Wedmont Private Capital Incresed Positions in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVZ
Invesco Ltd.

Financial Services
2.68K
+ 16.45%
$16.78 - $18.63 $45K - $50K
19K $332K
SSB
South State Corp

Financial Services
391
+ 16.33%
$94.05 - $111.93 $36.8K - $43.8K
2.79K $277K
APD
Air Products & Chemicals, Inc.

Basic Materials
191
+ 12.71%
$285.5 - $335.62 $54.5K - $64.1K
1.69K $491K
SAP
Sap Se

Technology
46
+ 2.45%
$218.13 - $255.54 $10K - $11.8K
1.93K $474K
COLD
Americold Realty Trust

Real Estate
4.87K
+ 55.36%
$21.03 - $27.78 $102K - $135K
13.7K $292K
CAH
Cardinal Health Inc

Healthcare
131
+ 3.54%
$107.89 - $125.33 $14.1K - $16.4K
3.83K $452K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
168
+ 9.31%
$201.32 - $217.44 $33.8K - $36.5K
1.97K $408K
FDX
Fedex Corp

Industrials
91
+ 4.07%
$260.5 - $305.15 $23.7K - $27.8K
2.33K $655K
MMM
3 M CO

Industrials
477
+ 19.28%
$124.74 - $137.12 $59.5K - $65.4K
2.95K $380K
XLG
Invesco Exchange Traded Fd Tr

ETFs
420
+ 4.89%
$46.94 - $51.62 $19.7K - $21.7K
9.02K $450K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
17
+ 2.26%
$338.38 - $446.21 $5.75K - $7.59K
770 $334K
PCG
Pg&E Corp

Utilities
1.59K
+ 6.96%
$19.2 - $21.63 $30.5K - $34.4K
24.5K $493K
CMI
Cummins Inc

Industrials
23
+ 1.73%
$324.93 - $383.42 $7.47K - $8.82K
1.35K $471K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.39K
+ 13.6%
$38.37 - $42.82 $91.9K - $103K
20K $767K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
233
+ 9.0%
$83.95 - $99.75 $19.6K - $23.2K
2.82K $252K
VRSK
Verisk Analytics, Inc.

Industrials
89
+ 4.41%
$262.86 - $294.75 $23.4K - $26.2K
2.11K $580K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.03K
+ 43.39%
$83.96 - $106.19 $86.7K - $110K
3.41K $288K
MGK
Vanguard Mega Cap Growth ETF

ETFs
64
+ 8.57%
$316.94 - $357.88 $20.3K - $22.9K
811 $278K
PR
Permian Resources Corporation

Energy
1.92K
+ 13.09%
$13.41 - $16.21 $25.7K - $31K
16.5K $237K
MPLX
Mplx LP

Energy
62
+ 0.61%
$43.77 - $51.66 $2.71K - $3.2K
10.2K $490K
RSG
Republic Services, Inc.

Industrials
185
+ 7.93%
$198.0 - $218.75 $36.6K - $40.5K
2.52K $506K
AME
Ametek Inc

Industrials
29
+ 0.77%
$165.89 - $197.38 $4.81K - $5.72K
3.78K $680K
RE
Everest Re Group LTD

Financial Services
96
+ 15.05%
N/A
734 $272K
PGR
Progressive Corp

Financial Services
584
+ 7.89%
$239.6 - $268.88 $140K - $157K
7.98K $1.91M
JWN
Nordstrom Inc

Consumer Cyclical
723
+ 6.65%
$21.42 - $24.9 $15.5K - $18K
11.6K $279K
VRSN
Verisign Inc

Technology
38
+ 2.39%
$176.68 - $206.96 $6.71K - $7.86K
1.63K $336K
AIG
American International Group, Inc.

Financial Services
538
+ 4.31%
$70.0 - $79.22 $37.7K - $42.6K
13K $947K
AVLV
American Centy ETF Tr Avantis
249
+ 1.31%
$65.51 - $71.22 $16.3K - $17.7K
19.3K $1.29M
HSBC
Hsbc Holdings PLC

Financial Services
25
+ 0.33%
$43.83 - $49.51 $1.1K - $1.24K
7.69K $380K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
223
+ 1.38%
$12.27 - $15.41 $2.74K - $3.44K
16.4K $237K
MDT
Medtronic PLC

Healthcare
1K
+ 20.93%
$79.61 - $92.24 $79.9K - $92.6K
5.8K $463K
AZO
Autozone Inc

Consumer Cyclical
6
+ 2.69%
$2981.19 - $3370.27 $17.9K - $20.2K
229 $733K
VGSH
Vanguard

ETFs
770
+ 4.5%
$58.02 - $58.88 $44.7K - $45.3K
17.9K $1.04M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
78
+ 3.88%
$180.39 - $205.43 $14.1K - $16K
2.09K $396K
CTVA
Corteva, Inc.

Basic Materials
668
+ 16.53%
$55.21 - $64.13 $36.9K - $42.8K
4.71K $268K
ARCC
Ares Capital Corp

Financial Services
122
+ 0.41%
$20.74 - $22.27 $2.53K - $2.72K
29.8K $652K
ADSK
Autodesk, Inc.

Technology
128
+ 3.71%
N/A
3.57K $878K
AVDV
American Centy ETF Tr Avantis

ETFs
7.86K
+ 9.11%
$63.85 - $70.4 $502K - $553K
94.1K $6.13M
AMGN
Amgen Inc

Healthcare
1.4K
+ 25.74%
$258.78 - $328.31 $361K - $458K
6.81K $1.78M
EXC
Exelon Corp

Utilities
1.18K
+ 22.44%
$36.22 - $40.97 $42.7K - $48.3K
6.44K $242K
PEG
Public Service Enterprise Group Inc

Utilities
649
+ 11.88%
$81.87 - $94.51 $53.1K - $61.3K
6.11K $516K
CINF
Cincinnati Financial Corp

Financial Services
107
+ 5.91%
$132.86 - $160.16 $14.2K - $17.1K
1.92K $275K
L
Loews Corp

Financial Services
151
+ 5.18%
$76.49 - $87.05 $11.5K - $13.1K
3.07K $259K
RSP
Invesco S&P 500 Equal Weight E

ETFs
221
+ 8.76%
$174.22 - $187.62 $38.5K - $41.5K
2.75K $481K
EA
Electronic Arts Inc.

Communication Services
146
+ 6.3%
$140.69 - $167.97 $20.5K - $24.5K
2.46K $360K
VMC
Vulcan Materials CO

Basic Materials
69
+ 4.98%
$237.95 - $292.31 $16.4K - $20.2K
1.45K $374K
CMA
Comerica Inc

Financial Services
186
+ 2.42%
$57.88 - $72.73 $10.8K - $13.5K
7.87K $486K
NWS
News Corp New Cl B Com Stk (De

Communication Services
178
+ 2.29%
$27.03 - $32.79 $4.81K - $5.84K
7.96K $242K
WRB
Berkley W R Corp

Financial Services
181
+ 2.3%
$56.48 - $64.94 $10.2K - $11.8K
8.04K $470K
Activity Summary
Buys All Purchases 548 New Holdings 75 Increased Positions 473 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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