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
KD
Kyndryl Holdings, Inc.

Technology
1.93K
+ 14.73%
$22.43 - $35.79 $43.2K - $69K
15K $519K
IBM
International Business Machines Corp

Technology
1.04K
+ 10.05%
$204.9 - $238.04 $213K - $248K
11.4K $2.5M
VV
Vanguard Large Cap ETF

ETFs
382
+ 2.18%
$260.27 - $280.65 $99.4K - $107K
17.9K $4.83M
COF
Capital One Financial Corp

Financial Services
321
+ 5.9%
$145.19 - $192.01 $46.6K - $61.6K
5.77K $1.03M
MRK
Merck & Co., Inc.

Healthcare
6.28K
+ 21.46%
$96.31 - $114.76 $605K - $721K
35.6K $3.54M
ABBV
Abb Vie Inc.

Healthcare
3.65K
+ 16.48%
$164.99 - $203.87 $603K - $745K
25.8K $4.59M
UAL
United Airlines Holdings, Inc.

Industrials
464
+ 11.35%
$55.62 - $102.44 $25.8K - $47.5K
4.55K $442K
GPN
Global Payments Inc

Industrials
322
+ 1.82%
$97.57 - $119.38 $31.4K - $38.4K
18K $2.01M
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 0.54%
$570.51 - $610.59 $41.1K - $44K
13.5K $7.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
+ 9.27%
$113.92 - $127.38 $235K - $262K
24.3K $2.8M
APH
Amphenol Corp

Technology
1.45K
+ 6.56%
$62.07 - $75.35 $89.8K - $109K
23.5K $1.63M
FAST
Fastenal CO

Industrials
2.67K
+ 57.8%
$69.99 - $84.35 $187K - $225K
7.28K $523K
MAR
Marriott International Inc

Consumer Cyclical
318
+ 9.43%
$246.06 - $292.59 $78.2K - $93K
3.69K $1.03M
UNM
Unum Group

Financial Services
538
+ 5.05%
$58.88 - $77.07 $31.7K - $41.5K
11.2K $817K
TMUS
T Mobile Us, Inc.

Communication Services
419
+ 6.63%
$206.1 - $246.94 $86.4K - $103K
6.74K $1.49M
BA
Boeing CO

Industrials
381
+ 8.34%
$138.14 - $180.72 $52.6K - $68.9K
4.95K $876K
COIN
Coinbase Global, Inc.

Technology
317
+ 21.88%
$163.17 - $343.62 $51.7K - $109K
1.77K $438K
ALL
Allstate Corp

Financial Services
856
+ 19.1%
$181.25 - $208.2 $155K - $178K
5.34K $1.03M
XLK
Technology Sector Spdr

ETFs
348
+ 2.42%
$220.26 - $241.44 $76.7K - $84K
14.7K $3.42M
BMY
Bristol Myers Squibb CO

Healthcare
2.39K
+ 29.55%
$51.92 - $59.94 $124K - $143K
10.5K $593K
TJX
Tjx Companies Inc

Consumer Cyclical
1.05K
+ 7.39%
$112.15 - $127.2 $118K - $134K
15.3K $1.85M
DASH
Door Dash, Inc.

Communication Services
215
+ 4.01%
$141.93 - $180.48 $30.5K - $38.8K
5.58K $935K
AVUS
American Centy ETF Tr Avantis

ETFs
50
+ 0.05%
$94.36 - $102.06 $4.72K - $5.1K
91.6K $8.88M
SOFI
So Fi Technologies, Inc.

Financial Services
3.49K
+ 23.51%
$7.63 - $16.88 $26.6K - $58.8K
18.3K $282K
DAL
Delta Air Lines, Inc.

Industrials
642
+ 4.94%
$47.46 - $65.77 $30.5K - $42.2K
13.6K $824K
PANW
Palo Alto Networks Inc

Technology
4.65K
+ 109.1%
$181.96 - $405.9 $846K - $1.89M
8.91K $1.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.61K
+ 3.62%
$61.68 - $67.87 $161K - $177K
74.8K $4.66M
LPLA
Lpl Financial Holdings Inc.

Financial Services
55
+ 3.61%
$229.85 - $335.91 $12.6K - $18.5K
1.58K $515K
MSCI
Msci Inc.

Financial Services
234
+ 20.0%
$569.09 - $635.99 $133K - $149K
1.4K $842K
AVEM
American Centy ETF Tr Avantis

ETFs
7.29K
+ 15.74%
$58.59 - $66.14 $427K - $482K
53.6K $3.15M
XLY
Select Sector Spdr Consumer Di

ETFs
476
+ 24.75%
$194.8 - $239.43 $92.7K - $114K
2.4K $538K
CCL
Carnival Corp

Consumer Cyclical
2.9K
+ 24.5%
$17.34 - $26.8 $50.3K - $77.7K
14.7K $367K
BX
Blackstone Inc.

Financial Services
38
+ 0.52%
$148.45 - $199.05 $5.64K - $7.56K
7.36K $1.27M
HWM
Howmet Aerospace Inc.

Industrials
745
+ 10.67%
$99.72 - $120.09 $74.3K - $89.5K
7.73K $845K
GRMN
Garmin LTD

Technology
10
+ 0.21%
$161.91 - $220.77 $1.62K - $2.21K
4.72K $973K
IWY
Ishares Tr Russell 200 Growth

ETFs
249
+ 4.44%
$216.72 - $244.71 $54K - $60.9K
5.86K $1.38M
LNG
Cheniere Energy, Inc.

Energy
269
+ 10.82%
$181.07 - $225.92 $48.7K - $60.8K
2.76K $591K
XEL
Xcel Energy Inc

Utilities
1.95K
+ 35.74%
$62.16 - $72.92 $121K - $142K
7.42K $500K
XLC
Select Sector Spdr Tr Communic

ETFs
858
+ 9.49%
$89.66 - $102.16 $76.9K - $87.7K
9.9K $958K
CB
Chubb LTD

Financial Services
733
+ 13.94%
$271.57 - $301.89 $199K - $221K
5.99K $1.66M
ITW
Illinois Tool Works Inc

Industrials
631
+ 23.57%
$253.56 - $278.5 $160K - $176K
3.31K $838K
IWF
Ishares Russell 1000 Gr ETF

ETFs
176
+ 7.18%
$370.24 - $418.94 $65.2K - $73.7K
2.63K $1.06M
SPOT
Spotify Technology S.A.

Communication Services
95
+ 8.26%
$362.95 - $502.38 $34.5K - $47.7K
1.25K $556K
GM
General Motors CO

Consumer Cyclical
1.08K
+ 12.18%
$44.82 - $60.2 $48.5K - $65.1K
9.97K $530K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
565
+ 47.0%
$238.25 - $261.28 $135K - $148K
1.77K $427K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.36K
+ 25.53%
$54.54 - $61.04 $129K - $144K
11.6K $646K
FTNT
Fortinet, Inc.

Technology
402
+ 7.43%
$76.49 - $99.21 $30.7K - $39.9K
5.81K $548K
AFL
Aflac Inc

Financial Services
1.81K
+ 25.84%
$100.37 - $115.27 $182K - $209K
8.81K $911K
SYF
Synchrony Financial

Financial Services
192
+ 2.56%
$49.01 - $68.55 $9.41K - $13.2K
7.7K $500K
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
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email