Wedmont Private Capital Incresed Positions in Q3 2025

Wedmont Private Capital

  • $2.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
4.17K
+ 22.1%
N/A
23K $4.2M
HD
Home Depot, Inc.

Consumer Cyclical
484
+ 3.52%
$357.4 - $423.42 $173K - $205K
14.2K $5.77M
AVUS
American Centy ETF Tr Avantis

ETFs
28
+ 0.03%
$101.2 - $109.16 $2.83K - $3.06K
91.7K $9.96M
APH
Amphenol Corp

Technology
940
+ 3.86%
$97.39 - $125.4 $91.5K - $118K
25.3K $3.13M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.2K
+ 3.98%
$37.14 - $37.85 $601K - $613K
423K $16M
MU
Micron Technology Inc

Technology
620
+ 4.69%
$104.88 - $168.89 $65K - $105K
13.9K $2.32M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.72K
+ 15.22%
$282.75 - $294.19 $487K - $506K
13K $3.83M
RBLX
Roblox Corp

Communication Services
288
+ 1.77%
$100.65 - $141.56 $29K - $40.8K
16.6K $2.3M
NOC
Northrop Grumman Corp

Industrials
357
+ 10.86%
$498.9 - $609.32 $178K - $218K
3.64K $2.22M
BAC
Bank Of America Corp

Financial Services
5.37K
+ 8.09%
$44.92 - $52.42 $241K - $281K
71.8K $3.7M
C
Citigroup Inc

Financial Services
1.34K
+ 5.64%
$85.57 - $103.49 $114K - $138K
25K $2.54M
VUG
Vanguard Growth ETF

ETFs
43
+ 0.35%
$433.97 - $484.08 $18.7K - $20.8K
12.2K $5.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
357
+ 4.5%
$224.68 - $282.71 $80.2K - $101K
8.3K $2.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.1K
+ 198.1%
$49.78 - $50.75 $502K - $512K
15.2K $768K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.08K
+ 33.95%
$275.84 - $326.36 $298K - $353K
4.27K $1.39M
URI
United Rentals, Inc.

Industrials
52
+ 2.34%
$774.14 - $975.23 $40.3K - $50.7K
2.27K $2.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.59K
+ 85.46%
$81.75 - $84.54 $457K - $472K
12.1K $1.02M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.5K
+ 29.48%
$25.29 - $28.33 $315K - $353K
54.8K $1.53M
CDNS
Cadence Design Systems Inc

Technology
154
+ 1.71%
$309.46 - $373.37 $47.7K - $57.5K
9.15K $3.21M
VGT
Vanguard Information Technolog

ETFs
46
+ 0.64%
$656.44 - $753.15 $30.2K - $34.6K
7.25K $5.22M
VT
Vanguard Total World Stk Index

ETFs
375
+ 0.91%
$128.41 - $138.03 $48.2K - $51.8K
41.7K $5.75M
IWM
Ishares Russell 2000 ETF

ETFs
507
+ 4.33%
$214.92 - $244.84 $109K - $124K
12.2K $2.96M
IAU
Ishares Gold Trust

ETFs
4.82K
+ 66.96%
$61.62 - $72.77 $297K - $351K
12K $874K
VXF
Vanguard Extended Market ETF

ETFs
993
+ 7.73%
$193.58 - $213.07 $192K - $212K
13.8K $2.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.58K
+ 6.21%
$132.9 - $142.03 $209K - $224K
27K $3.8M
MP
Mp Materials Corp.

Basic Materials
195
+ 1.68%
$30.03 - $77.13 $5.86K - $15K
11.8K $793K
TJX
Tjx Companies Inc

Consumer Cyclical
405
+ 2.46%
$121.35 - $144.54 $49.1K - $58.5K
16.9K $2.44M
XOM
Exxon Mobil Corp

Energy
735
+ 1.13%
$105.83 - $117.22 $77.8K - $86.2K
65.7K $7.4M
VTR
Ventas, Inc.

Real Estate
5.28K
+ 111.15%
$62.76 - $69.99 $332K - $370K
10K $702K
DGRO
Ishares Core Dividend Growth E

ETFs
4.55K
+ 18.36%
$64.12 - $68.08 $292K - $310K
29.3K $1.99M
IDEV
Ishares Core Msci Intl Develop

ETFs
60
+ 0.07%
$74.68 - $80.26 $4.48K - $4.82K
92.4K $7.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
619
+ 58.12%
$404.94 - $499.99 $251K - $309K
1.68K $816K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7
+ 0.04%
$50.79 - $76.4 $356 - $535
15.6K $1.19M
VTV
Vanguard Value ETF

ETFs
386
+ 1.23%
$175.51 - $186.57 $67.7K - $72K
31.8K $5.93M
XLK
Technology Sector Spdr

ETFs
5
+ 0.04%
$250.97 - $282.66 $1.25K - $1.41K
13.1K $3.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.53K
+ 133.2%
$72.65 - $78.68 $329K - $357K
7.94K $621K
ITOT
Ishares Core S&P Total U.S. St

ETFs
130
+ 0.39%
$135.0 - $146.02 $17.6K - $19K
33.4K $4.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.9K
+ 8.84%
$28.92 - $32.19 $171K - $190K
72.7K $2.32M
AMAT
Applied Materials Inc

Technology
493
+ 4.02%
$156.25 - $204.95 $77K - $101K
12.8K $2.61M
MS
Morgan Stanley

Financial Services
714
+ 5.28%
$139.09 - $161.16 $99.3K - $115K
14.2K $2.26M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
693
+ 4.31%
$89.32 - $107.82 $61.9K - $74.7K
16.8K $1.81M
DHI
Horton D R Inc

Consumer Cyclical
263
+ 3.44%
$129.82 - $184.04 $34.1K - $48.4K
7.91K $1.34M
AVEM
American Centy ETF Tr Avantis

ETFs
21
+ 0.04%
$68.33 - $75.41 $1.43K - $1.58K
52.3K $3.93M
VLO
Valero Energy Corp

Energy
492
+ 6.99%
$131.77 - $175.63 $64.8K - $86.4K
7.53K $1.28M
VBK
Vanguard Small Cap Growth ETF

ETFs
827
+ 19.72%
$276.51 - $305.12 $229K - $252K
5.02K $1.49M
IDXX
Idexx Laboratories Inc

Healthcare
51
+ 1.77%
$514.61 - $682.78 $26.2K - $34.8K
2.94K $1.88M
CAG
Conagra Brands Inc.

Consumer Defensive
19.5K
+ 146.1%
$18.04 - $21.14 $351K - $411K
32.8K $600K
DASH
Door Dash, Inc.

Communication Services
530
+ 7.44%
$234.5 - $272.5 $124K - $144K
7.65K $2.08M
MA
Mastercard Inc

Financial Services
426
+ 3.77%
$550.18 - $598.96 $234K - $255K
11.7K $6.67M
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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