Wedmont Private Capital
Latest statistics and disclosures from Wedmont Private Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VWO, VTI, VOO, VTC, and represent 28.15% of Wedmont Private Capital's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$14M), VWO (+$13M), VEA (+$11M), VOO (+$11M), VTEB (+$7.8M), GOVT (+$6.3M), VTC (+$6.3M), AAPL (+$5.5M), IEFA (+$5.2M), NVDA.
- Started 55 new stock positions in MTD, SPMO, RBLX, NDAQ, MSTR, DTM, Te Connectivity, BCS, WBD, ATI.
- Reduced shares in these 10 stocks: ADBE (-$5.4M), SCHX, Z, SPEM, SPMD, IDEV, ZG, DXCM, NRGU, LW.
- Sold out of its positions in AAP, AAL, APA, NRGU, BBWI, CTRA, DBEU, DRI, DXCM, EQT.
- Wedmont Private Capital was a net buyer of stock by $135M.
- Wedmont Private Capital has $1.8B in assets under management (AUM), dropping by 10.19%.
- Central Index Key (CIK): 0001904274
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Portfolio Holdings for Wedmont Private Capital
Wedmont Private Capital holds 668 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Wedmont Private Capital has 668 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wedmont Private Capital Sept. 30, 2024 positions
- Download the Wedmont Private Capital September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.4 | $164M | +7% | 3.2M | 51.88 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.9 | $103M | +14% | 2.1M | 49.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $83M | +19% | 297k | 280.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $80M | +15% | 153k | 521.91 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 3.6 | $63M | +11% | 810k | 78.08 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.2 | $55M | +12% | 2.4M | 23.06 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.1 | $54M | +16% | 1.1M | 50.82 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.1 | $54M | +10% | 704k | 76.58 |
|
| Apple (AAPL) | 2.9 | $51M | +12% | 230k | 221.69 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $48M | +11% | 376k | 127.72 |
|
| Microsoft Corporation (MSFT) | 2.1 | $37M | +6% | 91k | 409.54 |
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $37M | +6% | 631k | 58.91 |
|
| Meta Platforms Cl A (META) | 1.4 | $24M | +7% | 41k | 584.77 |
|
| Amazon (AMZN) | 1.3 | $24M | +5% | 130k | 180.80 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $23M | 214k | 107.86 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.3 | $22M | +7% | 439k | 49.97 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.1 | $19M | +13% | 154k | 124.49 |
|
| Oracle Corporation (ORCL) | 0.9 | $15M | +14% | 90k | 169.97 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $14M | +18% | 61k | 234.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $14M | +20% | 32k | 453.50 |
|
| Ishares Tr Broad Usd High (USHY) | 0.8 | $14M | +6% | 377k | 37.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $14M | +2% | 84k | 164.39 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $14M | +7% | 337k | 40.45 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $14M | +28% | 52k | 261.66 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.7 | $13M | 247k | 52.12 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $13M | +11% | 78k | 162.98 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $12M | +4% | 13k | 898.38 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $11M | +14% | 121k | 86.65 |
|
| Tesla Motors (TSLA) | 0.5 | $9.4M | +12% | 39k | 240.83 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $9.2M | 16k | 567.79 |
|
|
| Wells Fargo & Company (WFC) | 0.5 | $9.2M | 161k | 57.16 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $9.1M | 19k | 482.10 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $8.6M | 92k | 94.49 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $8.1M | +2% | 268k | 30.23 |
|
| Broadcom (AVGO) | 0.5 | $8.0M | +4% | 45k | 175.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $7.7M | +4% | 37k | 210.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $7.6M | +2% | 13k | 570.55 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $7.4M | +10% | 101k | 73.19 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $7.3M | +5% | 58k | 125.37 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $7.2M | +23% | 75k | 95.39 |
