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
CPRT
Copart Inc

Consumer Cyclical
2.36K
+ 13.55%
$52.3 - $59.83 $123K - $141K
19.8K $1.12M
WRB
Berkley W R Corp

Financial Services
240
+ 2.99%
$56.7 - $71.27 $13.6K - $17.1K
8.28K $589K
HIG
Hartford Financial Services Group, Inc.

Financial Services
479
+ 11.48%
$106.31 - $123.73 $50.9K - $59.3K
4.65K $575K
YUM
Yum Brands Inc

Consumer Cyclical
201
+ 5.39%
$123.25 - $162.53 $24.8K - $32.7K
3.93K $618K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.27K
+ 33.48%
$28.11 - $32.0 $91.9K - $105K
13K $401K
QCOM
Qualcomm Inc

Technology
767
+ 6.49%
$151.94 - $175.86 $117K - $135K
12.6K $1.93M
OXY
Occidental Petroleum Corp

Energy
2.38K
+ 18.8%
$45.45 - $52.7 $108K - $125K
15K $741K
AGNC
Agnc Investment Corp.

Real Estate
10.3K
+ 24.36%
$9.12 - $10.54 $94.3K - $109K
52.8K $505K
BK
Bank Of New York Mellon Corp

Financial Services
783
+ 12.44%
$75.42 - $88.95 $59.1K - $69.6K
7.08K $593K
ROL
Rollins Inc

Consumer Cyclical
834
+ 10.21%
$45.65 - $54.03 $38.1K - $45.1K
9K $486K
ECL
Ecolab Inc.

Basic Materials
219
+ 7.99%
$229.72 - $269.82 $50.3K - $59.1K
2.96K $750K
NVS
Novartis Ag

Healthcare
153
+ 2.41%
$97.14 - $115.57 $14.9K - $17.7K
6.5K $724K
CMS
Cms Energy Corp

Utilities
880
+ 17.82%
$64.99 - $75.11 $57.2K - $66.1K
5.82K $436K
HYD
Vaneck High Yield Muni ETF

ETFs
2.67K
+ 7.78%
$50.79 - $52.53 $136K - $140K
37K $1.89M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9.52K
+ 59.65%
$10.61 - $16.49 $101K - $157K
25.5K $317K
TTWO
Take Two Interactive Software Inc

Communication Services
275
+ 13.4%
$178.61 - $217.95 $49.1K - $59.9K
2.33K $482K
COIN
Coinbase Global, Inc.

Technology
1.39K
+ 78.82%
$172.23 - $301.3 $240K - $419K
3.16K $543K
KR
Kroger CO

Consumer Defensive
755
+ 9.78%
$58.36 - $67.72 $44.1K - $51.1K
8.47K $573K
BKR
Baker Hughes CO

Energy
1.03K
+ 5.45%
$41.16 - $48.85 $42.4K - $50.3K
19.9K $874K
SAN
Banco Santander, S.A.

Financial Services
3.89K
+ 11.15%
$4.46 - $7.14 $17.3K - $27.8K
38.8K $259K
PODD
Insulet Corp

Healthcare
374
+ 26.15%
$237.06 - $288.29 $88.7K - $108K
1.8K $473K
BMY
Bristol Myers Squibb CO

Healthcare
875
+ 8.34%
$53.9 - $63.11 $47.2K - $55.2K
11.4K $692K
INTU
Intuit Inc

Technology
249
+ 6.41%
$555.63 - $630.23 $138K - $157K
4.13K $2.54M
CAH
Cardinal Health Inc

Healthcare
154
+ 4.02%
$118.02 - $137.77 $18.2K - $21.2K
3.98K $548K
EW
Edwards Lifesciences Corp

Healthcare
1.51K
+ 18.11%
$67.95 - $76.19 $103K - $115K
9.86K $714K
GRMN
Garmin LTD

Technology
192
+ 4.07%
$204.55 - $241.93 $39.3K - $46.5K
4.91K $1.07M
ADSK
Autodesk, Inc.

Technology
369
+ 10.32%
N/A
3.94K $969K
RSP
Invesco S&P 500 Equal Weight E

ETFs
581
+ 21.17%
$169.43 - $182.84 $98.4K - $106K
3.33K $571K
CBOE
Cboe Global Markets, Inc.

Financial Services
92
+ 4.15%
$190.84 - $226.29 $17.6K - $20.8K
2.31K $522K
EBAY
Ebay Inc

Consumer Cyclical
590
+ 6.86%
$61.61 - $70.93 $36.3K - $41.8K
9.2K $622K
CHD
Church & Dwight CO Inc

Consumer Defensive
582
+ 12.86%
$101.42 - $113.2 $59K - $65.9K
5.11K $562K
AVLV
American Centy ETF Tr Avantis
1.97K
+ 10.2%
$63.51 - $70.42 $125K - $138K
21.2K $1.37M
VFH
Vanguard Financial ETF

ETFs
704
+ 20.24%
$114.07 - $127.34 $80.3K - $89.6K
4.18K $493K
NU
Nu Holdings Ltd.

Financial Services
8.31K
+ 38.69%
$10.12 - $13.95 $84.1K - $116K
29.8K $304K
CTRA
Coterra Energy Inc.

Energy
1.6K
+ 15.29%
$25.51 - $29.83 $40.8K - $47.8K
12.1K $348K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
107
+ 7.21%
$233.07 - $290.7 $24.9K - $31.1K
1.59K $429K
SONY
Sony Group Corp

Technology
555
+ 3.57%
$19.88 - $25.64 $11K - $14.2K
16.1K $408K
SAP
Sap Se

Technology
131
+ 6.8%
$241.4 - $293.69 $31.6K - $38.5K
2.06K $552K
SNOW
Snowflake Inc.

Technology
703
+ 22.3%
$146.16 - $192.78 $103K - $136K
3.86K $563K
LNC
Lincoln National Corp

Financial Services
1.03K
+ 10.97%
$30.06 - $39.23 $31K - $40.5K
10.4K $374K
XEL
Xcel Energy Inc

Utilities
719
+ 9.69%
$63.37 - $72.1 $45.6K - $51.8K
8.14K $575K
LCID
Lucid Group, Inc.

Consumer Cyclical
34.3K
+ 257.01%
$2.03 - $3.48 $69.6K - $119K
47.6K $115K
QRVO
Qorvo, Inc.

Technology
817
+ 14.32%
$69.12 - $90.57 $56.5K - $74K
6.52K $472K
GWRE
Guidewire Software, Inc.

Technology
234
+ 14.71%
$166.74 - $218.22 $39K - $51.1K
1.83K $341K
FTNT
Fortinet, Inc.

Technology
642
+ 11.05%
$92.49 - $114.57 $59.4K - $73.6K
6.45K $620K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
729
+ 4.58%
$9.49 - $14.83 $6.92K - $10.8K
16.6K $226K
HSBC
Hsbc Holdings PLC

Financial Services
189
+ 2.46%
$48.68 - $61.58 $9.2K - $11.6K
7.88K $452K
MU
Micron Technology Inc

Technology
397
+ 2.97%
$86.89 - $109.38 $34.5K - $43.4K
13.8K $1.2M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.13K
+ 3.95%
$11.66 - $14.98 $13.1K - $16.9K
29.7K $404K
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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