.68M
CTAS
Cintas Corp

Industrials
738
+ 6.97%
$190.11 - $227.66 $140K - $168K
11.3K $2.53M
PH
Parker Hannifin Corp

Industrials
96
+ 3.13%
$517.23 - $700.54 $49.7K - $67.3K
3.16K $2.21M
C
Citigroup Inc

Financial Services
129
+ 0.55%
$58.13 - $85.12 $7.5K - $11K
23.7K $2.02M
VST
Vistra Corp.

Utilities
327
+ 9.0%
$98.07 - $195.04 $32.1K - $63.8K
3.96K $767K
IWV
Ishares Russell 3000 ETF

ETFs
17
+ 0.19%
$281.67 - $351.0 $4.79K - $5.97K
8.82K $3.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.73K
+ 132.79%
$79.56 - $82.92 $297K - $309K
6.54K $542K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.68K
+ 59.07%
$63.54 - $68.5 $297K - $321K
12.6K $850K
URI
United Rentals, Inc.

Industrials
47
+ 2.16%
$551.94 - $753.4 $25.9K - $35.4K
2.22K $1.67M
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.01%
$64.41 - $90.17 $64.4 - $90.2
18.3K $1.65M
GIS
General Mills Inc

Consumer Defensive
6.43K
+ 183.79%
$50.37 - $60.97 $324K - $392K
9.93K $514K
IWB
Ishares Tr Russell 1000 ETF

ETFs
444
+ 10.13%
$272.36 - $339.57 $121K - $151K
4.83K $1.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
533
+ 0.48%
$19.6 - $24.44 $10.4K - $13K
113K $2.75M
SCHG
Schwab Strategic Tr Us Large C

ETFs
387
+ 0.58%
$22.27 - $29.21 $8.62K - $11.3K
66.8K $1.95M
AXON
Axon Enterprise, Inc.

Industrials
40
+ 4.85%
$497.13 - $827.94 $19.9K - $33.1K
865 $716K
SCHW
Schwab Charles Corp

Financial Services
641
+ 3.93%
$69.06 - $91.24 $44.3K - $58.5K
16.9K $1.55M
CVNA
Carvana Co.

Consumer Cyclical
189
+ 12.68%
$162.57 - $345.64 $30.7K - $65.3K
1.68K $566K
HON
Honeywell International Inc

Industrials
259
+ 2.9%
$182.86 - $232.88 $47.4K - $60.3K
9.18K $2.14M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.5K
+ 5.5%
$58.63 - $59.9 $205K - $210K
67.2K $4.02M
IAU
Ishares Gold Trust

ETFs
3.68K
+ 104.72%
$56.1 - $64.74 $207K - $238K
7.2K $448K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
929
+ 21.33%
$421.16 - $509.5 $391K - $473K
5.28K $2.35M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.93K
+ 12.6%
$50.09 - $51.09 $197K - $201K
35.1K $1.79M
EW
Edwards Lifesciences Corp

Healthcare
2.23K
+ 22.62%
$67.07 - $78.22 $150K - $174K
12.1K $945K
KD
Kyndryl Holdings, Inc.

Technology
844
+ 4.69%
$27.77 - $41.96 $23.4K - $35.4K
18.9K $791K
SPGI
S&P Global Inc.

Financial Services
244
+ 5.13%
$438.31 - $527.29 $107K - $129K
5K $2.64M
MCK
Mckesson Corp

Healthcare
121
+ 5.59%
$652.83 - $732.78 $79K - $88.7K
2.28K $1.67M
SYK
Stryker Corp

Healthcare
313
+ 8.08%
$337.37 - $395.63 $106K - $124K
4.19K $1.66M
MPC
Marathon Petroleum Corp

Energy
571
+ 9.73%
$118.55 - $170.08 $67.7K - $97.1K
6.44K $1.07M
JCI
Johnson Controls International PLC

Industrials
187
+ 2.47%
$71.14 - $105.62 $13.3K - $19.8K
7.75K $818K
CARR
Carrier Global Corp

Industrials
53
+ 0.25%
$55.55 - $75.83 $2.94K - $4.02K
21.4K $1.57M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.02%
$187.5 - $246.51 $188 - $247
5.86K $1.45M
BSX
Boston Scientific Corp

Healthcare
625
+ 2.9%
$89.7 - $107.41 $56.1K - $67.1K
22.2K $2.38M
MNST
Monster Beverage Corp

Consumer Defensive
2.5K
+ 21.1%
$55.01 - $64.24 $137K - $160K
14.3K $897K
AFRM
Affirm Holdings, Inc.

Technology
129
+ 1.51%
$35.75 - $69.14 $4.61K - $8.92K
8.66K $598K
KKR
Kkr & Co. Inc.

Financial Services
793
+ 14.51%
$92.79 - $134.29 $73.6K - $106K
6.26K $832K
DG
Dollar General Corp

Consumer Defensive
531
+ 10.29%
$86.02 - $114.95 $45.7K - $61K
5.69K $651K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.0%
$71.28 - $83.74 $71.3 - $83.7
42.3K $3.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
372
+ 9.74%
$219.76 - $276.94 $81.8K - $103K
4.19K $1.16M
IVW
Ishares S&P 500 Growth ETF

ETFs
298
+ 3.24%
$82.96 - $110.1 $24.7K - $32.8K
9.51K $1.05M
NU
Nu Holdings Ltd.

Financial Services
6.47K
+ 21.74%
$9.6 - $13.72 $62.2K - $88.8K
36.3K $497K
SPYG
Spdr Portfolio

ETFs
1.26K
+ 27.45%
$71.83 - $95.32 $90.6K - $120K
5.86K $558K
CCL
Carnival Corp

Consumer Cyclical
1.43K
+ 8.15%
$16.43 - $28.12 $23.4K - $40.1K
18.9K $531K
ASML
Asml Holding Nv

Technology
29
+ 2.43%
$595.37 - $815.24 $17.3K - $23.6K
1.22K $980K
VLO
Valero Energy Corp

Energy
1.28K
+ 22.25%
$104.69 - $141.77 $134K - $182K
7.04K $946K
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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