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
DGRO
Ishares Core Dividend Growth E

ETFs
196
+ 1.59%
$60.46 - $64.42 $11.9K - $12.6K
12.5K $763K
RL
Ralph Lauren Corp

Consumer Cyclical
90
+ 9.26%
$215.68 - $286.74 $19.4K - $25.8K
1.06K $234K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
168
+ 0.54%
$49.42 - $50.43 $8.3K - $8.47K
31.2K $1.56M
DTM
Dt Midstream, Inc.

Energy
175
+ 5.57%
$86.95 - $113.75 $15.2K - $19.9K
3.32K $321K
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.63%
$133.67 - $147.81 $1.6K - $1.77K
1.93K $284K
RACE
Ferrari N.V.

Consumer Cyclical
17
+ 3.15%
$413.73 - $508.15 $7.03K - $8.64K
556 $237K
TDOC
Teladoc Health, Inc.

Healthcare
2.72K
+ 20.31%
$7.96 - $14.33 $21.6K - $38.9K
16.1K $128K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
100
+ 1.3%
$28.27 - $29.28 $2.83K - $2.93K
7.78K $225K
DFS
Discover Financial Services

Financial Services
69
+ 2.46%
$152.99 - $203.25 $10.6K - $14K
2.87K $490K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.05%
$182.82 - $196.21 $366 - $392
4.09K $760K
FTV
Fortive Corp

Technology
98
+ 2.93%
$71.82 - $82.98 $7.04K - $8.13K
3.44K $252K
MAS
Masco Corp

Industrials
208
+ 4.88%
$68.67 - $81.85 $14.3K - $17K
4.47K $310K
TXN
Texas Instruments Inc

Technology
4
+ 0.07%
N/A
6.05K $1.18M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
189
+ 1.66%
$32.39 - $34.01 $6.12K - $6.43K
11.6K $376K
ISRG
Intuitive Surgical Inc

Healthcare
330
+ 5.41%
$476.63 - $610.45 $157K - $201K
6.43K $3.19M
NWSA
News Corp

Communication Services
209
+ 1.54%
$26.29 - $30.49 $5.49K - $6.37K
13.8K $375K
Kenvue Inc
2.35K
+ 17.98%
N/A
15.4K $0
Ge Healthcare Technologies I
395
+ 6.96%
N/A
6.07K $0
Vanguard Calif Tax Free Fds
11.9K
+ 21.62%
N/A
67.1K $0
Te Connectivity PLC
80
+ 4.29%
N/A
1.94K $0
Ishares Bitcoin Trust ETF
5.17K
+ 45.27%
N/A
16.6K $0
Fidelity Wise Origin Bitcoin
2.58K
+ 74.27%
N/A
6.05K $0
Ge Vernova Inc
126
+ 3.05%
N/A
4.26K $0
Lam Research Corp
2.37K
+ 15.79%
N/A
17.4K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
77.8K
+ 15.66%
N/A
574K $0
Atlassian Corporation
667
+ 73.3%
N/A
1.58K $0
Arista Networks Inc
1.04K
+ 5.8%
N/A
19K $0
Annaly Capital Management In
1.95K
+ 10.12%
N/A
21.2K $0
Brookfield Corp
10
+ 0.24%
N/A
4.25K $0
Corpay Inc
34
+ 3.16%
N/A
1.11K $0
Linde PLC
561
+ 14.58%
N/A
4.41K $0
Labcorp Holdings Inc
44
+ 5.02%
N/A
920 $0
SPG
Simon Property Group Inc

Real Estate
245
+ 3.64%
$159.48 - $187.78 $39.1K - $46K
6.97K $1.16M
KEYS
Keysight Technologies, Inc.

Technology
160
+ 6.58%
$148.16 - $185.11 $23.7K - $29.6K
2.59K $388K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.13%
$408.78 - $448.82 $409 - $449
783 $328K
KKR
Kkr & Co. Inc.

Financial Services
1.15K
+ 26.5%
$108.17 - $167.07 $124K - $191K
5.47K $631K
ANSS
Ansys Inc

Technology
114
+ 5.15%
$316.56 - $360.36 $36.1K - $41.1K
2.33K $737K
XLC
Select Sector Spdr Tr Communic

ETFs
7
+ 0.07%
$94.84 - $105.31 $664 - $737
9.91K $948K
GM
General Motors CO

Consumer Cyclical
1.07K
+ 10.76%
$45.22 - $54.92 $48.5K - $58.9K
11K $519K
MET
Metlife Inc

Financial Services
61
+ 0.61%
$77.7 - $87.0 $4.74K - $5.31K
10K $805K
IBKR
Interactive Brokers Group, Inc.

Financial Services
16
+ 1.25%
$161.03 - $235.53 $2.58K - $3.77K
1.3K $214K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
8
+ 0.38%
$175.5 - $209.86 $1.4K - $1.68K
2.1K $380K
VTWO
Vanguard Russell 2000 ETF

ETFs
146
+ 4.41%
$80.08 - $92.93 $11.7K - $13.6K
3.46K $280K
WSM
Williams Sonoma Inc

Consumer Cyclical
255
+ 12.46%
$158.1 - $217.71 $40.3K - $55.5K
2.3K $363K
FIS
Fidelity National Information Services, Inc.

Technology
34
+ 1.13%
$68.12 - $83.42 $2.32K - $2.84K
3.04K $226K
NYF
Ishares New York Muni Bond ETF

ETFs
202
+ 0.43%
$52.33 - $53.92 $10.6K - $10.9K
46.7K $2.46M
VMC
Vulcan Materials CO

Basic Materials
76
+ 5.23%
$220.9 - $277.54 $16.8K - $21.1K
1.53K $356K
IR
Ingersoll Rand Inc.

Industrials
574
+ 9.38%
$79.44 - $94.23 $45.6K - $54.1K
6.69K $535K
ET
Energy Transfer LP

Energy
209
+ 0.91%
$17.26 - $21.08 $3.61K - $4.41K
23.3K $432K
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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