|
| UnitedHealth (UNH) | 0.4 | $7.2M | +12% | 12k | 583.58 |
|
| Netflix (NFLX) | 0.4 | $6.4M | +10% | 9.1k | 701.92 |
|
| Procter & Gamble Company (PG) | 0.3 | $6.1M | +3% | 37k | 167.12 |
|
| Visa Com Cl A (V) | 0.3 | $6.1M | +34% | 22k | 273.80 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $6.0M | +19% | 86k | 69.56 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.3 | $5.6M | +9% | 56k | 100.70 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $5.6M | -10% | 80k | 69.63 |
|
| Home Depot (HD) | 0.3 | $4.9M | +6% | 12k | 408.06 |
|
| salesforce (CRM) | 0.3 | $4.8M | +6% | 17k | 284.57 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $4.8M | +2% | 27k | 173.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.7M | +2% | 9.5k | 491.28 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $4.6M | 18k | 260.28 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $4.6M | 69k | 65.93 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.5M | +9% | 5.2k | 873.65 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $4.5M | 72k | 61.85 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $4.4M | +4% | 56k | 79.10 |
|
| Abbvie (ABBV) | 0.2 | $4.3M | +4% | 22k | 193.61 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $4.3M | 113k | 37.83 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.2M | 11k | 378.99 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $3.9M | +10% | 25k | 159.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $3.9M | 6.7k | 580.87 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.7M | 58k | 64.48 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $3.6M | 29k | 124.29 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.6M | 18k | 195.48 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.5M | +11% | 18k | 198.08 |
|
| Advanced Micro Devices (AMD) | 0.2 | $3.4M | +2% | 20k | 170.97 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $3.3M | +19% | 28k | 118.79 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $3.2M | 14k | 223.74 |
|
|
| Merck & Co (MRK) | 0.2 | $3.2M | -12% | 29k | 108.59 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $3.1M | 45k | 69.26 |
|
|
| Coca-Cola Company (KO) | 0.2 | $3.1M | +4% | 45k | 69.01 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $3.1M | 46k | 66.14 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.0M | +8% | 24k | 127.85 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.0M | 18k | 165.51 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $3.0M | +4% | 16k | 185.96 |
|
| American Express Company (AXP) | 0.2 | $2.8M | +6% | 10k | 273.80 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $2.8M | +5% | 47k | 59.44 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $2.7M | 8.5k | 323.28 |
|
|
| Caterpillar (CAT) | 0.2 | $2.7M | +10% | 6.8k | 398.23 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.7M | +19% | 5.7k | 471.23 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.6M | -67% | 5.4k | 487.30 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.6M | 27k | 95.41 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.5M | 22k | 114.68 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.5M | +8% | 27k | 94.27 |
|
| Constellation Energy (CEG) | 0.1 | $2.5M | +8% | 9.0k | 278.55 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $2.5M | 46k | 54.00 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.5M | 7.9k | 311.22 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $2.5M | +26% | 94k | 26.03 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $2.4M | +2% | 29k | 82.70 |
|
| International Business Machines (IBM) | 0.1 | $2.4M | +6% | 10k | 227.13 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.3M | 59k | 39.96 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.3M | 37k | 62.81 |
|
|
| Revolution Medicines (RVMD) | 0.1 | $2.3M | -4% | 48k | 47.34 |
|
| Intuit (INTU) | 0.1 | $2.2M | 3.7k | 602.44 |
