Wedmont Private Capital

Latest statistics and disclosures from Wedmont Private Capital's latest quarterly 13F-HR filing:

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Positions held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wedmont Private Capital

Wedmont Private Capital holds 788 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Wedmont Private Capital has 788 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.9 $239M +10% 3.9M 60.65
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.7 $154M +8% 2.8M 54.68
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Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $131M +8% 397k 329.62
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $105M +10% 171k 615.20
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Ishares Tr Core Msci Eafe (IEFA) 3.7 $99M 1.1M 88.19
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NVIDIA Corporation (NVDA) 3.2 $86M +7% 462k 185.04
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 3.2 $85M +8% 1.1M 78.26
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Ishares Tr Us Treas Bd Etf (GOVT) 2.9 $79M +11% 3.4M 23.09
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Apple (AAPL) 2.6 $71M +8% 275k 256.48
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $60M -9% 1.2M 50.07
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Microsoft Corporation (MSFT) 2.2 $59M +7% 113k 523.98
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Ishares Core Msci Emkt (IEMG) 2.1 $58M 867k 66.73
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Ishares Tr National Mun Etf (MUB) 2.0 $53M 497k 106.54
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Palantir Technologies Cl A (PLTR) 1.8 $49M +518% 268k 182.17
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Amazon (AMZN) 1.3 $36M +6% 163k 221.78
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Meta Platforms Cl A (META) 1.3 $35M +4% 49k 713.08
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $28M +5% 559k 49.34
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $27M 187k 143.01
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Alphabet Cap Stk Cl C (GOOG) 1.0 $26M +7% 106k 247.13
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $25M +5% 101k 245.76
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Broadcom (AVGO) 0.9 $25M +5% 73k 336.41
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $24M +3% 1.0M 23.56
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Oracle Corporation (ORCL) 0.9 $23M +2% 82k 284.24
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Tesla Motors (TSLA) 0.9 $23M +3% 54k 433.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $20M +5% 40k 502.30
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $16M +3% 55k 293.69
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Ishares Tr Broad Usd High (USHY) 0.6 $16M +3% 423k 37.55
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $16M +22% 26k 604.52
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $15M +19% 22k 669.12
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $14M 56k 255.73
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JPMorgan Chase & Co. (JPM) 0.5 $14M +4% 46k 307.69
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Wells Fargo & Company (WFC) 0.5 $13M +5% 159k 81.14
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $13M -2% 497k 25.82
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $13M 139k 90.62
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.5 $13M 489k 25.64
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.5 $13M +77% 125k 99.59
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Netflix (NFLX) 0.5 $13M +2% 11k 1191.06
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Eli Lilly & Co. (LLY) 0.4 $11M -8% 14k 843.66
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $11M 132k 84.72
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $11M -10% 36k 309.22
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $10M 92k 108.89
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Visa Com Cl A (V) 0.4 $9.8M +2% 28k 352.42
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Abbvie (ABBV) 0.4 $9.8M +5% 42k 232.83
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $9.8M 109k 89.62
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $9.6M -2% 14k 672.40
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $9.2M -3% 272k 33.68
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $8.6M +29% 119k 72.25
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Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $8.2M NEW 143k 57.04
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $7.6M 76k 99.32
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $7.5M +24% 101k 74.24
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Exxon Mobil Corporation (XOM) 0.3 $7.5M 66k 114.26
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Ishares Tr Core Msci Intl (IDEV) 0.3 $7.5M 92k 80.98
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Wal-Mart Stores (WMT) 0.3 $7.3M +5% 71k 103.24
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $7.0M 153k 45.68
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Mastercard Incorporated Cl A (MA) 0.3 $6.8M +3% 12k 579.84
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $6.4M -2% 98k 65.15
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Ge Aerospace Com New (GE) 0.2 $6.1M +3% 20k 301.74
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Vanguard Index Fds Value Etf (VTV) 0.2 $6.0M 32k 187.16
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Vanguard Index Fds Growth Etf (VUG) 0.2 $5.9M 12k 482.13
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $5.8M 42k 138.72
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Costco Wholesale Corporation (COST) 0.2 $5.8M +2% 6.3k 914.82
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Johnson & Johnson (JNJ) 0.2 $5.6M +6% 30k 188.89
