Wedmont Private Capital Purchases in Q3 2025

Wedmont Private Capital

  • $2.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
792
+ 19.83%
$71.0 - $90.32 $56.2K - $71.5K
4.79K $420K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
181
+ 2.37%
$301.44 - $365.84 $54.6K - $66.2K
7.81K $2.53M
SO
Southern CO

Utilities
866
+ 4.54%
$90.83 - $96.0 $78.7K - $83.1K
20K $1.89M
AFL
Aflac Inc

Financial Services
733
+ 8.45%
$98.09 - $111.7 $71.9K - $81.9K
9.41K $1.05M
USB
Us Bancorp \De\

Financial Services
1.36K
+ 6.13%
$43.94 - $50.41 $59.6K - $68.4K
23.5K $1.13M
SCHW
Schwab Charles Corp

Financial Services
648
+ 3.82%
$91.03 - $98.69 $59K - $64K
17.6K $1.68M
CFG
Citizens Financial Group Inc

Financial Services
568
+ 4.67%
$46.1 - $53.65 $26.2K - $30.5K
12.7K $676K
PTC
Ptc Inc.

Technology
36
+ 0.89%
$173.07 - $216.53 $6.23K - $7.8K
4.09K $830K
SRE
Sempra Energy

Utilities
550
+ 9.65%
$74.14 - $89.98 $40.8K - $49.5K
6.25K $562K
PLD
Prologis, Inc.

Real Estate
734
+ 15.29%
$104.08 - $115.35 $76.4K - $84.7K
5.54K $633K
CEG
Constellation Energy Corp

Utilities
202
+ 2.07%
$298.82 - $354.89 $60.4K - $71.7K
9.97K $3.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.12%
$339.37 - $366.46 $2.04K - $2.2K
4.83K $1.77M
NET
Cloudflare, Inc.

Technology
149
+ 2.96%
$181.39 - $228.28 $27K - $34K
5.18K $1.11M
EA
Electronic Arts Inc.

Communication Services
135
+ 5.66%
$147.79 - $202.05 $20K - $27.3K
2.52K $508K
TMUS
T Mobile Us, Inc.

Communication Services
495
+ 6.89%
$226.02 - $259.01 $112K - $128K
7.68K $1.84M
ITW
Illinois Tool Works Inc

Industrials
319
+ 10.4%
$252.31 - $269.41 $80.5K - $85.9K
3.39K $883K
TPR
Tapestry, Inc.

Consumer Cyclical
139
+ 3.3%
$86.48 - $116.14 $12K - $16.1K
4.35K $492K
HAL
Halliburton CO

Energy
2.61K
+ 18.81%
$20.5 - $25.11 $53.5K - $65.6K
16.5K $405K
VTHR
Vanguard Russell 3000 ETF

ETFs
6
+ 0.11%
$272.54 - $295.85 $1.64K - $1.78K
5.61K $1.65M
CBRE
Cbre Group, Inc.

Real Estate
294
+ 7.1%
$137.04 - $165.9 $40.3K - $48.8K
4.43K $698K
COF
Capital One Financial Corp

Financial Services
568
+ 6.3%
$207.29 - $229.74 $118K - $130K
9.58K $2.04M
UAL
United Airlines Holdings, Inc.

Industrials
232
+ 4.17%
$80.05 - $109.36 $18.6K - $25.4K
5.8K $559K
PSTG
Pure Storage, Inc.

Technology
182
+ 4.78%
$54.47 - $88.29 $9.91K - $16.1K
3.99K $334K
BURL
Burlington Stores, Inc.

Consumer Cyclical
269
+ 13.59%
$237.02 - $301.35 $63.8K - $81.1K
2.25K $572K
CVNA
Carvana Co.

Consumer Cyclical
116
+ 6.9%
$326.09 - $392.66 $37.8K - $45.5K
1.8K $677K
FNDC
Schwab Fundamental Intl Small

ETFs
2.12K
+ 32.2%
$41.81 - $45.21 $88.5K - $95.7K
8.69K $386K
PNC
Pnc Financial Services Group, Inc.

Financial Services
173
+ 3.36%
$185.88 - $207.44 $32.2K - $35.9K
5.32K $1.07M
VMC
Vulcan Materials CO

Basic Materials
98
+ 6.0%
$260.62 - $307.62 $25.5K - $30.1K
1.73K $532K
BPOP
Popular, Inc.

Financial Services
434
+ 14.32%
$111.3 - $128.04 $48.3K - $55.6K
3.47K $440K
WMB
Williams Companies, Inc.

Energy
1.46K
+ 6.23%
$56.52 - $64.01 $82.2K - $93.1K
24.8K $1.57M
QCOM
Qualcomm Inc

Technology
83
+ 0.65%
$145.84 - $173.55 $12.1K - $14.4K
12.9K $2.15M
DFSV
Dimensional ETF Tr Dimensional

ETFs
116
+ 0.29%
$29.2 - $32.74 $3.39K - $3.8K
40.7K $1.3M
NU
Nu Holdings Ltd.

Financial Services
1.18K
+ 3.26%
$11.92 - $16.3 $14.1K - $19.3K
37.4K $599K
CG
Carlyle Group Inc.

Financial Services
549
+ 9.42%
$52.82 - $69.35 $29K - $38.1K
6.38K $400K
MLM
Martin Marietta Materials Inc

Basic Materials
73
+ 10.83%
$546.36 - $631.12 $39.9K - $46.1K
747 $470K
FDX
Fedex Corp

Industrials
337
+ 13.61%
$217.1 - $243.2 $73.2K - $82K
2.81K $663K
BIIB
Biogen Inc.

Healthcare
490
+ 22.37%
$122.68 - $148.84 $60.1K - $72.9K
2.68K $375K
MELI
Mercadolibre Inc

Consumer Cyclical
55
+ 53.4%
$2292.04 - $2514.05 $126K - $138K
158 $369K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
588
+ 2.18%
$43.65 - $46.42 $25.7K - $27.3K
27.5K $1.28M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.0%
$75.26 - $80.19 $75.3 - $80.2
43K $3.43M
LEN
Lennar Corp

Consumer Cyclical
245
+ 5.57%
$107.73 - $142.4 $26.4K - $34.9K
4.64K $584K
ABT
Abbott Laboratories

Healthcare
1.2K
+ 3.89%
$120.51 - $136.62 $145K - $164K
32.1K $4.3M
TFC
Truist Financial Corp

Financial Services
1.34K
+ 10.13%
$42.83 - $47.07 $57.4K - $63.1K
14.6K $666K
MMM
3 M CO

Industrials
540
+ 14.5%
$144.41 - $160.2 $78K - $86.5K
4.26K $661K
GIS
General Mills Inc

Consumer Defensive
2.17K
+ 21.86%
$48.44 - $53.83 $105K - $117K
12.1K $609K
PHM
Pultegroup Inc

Consumer Cyclical
105
+ 3.44%
$108.0 - $141.42 $11.3K - $14.8K
3.15K $416K
SCCO
Southern Copper Corp

Basic Materials
376
+ 15.2%
$90.54 - $121.36 $34K - $45.6K
2.85K $345K
PPL
Ppl Corp

Utilities
2K
+ 33.26%
$33.54 - $37.24 $67K - $74.4K
8.01K $297K
DOCS
Doximity, Inc.

Healthcare
492
+ 10.21%
$57.33 - $75.12 $28.2K - $37K
5.31K $388K
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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