|
|
| Goldman Sachs (GS) | 0.1 | $2.2M | +6% | 4.5k | 494.64 |
|
| Cadence Design Systems (CDNS) | 0.1 | $2.2M | +2% | 8.4k | 262.86 |
|
| Pepsi (PEP) | 0.1 | $2.1M | 13k | 167.21 |
|
|
| S&p Global (SPGI) | 0.1 | $2.1M | +15% | 4.2k | 506.43 |
|
| Servicenow (NOW) | 0.1 | $2.1M | +9% | 2.3k | 905.94 |
|
| Cintas Corporation (CTAS) | 0.1 | $2.1M | +347% | 10k | 204.47 |
|
| Applied Materials (AMAT) | 0.1 | $2.1M | +8% | 10k | 200.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.0M | +5% | 23k | 84.30 |
|
| BlackRock (BLK) | 0.1 | $1.9M | +10% | 2.1k | 940.71 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.9M | +8% | 11k | 180.31 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | +9% | 15k | 125.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.9M | 8.6k | 217.43 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.9M | +30% | 36k | 52.51 |
|
| Linde SHS (LIN) | 0.1 | $1.8M | +15% | 4.0k | 463.29 |
|
| Qualcomm (QCOM) | 0.1 | $1.8M | +7% | 11k | 166.94 |
|
| Booking Holdings (BKNG) | 0.1 | $1.8M | 438.00 | 4169.91 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $1.8M | NEW | 71k | 25.80 |
|
| Progressive Corporation (PGR) | 0.1 | $1.8M | +8% | 7.4k | 245.52 |
|
| Chevron Corporation (CVX) | 0.1 | $1.8M | -14% | 12k | 151.11 |
|
| ConocoPhillips (COP) | 0.1 | $1.8M | -9% | 16k | 114.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.8M | +11% | 47k | 38.89 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $1.8M | 34k | 53.09 |
|
|
| Philip Morris International (PM) | 0.1 | $1.8M | +11% | 15k | 118.91 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.8M | 52k | 34.00 |
|
|
| Lowe's Companies (LOW) | 0.1 | $1.8M | +17% | 6.6k | 268.52 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.8M | +2% | 5.2k | 334.63 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | +10% | 2.9k | 605.48 |
|
| Global Payments (GPN) | 0.1 | $1.7M | -5% | 18k | 97.57 |
|
| Amgen (AMGN) | 0.1 | $1.7M | +4% | 5.4k | 317.42 |
|
| Arista Networks (ANET) | 0.1 | $1.7M | +5% | 4.4k | 392.54 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.7M | 22k | 78.67 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.7M | +9% | 30k | 56.73 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.7M | +8% | 5.6k | 300.83 |
|
| United Rentals (URI) | 0.1 | $1.7M | 2.1k | 802.12 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $1.7M | +5% | 21k | 80.42 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.7M | 22k | 77.66 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $1.7M | 3.4k | 480.56 |
|
|
| Synopsys (SNPS) | 0.1 | $1.6M | 3.3k | 494.87 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | +3% | 7.3k | 219.79 |
|
| TJX Companies (TJX) | 0.1 | $1.6M | +8% | 14k | 112.13 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.6M | +9% | 19k | 84.41 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.6M | +31% | 4.4k | 356.80 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.5M | +6% | 14k | 113.36 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $1.5M | 28k | 55.57 |
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|
| Honeywell International (HON) | 0.1 | $1.5M | -3% | 7.6k | 203.33 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $1.5M | 30k | 51.55 |
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|
| Quanta Services (PWR) | 0.1 | $1.5M | +9% | 4.9k | 307.51 |
|
| Walt Disney Company (DIS) | 0.1 | $1.5M | +4% | 16k | 92.39 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.5M | +4% | 1.5k | 996.05 |
|
| Uber Technologies (UBER) | 0.1 | $1.5M | +10% | 20k | 74.59 |
|
| At&t (T) | 0.1 | $1.5M | +3% | 68k | 21.78 |
|
| Cigna Corp (CI) | 0.1 | $1.5M | +2% | 4.3k | 340.31 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.5M | +2% | 3.2k | 448.60 |
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| Chubb (CB) | 0.1 | $1.5M | +2% | 5.3k | 277.19 |
|
| Danaher Corporation (DHR) | 0.1 | $1.4M | +13% | 5.4k | 268.78 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.4M | +7% | 4.3k | 337.94 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.4M | +4% | 2.3k | 629.71 |
|
