Wedmont Private Capital Purchases in Q1 2025

Wedmont Private Capital

  • $1.99 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
426
+ 3.56%
$111.68 - $141.08 $47.6K - $60.1K
12.4K $1.45M
FDX
Fedex Corp

Industrials
95
+ 4.08%
$230.33 - $281.53 $21.9K - $26.7K
2.42K $590K
IVV
Ishares Core S&P 500 ETF

ETFs
619
+ 4.59%
$554.06 - $615.85 $343K - $381K
14.1K $7.87M
PH
Parker Hannifin Corp

Industrials
30
+ 0.99%
$591.65 - $707.05 $17.7K - $21.2K
3.06K $1.86M
SYF
Synchrony Financial

Financial Services
461
+ 5.99%
$51.9 - $70.63 $23.9K - $32.6K
8.16K $432K
ROK
Rockwell Automation, Inc

Industrials
55
+ 1.76%
$255.29 - $303.75 $14K - $16.7K
3.17K $820K
WST
West Pharmaceutical Services Inc

Healthcare
433
+ 26.35%
$199.11 - $347.87 $86.2K - $151K
2.08K $464K
VTHR
Vanguard Russell 3000 ETF

ETFs
6
+ 0.11%
$243.2 - $272.04 $1.46K - $1.63K
5.65K $1.39M
AVGO
Broadcom Inc.

Technology
18.8K
+ 37.52%
$167.43 - $244.7 $3.16M - $4.61M
69.1K $11.6M
APH
Amphenol Corp

Technology
121
+ 0.52%
$61.62 - $78.55 $7.46K - $9.5K
23.6K $1.55M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
440
+ 6.29%
$203.38 - $274.79 $89.5K - $121K
7.44K $1.53M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 3.96%
$4295.4 - $5141.88 $81.6K - $97.7K
499 $2.3M
CARR
Carrier Global Corp

Industrials
79
+ 0.37%
$62.07 - $70.55 $4.9K - $5.57K
21.4K $1.36M
TER
Teradyne, Inc

Technology
241
+ 8.14%
$82.6 - $140.0 $19.9K - $33.7K
3.2K $264K
HON
Honeywell International Inc

Industrials
5
+ 0.06%
$202.75 - $226.52 $1.01K - $1.13K
8.92K $1.89M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.02%
$210.19 - $243.33 $210 - $243
5.86K $1.23M
URI
United Rentals, Inc.

Industrials
13
+ 0.6%
$594.17 - $789.56 $7.72K - $10.3K
2.18K $1.36M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.06%
$472.29 - $575.13 $945 - $1.15K
3.49K $1.69M
APP
App Lovin Corp

Technology
773
+ 12.23%
$238.08 - $510.13 $184K - $394K
7.1K $1.88M
VBR
Vanguard Small Cap Value ETF

ETFs
205
+ 1.13%
$183.02 - $207.75 $37.5K - $42.6K
18.3K $3.39M
TTD
Trade Desk, Inc.

Technology
664
+ 17.56%
$53.59 - $126.58 $35.6K - $84K
4.45K $243K
BX
Blackstone Inc.

Financial Services
262
+ 3.56%
$136.53 - $186.74 $35.8K - $48.9K
7.62K $1.07M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.54K
+ 5.5%
$47.79 - $59.89 $73.4K - $92K
29.5K $1.48M
DAL
Delta Air Lines, Inc.

Industrials
467
+ 3.43%
$43.6 - $69.06 $20.4K - $32.3K
14.1K $614K
AMZN
Amazon Com Inc

Consumer Cyclical
20.3K
+ 14.5%
$190.26 - $242.06 $3.87M - $4.92M
161K $30.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
126
+ 1.63%
$165.25 - $224.62 $20.8K - $28.3K
7.85K $1.3M
ETN
Eaton Corp PLC

Industrials
388
+ 7.08%
$271.83 - $371.23 $105K - $144K
5.87K $1.6M
AXP
American Express CO

Financial Services
148
+ 1.3%
$255.39 - $325.87 $37.8K - $48.2K
11.6K $3.11M
ADBE
Adobe Inc.

Technology
119
+ 2.24%
$377.84 - $464.11 $45K - $55.2K
5.44K $2.09M
PWR
Quanta Services, Inc.

Industrials
65
+ 1.36%
$236.71 - $358.03 $15.4K - $23.3K
4.84K $1.23M
MRVL
Marvell Technology, Inc.

Technology
2.89K
+ 30.71%
$61.57 - $126.06 $178K - $364K
12.3K $757K
CDNS
Cadence Design Systems Inc

Technology
97
+ 1.14%
$233.96 - $324.52 $22.7K - $31.5K
8.58K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.02%
$551.42 - $612.93 $2.21K - $2.45K
16K $8.96M
NOW
Service Now, Inc.

Technology
261
+ 10.44%
$783.83 - $1170.39 $205K - $305K
2.76K $2.2M
AVUS
American Centy ETF Tr Avantis

ETFs
34
+ 0.04%
$90.7 - $101.57 $3.08K - $3.45K
91.6K $8.41M
CRM
Salesforce, Inc.

Technology
155
+ 0.93%
$268.36 - $359.95 $41.6K - $55.8K
16.8K $4.51M
GOOGL
Alphabet Inc.

Communication Services
8.84K
+ 10.28%
$154.33 - $206.19 $1.36M - $1.82M
94.8K $14.6M
TSLA
Tesla, Inc.

Consumer Cyclical
15.6K
+ 38.77%
$222.15 - $428.22 $3.47M - $6.69M
56K $14.5M
GOOG
Alphabet Inc.

Communication Services
6.37K
+ 7.17%
$156.06 - $207.71 $994K - $1.32M
95.2K $14.9M
AAPL
Apple Inc.

Technology
10.1K
+ 4.01%
$209.68 - $247.1 $2.11M - $2.49M
261K $57.9M
NVDA
Nvidia Corp

Technology
14K
+ 3.48%
$106.98 - $149.43 $1.49M - $2.09M
415K $45M
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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