Wedmont Private Capital Reduced Holdings in Q1 2025

Wedmont Private Capital

  • $1.99 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.89K
- 2.94%
$507.05 - $563.67 $2.48M - $2.76M
162K $82.7M
VTI
Vanguard Total Stock Market Et

ETFs
-2.97K
- 0.88%
$271.18 - $303.12 $806K - $901K
333K $91.1M
VB
Vanguard Small Cap ETF

ETFs
-19.1K
- 25.74%
$217.89 - $252.64 $4.16M - $4.83M
55.1K $12.2M
MSFT
Microsoft Corp

Technology
-1.82K
- 1.81%
$375.39 - $447.2 $684K - $815K
99.1K $37.2M
ORCL
Oracle Corp

Technology
-2.06K
- 2.26%
$139.81 - $186.47 $288K - $385K
89.2K $12.5M
VO
Vanguard Mid Cap ETF

ETFs
-5.54K
- 9.85%
$251.87 - $277.95 $1.4M - $1.54M
50.7K $13M
MRK
Merck & Co., Inc.

Healthcare
-15.7K
- 44.22%
$83.01 - $101.02 $1.31M - $1.59M
19.8K $1.78M
VGT
Vanguard Information Technolog

ETFs
-1.69K
- 19.02%
$542.38 - $646.34 $918K - $1.09M
7.21K $3.92M
WFC
Wells Fargo & Company

Financial Services
-21.8K
- 13.36%
$66.78 - $81.42 $1.46M - $1.77M
141K $10.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.73K
- 45.96%
$302.31 - $337.54 $1.13M - $1.26M
4.38K $1.34M
OGN
Organon & Co.

Healthcare
-55K
- 54.69%
$14.29 - $16.41 $786K - $902K
45.6K $678K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-934
- 54.72%
$634.14 - $744.83 $592K - $696K
773 $490K
GPN
Global Payments Inc

Industrials
-4.39K
- 24.44%
$92.18 - $113.03 $405K - $497K
13.6K $1.33M
XLK
Technology Sector Spdr

ETFs
-1.15K
- 7.82%
$206.38 - $242.18 $238K - $279K
13.6K $2.8M
GIS
General Mills Inc

Consumer Defensive
-8.73K
- 71.4%
$57.56 - $65.3 $503K - $570K
3.5K $209K
VUG
Vanguard Growth ETF

ETFs
-281
- 2.51%
$369.1 - $427.61 $104K - $120K
10.9K $4.05M
DHR
Danaher Corp

Healthcare
-2K
- 35.62%
$201.62 - $250.59 $403K - $501K
3.62K $741K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.02K
- 61.12%
$64.88 - $72.1 $390K - $434K
3.83K $250K
KMB
Kimberly Clark Corp

Consumer Defensive
-3.75K
- 32.93%
$124.46 - $147.4 $467K - $553K
7.65K $1.09M
ACN
Accenture PLC

Technology
-604
- 11.2%
$300.91 - $398.25 $182K - $241K
4.79K $1.49M
VONG
Vanguard Russell 1000 Growth E

ETFs
-927
- 3.34%
$92.71 - $107.38 $85.9K - $99.5K
26.9K $2.49M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.43K
- 53.35%
$161.05 - $222.93 $229K - $318K
1.25K $228K
AVEM
American Centy ETF Tr Avantis

ETFs
-7.21K
- 13.46%
$57.11 - $62.4 $412K - $450K
46.4K $2.8M
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 0.88%
$347.25 - $424.87 $41.3K - $50.6K
13.5K $4.93M
TGT
Target Corp

Consumer Defensive
-2.04K
- 46.27%
$103.65 - $142.5 $211K - $290K
2.37K $246K
ACGL
Arch Capital Group Ltd.

Financial Services
-3.96K
- 37.51%
$88.13 - $96.94 $349K - $384K
6.6K $634K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-789
- 28.76%
$228.41 - $293.71 $180K - $232K
1.95K $465K
SNPS
Synopsys Inc

Technology
-271
- 8.03%
$428.58 - $551.54 $116K - $149K
3.1K $1.33M
CAT
Caterpillar Inc

Industrials
-183
- 2.5%
$326.75 - $407.63 $59.8K - $74.6K
7.15K $2.36M
DIS
Walt Disney CO

Communication Services
-712
- 4.0%
$96.87 - $114.0 $69K - $81.2K
17.1K $1.69M
CL
Colgate Palmolive CO

Consumer Defensive
-3.42K
- 27.59%
$85.68 - $97.5 $293K - $333K
8.97K $840K
USB
Us Bancorp \De\

Financial Services
-3.46K
- 15.1%
$40.92 - $50.9 $142K - $176K
19.5K $821K
BIIB
Biogen Inc.

Healthcare
-1.56K
- 42.53%
$133.43 - $153.27 $208K - $239K
2.11K $288K
PCG
Pg&E Corp

Utilities
-10.1K
- 41.27%
$15.16 - $20.4 $153K - $206K
14.4K $246K
VXF
Vanguard Extended Market ETF

ETFs
-74
- 0.55%
$170.36 - $201.04 $12.6K - $14.9K
13.3K $2.3M
LMT
Lockheed Martin Corp

Industrials
-272
- 9.12%
$423.19 - $506.29 $115K - $138K
2.71K $1.21M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.71K
- 31.9%
$50.44 - $58.1 $187K - $215K
7.92K $407K
PFE
Pfizer Inc

Healthcare
-7.59K
- 24.6%
$25.01 - $27.13 $190K - $206K
23.2K $589K
CEG
Constellation Energy Corp

Utilities
-147
- 1.55%
$201.63 - $347.44 $29.6K - $51.1K
9.35K $1.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.09K
- 27.46%
$71.17 - $73.66 $220K - $228K
8.17K $599K
IT
Gartner Inc

Technology
-201
- 10.88%
$418.25 - $548.38 $84.1K - $110K
1.65K $691K
BAC
Bank Of America Corp

Financial Services
-1.27K
- 1.91%
$39.61 - $47.74 $50.1K - $60.4K
65K $2.71M
NVO
Novo Nordisk A S

Healthcare
-141
- 1.23%
$69.3 - $90.95 $9.77K - $12.8K
11.3K $785K
WMT
Walmart Inc.

Consumer Defensive
-384
- 0.6%
$84.5 - $105.05 $32.4K - $40.3K
63.5K $5.58M
LOW
Lowes Companies Inc

Consumer Cyclical
-246
- 2.98%
$222.66 - $268.42 $54.8K - $66K
8.01K $1.87M
ROST
Ross Stores, Inc.

Consumer Cyclical
-252
- 4.29%
$123.3 - $154.95 $31.1K - $39K
5.63K $719K
EQIX
Equinix Inc

Real Estate
-44
- 4.26%
$803.0 - $959.97 $35.3K - $42.2K
988 $805K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-269
- 20.89%
$435.02 - $515.95 $117K - $139K
1.02K $478K
MAR
Marriott International Inc

Consumer Cyclical
-54
- 1.46%
$237.01 - $304.45 $12.8K - $16.4K
3.64K $866K
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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