| Kkr & Co (KKR) | 0.1 | $1.4M | +264% | 11k | 131.33 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.4M | +9% | 3.2k | 449.19 |
|
| D.R. Horton (DHI) | 0.1 | $1.4M | +6% | 7.6k | 185.16 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $1.4M | 5.6k | 251.35 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | +14% | 2.3k | 598.94 |
|
| Oneok (OKE) | 0.1 | $1.4M | -5% | 15k | 94.84 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.4M | 22k | 62.85 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.4M | +2% | 17k | 82.09 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $1.4M | -6% | 26k | 52.53 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | +19% | 34k | 40.56 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | 7.0k | 195.22 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | +7% | 2.8k | 472.41 |
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| Micron Technology (MU) | 0.1 | $1.3M | 13k | 102.91 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | +14% | 12k | 110.23 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.3M | +3% | 6.3k | 208.33 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.3M | +7% | 11k | 117.77 |
|
| Southern Company (SO) | 0.1 | $1.3M | +15% | 15k | 88.89 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.3M | -4% | 13k | 96.09 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $1.3M | 19k | 65.72 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | +12% | 6.1k | 201.26 |
|
| Hca Holdings (HCA) | 0.1 | $1.2M | +17% | 3.2k | 382.53 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.2M | -14% | 5.6k | 216.78 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | 5.0k | 242.71 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $1.2M | +3% | 6.6k | 179.79 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | +15% | 15k | 80.29 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | +3% | 3.4k | 345.14 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.2M | -46% | 22k | 54.26 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.2M | 26k | 45.09 |
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| Lam Research Corporation (LRCX) | 0.1 | $1.2M | +893% | 15k | 80.61 |
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| Waste Management (WM) | 0.1 | $1.2M | +9% | 5.7k | 205.41 |
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| Verizon Communications (VZ) | 0.1 | $1.2M | 27k | 43.84 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.2M | 6.3k | 184.51 |
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| Anthem (ELV) | 0.1 | $1.2M | +12% | 2.3k | 492.08 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | +6% | 11k | 107.64 |
|
| RBB Motley Fool Gbl (TMFG) | 0.1 | $1.2M | 37k | 31.52 |
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| Fiserv (FI) | 0.1 | $1.2M | +17% | 6.2k | 184.98 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | +10% | 4.7k | 236.85 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | +2% | 6.4k | 173.27 |
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| Trane Technologies SHS (TT) | 0.1 | $1.1M | +9% | 2.8k | 390.33 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.1M | 14k | 80.66 |
|
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| Pfizer (PFE) | 0.1 | $1.1M | +5% | 38k | 29.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | +23% | 7.3k | 149.07 |
|
| Simon Property (SPG) | 0.1 | $1.1M | +5% | 6.5k | 167.50 |
|
| Pilgrim's Pride Corporation (PPC) | 0.1 | $1.1M | 24k | 45.51 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.1M | +3% | 1.4k | 781.68 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | +6% | 3.7k | 282.16 |
|
| Deere & Company (DE) | 0.1 | $1.0M | +3% | 2.6k | 406.04 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.0M | +4% | 888.00 | 1151.42 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.0M | 3.8k | 265.51 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $1.0M | +4% | 746.00 | 1356.55 |
|
| Ge Vernova (GEV) | 0.1 | $1.0M | +8% | 3.8k | 262.54 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.0M | 17k | 58.50 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $985k | 10k | 94.64 |
