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
XPO
Xpo Logistics, Inc.

Industrials
231
+ 11.87%
$106.12 - $148.16 $24.5K - $34.2K
2.18K $234K
CSX
Csx Corp

Industrials
711
+ 4.58%
$29.11 - $33.67 $20.7K - $23.9K
16.2K $477K
ODFL
Old Dominion Freight Line, Inc.

Industrials
90
+ 2.48%
$161.13 - $209.29 $14.5K - $18.8K
3.72K $615K
ZM
Zoom Video Communications, Inc.

Technology
12
+ 0.36%
$72.23 - $88.64 $867 - $1.06K
3.36K $248K
LEN
Lennar Corp

Consumer Cyclical
528
+ 13.3%
$113.93 - $141.54 $60.2K - $74.7K
4.5K $516K
CCL
Carnival Corp

Consumer Cyclical
2.76K
+ 18.73%
$19.08 - $28.49 $52.6K - $78.6K
17.5K $341K
DOV
Dover Corp

Industrials
14
+ 0.57%
$174.65 - $206.43 $2.45K - $2.89K
2.48K $435K
EFX
Equifax Inc

Industrials
1
+ 0.04%
$235.63 - $278.34 $236 - $278
2.56K $622K
PNR
Pentair PLC

Industrials
209
+ 5.89%
$84.0 - $105.35 $17.6K - $22K
3.76K $328K
STT
State Street Corp

Financial Services
258
+ 4.19%
$84.47 - $102.23 $21.8K - $26.4K
6.41K $573K
CMI
Cummins Inc

Industrials
47
+ 3.47%
$312.92 - $386.07 $14.7K - $18.1K
1.4K $438K
SOFI
So Fi Technologies, Inc.

Financial Services
2.3K
+ 12.55%
$11.18 - $18.03 $25.7K - $41.5K
20.6K $244K
AMAT
Applied Materials Inc

Technology
1.02K
+ 9.59%
$145.06 - $195.51 $148K - $199K
11.6K $1.69M
PCAR
Paccar Inc

Industrials
177
+ 2.1%
$96.91 - $112.51 $17.2K - $19.9K
8.59K $836K
ZION
Zions Bancorporation, National Association

Financial Services
76
+ 0.78%
$47.0 - $59.03 $3.57K - $4.49K
9.88K $492K
ABNB
Airbnb, Inc.

Consumer Cyclical
12
+ 0.34%
$119.38 - $161.42 $1.43K - $1.94K
3.52K $420K
MSCI
Msci Inc.

Financial Services
13
+ 0.93%
$541.46 - $628.34 $7.04K - $8.17K
1.42K $801K
VOE
Vanguard Mid Cap Value Index F

ETFs
54
+ 0.29%
$156.61 - $168.02 $8.46K - $9.07K
18.4K $2.93M
EMR
Emerson Electric CO

Industrials
297
+ 5.58%
$108.64 - $131.17 $32.3K - $39K
5.62K $616K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
43
+ 2.43%
$211.47 - $267.17 $9.09K - $11.5K
1.81K $384K
ALGN
Align Technology Inc

Healthcare
139
+ 10.47%
$158.86 - $234.89 $22.1K - $32.6K
1.47K $232K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
19
+ 2.47%
$314.47 - $431.35 $5.97K - $8.2K
789 $289K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.02%
$25.58 - $29.24 $153 - $175
30.3K $791K
IWV
Ishares Russell 3000 ETF

ETFs
331
+ 3.91%
$313.1 - $349.83 $104K - $116K
8.8K $2.78M
GS
Goldman Sachs Group Inc

Financial Services
140
+ 2.86%
$524.81 - $672.19 $73.5K - $94.1K
5.04K $2.75M
NTAP
Net App, Inc.

Technology
603
+ 16.05%
$87.84 - $126.3 $53K - $76.2K
4.36K $383K
HPE
Hewlett Packard Enterprise CO

Technology
181
+ 1.78%
$14.77 - $24.42 $2.67K - $4.42K
10.3K $159K
SNAP
Snap Inc

Communication Services
99
+ 0.35%
$8.37 - $12.57 $829 - $1.24K
28.2K $245K
MS
Morgan Stanley

Financial Services
426
+ 3.56%
$111.68 - $141.08 $47.6K - $60.1K
12.4K $1.45M
FDX
Fedex Corp

Industrials
95
+ 4.08%
$230.33 - $281.53 $21.9K - $26.7K
2.42K $590K
IVV
Ishares Core S&P 500 ETF

ETFs
619
+ 4.59%
$554.06 - $615.85 $343K - $381K
14.1K $7.87M
PH
Parker Hannifin Corp

Industrials
30
+ 0.99%
$591.65 - $707.05 $17.7K - $21.2K
3.06K $1.86M
SYF
Synchrony Financial

Financial Services
461
+ 5.99%
$51.9 - $70.63 $23.9K - $32.6K
8.16K $432K
ROK
Rockwell Automation, Inc

Industrials
55
+ 1.76%
$255.29 - $303.75 $14K - $16.7K
3.17K $820K
WST
West Pharmaceutical Services Inc

Healthcare
433
+ 26.35%
$199.11 - $347.87 $86.2K - $151K
2.08K $464K
VTHR
Vanguard Russell 3000 ETF

ETFs
6
+ 0.11%
$243.2 - $272.04 $1.46K - $1.63K
5.65K $1.39M
AVGO
Broadcom Inc.

Technology
18.8K
+ 37.52%
$167.43 - $244.7 $3.16M - $4.61M
69.1K $11.6M
APH
Amphenol Corp

Technology
121
+ 0.52%
$61.62 - $78.55 $7.46K - $9.5K
23.6K $1.55M
UAL
United Airlines Holdings, Inc.

Industrials
653
+ 14.34%
$69.05 - $110.52 $45.1K - $72.2K
5.21K $359K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
440
+ 6.29%
$203.38 - $274.79 $89.5K - $121K
7.44K $1.53M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 3.96%
$4295.4 - $5141.88 $81.6K - $97.7K
499 $2.3M
CARR
Carrier Global Corp

Industrials
79
+ 0.37%
$62.07 - $70.55 $4.9K - $5.57K
21.4K $1.36M
TER
Teradyne, Inc

Technology
241
+ 8.14%
$82.6 - $140.0 $19.9K - $33.7K
3.2K $264K
HON
Honeywell International Inc

Industrials
5
+ 0.06%
$202.75 - $226.52 $1.01K - $1.13K
8.92K $1.89M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.02%
$210.19 - $243.33 $210 - $243
5.86K $1.23M
URI
United Rentals, Inc.

Industrials
13
+ 0.6%
$594.17 - $789.56 $7.72K - $10.3K
2.18K $1.36M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.06%
$472.29 - $575.13 $945 - $1.15K
3.49K $1.69M
APP
App Lovin Corp

Technology
773
+ 12.23%
$238.08 - $510.13 $184K - $394K
7.1K $1.88M
VBR
Vanguard Small Cap Value ETF

ETFs
205
+ 1.13%
$183.02 - $207.75 $37.5K - $42.6K
18.3K $3.39M
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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