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Newmont Mining Corporation (NEM) 0.2 $5.6M +15% 64k 86.95
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $5.5M 70k 79.41
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Home Depot (HD) 0.2 $5.5M +3% 14k 386.80
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Vanguard World Inf Tech Etf (VGT) 0.2 $5.5M 7.2k 755.14
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UnitedHealth (UNH) 0.2 $5.5M +36% 15k 363.66
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Advanced Micro Devices (AMD) 0.2 $5.0M +21% 24k 211.51
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.0M +22% 23k 217.26
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $4.9M 33k 146.32
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Philip Morris International (PM) 0.2 $4.7M -18% 31k 154.55
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Ge Vernova (GEV) 0.2 $4.7M -32% 7.7k 606.12
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Procter & Gamble Company (PG) 0.2 $4.7M -12% 31k 152.54
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At&t (T) 0.2 $4.6M -6% 177k 26.16
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $4.6M -7% 39k 118.24
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.5M 6.00 753715.00
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Applovin Corp Com Cl A (APP) 0.2 $4.5M +3% 7.1k 631.85
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Goldman Sachs (GS) 0.2 $4.4M +7% 5.5k 789.61
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Abbott Laboratories (ABT) 0.2 $4.3M +3% 32k 133.02
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.0M 67k 59.98
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American Express Company (AXP) 0.1 $4.0M 12k 327.97
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $4.0M 52k 75.85
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Caterpillar (CAT) 0.1 $3.9M +6% 8.1k 486.70
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.9M +30% 147k 26.48
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International Business Machines (IBM) 0.1 $3.9M 13k 293.87
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $3.8M +15% 13k 294.09
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.8M +6% 27k 141.05
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $3.8M 43k 89.01
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.8M 18k 208.75
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.7M 13k 285.68
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salesforce (CRM) 0.1 $3.7M -7% 15k 239.73
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Robinhood Mkts Com Cl A (HOOD) 0.1 $3.7M 25k 145.00
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Bank of America Corporation (BAC) 0.1 $3.6M +8% 72k 50.29
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Constellation Energy (CEG) 0.1 $3.6M +2% 10k 358.16
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Lam Research Corp Com New (LRCX) 0.1 $3.5M +3% 25k 140.35
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Coca-Cola Company (KO) 0.1 $3.5M -16% 53k 66.79
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $3.5M 43k 80.49
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.4M 8.8k 380.39
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Raytheon Technologies Corp (RTX) 0.1 $3.3M +4% 20k 169.27
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.3M +5% 36k 90.23
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Cisco Systems (CSCO) 0.1 $3.2M +3% 47k 68.99
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Blackrock (BLK) 0.1 $3.2M +3% 2.8k 1166.26
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Cadence Design Systems (CDNS) 0.1 $3.2M 9.2k 345.48
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Amphenol Corp Cl A (APH) 0.1 $3.1M +3% 25k 124.53
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.1M +7% 53k 58.74
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $3.1M -6% 25k 120.98
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $3.1M 18k 174.45
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $3.0M 38k 79.78
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Chevron Corporation (CVX) 0.1 $3.0M +59% 19k 154.91
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.0M +4% 12k 244.16
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Arista Networks Com Shs (ANET) 0.1 $2.9M +2% 20k 145.29
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.9M +7% 14k 210.28
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Booking Holdings (BKNG) 0.1 $2.9M +4% 553.00 5242.91
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.9M 75k 38.65
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Intuit (INTU) 0.1 $2.8M 4.3k 658.03
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American Centy Etf Tr International Lr (AVIV) 0.1 $2.8M 41k 67.97
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Ishares Gold Tr Shares Represent (IAUM) 0.1 $2.7M +117% 69k 39.69
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Applied Materials (AMAT) 0.1 $2.7M +4% 13k 211.55
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $2.7M 47k 57.33
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Uber Technologies (UBER) 0.1 $2.7M +5% 27k 97.80
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Servicenow (NOW) 0.1 $2.6M 2.9k 904.24
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Intuitive Surgical Com New (ISRG) 0.1 $2.6M -11% 5.9k 440.94
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.6M +2% 95k 27.28
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Micron Technology (MU) 0.1 $2.6M +4% 14k 185.69
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Ishares Tr New York Mun Etf (NYF) 0.1 $2.5M 47k 53.33
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First Tr Exchange-traded A Com Shs (FTC) 0.1 $2.5M 15k 160.57
