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
WWD
Woodward, Inc.

Industrials
7
+ 0.63%
$237.33 - $266.1 $1.66K - $1.86K
1.12K $283K
MKL
Markel Corp

Financial Services
10
+ 8.93%
$1898.34 - $2031.8 $19K - $20.3K
122 $233K
XLB
Select Sector Spdr Fd Material

ETFs
3
+ 0.06%
$86.72 - $92.61 $260 - $278
4.84K $433K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
255
+ 1.11%
$24.65 - $24.98 $6.29K - $6.37K
23.2K $577K
ROLL
Rbc Bearings Inc

Industrials
36
+ 6.16%
N/A
620 $152K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
99
+ 6.23%
$122.0 - $138.74 $12.1K - $13.7K
1.69K $213K
LRN
Stride, Inc.

Consumer Defensive
16
+ 1.02%
$128.23 - $169.81 $2.05K - $2.72K
1.58K $235K
EPD
Enterprise Products Partners L.P.

Energy
78
+ 0.34%
$30.74 - $32.14 $2.4K - $2.51K
23.2K $725K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
124
+ 3.68%
$259.44 - $278.65 $32.2K - $34.6K
3.49K $905K
RPRX
Royalty Pharma PLC

Healthcare
331
+ 5.12%
$34.9 - $37.91 $11.6K - $12.5K
6.79K $239K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
40
+ 0.11%
$50.85 - $51.35 $2.03K - $2.05K
35.1K $1.8M
LNG
Cheniere Energy, Inc.

Energy
131
+ 4.52%
$222.68 - $244.28 $29.2K - $32K
3.03K $711K
TTE
Total Energies Se

Energy
94
+ 1.59%
N/A
6K $411K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
100
+ 1.27%
$28.77 - $29.79 $2.88K - $2.98K
7.98K $236K
USFD
Us Foods Holding Corp.

Consumer Defensive
81
+ 2.83%
$76.35 - $84.68 $6.18K - $6.86K
2.94K $225K
ILMN
Illumina, Inc.

Healthcare
57
+ 2.52%
$91.69 - $109.88 $5.23K - $6.26K
2.32K $219K
CTVA
Corteva, Inc.

Basic Materials
524
+ 10.86%
$67.08 - $77.12 $35.1K - $40.4K
5.35K $361K
DLR
Digital Realty Trust, Inc.

Real Estate
43
+ 1.04%
$161.21 - $180.02 $6.93K - $7.74K
4.18K $723K
CAR
Avis Budget Group, Inc.

Industrials
93
+ 6.07%
$147.94 - $207.55 $13.8K - $19.3K
1.62K $260K
NRZ
New Residential Investment Corp.

Real Estate
91
+ 0.43%
N/A
21.3K $154K
American Centy ETF Tr
23
+ 0.25%
N/A
9.18K $0
Arista Networks Inc
486
+ 2.47%
N/A
20.1K $0
Blackrock Inc
99
+ 3.72%
N/A
2.76K $0
AON
Aon PLC

Financial Services
2
+ 0.1%
$350.91 - $375.27 $702 - $751
2.05K $732K
Brookfield Corp
555
+ 12.87%
N/A
4.87K $0
CRH.L
Crh PLC

Basic Materials
423
+ 18.04%
N/A
2.77K $0
Annaly Capital Management In
87
+ 0.42%
N/A
21K $0
Rb Global Inc
129
+ 6.59%
N/A
2.09K $0
Super Micro Computer Inc
2.85K
+ 62.95%
N/A
7.37K $0
Linde PLC
240
+ 5.14%
N/A
4.91K $0
Te Connectivity PLC
214
+ 11.59%
N/A
2.06K $0
Coherent Corp
164
+ 4.58%
N/A
3.75K $0
Ge Healthcare Technologies I
292
+ 5.12%
N/A
6K $0
Vanguard Calif Tax Free Fds
54.7K
+ 77.27%
N/A
125K $0
Lam Research Corp
800
+ 3.27%
N/A
25.2K $0
Ishares Bitcoin Trust ETF
10K
+ 51.76%
N/A
29.4K $0
HTZ
Hertz Global Holdings, Inc

Industrials
94
+ 0.47%
$5.11 - $7.97 $480 - $749
20.2K $137K
MCO
Moodys Corp

Financial Services
123
+ 5.16%
$472.69 - $521.32 $58.1K - $64.1K
2.51K $1.2M
SON
Sonoco Products CO

Consumer Cyclical
10
+ 0.17%
$42.77 - $48.68 $428 - $487
5.95K $256K
TEF
Telefonica S A

Communication Services
57
+ 0.36%
$5.01 - $5.71 $286 - $325
15.9K $80K
PEG
Public Service Enterprise Group Inc

Utilities
21
+ 0.33%
$79.99 - $90.14 $1.68K - $1.89K
6.31K $526K
NWS
News Corp New Cl B Com Stk (De

Communication Services
294
+ 3.32%
$31.68 - $35.17 $9.31K - $10.3K
9.14K $295K
MSCI
Msci Inc.

Financial Services
16
+ 1.17%
$526.48 - $588.0 $8.42K - $9.41K
1.39K $786K
AJG
Arthur J. Gallagher & Co.

Financial Services
106
+ 3.02%
$284.17 - $319.49 $30.1K - $33.9K
3.62K $1.12M
ARES
Ares Management Corp

Financial Services
96
+ 6.75%
$159.89 - $192.76 $15.3K - $18.5K
1.52K $242K
TPL
Texas Pacific Land Corp

Energy
26
+ 10.57%
$854.83 - $1075.97 $22.2K - $28K
272 $253K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
56
+ 2.56%
$185.65 - $214.38 $10.4K - $12K
2.25K $450K
MPLX
Mplx LP

Energy
61
+ 0.59%
$49.42 - $52.71 $3.01K - $3.22K
10.4K $520K
VRSN
Verisign Inc

Technology
36
+ 1.4%
$263.02 - $305.98 $9.47K - $11K
2.61K $728K
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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