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
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.13%
$137.61 - $149.68 $826 - $898
4.52K $653K
VHT
Vanguard Health Care ETF

ETFs
52
+ 2.83%
$254.06 - $273.83 $13.2K - $14.2K
1.89K $496K
TSCO
Tractor Supply CO

Consumer Cyclical
212
+ 2.49%
$51.66 - $57.94 $11K - $12.3K
8.71K $480K
NUE
Nucor Corp

Basic Materials
159
+ 6.17%
$114.48 - $142.52 $18.2K - $22.7K
2.74K $329K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
801
+ 4.9%
$14.13 - $16.72 $11.3K - $13.4K
17.2K $265K
BCS
Barclays PLC

Financial Services
343
+ 3.14%
$12.69 - $16.25 $4.35K - $5.57K
11.3K $173K
FOX
Fox Corp Cl B (De)

Communication Services
71
+ 1.43%
$45.64 - $54.23 $3.24K - $3.85K
5.04K $254K
XLF
Financial Sector Spdr

ETFs
23
+ 0.08%
$47.32 - $52.19 $1.09K - $1.2K
29.4K $1.44M
PHM
Pultegroup Inc

Consumer Cyclical
443
+ 14.52%
$101.09 - $118.51 $44.8K - $52.5K
3.49K $359K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.25K
+ 37.73%
$65.15 - $91.81 $147K - $207K
8.23K $536K
PFG
Principal Financial Group Inc

Financial Services
48
+ 1.57%
$76.34 - $89.04 $3.66K - $4.27K
3.11K $262K
XLB
Select Sector Spdr Fd Material

ETFs
241
+ 4.79%
$83.19 - $90.99 $20K - $21.9K
5.27K $448K
L
Loews Corp

Financial Services
25
+ 0.82%
$81.13 - $91.91 $2.03K - $2.3K
3.09K $284K
XYL
Xylem Inc.

Industrials
136
+ 6.15%
$114.02 - $132.04 $15.5K - $18K
2.35K $280K
ZTS
Zoetis Inc.

Healthcare
122
+ 5.0%
$156.48 - $175.67 $19.1K - $21.4K
2.56K $421K
CG
Carlyle Group Inc.

Financial Services
1.24K
+ 28.33%
$40.03 - $56.96 $49.8K - $70.9K
5.64K $245K
COF
Capital One Financial Corp

Financial Services
105
+ 1.82%
$163.87 - $209.82 $17.2K - $22K
5.87K $1.05M
NDAQ
Nasdaq, Inc.

Financial Services
375
+ 10.03%
$72.17 - $83.76 $27.1K - $31.4K
4.11K $311K
JCI
Johnson Controls International PLC

Industrials
174
+ 2.36%
$76.12 - $90.6 $13.2K - $15.8K
7.56K $605K
MFG
Mizuho Financial Group Inc

Financial Services
786
+ 3.11%
$4.83 - $6.04 $3.8K - $4.75K
26K $143K
LHX
L3 Harris Technologies, Inc.

Industrials
99
+ 9.8%
$194.65 - $222.86 $19.3K - $22.1K
1.11K $232K
VST
Vistra Corp.

Utilities
682
+ 23.12%
$108.49 - $191.89 $74K - $131K
3.63K $426K
AME
Ametek Inc

Industrials
284
+ 7.52%
$170.39 - $190.43 $48.4K - $54.1K
4.06K $699K
APO
Apollo Global Management, Inc.

Financial Services
1.19K
+ 23.17%
$126.01 - $172.06 $150K - $205K
6.32K $865K
MLM
Martin Marietta Materials Inc

Basic Materials
78
+ 14.61%
$460.39 - $552.64 $35.9K - $43.1K
612 $292K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
89
+ 4.46%
$96.27 - $116.36 $8.57K - $10.4K
2.08K $235K
BLDR
Builders First Source, Inc.

Industrials
427
+ 21.06%
$122.8 - $173.51 $52.4K - $74.1K
2.46K $306K
PEP
Pepsico Inc

Consumer Defensive
242
+ 2.53%
$142.64 - $156.42 $34.5K - $37.9K
9.82K $1.47M
NRZ
New Residential Investment Corp.

Real Estate
2.27K
+ 11.25%
N/A
22.5K $162K
ZI
Zoom Info Technologies Inc.

Technology
2.27K
+ 18.76%
$9.43 - $12.01 $21.4K - $27.3K
14.4K $143K
NRG
Nrg Energy, Inc.

Utilities
33
+ 1.46%
$84.82 - $113.33 $2.8K - $3.74K
2.29K $218K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.95K
+ 6.32%
$120.29 - $134.6 $235K - $262K
32.8K $3.98M
OZK
Bank Ozk

Financial Services
414
+ 8.53%
$41.71 - $53.1 $17.3K - $22K
5.27K $230K
FANG
Diamondback Energy, Inc.

Energy
172
+ 5.25%
$139.9 - $180.18 $24.1K - $31K
3.45K $551K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
252
+ 1.13%
$24.29 - $24.65 $6.12K - $6.21K
22.6K $558K
OHI
Omega Healthcare Investors Inc

Real Estate
257
+ 1.99%
$35.7 - $38.33 $9.17K - $9.85K
13.2K $501K
CPNG
Coupang, Inc.

Consumer Cyclical
708
+ 1.15%
$21.34 - $25.52 $15.1K - $18.1K
62.3K $1.37M
BHP
Bhp Group LTD

Basic Materials
276
+ 4.24%
$48.18 - $52.11 $13.3K - $14.4K
6.79K $329K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20
+ 0.46%
$128.74 - $138.67 $2.57K - $2.77K
4.4K $590K
TEF
Telefonica S A

Communication Services
579
+ 3.8%
$3.89 - $4.73 $2.25K - $2.74K
15.8K $73K
SCCO
Southern Copper Corp

Basic Materials
66
+ 2.61%
$85.92 - $101.48 $5.67K - $6.7K
2.6K $242K
RIO
Rio Tinto PLC

Basic Materials
123
+ 3.56%
$58.19 - $64.29 $7.16K - $7.91K
3.57K $214K
NWS
News Corp New Cl B Com Stk (De

Communication Services
615
+ 7.72%
$29.66 - $35.0 $18.2K - $21.5K
8.58K $254K
MSI
Motorola Solutions, Inc.

Technology
251
+ 6.17%
$411.73 - $482.1 $103K - $121K
4.32K $1.89M
TTE
Total Energies Se

Energy
144
+ 2.4%
N/A
6.14K $421K
NOK
Nokia Corp

Technology
308
+ 2.93%
$4.43 - $5.42 $1.36K - $1.67K
10.8K $56K
LPLA
Lpl Financial Holdings Inc.

Financial Services
28
+ 1.77%
$308.87 - $383.33 $8.65K - $10.7K
1.61K $525K
ARCC
Ares Capital Corp

Financial Services
121
+ 0.41%
$21.28 - $23.81 $2.57K - $2.88K
29.9K $662K
FICO
Fair Isaac Corp

Technology
29
+ 9.86%
$1695.35 - $2030.47 $49.2K - $58.9K
323 $595K
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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