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, IEFA, VOO, and represent 26.54% of Wedmont Private Capital's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$9.9M), IEFA (+$8.9M), VEA (+$8.8M), VWO (+$8.2M), VTEB (+$7.2M), IEMG (+$7.1M), VV (+$6.3M), VTC (+$5.9M), MUB (+$5.8M), GOVT (+$5.4M).
- Started 72 new stock positions in STLD, XLU, DVYE, WING, ARKF, BLD, STE, HAYW, CSGP, TOST.
- Reduced shares in these 10 stocks: VB, BOXX, VOO, , WFC, VO, MRK, ARGT, IWB, SCYB.
- Sold out of its positions in AA, ATI, BOXX, COLD, ARES, AN, BP, BDX, BBY, BMRN.
- Wedmont Private Capital was a net buyer of stock by $142M.
- Wedmont Private Capital has $2.0B in assets under management (AUM), dropping by 2.94%.
- Central Index Key (CIK): 0001904274
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Portfolio Holdings for Wedmont Private Capital
Wedmont Private Capital holds 700 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Wedmont Private Capital has 700 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wedmont Private Capital March 31, 2025 positions
- Download the Wedmont Private Capital March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.4 | $163M | +5% | 3.3M | 49.41 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.4 | $106M | +8% | 2.5M | 43.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.5 | $87M | 333k | 261.74 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $82M | +12% | 1.1M | 73.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.1 | $79M | -2% | 162k | 490.55 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 3.8 | $75M | +8% | 1000k | 74.71 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.5 | $68M | +8% | 3.0M | 22.64 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.4 | $66M | +12% | 1.4M | 48.13 |
|
| Apple (AAPL) | 2.6 | $52M | +4% | 261k | 198.15 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $46M | +3% | 415k | 110.93 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $44M | +19% | 846k | 51.66 |
|
| Microsoft Corporation (MSFT) | 2.0 | $39M | 99k | 388.45 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.8 | $36M | +19% | 350k | 102.31 |
|
| Amazon (AMZN) | 1.5 | $30M | +14% | 161k | 184.87 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.3 | $25M | +6% | 514k | 48.90 |
|
| Meta Platforms Cl A (META) | 1.3 | $25M | +5% | 46k | 543.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $21M | +31% | 39k | 524.11 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.0 | $20M | +8% | 177k | 113.05 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.9 | $18M | +38% | 912k | 19.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | +7% | 95k | 159.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $15M | +10% | 95k | 157.14 |
|
| Ishares Tr Broad Usd High (USHY) | 0.7 | $15M | +3% | 410k | 35.69 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.7 | $14M | +15% | 574k | 24.65 |
|
| Tesla Motors (TSLA) | 0.7 | $14M | +38% | 56k | 252.31 |
|
| Broadcom (AVGO) | 0.6 | $13M | +37% | 69k | 181.94 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $12M | -9% | 51k | 243.62 |
|
| Oracle Corporation (ORCL) | 0.6 | $12M | -2% | 89k | 132.35 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $11M | -25% | 55k | 205.82 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $11M | +3% | 15k | 732.43 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $11M | +142% | 43k | 245.46 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $11M | +2% | 131k | 80.50 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $10M | +4357% | 493k | 20.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $10M | +4% | 43k | 236.20 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $9.1M | +5% | 128k | 70.91 |
|
| Netflix (NFLX) | 0.5 | $9.1M | +6% | 9.9k | 918.29 |
|
| Wells Fargo & Company (WFC) | 0.5 | $8.8M | -13% | 141k | 62.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $8.8M | +28% | 19k | 454.41 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $8.5M | 16k | 533.94 |
|
|
| Visa Com Cl A (V) | 0.4 | $8.5M | +4% | 25k | 333.40 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.4 | $8.0M | 92k | 87.03 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $7.6M | +4% | 14k | 537.00 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $7.3M | +2% | 278k | 26.36 |
|
| UnitedHealth (UNH) | 0.4 | $7.3M | -5% | 12k | 599.46 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $7.2M | +13% | 107k | 67.62 |
|
| Procter & Gamble Company (PG) | 0.4 | $7.0M | -2% | 42k | 166.91 |
|
| Abbvie (ABBV) | 0.3 | $6.5M | +44% | 37k | 175.05 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $6.5M | +6% | 63k | 103.14 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.3 | $6.4M | +21% | 67k | 95.92 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $6.4M | -4% | 81k | 78.98 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $6.1M | +12% | 91k | 66.79 |
|
| Wal-Mart Stores (WMT) | 0.3 | $5.9M | 64k | 92.80 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $5.6M | +6% | 5.8k | 963.47 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $5.5M | +3% | 11k | 509.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $5.4M | +33% | 100k | 54.37 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $5.4M | +6% | 152k | 35.41 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $4.9M | +30% | 83k | 58.60 |
