Wedmont Private Capital Incresed Positions in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
291K
+ 41.38%
$70.06 - $77.43 $20.4M - $22.6M
995K $69.9M
VTI
Vanguard Total Stock Market Et

ETFs
39.6K
+ 13.37%
$280.04 - $302.45 $11.1M - $12M
336K $97.4M
AAPL
Apple Inc.

Technology
21.1K
+ 9.21%
$221.69 - $259.02 $4.69M - $5.48M
251K $62.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.9K
+ 9.08%
$521.84 - $558.82 $7.24M - $7.75M
167K $89.8M
NVDA
Nvidia Corp

Technology
25.1K
+ 6.69%
$117.0 - $148.88 $2.94M - $3.74M
401K $53.8M
MUB
Ishares National Muni Bond ETF

ETFs
79.1K
+ 36.89%
$105.78 - $108.7 $8.36M - $8.6M
293K $31.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
367K
+ 15.33%
$22.39 - $23.45 $8.22M - $8.6M
2.76M $63.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
154K
+ 14.51%
$49.79 - $51.14 $7.67M - $7.88M
1.22M $60.9M
AMZN
Amazon Com Inc

Consumer Cyclical
10K
+ 7.7%
$180.88 - $232.93 $1.81M - $2.34M
140K $30.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
+ 3.11%
$213.65 - $479.86 $260K - $584K
40.3K $16.3M
IEMG
Ishares Inc

ETFs
77.8K
+ 12.33%
N/A
708K $38M
AVGO
Broadcom Inc.

Technology
4.82K
+ 10.61%
$159.67 - $250.0 $769K - $1.2M
50.2K $11.6M
VB
Vanguard Small Cap ETF

ETFs
13K
+ 21.23%
$233.76 - $261.58 $3.04M - $3.4M
74.2K $17.8M
MSFT
Microsoft Corp

Technology
9.68K
+ 10.61%
$406.35 - $454.46 $3.93M - $4.4M
101K $42.5M
GOOGL
Alphabet Inc.

Communication Services
7.6K
+ 9.7%
$161.86 - $196.66 $1.23M - $1.5M
86K $16.3M
GOOG
Alphabet Inc.

Communication Services
5.08K
+ 6.06%
$163.08 - $198.16 $828K - $1.01M
88.8K $16.9M
WFC
Wells Fargo & Company

Financial Services
2.61K
+ 1.63%
$54.98 - $77.35 $143K - $202K
163K $11.5M
META
Meta Platforms, Inc.

Communication Services
2.42K
+ 5.89%
$554.08 - $632.68 $1.34M - $1.53M
43.5K $25.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.11K
+ 11.22%
$205.18 - $250.29 $843K - $1.03M
40.7K $9.76M
NFLX
Netflix Inc

Communication Services
199
+ 2.19%
$687.65 - $936.56 $137K - $186K
9.29K $8.28M
VGT
Vanguard Information Technolog

ETFs
2.18K
+ 32.38%
$571.78 - $647.97 $1.24M - $1.41M
8.9K $5.53M
V
Visa Inc.

Financial Services
2.14K
+ 9.62%
$273.87 - $320.91 $585K - $686K
24.4K $7.7M
BNDX
Vanguard Total International B

ETFs
42.8K
+ 9.74%
$48.91 - $50.61 $2.09M - $2.17M
482K $23.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
27.5K
+ 74.87%
$57.29 - $63.1 $1.57M - $1.73M
64.2K $3.68M
PM
Philip Morris International Inc.

Consumer Defensive
11.4K
+ 76.38%
$118.38 - $133.06 $1.35M - $1.52M
26.3K $3.17M
WMT
Walmart Inc.

Consumer Defensive
8.08K
+ 14.47%
$79.1 - $95.7 $639K - $774K
63.9K $5.78M
APP
App Lovin Corp

Technology
277
+ 4.58%
$130.67 - $401.5 $36.2K - $111K
6.32K $2.05M
VO
Vanguard Mid Cap ETF

ETFs
4.46K
+ 8.61%
$261.5 - $284.63 $1.17M - $1.27M
56.2K $14.9M
OGN
Organon & Co.

Healthcare
82.4K
+ 453.42%
$14.44 - $18.83 $1.19M - $1.55M
101K $1.5M
T
At&T Inc.

Communication Services
46.3K
+ 68.1%
$21.22 - $23.88 $982K - $1.1M
114K $2.6M
AVUV
American Centy ETF Tr Avantis

ETFs
9.65K
+ 12.8%
$94.37 - $106.41 $910K - $1.03M
85K $8.2M
PG
Procter & Gamble CO

Consumer Defensive
6.49K
+ 17.71%
$161.05 - $179.7 $1.05M - $1.17M
43.1K $7.23M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
20.9K
+ 20.77%
$67.29 - $73.38 $1.41M - $1.54M
122K $8.26M
ADP
Automatic Data Processing Inc

Industrials
2.55K
+ 67.92%
$280.08 - $307.97 $713K - $784K
6.29K $1.84M
MA
Mastercard Inc

Financial Services
854
+ 8.98%
$491.3 - $536.15 $420K - $458K
10.4K $5.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.1K
+ 604.97%
$25.93 - $105.3 $1.14M - $4.64M
51.4K $1.43M
KMB
Kimberly Clark Corp

Consumer Defensive
5.41K
+ 90.24%
$130.37 - $146.09 $705K - $790K
11.4K $1.49M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.9K
+ 121.04%
$34.13 - $37.35 $678K - $742K
36.3K $1.24M
ABT
Abbott Laboratories

Healthcare
5.58K
+ 40.88%
$111.93 - $119.39 $624K - $666K
19.2K $2.17M
VXF
Vanguard Extended Market ETF

ETFs
2.74K
+ 25.79%
$179.17 - $207.15 $492K - $568K
13.4K $2.54M
AXP
American Express CO

Financial Services
1.14K
+ 11.12%
$267.35 - $305.57 $305K - $349K
11.4K $3.38M
BAC
Bank Of America Corp

Financial Services
7.71K
+ 13.17%
$39.22 - $47.77 $302K - $368K
66.2K $2.91M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.9K
+ 25.34%
$57.78 - $60.4 $686K - $717K
58.7K $3.4M
NOW
Service Now, Inc.

Technology
170
+ 7.3%
$867.18 - $1148.42 $147K - $195K
2.5K $2.65M
GS
Goldman Sachs Group Inc

Financial Services
374
+ 8.27%
$486.1 - $608.57 $182K - $228K
4.9K $2.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
+ 9.59%
$4100.99 - $5300.34 $172K - $223K
480 $2.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29K
+ 25.56%
$33.93 - $38.37 $983K - $1.11M
142K $4.88M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.6K
+ 288.59%
$26.93 - $84.95 $1.82M - $5.74M
91K $2.49M
PH
Parker Hannifin Corp

Industrials
748
+ 32.72%
$621.74 - $709.46 $465K - $531K
3.03K $1.93M
Activity Summary
Buys All Purchases 548 New Holdings 75 Increased Positions 473 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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