Wedmont Private Capital Incresed Positions in Q4 2025

Wedmont Private Capital

  • $2.73 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
370K
+ 9.39%
$59.18 - $62.09 $21.9M - $23M
4.31M $264M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
207K
+ 7.33%
$52.54 - $55.77 $10.9M - $11.5M
3.03M $166M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.8K
+ 9.84%
$600.51 - $631.95 $10.1M - $10.6M
188K $116M
VTI
Vanguard Total Stock Market Et

ETFs
29K
+ 7.3%
$321.8 - $337.95 $9.32M - $9.79M
426K $140M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
419K
+ 12.29%
$23.04 - $23.36 $9.65M - $9.78M
3.83M $88.3M
NOW
Service Now, Inc.

Technology
10.7K
+ 368.82%
$835.79 - $946.29 $8.96M - $10.1M
13.6K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
118K
+ 9.82%
$49.98 - $50.59 $5.91M - $5.98M
1.32M $66.5M
AAPL
Apple Inc.

Technology
7.84K
+ 2.85%
$245.27 - $275.25 $1.92M - $2.16M
283K $75.7M
GOOGL
Alphabet Inc.

Communication Services
4.85K
+ 4.79%
$236.57 - $291.31 $1.15M - $1.41M
106K $29.3M
LLY
Eli Lilly & CO

Healthcare
1.04K
+ 7.73%
$799.57 - $1025.28 $833K - $1.07M
14.5K $14.8M
VTC
Vanguard Scottsdale Fds Total

ETFs
67.2K
+ 6.21%
$77.69 - $79.16 $5.22M - $5.32M
1.15M $89.4M
VGT
Vanguard Information Technolog

ETFs
5.29K
+ 73.02%
$736.33 - $801.52 $3.9M - $4.24M
12.5K $9.49M
XLK
Technology Sector Spdr

ETFs
14.1K
+ 108.21%
$278.39 - $304.13 $3.94M - $4.3M
27.2K $7.84M
BNDX
Vanguard Total International B

ETFs
66.4K
+ 11.86%
$49.3 - $49.91 $3.27M - $3.31M
626K $30.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 0.85%
$213.04 - $254.0 $296K - $353K
164K $38.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
31.4K
+ 31.09%
$72.17 - $75.74 $2.27M - $2.38M
133K $9.93M
AVGO
Broadcom Inc.

Technology
4.5K
+ 6.16%
$324.63 - $385.98 $1.46M - $1.74M
77.6K $26.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
14.9K
+ 44.62%
$142.79 - $150.05 $2.13M - $2.24M
48.4K $7.08M
AMD
Advanced Micro Devices Inc

Technology
475
+ 1.99%
$164.01 - $264.33 $77.9K - $126K
24.3K $5.85M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
15.3K
+ 177.85%
$117.68 - $124.18 $1.8M - $1.9M
23.9K $2.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.3K
+ 3.43%
$23.02 - $24.23 $790K - $832K
1.04M $24.8M
KO
Coca Cola CO

Consumer Defensive
12.4K
+ 23.36%
$66.1 - $71.61 $817K - $885K
65.3K $4.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.1K
+ 45.48%
$31.41 - $33.69 $1.04M - $1.11M
106K $3.41M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.89K
+ 4.45%
$82.92 - $88.2 $488K - $520K
138K $12.1M
CMF
Ishares California Muni Bond E

ETFs
14.2K
+ 9.92%
$56.96 - $57.62 $809K - $818K
157K $9.03M
XLE
Energy Sector Spdr

ETFs
9.02K
+ 100.61%
$85.22 - $92.02 $769K - $830K
18K $1.66M
RVMD
Revolution Medicines, Inc.

Healthcare
50
+ 0.12%
$45.7 - $67.75 $2.29K - $3.39K
40.1K $2.71M
CRM
Salesforce, Inc.

Technology
3.57K
+ 23.15%
$235.69 - $263.41 $840K - $939K
19K $4.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.86K
+ 81.26%
$83.45 - $84.82 $822K - $836K
22K $1.84M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 16.67%
$712170.0 - $770185.0 $712K - $770K
7 $5.29M
VT
Vanguard Total World Stk Index

ETFs
5.01K
+ 12.0%
$135.16 - $141.78 $677K - $710K
46.7K $6.51M
ISRG
Intuitive Surgical Inc

Healthcare
269
+ 4.52%
$429.59 - $576.2 $116K - $155K
6.22K $3.4M
PH
Parker Hannifin Corp

Industrials
535
+ 16.29%
$716.66 - $857.93 $383K - $459K
3.82K $3.18M
AMGN
Amgen Inc

Healthcare
591
+ 7.43%
$290.13 - $341.71 $171K - $202K
8.54K $2.92M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.2K
+ 23.01%
$37.61 - $39.41 $647K - $678K
92K $3.55M
CAT
Caterpillar Inc

Industrials
103
+ 1.27%
$480.82 - $585.49 $49.5K - $60.3K
8.19K $4.52M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.7K
+ 134.26%
$28.46 - $29.45 $646K - $668K
39.6K $1.15M
PPC
Pilgrims Pride Corp

Consumer Defensive
19.3K
+ 78.3%
$36.61 - $41.24 $708K - $797K
44K $1.65M
JNJ
Johnson & Johnson

Healthcare
1K
+ 3.37%
$185.98 - $199.58 $186K - $200K
30.7K $6.13M
DGRO
Ishares Core Dividend Growth E

ETFs
7.74K
+ 26.37%
$66.93 - $69.17 $518K - $535K
37.1K $2.54M
AMAT
Applied Materials Inc

Technology
1.06K
+ 8.27%
$209.95 - $240.89 $221K - $254K
13.8K $3.16M
XLY
Select Sector Spdr Consumer Di

ETFs
2.38K
+ 100.21%
$228.75 - $242.18 $544K - $576K
4.75K $1.1M
CL
Colgate Palmolive CO

Consumer Defensive
6.81K
+ 70.77%
$74.98 - $79.86 $511K - $544K
16.4K $1.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.3K
+ 4.56%
$37.19 - $37.8 $716K - $728K
442K $16.5M
XLU
Utilities Sector Spdr

ETFs
4.85K
+ 101.57%
$87.89 - $92.9 $426K - $450K
9.62K $853K
VIG
Vanguard Dividend Appreciation

ETFs
2.23K
+ 9.67%
N/A
25.3K $4.6M
XLB
Select Sector Spdr Fd Material

ETFs
4.78K
+ 98.66%
$84.72 - $89.9 $405K - $429K
9.62K $834K
VUG
Vanguard Growth ETF

ETFs
671
+ 5.5%
$470.44 - $504.26 $316K - $338K
12.9K $6.22M
GLD
Spdr Gold Trust

ETFs
869
+ 45.24%
$354.79 - $403.15 $308K - $350K
2.79K $1.05M
Activity Summary
Buys All Purchases 515 New Holdings 64 Increased Positions 451 Sells All Sells 250 Reductions 250 Sold out 0 Options Calls 0 Puts 0
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