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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
68
+ 8.62%
$328.01 - $475.68 $22.3K - $32.3K
857 $400K
HD
Home Depot, Inc.

Consumer Cyclical
295
+ 2.19%
$335.24 - $380.78 $98.9K - $112K
13.7K $5.04M
ACGL
Arch Capital Group Ltd.

Financial Services
1.58K
+ 23.92%
$84.99 - $96.82 $134K - $153K
8.17K $744K
TFC
Truist Financial Corp

Financial Services
2.08K
+ 18.59%
$34.79 - $42.99 $72.2K - $89.2K
13.2K $569K
BX
Blackstone Inc.

Financial Services
225
+ 2.95%
$120.07 - $151.11 $27K - $34K
7.85K $1.17M
WMB
Williams Companies, Inc.

Energy
620
+ 2.73%
$54.33 - $62.87 $33.7K - $39K
23.3K $1.47M
DAL
Delta Air Lines, Inc.

Industrials
585
+ 4.15%
$35.88 - $52.99 $21K - $31K
14.7K $722K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 12.14%
$40.94 - $52.1 $42.7K - $54.4K
9.64K $502K
ALL
Allstate Corp

Financial Services
681
+ 12.82%
$180.53 - $212.64 $123K - $145K
5.99K $1.21M
QCOM
Qualcomm Inc

Technology
224
+ 1.78%
$124.66 - $159.48 $27.9K - $35.7K
12.8K $2.04M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.24K
+ 3.25%
$23.14 - $27.82 $28.8K - $34.6K
39.5K $1.08M
VONV
Vanguard Russell 1000 Value Et

ETFs
108
+ 0.38%
$73.19 - $85.21 $7.9K - $9.2K
28.2K $2.41M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
22
+ 0.18%
$57.14 - $72.68 $1.26K - $1.6K
12.3K $893K
ABNB
Airbnb, Inc.

Consumer Cyclical
442
+ 12.57%
$105.69 - $140.64 $46.7K - $62.2K
3.96K $523K
KMB
Kimberly Clark Corp

Consumer Defensive
1.58K
+ 20.66%
$126.84 - $145.22 $200K - $229K
9.23K $1.19M
XLF
Financial Sector Spdr

ETFs
182
+ 0.62%
$43.92 - $52.37 $7.99K - $9.53K
29.5K $1.55M
PGR
Progressive Corp

Financial Services
885
+ 10.46%
$255.27 - $288.74 $226K - $256K
9.35K $2.49M
GILD
Gilead Sciences, Inc.

Healthcare
1.08K
+ 6.61%
$96.91 - $113.0 $104K - $121K
17.3K $1.92M
IVE
Ishares S&P 500 Value ETF

ETFs
266
+ 3.79%
$168.34 - $195.42 $44.8K - $52K
7.28K $1.42M
K
Kellogg CO

Consumer Defensive
1.37K
+ 33.85%
$77.85 - $82.88 $106K - $113K
5.4K $429K
GWRE
Guidewire Software, Inc.

Technology
38
+ 2.08%
$172.73 - $257.37 $6.56K - $9.78K
1.86K $438K
EFX
Equifax Inc

Industrials
208
+ 8.13%
$205.5 - $280.54 $42.7K - $58.4K
2.77K $717K
INTF
Ishares Tr

ETFs
5
+ 0.02%
$27.6 - $34.51 $138 - $173
30.3K $1.04M
TTD
Trade Desk, Inc.

Technology
215
+ 4.84%
$45.27 - $79.4 $9.73K - $17.1K
4.66K $335K
DUOL
Duolingo, Inc.

Technology
44
+ 5.66%
$292.88 - $540.68 $12.9K - $23.8K
822 $337K
RY
Royal Bank Of Canada

Financial Services
70
+ 1.59%
$108.36 - $131.55 $7.59K - $9.21K
4.47K $588K
SSRM
Ssr Mining Inc.

Basic Materials
34
+ 0.07%
$9.09 - $13.07 $309 - $444
49K $624K
CVS
Cvs Health Corp

Healthcare
1.08K
+ 9.73%
$60.04 - $70.18 $64.9K - $75.9K
12.2K $840K
CMS
Cms Energy Corp

Utilities
1.75K
+ 30.13%
$68.57 - $75.51 $120K - $132K
7.57K $524K
BK
Bank Of New York Mellon Corp

Financial Services
402
+ 5.68%
$73.31 - $91.62 $29.5K - $36.8K
7.48K $681K
PTC
Ptc Inc.

Technology
107
+ 2.71%
$136.74 - $173.24 $14.6K - $18.5K
4.05K $698K
KMI
Kinder Morgan, Inc.

Energy
1.9K
+ 5.52%
$25.21 - $29.4 $48K - $56K
36.4K $1.07M
FAST
Fastenal CO

Industrials
9.36K
+ 108.28%
$40.65 - $83.16 $380K - $778K
18K $756K
EBAY
Ebay Inc

Consumer Cyclical
303
+ 3.3%
$59.52 - $79.36 $18K - $24K
9.5K $707K
FIS
Fidelity National Information Services, Inc.

Technology
790
+ 26.02%
$68.14 - $82.13 $53.8K - $64.9K
3.83K $311K
UAL
United Airlines Holdings, Inc.

Industrials
360
+ 6.92%
$56.15 - $84.23 $20.2K - $30.3K
5.57K $443K
LPLA
Lpl Financial Holdings Inc.

Financial Services
19
+ 1.18%
$283.31 - $388.96 $5.38K - $7.39K
1.63K $609K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.2K
+ 15.12%
$44.8 - $53.97 $53.6K - $64.6K
9.11K $491K
SONY
Sony Group Corp

Technology
2.77K
+ 17.2%
$21.24 - $26.88 $58.9K - $74.5K
18.9K $491K
IVZ
Invesco Ltd.

Financial Services
4.82K
+ 39.08%
$12.14 - $15.77 $58.5K - $76K
17.2K $270K
NDAQ
Nasdaq, Inc.

Financial Services
305
+ 7.42%
$66.4 - $89.42 $20.3K - $27.3K
4.42K $394K
ALGN
Align Technology Inc

Healthcare
199
+ 13.57%
$144.32 - $190.42 $28.7K - $37.9K
1.67K $315K
UI
Ubiquiti Inc.

Technology
31
+ 4.65%
$273.45 - $456.69 $8.48K - $14.2K
697 $286K
IXUS
Ishares Tr

ETFs
89
+ 0.86%
$62.37 - $77.63 $5.55K - $6.91K
10.4K $806K
TWLO
Twilio Inc

Communication Services
81
+ 3.11%
$81.34 - $124.36 $6.59K - $10.1K
2.69K $334K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
92
+ 4.39%
$160.22 - $209.35 $14.7K - $19.3K
2.19K $458K
MLM
Martin Marietta Materials Inc

Basic Materials
62
+ 10.13%
$452.51 - $568.19 $28.1K - $35.2K
674 $369K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.97K
+ 305.86%
$50.53 - $212.53 $200K - $843K
5.26K $291K
HPE
Hewlett Packard Enterprise CO

Technology
1.18K
+ 11.41%
$12.51 - $20.45 $14.7K - $24.1K
11.5K $235K
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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