|
| Home Depot (HD) | 0.2 | $4.8M | 14k | 353.85 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.7M | NEW | 6.00 | 784000.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.7M | 29k | 161.83 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $4.7M | +32% | 78k | 60.03 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $4.5M | -7% | 69k | 64.23 |
|
| Philip Morris International (PM) | 0.2 | $4.4M | +9% | 29k | 153.89 |
|
| salesforce (CRM) | 0.2 | $4.3M | 17k | 255.00 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $4.2M | +17% | 38k | 111.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $4.1M | +78% | 43k | 95.41 |
|
| Johnson & Johnson (JNJ) | 0.2 | $4.1M | +11% | 27k | 151.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.9M | -2% | 11k | 360.20 |
|
| Coca-Cola Company (KO) | 0.2 | $3.8M | +4% | 53k | 71.43 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $3.8M | +6% | 33k | 115.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $3.7M | -19% | 7.2k | 520.16 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $3.7M | +8% | 64k | 58.66 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.7M | +51% | 29k | 126.88 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.7M | 42k | 88.55 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.5M | +4% | 19k | 184.75 |
|
| At&t (T) | 0.2 | $3.3M | +7% | 123k | 26.79 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $3.2M | NEW | 42k | 75.95 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $3.2M | +5% | 6.4k | 493.60 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.1M | +3% | 17k | 181.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.1M | 18k | 171.26 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.1M | +6% | 25k | 121.02 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $3.0M | 45k | 68.29 |
|
|
| American Express Company (AXP) | 0.1 | $2.9M | 12k | 251.14 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.9M | +20% | 34k | 83.63 |
|
| International Business Machines (IBM) | 0.1 | $2.8M | +4% | 12k | 235.48 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.8M | 18k | 149.73 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.7M | -7% | 14k | 198.35 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $2.7M | -13% | 46k | 57.49 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.7M | +3% | 8.8k | 302.59 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.5M | +109% | 11k | 233.07 |
|
| Goldman Sachs (GS) | 0.1 | $2.5M | +2% | 5.0k | 494.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.5M | +6% | 97k | 25.30 |
|
| Intuit (INTU) | 0.1 | $2.4M | +6% | 4.1k | 587.06 |
|
| Cisco Systems (CSCO) | 0.1 | $2.4M | +6% | 42k | 57.33 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.4M | -3% | 27k | 90.15 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $2.4M | 47k | 51.29 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.4M | +264% | 112k | 21.08 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.3M | 65k | 35.95 |
|
|
| Progressive Corporation (PGR) | 0.1 | $2.3M | +6% | 8.5k | 275.64 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | +8% | 18k | 128.26 |
|
| Booking Holdings (BKNG) | 0.1 | $2.3M | +3% | 499.00 | 4586.88 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.2M | +18% | 7.2k | 309.91 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.2M | +34% | 12k | 184.35 |
|
| Cadence Design Systems (CDNS) | 0.1 | $2.2M | 8.6k | 259.47 |
|
|
| S&p Global (SPGI) | 0.1 | $2.2M | +5% | 4.8k | 465.17 |
|
| Cintas Corporation (CTAS) | 0.1 | $2.2M | +2% | 11k | 206.04 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $2.2M | 28k | 77.32 |
|
|
| Servicenow (NOW) | 0.1 | $2.2M | +10% | 2.8k | 785.67 |
|
| Blackrock (BLK) | 0.1 | $2.2M | 2.5k | 878.67 |
|
|
| Amgen (AMGN) | 0.1 | $2.2M | +10% | 7.5k | 285.98 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $2.1M | +8% | 89k | 24.20 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.1M | 13k | 160.66 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $2.1M | +27% | 23k | 93.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.1M | +19% | 4.4k | 484.22 |
|
| Caterpillar (CAT) | 0.1 | $2.1M | -2% | 7.1k | 293.44 |
|
| TJX Companies (TJX) | 0.1 | $2.1M | +5% | 16k | 128.15 |
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| Chevron Corporation (CVX) | 0.1 | $2.0M | +9% | 15k | 135.63 |
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| Boston Scientific Corporation (BSX) | 0.1 | $2.0M | +6% | 22k | 93.67 |
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| Automatic Data Processing (ADP) | 0.1 | $2.0M | +7% | 6.7k | 299.52 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $2.0M | +86% | 33k | 58.49 |
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| Linde SHS (LIN) | 0.1 | $1.9M | +14% | 4.4k | 441.82 |
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| Constellation Energy (CEG) | 0.1 | $1.9M | 9.4k | 208.25 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $1.9M | +25% | 43k | 45.38 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $1.9M | NEW | 15k | 126.03 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.9M | +2% | 5.4k | 352.47 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.9M | +6% | 7.2k | 258.67 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.8M | +5% | 7.8k | 233.35 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.8M | +6% | 4.3k | 422.38 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $1.8M | +7% | 37k | 49.26 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.8M | 23k | 77.94 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $1.8M | +12% | 7.1k | 249.95 |