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Parker-Hannifin Corporation (PH) 0.1 $2.5M +3% 3.3k 750.62
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Royal Caribbean Cruises (RCL) 0.1 $2.5M +2% 7.8k 314.75
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Citigroup Com New (C) 0.1 $2.4M +5% 25k 97.80
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ConocoPhillips (COP) 0.1 $2.4M +43% 26k 95.23
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.4M +4% 8.3k 294.03
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S&p Global (SPGI) 0.1 $2.4M 5.0k 481.17
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TJX Companies (TJX) 0.1 $2.4M +2% 17k 142.66
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Amgen (AMGN) 0.1 $2.3M -3% 8.0k 295.54
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $2.3M -7% 26k 89.76
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.3M +8% 73k 32.17
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Linde SHS (LIN) 0.1 $2.3M +5% 4.9k 470.39
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McDonald's Corporation (MCD) 0.1 $2.3M +4% 7.8k 296.33
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Eaton Corp SHS (ETN) 0.1 $2.3M +4% 6.1k 370.94
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Northrop Grumman Corporation (NOC) 0.1 $2.3M +10% 3.6k 621.55
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Cintas Corporation (CTAS) 0.1 $2.3M 11k 199.17
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United Rentals (URI) 0.1 $2.2M +2% 2.3k 988.58
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Morgan Stanley Com New (MS) 0.1 $2.2M +5% 14k 155.96
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Palo Alto Networks (PANW) 0.1 $2.2M 10k 211.04
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Automatic Data Processing (ADP) 0.1 $2.2M +8% 7.5k 292.94
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $2.2M 18k 118.87
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Kla Corp Com New (KLAC) 0.1 $2.2M -13% 2.0k 1084.82
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Campbell Soup Company (CPB) 0.1 $2.1M +840% 69k 31.11
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Qualcomm (QCOM) 0.1 $2.1M 13k 165.46
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Quanta Services (PWR) 0.1 $2.1M 5.0k 421.51
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Doordash Cl A (DASH) 0.1 $2.1M +7% 7.6k 276.78
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Progressive Corporation (PGR) 0.1 $2.1M -7% 8.7k 243.89
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Boston Scientific Corporation (BSX) 0.1 $2.1M 22k 95.90
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Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $2.1M -4% 85k 24.93
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Gilead Sciences (GILD) 0.1 $2.1M +3% 18k 116.78
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Roblox Corp Cl A (RBLX) 0.1 $2.1M 17k 124.99
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.1M 23k 89.33
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Capital One Financial (COF) 0.1 $2.0M +6% 9.6k 213.69
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Coupang Cl A (CPNG) 0.1 $2.0M 63k 32.37
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Duke Energy Corp Com New (DUK) 0.1 $2.0M +8% 16k 125.56
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $2.0M +51% 29k 69.13
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Motorola Solutions Com New (MSI) 0.1 $2.0M +2% 4.4k 458.52
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Lowe's Companies (LOW) 0.1 $2.0M 8.4k 239.90
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.0M +18% 29k 68.47
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Merck & Co (MRK) 0.1 $2.0M +10% 23k 87.61
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $2.0M +3% 39k 50.72
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Cigna Corp (CI) 0.1 $2.0M 6.4k 307.14
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Honeywell International (HON) 0.1 $1.9M 9.3k 208.98
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Walt Disney Company (DIS) 0.1 $1.9M +9% 17k 112.53
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Southern Company (SO) 0.1 $1.9M +4% 20k 96.42
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.9M -7% 3.9k 484.62
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.9M +200% 25k 74.28
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Revolution Medicines (RVMD) 0.1 $1.9M 40k 46.57
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.9M 43k 43.30
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IDEXX Laboratories (IDXX) 0.1 $1.8M 2.9k 627.28
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $1.8M NEW 60k 30.49
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $1.8M 18k 99.08
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.8M 35k 51.29
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.8M 4.8k 367.22
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Ameriprise Financial (AMP) 0.1 $1.8M 3.6k 497.73
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McKesson Corporation (MCK) 0.1 $1.8M +2% 2.4k 750.16
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Adobe Systems Incorporated (ADBE) 0.1 $1.8M -2% 5.0k 348.31
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Metropcs Communications (TMUS) 0.1 $1.7M +6% 7.7k 227.68
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.7M 16k 106.66
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Howmet Aerospace (HWM) 0.1 $1.7M +3% 9.1k 191.46
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Raymond James Financial (RJF) 0.1 $1.7M 10k 165.64
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O'reilly Automotive (ORLY) 0.1 $1.7M +4% 17k 101.85
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.7M 20k 87.01
