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
SHC
Sotera Health CO

Healthcare
687
+ 6.29%
$12.41 - $16.28 $8.53K - $11.2K
11.6K $158K
IRM
Iron Mountain Inc

Real Estate
170
+ 5.52%
$101.62 - $128.14 $17.3K - $21.8K
3.25K $341K
SON
Sonoco Products CO

Consumer Cyclical
247
+ 3.86%
$48.6 - $54.89 $12K - $13.6K
6.65K $324K
EFG
Msci Eafe Growth ETF

ETFs
27
+ 1.02%
$96.83 - $106.88 $2.61K - $2.89K
2.68K $259K
DVA
Davita Inc.

Healthcare
2
+ 0.11%
$139.81 - $167.96 $280 - $336
1.78K $265K
SNPS
Synopsys Inc

Technology
86
+ 2.61%
$485.36 - $588.0 $41.7K - $50.6K
3.38K $1.64M
NKE
Nike, Inc.

Consumer Cyclical
398
+ 8.79%
$73.36 - $89.13 $29.2K - $35.5K
4.93K $372K
ORCL
Oracle Corp

Technology
1.81K
+ 2.02%
$165.41 - $192.43 $300K - $349K
91.3K $15.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
34
+ 0.82%
$107.06 - $123.74 $3.64K - $4.21K
4.17K $456K
HPQ
Hp Inc

Technology
316
+ 2.56%
$32.46 - $39.3 $10.3K - $12.4K
12.6K $412K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11
+ 0.11%
$28.89 - $33.95 $318 - $373
9.77K $283K
ICE
Intercontinental Exchange, Inc.

Financial Services
255
+ 4.34%
$148.29 - $166.93 $37.8K - $42.6K
6.13K $913K
MHK
Mohawk Industries Inc

Consumer Cyclical
570
+ 22.96%
$116.82 - $161.27 $66.6K - $91.9K
3.05K $363K
VLO
Valero Energy Corp

Energy
336
+ 5.38%
$118.59 - $144.02 $39.8K - $48.4K
6.58K $806K
XYL
Xylem Inc.

Industrials
23
+ 1.05%
$116.02 - $137.45 $2.67K - $3.16K
2.21K $256K
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.01%
$32.92 - $37.15 $32.9 - $37.2
9.69K $321K
TSCO
Tractor Supply CO

Consumer Cyclical
6.81K
+ 401.89%
$52.59 - $303.74 $358K - $2.07M
8.5K $451K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
204
+ 7.36%
$82.28 - $117.52 $16.8K - $24K
2.97K $252K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
433
+ 4.62%
$53.86 - $60.27 $23.3K - $26.1K
9.81K $529K
MAS
Masco Corp

Industrials
74
+ 1.77%
$72.52 - $85.73 $5.37K - $6.34K
4.26K $309K
OTIS
Otis Worldwide Corp

Industrials
299
+ 4.9%
$92.57 - $106.01 $27.7K - $31.7K
6.4K $592K
SNY
Sanofi

Healthcare
154
+ 2.92%
$45.89 - $57.31 $7.07K - $8.83K
5.43K $261K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
495
+ 3.94%
$55.45 - $61.08 $27.4K - $30.2K
13.1K $724K
QCOM
Qualcomm Inc

Technology
881
+ 8.05%
$150.4 - $178.04 $133K - $157K
11.8K $1.82M
NYF
Ishares New York Muni Bond ETF

ETFs
69
+ 0.15%
$52.85 - $54.34 $3.65K - $3.75K
46.5K $2.47M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
384
+ 11.82%
$396.64 - $516.74 $152K - $198K
3.63K $1.46M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
19
+ 0.27%
$60.13 - $67.31 $1.14K - $1.28K
7.15K $434K
ECL
Ecolab Inc.

Basic Materials
34
+ 1.26%
$234.32 - $261.43 $7.97K - $8.89K
2.74K $642K
GD
General Dynamics Corp

Industrials
142
+ 6.29%
$260.28 - $314.03 $37K - $44.6K
2.4K $631K
XLB
Select Sector Spdr Fd Material

ETFs
92
+ 1.86%
$83.8 - $97.58 $7.71K - $8.98K
5.03K $422K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
113
+ 1.54%
$209.89 - $233.24 $23.7K - $26.4K
7.44K $1.58M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
8
+ 0.54%
$232.27 - $300.43 $1.86K - $2.4K
1.49K $349K
ADI
Analog Devices Inc

Technology
83
+ 1.92%
$206.35 - $236.48 $17.1K - $19.6K
4.41K $936K
IXUS
Ishares Tr

ETFs
100
+ 0.98%
$65.95 - $72.56 $6.6K - $7.26K
10.3K $683K
VOE
Vanguard Mid Cap Value Index F

ETFs
281
+ 1.56%
$160.89 - $176.18 $45.2K - $49.5K
18.3K $2.97M
SBUX
Starbucks Corp

Consumer Cyclical
212
+ 1.59%
$87.44 - $102.5 $18.5K - $21.7K
13.5K $1.23M
LYB
Lyondell Basell Industries N.V.

Basic Materials
266
+ 6.43%
$72.97 - $96.75 $19.4K - $25.7K
4.4K $326K
ASML
Asml Holding Nv

Technology
98
+ 8.78%
$658.43 - $872.27 $64.5K - $85.5K
1.21K $841K
PHM
Pultegroup Inc

Consumer Cyclical
110
+ 3.74%
$108.86 - $149.04 $12K - $16.4K
3.05K $332K
NVS
Novartis Ag

Healthcare
158
+ 2.55%
$96.78 - $117.18 $15.3K - $18.5K
6.35K $617K
VNQ
Vanguard Specialized Funds Van

ETFs
1.45K
+ 5.38%
$87.85 - $98.6 $128K - $143K
28.4K $2.53M
HRB
H&R Block Inc

Consumer Cyclical
100
+ 1.05%
$52.14 - $63.36 $5.21K - $6.34K
9.61K $507K
TDG
Trans Digm Group Inc

Industrials
17
+ 2.28%
$1239.0 - $1442.53 $21.1K - $24.5K
763 $966K
HII
Huntington Ingalls Industries, Inc.

Industrials
129
+ 7.04%
$184.96 - $264.65 $23.9K - $34.1K
1.96K $370K
FCX
Freeport Mcmoran Inc

Basic Materials
1.67K
+ 11.06%
$38.08 - $50.82 $63.4K - $84.6K
16.7K $636K
AZN
Astrazeneca PLC

Healthcare
38
+ 0.36%
$63.2 - $79.58 $2.4K - $3.02K
10.6K $691K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.67K
+ 63.14%
$24.31 - $49.53 $211K - $429K
22.4K $545K
NEE
Nextera Energy Inc

Utilities
437
+ 2.97%
$69.77 - $85.43 $30.5K - $37.3K
15.2K $1.09M
URI
United Rentals, Inc.

Industrials
66
+ 3.15%
$704.44 - $880.32 $46.5K - $58.1K
2.16K $1.52M
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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