Wedmont Private Capital Reduced Holdings in Q3 2024

Wedmont Private Capital

  • $1.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-11K
- 67.29%
$508.13 - $586.55 $5.61M - $6.47M
5.36K $2.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-37.4K
- 78.44%
$61.11 - $67.85 $2.28M - $2.53M
10.3K $696K
SPMD
Spdr Portfolio

ETFs
-19K
- 46.81%
$50.29 - $54.92 $956K - $1.04M
21.6K $1.18M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-25.4K
- 59.08%
$36.02 - $41.68 $916K - $1.06M
17.6K $726K
MRK
Merck & Co., Inc.

Healthcare
-4.02K
- 12.08%
$111.15 - $128.97 $447K - $519K
29.3K $3.32M
VLO
Valero Energy Corp

Energy
-3.1K
- 33.18%
$132.81 - $163.48 $412K - $507K
6.24K $843K
WFC
Wells Fargo & Company

Financial Services
-1.48K
- 0.91%
$51.58 - $60.97 $76.2K - $90.1K
160K $9.06M
CVX
Chevron Corp

Energy
-1.97K
- 14.09%
$137.88 - $161.97 $272K - $319K
12K $1.77M
NOV
Nov Inc.

Energy
-19.3K
- 65.67%
$15.85 - $20.82 $306K - $401K
10.1K $160K
BIIB
Biogen Inc.

Healthcare
-1.37K
- 51.79%
$189.07 - $236.8 $260K - $325K
1.28K $247K
COP
Conocophillips

Energy
-1.74K
- 9.91%
$102.3 - $116.61 $178K - $203K
15.8K $1.66M
SNPS
Synopsys Inc

Technology
-43
- 1.29%
$463.97 - $621.3 $20K - $26.7K
3.29K $1.67M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.12K
- 39.8%
$51.0 - $57.07 $312K - $349K
9.26K $515K
EW
Edwards Lifesciences Corp

Healthcare
-754
- 8.66%
$59.7 - $93.78 $45K - $70.7K
7.95K $524K
OXY
Occidental Petroleum Corp

Energy
-1.7K
- 11.93%
$49.91 - $63.73 $84.6K - $108K
12.5K $645K
PSX
Phillips 66

Energy
-1.29K
- 17.62%
$125.0 - $147.17 $161K - $189K
6.01K $789K
BA
Boeing CO

Industrials
-541
- 10.59%
$152.04 - $190.6 $82.3K - $103K
4.57K $694K
HAL
Halliburton CO

Energy
-4.47K
- 22.09%
$27.81 - $36.44 $124K - $163K
15.8K $457K
HES
Hess Corp

Energy
-1.2K
- 24.57%
$126.3 - $155.44 $152K - $187K
3.68K $500K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-5.44K
- 19.91%
$38.33 - $42.48 $209K - $231K
21.9K $919K
DVN
Devon Energy Corp

Energy
-3.14K
- 30.77%
$37.87 - $48.65 $119K - $153K
7.06K $276K
IDEV
Ishares Core Msci Intl Develop

ETFs
-9.45K
- 10.59%
$63.46 - $71.43 $600K - $675K
79.9K $5.66M
SCHW
Schwab Charles Corp

Financial Services
-1.24K
- 8.81%
$61.74 - $76.08 $76.5K - $94.3K
12.8K $830K
SNAP
Snap Inc

Communication Services
-1.34K
- 4.55%
$8.29 - $16.84 $11.1K - $22.5K
28.1K $300K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-400
- 20.8%
$193.0 - $282.1 $77.2K - $113K
1.52K $354K
IWY
Ishares Tr Russell 200 Growth

ETFs
-944
- 14.4%
$194.66 - $225.97 $184K - $213K
5.61K $1.23M
ABNB
Airbnb, Inc.

Consumer Cyclical
-669
- 19.41%
$113.01 - $154.34 $75.6K - $103K
2.78K $352K
MCK
Mckesson Corp

Healthcare
-2
- 0.11%
$479.06 - $630.38 $958 - $1.26K
1.82K $901K
SLB
Schlumberger Limited

Energy
-1.77K
- 11.08%
$39.57 - $49.67 $70.1K - $88K
14.2K $596K
COIN
Coinbase Global, Inc.

Technology
-311
- 17.67%
$147.09 - $265.15 $45.7K - $82.5K
1.45K $258K
EPD
Enterprise Products Partners L.P.

Energy
-4.47K
- 14.25%
$27.88 - $30.0 $125K - $134K
26.9K $783K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-906
- 21.01%
$91.43 - $117.51 $82.8K - $106K
3.41K $361K
HON
Honeywell International Inc

Industrials
-314
- 3.98%
$196.73 - $220.21 $61.8K - $69.1K
7.58K $1.57M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.49K
- 37.77%
$73.55 - $97.62 $110K - $145K
2.46K $235K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-350
- 22.55%
$211.47 - $281.27 $74K - $98.4K
1.2K $295K
NUE
Nucor Corp

Basic Materials
-513
- 14.18%
$137.77 - $166.14 $70.7K - $85.2K
3.1K $466K
ET
Energy Transfer LP

Energy
-5.51K
- 18.33%
$15.43 - $16.44 $85.1K - $90.6K
24.6K $394K
SKYY
First Trust Cloud Computing Et

ETFs
-1.1K
- 34.23%
$86.45 - $102.48 $95.1K - $113K
2.11K $216K
MCHP
Microchip Technology Inc

Technology
-284
- 4.79%
$72.0 - $95.98 $20.4K - $27.3K
5.65K $453K
SNOW
Snowflake Inc.

Technology
-183
- 5.49%
$108.56 - $143.02 $19.9K - $26.2K
3.15K $361K
MGM
Mgm Resorts International

Consumer Cyclical
-926
- 10.67%
$34.07 - $46.78 $31.5K - $43.3K
7.76K $303K
WST
West Pharmaceutical Services Inc

Healthcare
-100
- 5.73%
$277.16 - $333.3 $27.7K - $33.3K
1.64K $493K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.86K
- 17.79%
$42.54 - $47.97 $79.1K - $89.2K
8.6K $408K
AGNC
Agnc Investment Corp.

Real Estate
-11.4K
- 20.81%
$9.48 - $10.66 $108K - $121K
43.2K $451K
F
Ford Motor CO

Consumer Cyclical
-2.62K
- 13.47%
$9.71 - $14.55 $25.5K - $38.2K
16.9K $177K
VIG
Vanguard Dividend Appreciation

ETFs
-315
- 1.68%
$182.15 - $182.15 $57.4K - $57.4K
18.4K $3.35M
FDX
Fedex Corp

Industrials
-16
- 0.71%
$254.64 - $313.52 $4.07K - $5.02K
2.24K $612K
PCAR
Paccar Inc

Industrials
-247
- 3.07%
$91.64 - $109.98 $22.6K - $27.2K
7.81K $770K
NKE
Nike, Inc.

Consumer Cyclical
-1.56K
- 25.57%
$71.09 - $89.44 $111K - $139K
4.53K $400K
Activity Summary
Buys All Purchases 488 New Holdings 55 Increased Positions 433 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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