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
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
505
+ 6.84%
$29.03 - $38.72 $14.7K - $19.6K
7.89K $300K
BROS
Dutch Bros Inc.

Consumer Cyclical
158
+ 2.97%
$51.37 - $73.72 $8.12K - $11.6K
5.47K $374K
EFG
Msci Eafe Growth ETF

ETFs
97
+ 3.62%
$89.8 - $112.0 $8.71K - $10.9K
2.78K $311K
IWD
Ishares Russell 1000 Val ETF

ETFs
35
+ 0.86%
$166.82 - $194.23 $5.84K - $6.8K
4.12K $800K
STLD
Steel Dynamics Inc

Basic Materials
399
+ 22.29%
N/A
2.19K $214K
FITB
Fifth Third Bancorp

Financial Services
504
+ 5.4%
$33.32 - $41.51 $16.8K - $20.9K
9.83K $404K
FNDE
Schwab Fundamental Emerging Mk

ETFs
295
+ 2.26%
$26.66 - $33.09 $7.86K - $9.76K
13.3K $440K
AM
Antero Midstream Corp

Energy
443
+ 1.44%
$15.88 - $18.99 $7.03K - $8.41K
31.2K $590K
BCS
Barclays PLC

Financial Services
108
+ 0.96%
$12.69 - $18.61 $1.37K - $2.01K
11.4K $211K
RSG
Republic Services, Inc.

Industrials
104
+ 3.76%
$227.2 - $258.07 $23.6K - $26.8K
2.87K $708K
FNDC
Schwab Fundamental Intl Small

ETFs
59
+ 0.91%
$32.97 - $42.05 $1.95K - $2.48K
6.57K $276K
PEG
Public Service Enterprise Group Inc

Utilities
304
+ 5.08%
$77.13 - $84.18 $23.4K - $25.6K
6.29K $529K
F
Ford Motor CO

Consumer Cyclical
934
+ 3.05%
$8.69 - $10.85 $8.12K - $10.1K
31.6K $342K
STE
Steris PLC

Healthcare
86
+ 7.88%
$208.55 - $252.55 $17.9K - $21.7K
1.18K $282K
UBS
Ubs Group Ag

Financial Services
146
+ 1.61%
$26.12 - $33.82 $3.81K - $4.94K
9.24K $312K
ZION
Zions Bancorporation, National Association

Financial Services
256
+ 2.59%
$41.39 - $51.94 $10.6K - $13.3K
10.1K $526K
AIG
American International Group, Inc.

Financial Services
612
+ 4.55%
$77.56 - $87.72 $47.5K - $53.7K
14.1K $1.2M
FE
Firstenergy Corp

Utilities
878
+ 13.69%
$38.31 - $43.17 $33.6K - $37.9K
7.29K $293K
HSBC
Hsbc Holdings PLC

Financial Services
96
+ 1.22%
$46.68 - $61.09 $4.48K - $5.86K
7.98K $485K
DOV
Dover Corp

Industrials
81
+ 3.27%
$151.14 - $186.7 $12.2K - $15.1K
2.56K $468K
VICI
Vici Properties Inc.

Real Estate
1.01K
+ 14.65%
$29.41 - $32.97 $29.7K - $33.3K
7.91K $257K
VTR
Ventas, Inc.

Real Estate
857
+ 21.99%
$62.45 - $70.08 $53.5K - $60.1K
4.75K $300K
CBOE
Cboe Global Markets, Inc.

Financial Services
69
+ 2.99%
$205.81 - $234.23 $14.2K - $16.2K
2.38K $554K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
101
+ 0.61%
$11.9 - $15.57 $1.2K - $1.57K
16.7K $257K
LRN
Stride, Inc.

Consumer Defensive
6
+ 0.38%
$124.45 - $160.72 $747 - $964
1.57K $227K
FNDA
Schwab Fundamental U S Small C

ETFs
277
+ 1.76%
$23.85 - $28.69 $6.61K - $7.95K
16K $458K
EXR
Extra Space Storage Inc.

Real Estate
201
+ 11.45%
$126.61 - $152.99 $25.4K - $30.8K
1.96K $288K
EVRG
Evergy, Inc.

Utilities
406
+ 11.81%
$64.06 - $69.64 $26K - $28.3K
3.85K $265K
ING
Ing Groep Nv

Financial Services
27
+ 0.24%
$16.62 - $21.98 $449 - $593
11.4K $250K
WSM
Williams Sonoma Inc

Consumer Cyclical
91
+ 3.95%
$137.62 - $174.44 $12.5K - $15.9K
2.39K $390K
AZO
Autozone Inc

Consumer Cyclical
13
+ 5.58%
$3478.38 - $3880.15 $45.2K - $50.4K
246 $913K
EQH
Equitable Holdings, Inc.

Financial Services
116
+ 2.56%
$43.98 - $56.1 $5.1K - $6.51K
4.66K $261K
DRI
Darden Restaurants Inc

Consumer Cyclical
60
+ 5.37%
$186.58 - $225.78 $11.2K - $13.5K
1.18K $256K
ZM
Zoom Video Communications, Inc.

Technology
137
+ 4.07%
$66.7 - $84.62 $9.14K - $11.6K
3.5K $272K
RELX
Relx PLC

Communication Services
34
+ 0.6%
$45.31 - $55.66 $1.54K - $1.89K
5.67K $307K
ABC
Amerisourcebergen Corp

Healthcare
126
+ 5.22%
N/A
2.54K $470K
HIG
Hartford Financial Services Group, Inc.

Financial Services
56
+ 1.2%
$109.83 - $131.67 $6.15K - $7.37K
4.71K $597K
VTWO
Vanguard Russell 2000 ETF

ETFs
8
+ 0.23%
$70.56 - $87.22 $564 - $698
3.47K $302K
RGA
Reinsurance Group Of America Inc

Financial Services
92
+ 4.33%
$168.32 - $209.71 $15.5K - $19.3K
2.22K $439K
BND
Vanguard Bd Index Fd Inc Total

ETFs
239
+ 2.93%
$72.02 - $73.82 $17.2K - $17.6K
8.41K $619K
EWJ
Ishares Msci Japan ETF

ETFs
3
+ 0.1%
$61.32 - $75.28 $184 - $226
3.14K $235K
AOS
Smith A O Corp

Industrials
230
+ 7.13%
$59.63 - $70.52 $13.7K - $16.2K
3.46K $226K
DVYE
Ishares Emerging Markets Divid

ETFs
194
+ 2.45%
$23.95 - $29.03 $4.65K - $5.63K
8.12K $232K
LYG
Lloyds Banking Group PLC

Financial Services
486
+ 1.63%
$3.32 - $4.29 $1.61K - $2.08K
30.3K $128K
AXS
Axis Capital Holdings LTD

Financial Services
24
+ 0.99%
$87.23 - $106.93 $2.09K - $2.57K
2.45K $253K
VIG
Vanguard Dividend Appreciation

ETFs
67
+ 0.36%
N/A
18.9K $3.44M
WAL
Western Alliance Bancorporation

Financial Services
79
+ 1.6%
$61.0 - $79.94 $4.82K - $6.32K
5.03K $392K
CMA
Comerica Inc

Financial Services
128
+ 1.66%
$50.42 - $59.65 $6.45K - $7.64K
7.84K $467K
ENB
Enbridge Inc

Energy
107
+ 1.85%
$41.09 - $47.16 $4.4K - $5.05K
5.9K $267K
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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