Wedmont Private Capital Purchases in Q1 2025

Wedmont Private Capital

  • $1.99 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZI
Zoom Info Technologies Inc.

Technology
2.27K
+ 18.76%
$9.43 - $12.01 $21.4K - $27.3K
14.4K $143K
NRG
Nrg Energy, Inc.

Utilities
33
+ 1.46%
$84.82 - $113.33 $2.8K - $3.74K
2.29K $218K
OZK
Bank Ozk

Financial Services
414
+ 8.53%
$41.71 - $53.1 $17.3K - $22K
5.27K $230K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.95K
+ 6.32%
$120.29 - $134.6 $235K - $262K
32.8K $3.98M
FANG
Diamondback Energy, Inc.

Energy
172
+ 5.25%
$139.9 - $180.18 $24.1K - $31K
3.45K $551K
CPNG
Coupang, Inc.

Consumer Cyclical
708
+ 1.15%
$21.34 - $25.52 $15.1K - $18.1K
62.3K $1.37M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
252
+ 1.13%
$24.29 - $24.65 $6.12K - $6.21K
22.6K $558K
OHI
Omega Healthcare Investors Inc

Real Estate
257
+ 1.99%
$35.7 - $38.33 $9.17K - $9.85K
13.2K $501K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20
+ 0.46%
$128.74 - $138.67 $2.57K - $2.77K
4.4K $590K
NWS
News Corp New Cl B Com Stk (De

Communication Services
615
+ 7.72%
$29.66 - $35.0 $18.2K - $21.5K
8.58K $254K
TEF
Telefonica S A

Communication Services
579
+ 3.8%
$3.89 - $4.73 $2.25K - $2.74K
15.8K $73K
RIO
Rio Tinto PLC

Basic Materials
123
+ 3.56%
$58.19 - $64.29 $7.16K - $7.91K
3.57K $214K
SCCO
Southern Copper Corp

Basic Materials
66
+ 2.61%
$85.92 - $101.48 $5.67K - $6.7K
2.6K $242K
MSI
Motorola Solutions, Inc.

Technology
251
+ 6.17%
$411.73 - $482.1 $103K - $121K
4.32K $1.89M
DGRO
Ishares Core Dividend Growth E

ETFs
196
+ 1.59%
$60.46 - $64.42 $11.9K - $12.6K
12.5K $763K
RL
Ralph Lauren Corp

Consumer Cyclical
90
+ 9.26%
$215.68 - $286.74 $19.4K - $25.8K
1.06K $234K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
168
+ 0.54%
$49.42 - $50.43 $8.3K - $8.47K
31.2K $1.56M
FICO
Fair Isaac Corp

Technology
29
+ 9.86%
$1695.35 - $2030.47 $49.2K - $58.9K
323 $595K
TTE
Total Energies Se

Energy
144
+ 2.4%
N/A
6.14K $421K
ARCC
Ares Capital Corp

Financial Services
121
+ 0.41%
$21.28 - $23.81 $2.57K - $2.88K
29.9K $662K
LPLA
Lpl Financial Holdings Inc.

Financial Services
28
+ 1.77%
$308.87 - $383.33 $8.65K - $10.7K
1.61K $525K
NOK
Nokia Corp

Technology
308
+ 2.93%
$4.43 - $5.42 $1.36K - $1.67K
10.8K $56K
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.63%
$133.67 - $147.81 $1.6K - $1.77K
1.93K $284K
RACE
Ferrari N.V.

Consumer Cyclical
17
+ 3.15%
$413.73 - $508.15 $7.03K - $8.64K
556 $237K
DTM
Dt Midstream, Inc.

Energy
175
+ 5.57%
$86.95 - $113.75 $15.2K - $19.9K
3.32K $321K
TDOC
Teladoc Health, Inc.

Healthcare
2.72K
+ 20.31%
$7.96 - $14.33 $21.6K - $38.9K
16.1K $128K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
100
+ 1.3%
$28.27 - $29.28 $2.83K - $2.93K
7.78K $225K
DFS
Discover Financial Services

Financial Services
69
+ 2.46%
$152.99 - $203.25 $10.6K - $14K
2.87K $490K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.05%
$182.82 - $196.21 $366 - $392
4.09K $760K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
67
+ 1.23%
N/A
5.51K $357K
FTV
Fortive Corp

Technology
98
+ 2.93%
$71.82 - $82.98 $7.04K - $8.13K
3.44K $252K
MAS
Masco Corp

Industrials
208
+ 4.88%
$68.67 - $81.85 $14.3K - $17K
4.47K $310K
NWSA
News Corp

Communication Services
209
+ 1.54%
$26.29 - $30.49 $5.49K - $6.37K
13.8K $375K
ISRG
Intuitive Surgical Inc

Healthcare
330
+ 5.41%
$476.63 - $610.45 $157K - $201K
6.43K $3.19M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
189
+ 1.66%
$32.39 - $34.01 $6.12K - $6.43K
11.6K $376K
TXN
Texas Instruments Inc

Technology
4
+ 0.07%
N/A
6.05K $1.18M
American Centy ETF Tr
7.34K
New
N/A
7.34K $0
Vanguard Calif Tax Free Fds
11.9K
+ 21.62%
N/A
67.1K $0
Te Connectivity PLC
80
+ 4.29%
N/A
1.94K $0
Annaly Capital Management In
1.95K
+ 10.12%
N/A
21.2K $0
Kenvue Inc
2.35K
+ 17.98%
N/A
15.4K $0
Ge Vernova Inc
126
+ 3.05%
N/A
4.26K $0
Ge Healthcare Technologies I
395
+ 6.96%
N/A
6.07K $0
Brookfield Corp
10
+ 0.24%
N/A
4.25K $0
Arista Networks Inc
1.04K
+ 5.8%
N/A
19K $0
Corpay Inc
34
+ 3.16%
N/A
1.11K $0
Labcorp Holdings Inc
44
+ 5.02%
N/A
920 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
77.8K
+ 15.66%
N/A
574K $0
Lam Research Corp
2.37K
+ 15.79%
N/A
17.4K $0
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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