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
M
Macy'S, Inc.

Consumer Cyclical
3.25K
+ 17.23%
$14.56 - $18.1 $47.4K - $58.9K
22.1K $374K
WBS
Webster Financial Corp

Financial Services
237
+ 3.21%
$44.33 - $62.82 $10.5K - $14.9K
7.63K $421K
SYY
Sysco Corp

Consumer Defensive
1.12K
+ 19.33%
$73.63 - $81.77 $82.7K - $91.8K
6.93K $530K
SNV
Synovus Financial Corp

Financial Services
299
+ 3.28%
$42.5 - $58.73 $12.7K - $17.6K
9.4K $481K
ZION
Zions Bancorporation, National Association

Financial Services
179
+ 1.86%
$45.62 - $61.73 $8.17K - $11K
9.8K $531K
MTB
M&T Bank Corp

Financial Services
189
+ 4.59%
$172.48 - $221.95 $32.6K - $41.9K
4.31K $809K
HBAN
Huntington Bancshares Inc

Financial Services
2.11K
+ 8.12%
$14.18 - $18.2 $29.9K - $38.4K
28.1K $456K
RJF
Raymond James Financial Inc

Financial Services
107
+ 6.05%
$123.0 - $170.1 $13.2K - $18.2K
1.88K $291K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.33K
+ 6.14%
$77.86 - $79.27 $104K - $105K
23K $1.79M
STZ
Constellation Brands, Inc.

Consumer Defensive
660
+ 32.82%
$219.66 - $257.62 $145K - $170K
2.67K $590K
MCO
Moodys Corp

Financial Services
157
+ 7.35%
$454.04 - $500.88 $71.3K - $78.6K
2.29K $1.09M
BK
Bank Of New York Mellon Corp

Financial Services
568
+ 9.92%
$70.82 - $81.87 $40.2K - $46.5K
6.29K $483K
IWV
Ishares Russell 3000 ETF

ETFs
20
+ 0.24%
$323.08 - $349.08 $6.46K - $6.98K
8.47K $2.83M
AON
Aon PLC

Financial Services
133
+ 7.67%
$344.14 - $393.31 $45.8K - $52.3K
1.87K $670K
SSRM
Ssr Mining Inc.

Basic Materials
1.12K
+ 2.35%
$5.28 - $8.12 $5.93K - $9.13K
49K $341K
UWMC
Uwm Holdings Corp

Financial Services
20.7K
+ 103.14%
$5.65 - $8.33 $117K - $173K
40.9K $239K
UPS
United Parcel Service Inc

Industrials
726
+ 30.16%
$122.65 - $138.35 $89K - $100K
3.13K $395K
TRV
Travelers Companies, Inc.

Financial Services
211
+ 8.7%
$225.97 - $266.66 $47.7K - $56.3K
2.64K $634K
MCD
Mcdonalds Corp

Consumer Cyclical
510
+ 9.08%
$288.47 - $316.54 $147K - $161K
6.13K $1.78M
ZM
Zoom Video Communications, Inc.

Technology
371
+ 12.45%
$67.21 - $89.03 $24.9K - $33K
3.35K $273K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 3.15%
$1146.59 - $1270.6 $32.1K - $35.6K
916 $1.09M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
35.5K
+ 165.1%
$3.53 - $7.8 $125K - $277K
57K $217K
PKG
Packaging Corp Of America

Consumer Cyclical
204
+ 12.42%
$211.98 - $248.85 $43.2K - $50.8K
1.85K $415K
SPMD
Spdr Portfolio

ETFs
1.12K
+ 5.2%
$54.13 - $59.56 $60.7K - $66.8K
22.7K $1.24M
SONY
Sony Group Corp

Technology
12.8K
+ 462.09%
$17.53 - $96.8 $224K - $1.24M
15.6K $329K
ROK
Rockwell Automation, Inc

Industrials
25
+ 0.81%
$264.65 - $302.92 $6.62K - $7.57K
3.12K $891K
SPG
Simon Property Group Inc

Real Estate
216
+ 3.32%
$167.23 - $183.84 $36.1K - $39.7K
6.73K $1.16M
SUB
Ishares Short Term National Mu

ETFs
604
+ 7.8%
$104.94 - $106.2 $63.4K - $64.1K
8.35K $880K
CRGY
Crescent Energy CO

Energy
257
+ 1.8%
$11.17 - $15.28 $2.87K - $3.93K
14.5K $212K
SRE
Sempra Energy

Utilities
386
+ 6.75%
$80.81 - $94.77 $31.2K - $36.6K
6.1K $535K
WBD
Warner Bros. Discovery, Inc.

Communication Services
258
+ 1.14%
$7.33 - $12.37 $1.89K - $3.19K
22.9K $243K
JCI
Johnson Controls International PLC

Industrials
600
+ 8.84%
$74.23 - $86.6 $44.5K - $52K
7.39K $583K
WTW
Willis Towers Watson PLC

Financial Services
133
+ 16.44%
$287.99 - $332.53 $38.3K - $44.2K
942 $293K
ANSS
Ansys Inc

Technology
39
+ 1.79%
$313.05 - $361.45 $12.2K - $14.1K
2.22K $747K
KR
Kroger CO

Consumer Defensive
440
+ 6.05%
$55.21 - $63.3 $24.3K - $27.9K
7.72K $471K
WELL
Welltower Inc.

Real Estate
533
+ 7.97%
$123.11 - $139.3 $65.6K - $74.2K
7.22K $910K
TM
Toyota Motor Corp

Consumer Cyclical
92
+ 4.27%
$169.2 - $199.52 $15.6K - $18.4K
2.25K $437K
CHK
Chesapeake Energy Corp

Energy
410
+ 7.93%
$81.46 - $87.57 $33.4K - $35.9K
5.58K $478K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.6K
+ 28.27%
$48.87 - $53.53 $77.9K - $85.4K
7.24K $354K
ROST
Ross Stores, Inc.

Consumer Cyclical
305
+ 5.47%
$138.59 - $156.61 $42.3K - $47.8K
5.88K $889K
CBRE
Cbre Group, Inc.

Real Estate
206
+ 5.82%
$119.22 - $140.71 $24.6K - $29K
3.75K $491K
VTHR
Vanguard Russell 3000 ETF

ETFs
67
+ 1.2%
$251.33 - $271.45 $16.8K - $18.2K
5.65K $1.47M
VALE
Vale S.A.

Basic Materials
10.2K
+ 73.86%
$8.74 - $11.78 $89.6K - $121K
24.1K $213K
AEP
American Electric Power CO Inc

Utilities
1.11K
+ 21.98%
$90.91 - $102.21 $101K - $114K
6.17K $568K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
438
+ 1.56%
$9.95 - $12.23 $4.36K - $5.36K
28.5K $334K
MET
Metlife Inc

Financial Services
654
+ 7.02%
$78.15 - $88.25 $51.1K - $57.7K
9.97K $816K
FISV
Fiserv Inc

Technology
363
+ 5.84%
N/A
6.58K $824K
TTD
Trade Desk, Inc.

Technology
143
+ 3.93%
$108.7 - $139.51 $15.5K - $19.9K
3.78K $444K
CTSH
Cognizant Technology Solutions Corp

Technology
624
+ 13.19%
$74.37 - $82.32 $46.4K - $51.4K
5.36K $411K
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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