Wedmont Private Capital Reduced Holdings in Q3 2025

Wedmont Private Capital

  • $2.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-124K
- 9.31%
$48.5 - $50.19 $6M - $6.21M
1.2M $60.3M
PM
Philip Morris International Inc.

Consumer Defensive
-6.99K
- 18.64%
$157.77 - $183.27 $1.1M - $1.28M
30.5K $4.95M
LLY
Eli Lilly & CO

Healthcare
-1.22K
- 8.31%
$625.65 - $812.69 $764K - $992K
13.5K $10.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.99K
- 37.57%
$366.54 - $479.53 $728K - $952K
3.3K $1.29M
KO
Coca Cola CO

Consumer Defensive
-10.6K
- 16.66%
$65.67 - $71.67 $694K - $758K
52.9K $3.51M
ISRG
Intuitive Surgical Inc

Healthcare
-742
- 11.09%
$433.66 - $544.47 $322K - $404K
5.95K $2.66M
CRM
Salesforce, Inc.

Technology
-1.25K
- 7.49%
$231.66 - $273.65 $289K - $341K
15.4K $3.65M
PG
Procter & Gamble CO

Consumer Defensive
-4.23K
- 12.14%
$150.47 - $161.22 $636K - $681K
30.6K $4.7M
ACN
Accenture PLC

Technology
-2.44K
- 54.51%
$232.56 - $304.78 $567K - $743K
2.03K $501K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.44K
- 15.07%
$38.58 - $58.24 $171K - $259K
25K $981K
KMB
Kimberly Clark Corp

Consumer Defensive
-3.23K
- 35.04%
$121.72 - $136.77 $394K - $442K
5.99K $745K
VV
Vanguard Large Cap ETF

ETFs
-4.35K
- 10.76%
$285.05 - $309.14 $1.24M - $1.35M
36.1K $11.1M
IT
Gartner Inc

Technology
-750
- 47.14%
$225.98 - $406.7 $169K - $305K
841 $221K
VRSK
Verisk Analytics, Inc.

Industrials
-923
- 32.22%
$242.3 - $312.95 $224K - $289K
1.94K $488K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-14.6K
- 36.9%
$26.92 - $28.6 $393K - $417K
25K $697K
PGR
Progressive Corp

Financial Services
-697
- 7.46%
$238.61 - $264.3 $166K - $184K
8.65K $2.14M
CMCSA
Comcast Corp

Communication Services
-7.63K
- 27.78%
$31.41 - $36.33 $240K - $277K
19.8K $622K
CARR
Carrier Global Corp

Industrials
-1.1K
- 5.12%
$58.75 - $80.73 $64.4K - $88.6K
20.3K $1.21M
CB
Chubb LTD

Financial Services
-885
- 14.19%
$265.99 - $289.59 $235K - $256K
5.35K $1.51M
ROP
Roper Technologies Inc

Industrials
-378
- 24.14%
$495.03 - $573.0 $187K - $217K
1.19K $592K
KD
Kyndryl Holdings, Inc.

Technology
-2.09K
- 11.07%
$28.94 - $43.41 $60.4K - $90.6K
16.8K $503K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.76K
- 24.18%
$194.44 - $206.51 $342K - $363K
5.52K $1.14M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-734
- 9.49%
$196.15 - $217.83 $144K - $160K
7K $1.41M
PPC
Pilgrims Pride Corp

Consumer Defensive
-3.77K
- 13.25%
$40.22 - $50.41 $152K - $190K
24.7K $1.01M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.94K
- 35.99%
$85.61 - $93.54 $252K - $275K
5.23K $474K
BSX
Boston Scientific Corp

Healthcare
-215
- 0.97%
$97.03 - $108.14 $20.9K - $23.3K
22K $2.14M
OGN
Organon & Co.

Healthcare
-36.1K
- 23.71%
$8.4 - $10.85 $303K - $391K
116K $1.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.65K
- 20.98%
$60.9 - $70.75 $161K - $187K
9.96K $622K
CRWD
Crowd Strike Holdings, Inc.

Technology
-298
- 7.05%
$412.46 - $514.1 $123K - $153K
3.93K $1.93M
OKE
Oneok Inc

Energy
-1.41K
- 9.98%
$71.36 - $83.47 $101K - $118K
12.7K $928K
ADBE
Adobe Inc.

Technology
-121
- 2.34%
$333.65 - $392.1 $40.4K - $47.4K
5.05K $1.78M
CL
Colgate Palmolive CO

Consumer Defensive
-1.23K
- 11.33%
$79.36 - $93.33 $97.6K - $115K
9.63K $769K
TDG
Trans Digm Group Inc

Industrials
-29
- 3.33%
$1271.04 - $1620.83 $36.9K - $47K
841 $1.11M
CTAS
Cintas Corp

Industrials
-28
- 0.25%
$199.29 - $226.27 $5.58K - $6.34K
11.3K $2.32M
SNPS
Synopsys Inc

Technology
-271
- 8.27%
$387.78 - $645.35 $105K - $175K
3.01K $1.48M
AR
Antero Resources Corp

Energy
-1.46K
- 6.73%
$29.87 - $37.66 $43.6K - $55K
20.2K $679K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-793
- 20.99%
$138.59 - $171.12 $110K - $136K
2.99K $420K
FTNT
Fortinet, Inc.

Technology
-389
- 5.43%
$74.39 - $107.65 $28.9K - $41.9K
6.78K $569K
CHK
Chesapeake Energy Corp

Energy
-2.14K
- 27.48%
N/A
5.65K $483K
NVO
Novo Nordisk A S

Healthcare
-535
- 4.74%
$45.38 - $71.7 $24.3K - $38.4K
10.8K $596K
OTIS
Otis Worldwide Corp

Industrials
-1.41K
- 20.36%
$84.93 - $101.07 $120K - $143K
5.52K $504K
FICO
Fair Isaac Corp

Technology
-43
- 14.63%
$1311.26 - $1869.83 $56.4K - $80.4K
251 $375K
LMT
Lockheed Martin Corp

Industrials
-514
- 17.63%
$410.74 - $499.21 $211K - $257K
2.4K $1.2M
AMT
American Tower Corp

Real Estate
-291
- 8.98%
$192.32 - $232.35 $56K - $67.6K
2.95K $567K
PAYX
Paychex Inc

Industrials
-576
- 14.41%
$126.69 - $147.99 $73K - $85.2K
3.42K $433K
AIG
American International Group, Inc.

Financial Services
-548
- 3.9%
$76.34 - $85.87 $41.8K - $47.1K
13.5K $1.06M
CTSH
Cognizant Technology Solutions Corp

Technology
-1.17K
- 22.4%
$66.67 - $80.98 $78.1K - $94.9K
4.06K $272K
TTD
Trade Desk, Inc.

Technology
-560
- 12.02%
$43.93 - $89.76 $24.6K - $50.3K
4.1K $200K
SBUX
Starbucks Corp

Consumer Cyclical
-370
- 2.65%
$81.9 - $96.86 $30.3K - $35.8K
13.6K $1.15M
Activity Summary
Buys All Purchases 567 New Holdings 78 Increased Positions 489 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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