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| Honeywell International (HON) | 0.1 | $1.8M | 8.9k | 198.55 |
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| Lowe's Companies (LOW) | 0.1 | $1.8M | -2% | 8.0k | 220.36 |
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| Qualcomm (QCOM) | 0.1 | $1.8M | +6% | 13k | 139.25 |
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| Uber Technologies (UBER) | 0.1 | $1.7M | +17% | 24k | 72.28 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.7M | 3.1k | 565.29 |
|
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| Palo Alto Networks (PANW) | 0.1 | $1.7M | +15% | 10k | 168.34 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | +3% | 14k | 118.94 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.7M | +93% | 16k | 104.93 |
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| Chubb (CB) | 0.1 | $1.7M | 6.0k | 283.38 |
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| Applied Materials (AMAT) | 0.1 | $1.7M | +9% | 12k | 144.93 |
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| Gilead Sciences (GILD) | 0.1 | $1.7M | +20% | 16k | 103.63 |
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| ConocoPhillips (COP) | 0.1 | $1.7M | +2% | 19k | 86.39 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.6M | 24k | 70.12 |
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| Ameriprise Financial (AMP) | 0.1 | $1.6M | 3.5k | 468.72 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.6M | +7% | 5.9k | 277.53 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.6M | 52k | 31.12 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.6M | +29% | 66k | 24.36 |
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| Pilgrim's Pride Corporation (PPC) | 0.1 | $1.6M | -7% | 31k | 52.81 |
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| Merck & Co (MRK) | 0.1 | $1.6M | -44% | 20k | 79.18 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $1.6M | 31k | 50.25 |
|
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.6M | +550% | 17k | 93.69 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | 24k | 65.40 |
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| Cigna Corp (CI) | 0.1 | $1.5M | 4.7k | 330.17 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.5M | +19% | 44k | 35.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.5M | +26% | 4.1k | 377.90 |
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| Southern Company (SO) | 0.1 | $1.5M | +5% | 17k | 89.86 |
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| American Centy Etf Tr International Lr (AVIV) | 0.1 | $1.5M | 28k | 54.56 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $1.5M | +145% | 20k | 74.58 |
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| McKesson Corporation (MCK) | 0.1 | $1.5M | +7% | 2.2k | 689.38 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.5M | +65% | 2.2k | 670.25 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.5M | +5% | 30k | 49.76 |
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| Citigroup Com New (C) | 0.1 | $1.5M | +35% | 24k | 61.64 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | -4% | 17k | 84.89 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.4M | +13% | 1.0k | 1389.79 |
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| Fiserv (FI) | 0.1 | $1.4M | +4% | 6.9k | 208.14 |
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| Revolution Medicines (RVMD) | 0.1 | $1.4M | 40k | 35.72 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $1.4M | +6% | 7.4k | 192.01 |
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| Waste Management (WM) | 0.1 | $1.4M | +5% | 6.2k | 229.37 |
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| Pepsi (PEP) | 0.1 | $1.4M | +2% | 9.8k | 144.44 |
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| Deere & Company (DE) | 0.1 | $1.4M | +10% | 3.1k | 459.15 |
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| Raymond James Financial (RJF) | 0.1 | $1.4M | +450% | 10k | 135.33 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.4M | +5% | 19k | 72.67 |
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| Ge Vernova (GEV) | 0.1 | $1.4M | +3% | 4.3k | 321.43 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.4M | 29k | 46.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.4M | -11% | 4.8k | 284.34 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | +5% | 3.9k | 350.30 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $1.4M | +76% | 34k | 40.16 |
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| Verizon Communications (VZ) | 0.1 | $1.4M | -2% | 31k | 43.73 |
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| Coupang Cl A (CPNG) | 0.1 | $1.3M | 62k | 21.65 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +3% | 12k | 108.12 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $1.3M | 5.7k | 234.62 |
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| Synopsys (SNPS) | 0.1 | $1.3M | -8% | 3.1k | 421.21 |
