Wedmont Private Capital Reduced Holdings in Q4 2024

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-34.5K
- 1.09%
$47.57 - $52.44 $1.64M - $1.81M
3.13M $150M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.76K
- 19.96%
$481.22 - $538.17 $1.81M - $2.02M
15.1K $7.71M
AMD
Advanced Micro Devices Inc

Technology
-2.2K
- 10.96%
$118.88 - $172.8 $261K - $380K
17.8K $2.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.97K
- 6.23%
$442.29 - $483.08 $872K - $952K
29.7K $13.5M
ELV
Elevance Health, Inc.

Healthcare
-1.23K
- 52.39%
$365.96 - $514.62 $450K - $633K
1.12K $413K
KKR
Kkr & Co. Inc.

Financial Services
-6.59K
- 60.4%
$129.87 - $162.87 $856K - $1.07M
4.32K $638K
PEP
Pepsico Inc

Consumer Defensive
-3.22K
- 25.16%
$151.29 - $176.1 $487K - $567K
9.57K $1.46M
JNJ
Johnson & Johnson

Healthcare
-706
- 2.86%
$143.34 - $165.86 $101K - $117K
23.9K $3.46M
HCA
Hca Healthcare, Inc.

Healthcare
-410
- 12.88%
$297.52 - $415.61 $122K - $170K
2.77K $832K
MPWR
Monolithic Power Systems Inc

Technology
-214
- 24.18%
$560.06 - $942.58 $120K - $202K
671 $397K
ADBE
Adobe Inc.

Technology
-44
- 0.82%
$437.39 - $552.96 $19.2K - $24.3K
5.32K $2.37M
RVMD
Revolution Medicines, Inc.

Healthcare
-7.6K
- 15.97%
$42.97 - $60.6 $327K - $461K
40K $1.75M
DHI
Horton D R Inc

Consumer Cyclical
-81
- 1.06%
$137.24 - $194.56 $11.1K - $15.8K
7.53K $1.05M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-12.5K
- 13.26%
$25.3 - $26.31 $317K - $329K
81.9K $2.09M
IDXX
Idexx Laboratories Inc

Healthcare
-295
- 10.38%
$406.92 - $495.42 $120K - $146K
2.55K $1.05M
CPNG
Coupang, Inc.

Consumer Cyclical
-8.87K
- 12.59%
$21.98 - $26.89 $195K - $239K
61.6K $1.35M
CVS
Cvs Health Corp

Healthcare
-2.58K
- 21.51%
$43.78 - $67.46 $113K - $174K
9.4K $422K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-155
- 6.63%
$501.29 - $612.85 $77.7K - $95K
2.18K $1.14M
KHC
Kraft Heinz CO

Consumer Defensive
-6.07K
- 22.71%
$30.1 - $36.02 $183K - $218K
20.6K $634K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-659
- 45.73%
$417.69 - $450.94 $275K - $297K
782 $332K
PFE
Pfizer Inc

Healthcare
-6.64K
- 17.72%
$24.8 - $30.19 $165K - $200K
30.8K $818K
CMCSA
Comcast Corp

Communication Services
-2.95K
- 8.66%
$37.39 - $45.14 $110K - $133K
31.1K $1.17M
LEN
Lennar Corp

Consumer Cyclical
-270
- 6.37%
$136.2 - $188.96 $36.8K - $51K
3.97K $541K
KLAC
Kla Corp

Technology
-50
- 3.6%
$614.46 - $829.55 $30.7K - $41.5K
1.34K $843K
DOW
Dow Inc.

Basic Materials
-2.45K
- 29.72%
$39.1 - $55.34 $95.8K - $136K
5.8K $232K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.01K
- 5.96%
$75.1 - $82.99 $75.5K - $83.4K
15.9K $1.2M
AMT
American Tower Corp

Real Estate
-278
- 8.96%
$179.4 - $232.01 $49.9K - $64.5K
2.82K $517K
MPC
Marathon Petroleum Corp

Energy
-340
- 5.29%
$131.65 - $174.84 $44.8K - $59.4K
6.09K $848K
TGT
Target Corp

Consumer Defensive
-679
- 13.36%
$121.59 - $160.69 $82.6K - $109K
4.4K $595K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-20.2K
- 55.84%
$9.71 - $15.34 $196K - $310K
16K $212K
GIS
General Mills Inc

Consumer Defensive
-942
- 7.15%
$62.78 - $74.62 $59.1K - $70.3K
12.2K $780K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
-14.1K
- 36.47%
$4.42 - $8.5 $62.3K - $120K
24.5K $133K
LCID
Lucid Group, Inc.

Consumer Cyclical
-50.7K
- 79.17%
$2.01 - $3.44 $102K - $174K
13.3K $40K
IQV
Iqvia Holdings Inc.

Healthcare
-504
- 24.68%
$190.97 - $236.63 $96.2K - $119K
1.54K $302K
ZTS
Zoetis Inc.

Healthcare
-517
- 17.48%
$162.24 - $194.42 $83.9K - $101K
2.44K $397K
NEM
Newmont Corp

Basic Materials
-607
- 6.31%
$37.0 - $58.68 $22.5K - $35.6K
9.01K $335K
NUE
Nucor Corp

Basic Materials
-526
- 16.95%
$115.78 - $167.74 $60.9K - $88.2K
2.58K $300K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-303
- 2.99%
$59.25 - $72.99 $18K - $22.1K
9.85K $588K
CDW
Cdw Corp

Technology
-354
- 20.5%
$171.49 - $225.64 $60.7K - $79.9K
1.37K $238K
BLDR
Builders First Source, Inc.

Industrials
-186
- 8.4%
$142.93 - $198.25 $26.6K - $36.9K
2.03K $289K
PLD
Prologis, Inc.

Real Estate
-192
- 3.45%
$101.4 - $126.96 $19.5K - $24.4K
5.38K $568K
OHI
Omega Healthcare Investors Inc

Real Estate
-2.34K
- 15.35%
$37.51 - $42.56 $87.8K - $99.6K
12.9K $488K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.81K
- 12.82%
$40.97 - $42.66 $115K - $120K
19.1K $790K
AVIV
American Centy ETF Tr Avantis
-225
- 0.81%
$51.24 - $55.81 $11.5K - $12.6K
27.6K $1.43M
GWRE
Guidewire Software, Inc.

Technology
-566
- 26.24%
$168.58 - $207.12 $95.4K - $117K
1.59K $268K
NU
Nu Holdings Ltd.

Financial Services
-3.95K
- 15.54%
$10.24 - $15.89 $40.5K - $62.8K
21.5K $222K
FCN
Fti Consulting, Inc

Industrials
-367
- 24.39%
$190.39 - $231.2 $69.9K - $84.9K
1.14K $217K
CPB
Campbell Soup CO

Consumer Defensive
-1.15K
- 11.31%
$41.42 - $48.71 $47.7K - $56.1K
9.03K $378K
SLB
Schlumberger Limited

Energy
-1.66K
- 11.66%
$36.83 - $45.59 $61.1K - $75.6K
12.6K $481K
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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