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
BR
Broadridge Financial Solutions, Inc.

Technology
39
+ 1.49%
$217.22 - $246.25 $8.47K - $9.6K
2.65K $643K
A
Agilent Technologies, Inc.

Healthcare
63
+ 1.81%
$99.29 - $120.52 $6.26K - $7.59K
3.55K $418K
DUK
Duke Energy Corp

Utilities
575
+ 4.01%
$112.46 - $124.05 $64.7K - $71.3K
14.9K $1.76M
TYL
Tyler Technologies Inc

Technology
7
+ 1.32%
$521.68 - $592.84 $3.65K - $4.15K
536 $317K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.18%
$73.09 - $82.77 $365 - $414
2.77K $225K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
256
+ 1.13%
$24.32 - $24.81 $6.23K - $6.35K
22.9K $568K
DGX
Quest Diagnostics Inc

Healthcare
78
+ 3.09%
N/A
2.6K $356K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.55%
$121.58 - $136.74 $2.92K - $3.28K
4.42K $600K
ROST
Ross Stores, Inc.

Consumer Cyclical
79
+ 1.4%
$126.62 - $154.26 $10K - $12.2K
5.71K $728K
EMLP
First Tr Exchange Traded Iv

ETFs
99
+ 0.41%
$33.62 - $37.89 $3.33K - $3.75K
24.3K $911K
MET
Metlife Inc

Financial Services
74
+ 0.74%
$68.42 - $82.49 $5.06K - $6.1K
10.1K $812K
JKHY
Henry Jack & Associates Inc

Technology
54
+ 4.44%
$163.54 - $186.02 $8.83K - $10K
1.27K $228K
L
Loews Corp

Financial Services
81
+ 2.62%
$80.89 - $92.09 $6.55K - $7.46K
3.17K $290K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
41
+ 1.12%
$68.11 - $69.33 $2.79K - $2.84K
3.7K $256K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
102
+ 1.31%
$28.18 - $29.22 $2.87K - $2.98K
7.88K $230K
HRB
H&R Block Inc

Consumer Cyclical
97
+ 1.06%
$54.32 - $63.04 $5.27K - $6.11K
9.21K $505K
CB
Chubb LTD

Financial Services
272
+ 4.56%
$274.32 - $302.46 $74.6K - $82.3K
6.24K $1.81M
ROP
Roper Technologies Inc

Industrials
70
+ 4.68%
$519.19 - $590.78 $36.3K - $41.4K
1.57K $887K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
37
+ 0.73%
$49.57 - $50.27 $1.83K - $1.86K
5.09K $256K
GDDY
Go Daddy Inc.

Technology
25
+ 1.91%
$162.11 - $192.36 $4.05K - $4.81K
1.34K $240K
XEL
Xcel Energy Inc

Utilities
349
+ 4.29%
$65.65 - $72.39 $22.9K - $25.3K
8.49K $577K
OHI
Omega Healthcare Investors Inc

Real Estate
576
+ 4.38%
$35.55 - $39.05 $20.5K - $22.5K
13.7K $503K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23
+ 0.33%
$49.79 - $50.75 $1.15K - $1.17K
7.03K $356K
WM
Waste Management Inc

Industrials
78
+ 1.25%
$216.47 - $242.1 $16.9K - $18.9K
6.3K $1.44M
SNAP
Snap Inc

Communication Services
77
+ 0.27%
$7.23 - $9.21 $557 - $709
28.3K $246K
RIO
Rio Tinto PLC

Basic Materials
112
+ 3.13%
$52.32 - $62.75 $5.86K - $7.03K
3.69K $215K
Vanguard Calif Tax Free Fds
3.61K
+ 5.38%
N/A
70.8K $0
American Centy ETF Tr
1.82K
+ 24.78%
N/A
9.16K $0
Labcorp Holdings Inc
9
+ 0.98%
N/A
929 $0
Lam Research Corp
7.08K
+ 40.76%
N/A
24.4K $0
NOK
Nokia Corp

Technology
36
+ 0.33%
$4.65 - $5.43 $167 - $195
10.9K $56K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
14
+ 0.08%
N/A
18.4K $62K
Brookfield Corp
64
+ 1.51%
N/A
4.31K $0
Linde PLC
258
+ 5.85%
N/A
4.67K $0
Fidelity Wise Origin Bitcoin
1.3K
+ 21.49%
N/A
7.35K $0
Blackrock Inc
206
+ 8.38%
N/A
2.66K $0
Ishares Bitcoin Trust ETF
2.77K
+ 16.68%
N/A
19.4K $0
Arista Networks Inc
620
+ 3.26%
N/A
19.7K $0
Ge Vernova Inc
7.23K
+ 169.53%
N/A
11.5K $0
AR
Antero Resources Corp

Energy
47
+ 0.22%
$31.92 - $43.78 $1.5K - $2.06K
21.7K $874K
O
Realty Income Corp

Real Estate
12
+ 0.25%
$52.27 - $58.52 $627 - $702
4.85K $279K
HES
Hess Corp

Energy
680
+ 15.12%
$126.32 - $161.29 $85.9K - $110K
5.18K $717K
CTRA
Coterra Energy Inc.

Energy
1.59K
+ 13.19%
$22.6 - $29.07 $36K - $46.3K
13.7K $346K
ARCC
Ares Capital Corp

Financial Services
156
+ 0.52%
$18.91 - $22.43 $2.95K - $3.5K
30.1K $660K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
199
+ 1.72%
$31.07 - $32.25 $6.18K - $6.42K
11.8K $374K
ODFL
Old Dominion Freight Line, Inc.

Industrials
56
+ 1.5%
$146.74 - $176.07 $8.22K - $9.86K
3.78K $613K
PSA
Public Storage

Real Estate
10
+ 1.14%
$266.31 - $309.77 $2.66K - $3.1K
884 $259K
LNC
Lincoln National Corp

Financial Services
311
+ 2.98%
$28.95 - $37.27 $9K - $11.6K
10.7K $371K
UNM
Unum Group

Financial Services
70
+ 0.57%
$70.48 - $82.91 $4.93K - $5.8K
12.3K $992K
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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