Wedmont Private Capital Incresed Positions in Q1 2025

Wedmont Private Capital

  • $1.99 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
178K
+ 5.69%
$47.4 - $52.99 $8.44M - $9.43M
3.31M $169M
IEFA
Ishares Tr

ETFs
121K
+ 12.18%
$69.57 - $78.65 $8.43M - $9.53M
1.12M $85.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
190K
+ 8.38%
$42.5 - $46.71 $8.08M - $8.88M
2.46M $111M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
482K
+ 4357.81%
$21.23 - $23.75 $10.2M - $11.4M
493K $10.6M
IEMG
Ishares Inc

ETFs
137K
+ 19.38%
N/A
846K $45.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.49K
+ 31.98%
$442.66 - $534.52 $4.2M - $5.07M
39.2K $20.6M
VTC
Vanguard Scottsdale Fds Total

ETFs
79.5K
+ 8.64%
$74.74 - $77.39 $5.94M - $6.15M
999K $76.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
150K
+ 12.35%
$49.25 - $50.66 $7.39M - $7.6M
1.37M $67.7M
VV
Vanguard Large Cap ETF

ETFs
25.5K
+ 142.35%
$253.32 - $282.66 $6.46M - $7.21M
43.4K $11.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
252K
+ 38.08%
$18.36 - $20.51 $4.62M - $5.16M
912K $18.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
237K
+ 8.6%
$22.25 - $23.0 $5.28M - $5.46M
3M $68.7M
ABBV
Abb Vie Inc.

Healthcare
11.4K
+ 44.24%
$169.2 - $216.66 $1.93M - $2.47M
37.2K $7.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
14.3K
+ 8.79%
$110.75 - $119.78 $1.59M - $1.72M
177K $20.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
81.4K
+ 264.0%
$21.75 - $24.28 $1.77M - $1.98M
112K $2.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.2K
+ 78.95%
$102.49 - $119.96 $1.96M - $2.3M
43.4K $4.52M
ABT
Abbott Laboratories

Healthcare
9.98K
+ 51.92%
$111.1 - $140.22 $1.11M - $1.4M
29.2K $3.87M
BNDX
Vanguard Total International B

ETFs
32.2K
+ 6.68%
$48.33 - $49.5 $1.56M - $1.59M
514K $25.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.3K
+ 32.96%
$58.01 - $64.46 $1.12M - $1.24M
77.7K $4.85M
VEU
Vanguard Ftse All World Ex Us

ETFs
19.3K
+ 30.03%
$56.51 - $62.98 $1.09M - $1.21M
83.4K $5.09M
AVDV
American Centy ETF Tr Avantis

ETFs
12.6K
+ 13.43%
$63.74 - $71.96 $806K - $910K
107K $7.52M
PM
Philip Morris International Inc.

Consumer Defensive
2.38K
+ 9.04%
$117.15 - $158.79 $279K - $378K
28.7K $4.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.3K
+ 28.5%
$468.34 - $539.52 $2.01M - $2.32M
19.4K $9.09M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
14K
+ 550.02%
$96.93 - $109.51 $1.36M - $1.54M
16.6K $1.62M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.6K
+ 109.56%
$237.72 - $276.98 $1.33M - $1.55M
10.7K $2.62M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.43K
+ 5.29%
$67.08 - $76.14 $431K - $490K
128K $9.48M
V
Visa Inc.

Financial Services
1.03K
+ 4.23%
$306.92 - $362.71 $316K - $374K
25.4K $8.9M
LLY
Eli Lilly & CO

Healthcare
519
+ 3.67%
$725.72 - $929.72 $377K - $483K
14.7K $12.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.3K
+ 33.77%
$57.21 - $65.8 $1.44M - $1.66M
100K $5.82M
XOM
Exxon Mobil Corp

Energy
4.01K
+ 6.84%
$105.44 - $118.93 $423K - $477K
62.6K $7.45M
RJF
Raymond James Financial Inc

Financial Services
8.44K
+ 450.0%
$137.62 - $172.64 $1.16M - $1.46M
10.3K $1.43M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.78K
+ 12.03%
$63.77 - $71.36 $624K - $698K
91.1K $6.32M
JNJ
Johnson & Johnson

Healthcare
2.8K
+ 11.7%
$142.06 - $167.7 $398K - $470K
26.7K $4.44M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11.9K
+ 145.48%
$76.77 - $82.22 $912K - $977K
20K $1.57M
NFLX
Netflix Inc

Communication Services
578
+ 6.22%
$828.4 - $1058.6 $479K - $612K
9.87K $9.21M
VGSH
Vanguard

ETFs
15.5K
+ 86.61%
$58.07 - $58.69 $899K - $909K
33.4K $1.96M
T
At&T Inc.

Communication Services
9.03K
+ 7.9%
$21.56 - $28.28 $195K - $255K
123K $3.49M
SUB
Ishares Short Term National Mu

ETFs
7.79K
+ 93.3%
$105.3 - $106.24 $820K - $827K
16.1K $1.7M
META
Meta Platforms, Inc.

Communication Services
2.18K
+ 5.01%
$576.36 - $736.67 $1.26M - $1.6M
45.6K $26.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.19K
+ 2.5%
$78.97 - $85.82 $252K - $274K
131K $10.9M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
14.6K
+ 76.58%
$41.61 - $44.72 $608K - $654K
33.7K $1.47M
GE
General Electric CO

Industrials
546
+ 3.27%
$168.59 - $212.13 $92.1K - $116K
17.2K $3.45M
JPM
Jpmorgan Chase & CO

Financial Services
1.78K
+ 4.38%
$225.19 - $279.95 $402K - $499K
42.5K $10.4M
KLAC
Kla Corp

Technology
873
+ 65.25%
$636.62 - $777.63 $556K - $679K
2.21K $1.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
722
+ 19.87%
$402.49 - $513.76 $291K - $371K
4.36K $2.11M
KO
Coca Cola CO

Consumer Defensive
2.14K
+ 4.18%
$60.81 - $72.32 $130K - $155K
53.4K $3.83M
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.72K
+ 6.83%
$33.57 - $37.22 $326K - $362K
152K $5.5M
VT
Vanguard Total World Stk Index

ETFs
5.49K
+ 17.1%
$115.08 - $123.97 $632K - $681K
37.6K $4.36M
GILD
Gilead Sciences, Inc.

Healthcare
2.78K
+ 20.61%
$89.14 - $117.41 $248K - $326K
16.3K $1.82M
AMGN
Amgen Inc

Healthcare
731
+ 10.73%
$258.59 - $327.36 $189K - $239K
7.55K $2.35M
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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