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Boeing Company (BA) 0.1 $1.7M +9% 7.6k 221.82
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $1.7M 5.6k 295.38
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Charles Schwab Corporation (SCHW) 0.1 $1.7M +3% 18k 94.01
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.6M 30k 53.77
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Welltower Inc Com reit (WELL) 0.1 $1.6M +5% 9.2k 173.00
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Coinbase Global Com Cl A (COIN) 0.1 $1.6M +31% 4.2k 375.74
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Williams Companies (WMB) 0.1 $1.6M +6% 25k 63.97
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Stryker Corporation (SYK) 0.1 $1.6M +2% 4.3k 369.20
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Autodesk (ADSK) 0.1 $1.6M +18% 5.0k 314.19
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Phillips 66 (PSX) 0.1 $1.6M +3% 12k 132.37
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $1.6M 21k 74.26
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Hca Holdings (HCA) 0.1 $1.6M +2% 3.6k 437.59
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Chubb (CB) 0.1 $1.5M -14% 5.4k 289.25
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.5M +29% 55k 27.99
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Verizon Communications (VZ) 0.1 $1.5M +9% 37k 41.40
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.5M +19% 5.0k 301.29
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.5M -7% 5.4k 274.70
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Nextera Energy (NEE) 0.1 $1.5M +11% 18k 83.21
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.5M 21k 72.18
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.5M 16k 94.47
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Deere & Company (DE) 0.1 $1.4M 3.1k 461.54
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.4M +33% 4.3k 337.05
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Synopsys (SNPS) 0.1 $1.4M -8% 3.0k 477.83
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Marsh & McLennan Companies (MMC) 0.1 $1.4M -9% 7.0k 203.85
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Waste Management (WM) 0.1 $1.4M 6.3k 217.55
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First Tr Exchange-traded A Com Shs (FEX) 0.1 $1.4M 12k 117.14
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Pepsi (PEP) 0.1 $1.4M +17% 9.7k 140.79
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.4M +4% 8.2k 164.91
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.4M -37% 3.3k 410.28
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Strategy Cl A New (MSTR) 0.1 $1.4M +16% 4.1k 328.41
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Trane Technologies SHS (TT) 0.0 $1.3M +2% 3.2k 423.11
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $1.3M +2% 28k 47.42
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $1.3M 41k 31.94
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Simon Property (SPG) 0.0 $1.3M +2% 7.2k 178.93
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Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $1.3M 23k 57.11
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D.R. Horton (DHI) 0.0 $1.3M +3% 7.9k 161.16
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Altria (MO) 0.0 $1.3M +4% 19k 66.65
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $1.3M 39k 32.38
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Marathon Petroleum Corp (MPC) 0.0 $1.3M +2% 6.6k 191.55
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Garmin SHS (GRMN) 0.0 $1.3M 4.9k 256.32
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Allstate Corporation (ALL) 0.0 $1.3M 5.9k 211.80
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 2.6k 470.31
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Organon & Co Common Stock (OGN) 0.0 $1.2M -23% 116k 10.60
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Valero Energy Corporation (VLO) 0.0 $1.2M +6% 7.5k 163.16
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Lockheed Martin Corporation (LMT) 0.0 $1.2M -17% 2.4k 511.04
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Consolidated Edison (ED) 0.0 $1.2M +13% 12k 100.04
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Moody's Corporation (MCO) 0.0 $1.2M +5% 2.5k 488.46
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Intercontinental Exchange (ICE) 0.0 $1.2M 7.4k 161.99
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Carrier Global Corporation (CARR) 0.0 $1.2M -5% 20k 59.18
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.2M 16k 76.97
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.2M +2% 9.7k 120.98
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $1.2M -5% 1.2k 1002.30
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $1.2M +5% 15k 78.18
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Frontier Communications Pare (FYBR) 0.0 $1.2M 31k 37.31
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EOG Resources (EOG) 0.0 $1.2M +34% 10k 110.45
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Norfolk Southern (NSC) 0.0 $1.2M +5% 3.9k 295.89
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Sherwin-Williams Company (SHW) 0.0 $1.2M +4% 3.4k 337.05
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.1M -24% 5.5k 207.89
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Ssr Mining (SSRM) 0.0 $1.1M 49k 23.29
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American Intl Group Com New (AIG) 0.0 $1.1M -3% 14k 84.05
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Kinder Morgan (KMI) 0.0 $1.1M +10% 40k 28.01
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Cloudflare Cl A Com (NET) 0.0 $1.1M +2% 5.2k 217.39
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Past Filings by Wedmont Private Capital

SEC 13F filings are viewable for Wedmont Private Capital going back to 2021