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
WAL
Western Alliance Bancorporation

Financial Services
468
+ 9.3%
$76.33 - $91.49 $35.7K - $42.8K
5.5K $476K
AVLV
American Centy ETF Tr Avantis
5
+ 0.02%
$68.33 - $72.69 $342 - $363
20.5K $1.48M
NYF
Ishares New York Muni Bond ETF

ETFs
493
+ 1.06%
$51.6 - $53.44 $25.4K - $26.3K
47.2K $2.52M
JCI
Johnson Controls International PLC

Industrials
439
+ 5.67%
$103.24 - $111.73 $45.3K - $49K
8.19K $900K
F
Ford Motor CO

Consumer Cyclical
3.87K
+ 12.26%
$10.82 - $12.09 $41.9K - $46.8K
35.5K $424K
WSM
Williams Sonoma Inc

Consumer Cyclical
22
+ 0.92%
$163.62 - $210.2 $3.6K - $4.62K
2.42K $472K
OHI
Omega Healthcare Investors Inc

Real Estate
119
+ 0.87%
$36.29 - $43.34 $4.32K - $5.16K
13.9K $584K
ADI
Analog Devices Inc

Technology
203
+ 5.12%
$220.68 - $255.63 $44.8K - $51.9K
4.17K $1.02M
FNDX
Schwab Fundamental U S Large C

ETFs
114
+ 0.27%
$24.38 - $26.34 $2.78K - $3K
42.4K $1.12M
CMA
Comerica Inc

Financial Services
110
+ 1.4%
$60.93 - $71.05 $6.7K - $7.82K
7.95K $544K
DELL
Dell Technologies Inc.

Technology
201
+ 8.17%
$120.96 - $141.77 $24.3K - $28.5K
2.66K $377K
THC
Tenet Healthcare Corp

Healthcare
118
+ 6.15%
$148.38 - $203.04 $17.5K - $24K
2.04K $413K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
15
+ 1.75%
$473.44 - $553.71 $7.1K - $8.31K
872 $476K
ROIV
Roivant Sciences Ltd.

Healthcare
2.14K
+ 19.28%
$10.74 - $15.28 $22.9K - $32.6K
13.2K $199K
XLF
Financial Sector Spdr

ETFs
526
+ 1.78%
$51.37 - $54.25 $27K - $28.5K
30.1K $1.62M
EVRG
Evergy, Inc.

Utilities
599
+ 15.58%
$67.73 - $76.02 $40.6K - $45.5K
4.44K $337K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
416
+ 2.94%
$20.98 - $26.94 $8.73K - $11.2K
14.5K $358K
KMI
Kinder Morgan, Inc.

Energy
3.95K
+ 10.86%
$26.23 - $28.5 $104K - $113K
40.3K $1.14M
AFRM
Affirm Holdings, Inc.

Technology
483
+ 5.58%
$64.05 - $92.18 $30.9K - $44.5K
9.14K $668K
UBS
Ubs Group Ag

Financial Services
71
+ 0.77%
$33.77 - $42.38 $2.4K - $3.01K
9.31K $381K
SYF
Synchrony Financial

Financial Services
460
+ 5.47%
$67.53 - $76.86 $31.1K - $35.4K
8.86K $629K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.85K
+ 10.16%
$11.64 - $15.79 $33.1K - $45K
30.9K $453K
PCG
Pg&E Corp

Utilities
3.65K
+ 30.07%
$13.0 - $15.73 $47.4K - $57.4K
15.8K $237K
DFIV
Dimensional ETF Tr

ETFs
4
+ 0.02%
$42.66 - $46.53 $171 - $186
20.6K $949K
BHP
Bhp Group LTD

Basic Materials
292
+ 4.43%
$48.67 - $56.22 $14.2K - $16.4K
6.88K $383K
LNC
Lincoln National Corp

Financial Services
117
+ 1.09%
$33.37 - $43.29 $3.9K - $5.06K
10.9K $438K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
86
+ 0.51%
$14.73 - $19.31 $1.27K - $1.66K
16.8K $324K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
91
+ 0.58%
$64.58 - $69.94 $5.88K - $6.36K
15.7K $1.09M
ADP
Automatic Data Processing Inc

Industrials
574
+ 8.3%
$288.69 - $310.94 $166K - $178K
7.49K $2.2M
XPO
Xpo Logistics, Inc.

Industrials
473
+ 25.53%
$118.79 - $138.31 $56.2K - $65.4K
2.33K $300K
HII
Huntington Ingalls Industries, Inc.

Industrials
46
+ 4.16%
$246.31 - $287.91 $11.3K - $13.2K
1.15K $331K
NTAP
Net App, Inc.

Technology
62
+ 1.3%
$101.1 - $126.36 $6.27K - $7.83K
4.83K $571K
EVR
Evercore Inc.

Financial Services
20
+ 2.33%
$276.5 - $362.79 $5.53K - $7.26K
880 $296K
FCFS
First Cash Holdings, Inc.

Financial Services
42
+ 1.73%
$120.08 - $158.42 $5.04K - $6.65K
2.47K $391K
DDOG
Datadog, Inc.

Technology
343
+ 18.28%
$124.52 - $155.15 $42.7K - $53.2K
2.22K $315K
GILD
Gilead Sciences, Inc.

Healthcare
541
+ 3.12%
$108.22 - $120.47 $58.5K - $65.2K
17.9K $1.98M
STT
State Street Corp

Financial Services
6
+ 0.09%
$102.01 - $117.25 $612 - $704
6.41K $743K
FOXA
Fox Corp

Communication Services
551
+ 14.19%
$53.87 - $63.06 $29.7K - $34.7K
4.44K $279K
QUAL
Ishares Msci Usa Quality Facto

ETFs
149
+ 5.2%
$182.33 - $194.5 $27.2K - $29K
3.01K $585K
EXPD
Expeditors International Of Washington Inc

Industrials
238
+ 6.21%
$111.37 - $124.95 $26.5K - $29.7K
4.07K $498K
WST
West Pharmaceutical Services Inc

Healthcare
8
+ 0.6%
$210.08 - $279.1 $1.68K - $2.23K
1.33K $349K
FE
Firstenergy Corp

Utilities
414
+ 5.68%
$39.76 - $45.82 $16.5K - $19K
7.71K $353K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.22K
+ 11.3%
$22.9 - $23.58 $50.7K - $52.2K
21.8K $513K
MAS
Masco Corp

Industrials
470
+ 11.14%
$64.44 - $76.07 $30.3K - $35.8K
4.69K $329K
TTWO
Take Two Interactive Software Inc

Communication Services
76
+ 3.07%
$217.37 - $259.96 $16.5K - $19.8K
2.55K $659K
IXUS
Ishares Tr

ETFs
35
+ 0.34%
$76.35 - $82.58 $2.67K - $2.89K
10.5K $864K
NKE
Nike, Inc.

Consumer Cyclical
885
+ 21.92%
$69.24 - $79.24 $61.3K - $70.1K
4.92K $343K
SHW
Sherwin Williams CO

Basic Materials
136
+ 4.15%
$330.88 - $375.23 $45K - $51K
3.41K $1.18M
HPE
Hewlett Packard Enterprise CO

Technology
400
+ 3.47%
$19.81 - $25.24 $7.92K - $10.1K
11.9K $292K
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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