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
ADSK
Autodesk, Inc.

Technology
300
+ 7.61%
N/A
4.24K $1.04M
XLI
Industrial Sector Spdr

ETFs
63
+ 1.71%
$116.42 - $147.52 $7.33K - $9.29K
3.75K $553K
ADP
Automatic Data Processing Inc

Industrials
178
+ 2.64%
$276.76 - $326.81 $49.3K - $58.2K
6.91K $2.13M
EA
Electronic Arts Inc.

Communication Services
249
+ 11.65%
$132.53 - $159.7 $33K - $39.8K
2.39K $381K
DTM
Dt Midstream, Inc.

Energy
247
+ 7.44%
$87.23 - $109.91 $21.5K - $27.1K
3.57K $391K
ED
Consolidated Edison Inc

Utilities
1.63K
+ 17.72%
$98.05 - $113.3 $159K - $184K
10.8K $1.08M
VMC
Vulcan Materials CO

Basic Materials
104
+ 6.8%
$226.49 - $276.01 $23.6K - $28.7K
1.63K $426K
OXY
Occidental Petroleum Corp

Energy
4.28K
+ 28.46%
$36.11 - $49.33 $154K - $211K
19.3K $810K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.55K
+ 9.99%
$10.8 - $16.92 $27.5K - $43.1K
28K $385K
WEC
Wec Energy Group, Inc.

Utilities
757
+ 30.87%
$102.24 - $109.76 $77.4K - $83.1K
3.21K $334K
DFIV
Dimensional ETF Tr

ETFs
15
+ 0.07%
$34.67 - $43.21 $520 - $648
20.6K $881K
CMI
Cummins Inc

Industrials
141
+ 10.07%
$267.12 - $336.65 $37.7K - $47.5K
1.54K $504K
EOG
Eog Resources Inc

Energy
1.03K
+ 15.23%
$104.61 - $129.97 $108K - $134K
7.78K $931K
GWW
W.W. Grainger, Inc.

Industrials
27
+ 3.77%
$919.93 - $1101.66 $24.8K - $29.7K
744 $773K
SAN
Banco Santander, S.A.

Financial Services
171
+ 0.44%
$5.72 - $8.32 $978 - $1.42K
38.9K $323K
KR
Kroger CO

Consumer Defensive
396
+ 4.67%
$64.62 - $74.0 $25.6K - $29.3K
8.87K $636K
LHX
L3 Harris Technologies, Inc.

Industrials
70
+ 6.31%
$200.21 - $256.99 $14K - $18K
1.18K $295K
RL
Ralph Lauren Corp

Consumer Cyclical
18
+ 1.69%
$182.34 - $286.22 $3.28K - $5.15K
1.08K $296K
FNDX
Schwab Fundamental U S Large C

ETFs
572
+ 1.37%
$20.84 - $24.54 $11.9K - $14K
42.3K $1.04M
PNR
Pentair PLC

Industrials
46
+ 1.22%
$76.17 - $103.58 $3.5K - $4.76K
3.81K $390K
TJX
Tjx Companies Inc

Consumer Cyclical
285
+ 1.76%
$119.13 - $135.03 $34K - $38.5K
16.5K $2.03M
CINF
Cincinnati Financial Corp

Financial Services
396
+ 20.54%
$126.6 - $151.6 $50.1K - $60K
2.32K $346K
TRV
Travelers Companies, Inc.

Financial Services
192
+ 6.45%
$233.83 - $276.34 $44.9K - $53.1K
3.17K $848K
EFV
Msci Eafe Value ETF

ETFs
550
+ 8.6%
$52.4 - $64.65 $28.8K - $35.6K
6.95K $440K
ECL
Ecolab Inc.

Basic Materials
39
+ 1.32%
$225.65 - $270.95 $8.8K - $10.6K
3K $808K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
134
+ 6.43%
$103.49 - $133.44 $13.9K - $17.9K
2.22K $292K
VRT
Vertiv Holdings CO

Industrials
639
+ 21.55%
N/A
3.6K $312K
XLY
Select Sector Spdr Consumer Di

ETFs
39
+ 1.67%
$176.34 - $218.59 $6.88K - $8.53K
2.37K $514K
WELL
Welltower Inc.

Real Estate
327
+ 3.9%
$136.49 - $155.22 $44.6K - $50.8K
8.71K $1.34M
AMT
American Tower Corp

Real Estate
204
+ 6.71%
$203.96 - $228.19 $41.6K - $46.6K
3.24K $716K
UL
Unilever PLC

Consumer Defensive
754
+ 13.92%
$57.9 - $65.43 $43.7K - $49.3K
6.17K $377K
LNG
Cheniere Energy, Inc.

Energy
81
+ 2.88%
$197.25 - $244.33 $16K - $19.8K
2.9K $705K
DVN
Devon Energy Corp

Energy
3.07K
+ 39.79%
$26.8 - $37.92 $82.2K - $116K
10.8K $342K
CG
Carlyle Group Inc.

Financial Services
196
+ 3.48%
$34.78 - $51.4 $6.82K - $10.1K
5.83K $299K
SRE
Sempra Energy

Utilities
398
+ 7.51%
$63.78 - $78.91 $25.4K - $31.4K
5.7K $431K
NWSA
News Corp

Communication Services
638
+ 4.63%
$23.97 - $29.72 $15.3K - $19K
14.4K $428K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8
+ 0.08%
$53.75 - $67.21 $430 - $538
9.82K $649K
CBRE
Cbre Group, Inc.

Real Estate
107
+ 2.65%
$113.94 - $140.12 $12.2K - $15K
4.14K $579K
EXC
Exelon Corp

Utilities
1.6K
+ 24.27%
$42.2 - $47.37 $67.5K - $75.8K
8.19K $355K
FNDF
Schwab Fundamental Intl Large

ETFs
196
+ 1.59%
$32.25 - $40.02 $6.32K - $7.84K
12.6K $502K
IRM
Iron Mountain Inc

Real Estate
58
+ 2.06%
$76.93 - $105.25 $4.46K - $6.1K
2.87K $294K
NTRA
Natera, Inc.

Healthcare
74
+ 4.91%
$132.23 - $171.87 $9.79K - $12.7K
1.58K $266K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
648
+ 19.37%
$60.29 - $71.77 $39.1K - $46.5K
3.99K $278K
FFIV
F5, Inc.

Technology
90
+ 11.55%
$239.25 - $295.9 $21.5K - $26.6K
869 $255K
SNV
Synovus Financial Corp

Financial Services
29
+ 0.31%
$38.27 - $51.75 $1.11K - $1.5K
9.25K $478K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1
+ 0.01%
$43.34 - $55.24 $43.3 - $55.2
7.24K $399K
NWS
News Corp New Cl B Com Stk (De

Communication Services
272
+ 3.17%
$27.41 - $33.96 $7.46K - $9.24K
8.85K $299K
VZ
Verizon Communications Inc

Communication Services
2.51K
+ 8.14%
$41.67 - $45.62 $105K - $115K
33.4K $1.45M
ROL
Rollins Inc

Consumer Cyclical
410
+ 4.56%
$50.65 - $58.58 $20.8K - $24K
9.41K $530K
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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