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| Quanta Services (PWR) | 0.1 | $1.3M | 4.8k | 269.57 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | +12% | 15k | 85.43 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | -9% | 2.7k | 474.96 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.3M | -45% | 4.4k | 292.41 |
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| Williams Companies (WMB) | 0.1 | $1.3M | +12% | 23k | 56.39 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $1.3M | +10% | 21k | 60.34 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $1.3M | NEW | 18k | 69.54 |
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| United Rentals (URI) | 0.1 | $1.3M | 2.2k | 582.84 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.3M | 21k | 59.26 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | +11% | 16k | 76.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | 16k | 78.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.2M | 7.0k | 178.31 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.2M | 7.9k | 157.08 |
|
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.1 | $1.2M | NEW | 21k | 57.58 |
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| Oneok (OKE) | 0.1 | $1.2M | +4% | 15k | 82.56 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.2M | 5.9k | 204.23 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.2M | +16% | 8.4k | 142.68 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.2M | +4% | 3.6k | 334.04 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.2M | 15k | 80.35 |
|
|
| Copart (CPRT) | 0.1 | $1.2M | +13% | 20k | 59.84 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | +15% | 17k | 67.48 |
|
| Doordash Cl A (DASH) | 0.1 | $1.2M | +15% | 6.4k | 180.49 |
|
| Global Payments (GPN) | 0.1 | $1.2M | -24% | 14k | 84.96 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.1M | +14% | 2.9k | 390.94 |
|
| Frontier Communications Pare (FYBR) | 0.1 | $1.1M | +13% | 32k | 35.88 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | +10% | 5.1k | 218.57 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $1.1M | +11% | 853.00 | 1313.09 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $1.1M | NEW | 12k | 95.70 |
|
| Hca Holdings (HCA) | 0.1 | $1.1M | +20% | 3.3k | 333.38 |
|
| American Intl Group Com New (AIG) | 0.1 | $1.1M | +3% | 13k | 81.97 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.1M | +15% | 7.1k | 155.91 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | +13% | 3.2k | 336.76 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.1M | -32% | 7.6k | 139.76 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.1M | +9% | 8.5k | 125.67 |
|
| Microstrategy Cl A New (MSTR) | 0.1 | $1.1M | +64% | 3.5k | 299.99 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.1M | -2% | 22k | 47.73 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | +5% | 16k | 65.81 |
|
| Moody's Corporation (MCO) | 0.1 | $1.0M | +5% | 2.4k | 428.45 |
|
| Simon Property (SPG) | 0.1 | $1.0M | +3% | 7.0k | 148.20 |
|
| D.R. Horton (DHI) | 0.1 | $1.0M | +14% | 8.6k | 119.79 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.0M | 3.0k | 345.81 |
|
|
| Allstate Corporation (ALL) | 0.1 | $1.0M | 5.3k | 192.54 |
|
|
| Autodesk (ADSK) | 0.1 | $1.0M | +10% | 3.9k | 258.45 |
|
| Consolidated Edison (ED) | 0.1 | $1.0M | +2% | 9.2k | 109.83 |
|
| RBB Motley Fool Gbl (TMFG) | 0.1 | $986k | 37k | 27.01 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $986k | +113% | 39k | 25.30 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $970k | +3% | 7.6k | 127.17 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $967k | -7% | 29k | 33.72 |
|
| Micron Technology (MU) | 0.0 | $957k | +2% | 14k | 69.55 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $949k | 38k | 24.77 |
|
|
| Capital One Financial (COF) | 0.0 | $945k | 5.9k | 160.97 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $937k | 8.8k | 106.83 |
|
|
| Garmin SHS (GRMN) | 0.0 | $932k | +4% | 4.9k | 189.78 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $928k | -2% | 2.1k | 438.25 |
|
| Boeing Company (BA) | 0.0 | $927k | +19% | 5.9k | 156.84 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $921k | +17% | 42k | 22.07 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $921k | +37% | 16k | 57.26 |
|
| Unum (UNM) | 0.0 | $920k | +9% | 12k | 75.26 |
|
| Kinder Morgan (KMI) | 0.0 | $912k | 35k | 26.47 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $912k | +6% | 5.6k | 163.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $912k | 2.6k | 349.98 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $905k | NEW | 30k | 29.90 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $904k | 9.9k | 91.27 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $903k | -4% | 3.8k | 236.18 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $893k | 6.0k | 147.61 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $875k | NEW | 15k | 56.90 |
|
| AutoZone (AZO) | 0.0 | $853k | 233.00 | 3659.67 |
|
|
| Altria (MO) | 0.0 | $852k | -22% | 15k | 56.65 |
|
Past Filings by Wedmont Private Capital
SEC 13F filings are viewable for Wedmont Private Capital going back to 2021
- Wedmont Private Capital 2025 Q1 filed April 14, 2025
- Wedmont Private Capital 2024 Q4 filed Jan. 13, 2025
- 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