|
|
| Marathon Oil Corporation (MRO) | 0.1 | $981k | +11% | 34k | 29.09 |
|
| Analog Devices (ADI) | 0.1 | $979k | +6% | 4.3k | 226.52 |
|
| Moody's Corporation (MCO) | 0.1 | $978k | +3% | 2.1k | 457.53 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $977k | 38k | 25.51 |
|
|
| General Mills (GIS) | 0.1 | $958k | +4% | 13k | 72.74 |
|
| Gartner (IT) | 0.1 | $957k | +7% | 1.9k | 509.81 |
|
| Citigroup Com New (C) | 0.1 | $957k | +4% | 15k | 62.60 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $955k | +5% | 2.6k | 367.83 |
|
| Williams Companies (WMB) | 0.1 | $954k | +3% | 19k | 49.68 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $951k | +7% | 3.3k | 286.91 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $947k | -3% | 5.0k | 188.64 |
|
| Intercontinental Exchange (ICE) | 0.1 | $938k | +4% | 5.9k | 159.54 |
|
| EOG Resources (EOG) | 0.1 | $925k | +8% | 6.9k | 134.24 |
|
| Kraft Heinz (KHC) | 0.1 | $924k | -9% | 27k | 34.59 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $921k | -19% | 22k | 42.07 |
|
| Autodesk (ADSK) | 0.1 | $921k | +3% | 3.4k | 267.23 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $920k | +6% | 9.8k | 93.51 |
|
| American Intl Group Com New (AIG) | 0.1 | $919k | 13k | 73.64 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $912k | +5% | 1.1k | 817.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $909k | +17% | 2.5k | 370.69 |
|
| Copart (CPRT) | 0.1 | $901k | 17k | 52.76 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $899k | -33% | 6.2k | 143.97 |
|
| McKesson Corporation (MCK) | 0.1 | $882k | 1.8k | 483.67 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $875k | +16% | 3.0k | 286.97 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $861k | -5% | 3.4k | 255.19 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $850k | +5% | 19k | 44.47 |
|
| Targa Res Corp (TRGP) | 0.0 | $850k | +5% | 5.4k | 158.08 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $846k | +156% | 6.0k | 139.95 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $844k | +11% | 6.0k | 140.79 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $843k | 12k | 71.08 |
|
|
| Equinix (EQIX) | 0.0 | $837k | +7% | 962.00 | 869.60 |
|
| Phillips 66 (PSX) | 0.0 | $832k | -17% | 6.0k | 138.50 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $831k | -2% | 6.7k | 124.27 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $831k | 10k | 82.40 |
|
|
| Capital One Financial (COF) | 0.0 | $828k | 5.4k | 152.00 |
|
|
| Rockwell Automation (ROK) | 0.0 | $827k | 3.1k | 267.19 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $824k | -8% | 13k | 64.29 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $823k | +32% | 885.00 | 930.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $820k | +22% | 7.7k | 105.98 |
|
| Norfolk Southern (NSC) | 0.0 | $818k | +5% | 3.4k | 243.76 |
|
| Allstate Corporation (ALL) | 0.0 | $812k | +7% | 4.5k | 181.26 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $811k | 9.0k | 89.66 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $808k | +9% | 11k | 76.87 |
|
| Gilead Sciences (GILD) | 0.0 | $806k | +26% | 9.6k | 84.43 |
|
| Paccar (PCAR) | 0.0 | $804k | -3% | 7.8k | 102.98 |
|
| PNC Financial Services (PNC) | 0.0 | $802k | +12% | 4.4k | 182.24 |
|
Past Filings by Wedmont Private Capital
SEC 13F filings are viewable for Wedmont Private Capital going back to 2021
- Wedmont Private Capital 2024 Q3 filed Oct. 8, 2024
- Wedmont Private Capital 2024 Q2 filed July 15, 2024
- Wedmont Private Capital 2024 Q1 filed April 10, 2024
- Wedmont Private Capital 2023 Q4 filed Jan. 9, 2024
- Wedmont Private Capital 2023 Q3 filed Oct. 10, 2023
- Wedmont Private Capital 2023 Q2 filed July 17, 2023
- Wedmont Private Capital 2023 Q1 filed April 11, 2023
- Wedmont Private Capital 2022 Q4 filed Jan. 9, 2023
- Wedmont Private Capital 2022 Q3 filed Oct. 3, 2022
- Wedmont Private Capital 2022 Q2 filed July 11, 2022
- Wedmont Private Capital 2022 Q1 filed April 5, 2022
- Wedmont Private Capital 2021 Q4 filed Jan. 14, 2022