Wedmont Private Capital Reduced Holdings in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.1K
- 2.72%
$172.42 - $223.89 $1.22M - $1.59M
254K $52M
UNH
Unitedhealth Group Inc

Healthcare
-1.07K
- 8.82%
$274.35 - $599.47 $293K - $640K
11K $3.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-38.1K
- 2.79%
$48.13 - $49.85 $1.83M - $1.9M
1.33M $65.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-992
- 2.53%
$483.48 - $539.8 $480K - $535K
38.2K $18.6M
PG
Procter & Gamble CO

Consumer Defensive
-7.23K
- 17.2%
$157.66 - $172.39 $1.14M - $1.25M
34.8K $5.55M
CVX
Chevron Corp

Energy
-2.92K
- 19.43%
$133.73 - $168.51 $390K - $492K
12.1K $1.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.05K
- 49.72%
$390.26 - $489.06 $411K - $515K
1.07K $431K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-3.91K
- 66.15%
$97.78 - $126.44 $382K - $495K
2K $212K
COP
Conocophillips

Energy
-1.28K
- 6.7%
$82.66 - $106.1 $106K - $136K
17.9K $1.6M
PPC
Pilgrims Pride Corp

Consumer Defensive
-2.15K
- 7.02%
$44.55 - $56.26 $95.7K - $121K
28.5K $1.28M
GPN
Global Payments Inc

Industrials
-1.74K
- 12.82%
$67.47 - $99.6 $117K - $173K
11.8K $947K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.77K
- 20.1%
$38.18 - $45.52 $259K - $308K
26.9K $1.18M
OKE
Oneok Inc

Energy
-403
- 2.77%
$78.71 - $100.37 $31.7K - $40.4K
14.1K $1.15M
CPRT
Copart Inc

Consumer Cyclical
-1.9K
- 9.6%
$47.72 - $63.84 $90.5K - $121K
17.9K $876K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.84K
- 5.0%
$24.32 - $27.87 $118K - $135K
92K $2.44M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-96
- 1.23%
$212.1 - $244.27 $20.4K - $23.4K
7.74K $1.69M
SBUX
Starbucks Corp

Consumer Cyclical
-1.16K
- 7.64%
$79.69 - $99.41 $92.2K - $115K
14K $1.28M
WST
West Pharmaceutical Services Inc

Healthcare
-752
- 36.22%
$190.39 - $227.7 $143K - $171K
1.32K $289K
TRGP
Targa Resources Corp.

Energy
-93
- 1.67%
$157.32 - $205.72 $14.6K - $19.1K
5.48K $954K
ACN
Accenture PLC

Technology
-318
- 6.64%
$279.23 - $323.21 $88.8K - $103K
4.47K $1.34M
TXN
Texas Instruments Inc

Technology
-770
- 12.73%
N/A
5.28K $1.03M
TPL
Texas Pacific Land Corp

Energy
-61
- 19.87%
$1036.28 - $1430.55 $63.2K - $87.3K
246 $259K
VHT
Vanguard Health Care ETF

ETFs
-463
- 24.54%
$236.71 - $261.92 $110K - $121K
1.42K $353K
CHD
Church & Dwight CO Inc

Consumer Defensive
-724
- 14.18%
$91.57 - $110.76 $66.3K - $80.2K
4.38K $421K
SLB
Schlumberger Limited

Energy
-1.2K
- 9.64%
$31.95 - $42.2 $38.4K - $50.8K
11.3K $381K
DHR
Danaher Corp

Healthcare
-569
- 15.73%
$174.64 - $205.16 $99.4K - $117K
3.05K $602K
UNP
Union Pacific Corp

Industrials
-454
- 8.84%
$208.27 - $238.46 $94.6K - $108K
4.68K $1.08M
INTC
Intel Corp

Technology
-5.55K
- 30.14%
$18.13 - $22.69 $101K - $126K
12.9K $288K
XLV
Select Sector Spdr Fund Health

ETFs
-621
- 13.73%
$128.77 - $144.3 $80K - $89.6K
3.9K $526K
XLE
Energy Sector Spdr

ETFs
-526
- 5.37%
$76.44 - $94.13 $40.2K - $49.5K
9.28K $786K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-66
- 8.54%
$483.07 - $625.6 $31.9K - $41.3K
707 $371K
PLD
Prologis, Inc.

Real Estate
-729
- 13.18%
$89.76 - $112.34 $65.4K - $81.9K
4.8K $504K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-119
- 11.68%
$388.56 - $520.27 $46.2K - $61.9K
900 $366K
ELV
Elevance Health, Inc.

Healthcare
-122
- 8.23%
$372.27 - $452.69 $45.4K - $55.2K
1.36K $529K
AJG
Arthur J. Gallagher & Co.

Financial Services
-63
- 1.76%
$310.86 - $348.77 $19.6K - $22K
3.51K $1.12M
DHI
Horton D R Inc

Consumer Cyclical
-966
- 11.21%
$115.1 - $129.63 $111K - $125K
7.65K $986K
ZTS
Zoetis Inc.

Healthcare
-546
- 21.3%
$144.41 - $170.3 $78.8K - $93K
2.02K $314K
OTIS
Otis Worldwide Corp

Industrials
-676
- 8.89%
$90.88 - $104.3 $61.4K - $70.5K
6.93K $686K
MSI
Motorola Solutions, Inc.

Technology
-41
- 0.95%
$394.72 - $440.39 $16.2K - $18.1K
4.28K $1.8M
ADBE
Adobe Inc.

Technology
-269
- 4.95%
$340.0 - $420.68 $91.5K - $113K
5.17K $2M
PCAR
Paccar Inc

Industrials
-631
- 7.34%
$86.4 - $99.09 $54.5K - $62.5K
7.96K $756K
CMCSA
Comcast Corp

Communication Services
-1.24K
- 4.31%
$32.84 - $36.72 $40.6K - $45.4K
27.5K $979K
BRO
Brown & Brown, Inc.

Financial Services
-321
- 10.58%
$104.48 - $124.43 $33.5K - $39.9K
2.71K $300K
LCID
Lucid Group, Inc.

Consumer Cyclical
-29.6K
- 62.09%
$2.1 - $2.96 $62.1K - $87.5K
18.1K $38K
PCG
Pg&E Corp

Utilities
-2.23K
- 15.55%
$13.55 - $17.87 $30.3K - $39.9K
12.1K $169K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-148
- 4.98%
$99.37 - $134.05 $14.7K - $19.8K
2.83K $320K
WTW
Willis Towers Watson PLC

Financial Services
-129
- 12.72%
$295.96 - $337.43 $38.2K - $43.5K
885 $271K
MDT
Medtronic PLC

Healthcare
-567
- 7.75%
$80.68 - $88.86 $45.7K - $50.4K
6.75K $588K
YUM
Yum Brands Inc

Consumer Cyclical
-206
- 5.24%
$138.36 - $161.45 $28.5K - $33.3K
3.73K $552K
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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