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 806 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Wedmont Private Capital has 806 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) 9.6 $275M +9% 4.3M 63.88
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $167M +7% 3.0M 55.25
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Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $145M +7% 426k 340.05
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $119M +9% 188k 634.17
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Ishares Tr Core Msci Eafe (IEFA) 3.5 $101M 1.1M 91.30
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 3.1 $90M +6% 1.2M 77.87
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Ishares Tr Us Treas Bd Etf (GOVT) 3.1 $88M +12% 3.8M 23.09
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NVIDIA Corporation (NVDA) 3.0 $87M 458k 189.11
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Apple (AAPL) 2.6 $74M +2% 283k 260.33
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $67M +9% 1.3M 50.55
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Ishares Core Msci Emkt (IEMG) 2.1 $61M 867k 69.77
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Microsoft Corporation (MSFT) 1.9 $53M -2% 110k 483.47
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Ishares Tr National Mun Etf (MUB) 1.7 $50M -6% 466k 107.65
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Palantir Technologies Cl A (PLTR) 1.7 $48M 264k 181.68
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Amazon (AMZN) 1.4 $40M 165k 241.56
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Alphabet Cap Stk Cl C (GOOG) 1.2 $34M 106k 322.43
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $34M +4% 106k 321.98
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Meta Platforms Cl A (META) 1.1 $31M -3% 47k 648.69
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $30M +11% 626k 48.53
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $27M 187k 146.86
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Broadcom (AVGO) 0.9 $27M +6% 78k 343.50
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $26M +3% 1.0M 24.62
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Tesla Motors (TSLA) 0.8 $24M 55k 431.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $18M -7% 37k 496.12
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Ishares Tr Broad Usd High (USHY) 0.6 $17M +4% 442k 37.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $16M 26k 624.02
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $16M 55k 295.75
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Oracle Corporation (ORCL) 0.6 $16M +2% 84k 192.84
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.6 $16M +27% 160k 100.68
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Eli Lilly & Co. (LLY) 0.6 $16M +7% 15k 1108.08
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JPMorgan Chase & Co. (JPM) 0.5 $16M +3% 48k 326.99
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $15M +2% 58k 267.47
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Wells Fargo & Company (WFC) 0.5 $15M 159k 94.29
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $15M -5% 21k 689.57
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $13M 503k 26.61
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.4 $13M 492k 25.88
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $13M 137k 92.61
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $13M +4% 138k 90.66
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $12M 36k 318.22
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $11M 111k 96.21
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $10M 92k 113.89
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $10M +31% 133k 77.23
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $10M 15k 692.63
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Netflix (NFLX) 0.3 $9.9M +938% 109k 90.73
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Visa Com Cl A (V) 0.3 $9.8M 28k 355.88
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Abbvie (ABBV) 0.3 $9.8M 42k 233.42
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Vanguard World Inf Tech Etf (VGT) 0.3 $9.6M +73% 13k 766.10
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Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $9.1M +9% 157k 57.72
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $8.9M -2% 265k 33.69
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Wal-Mart Stores (WMT) 0.3 $8.3M +3% 73k 112.72
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $8.2M +2% 78k 105.17
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Ishares Tr Core Msci Intl (IDEV) 0.3 $7.9M 94k 84.05
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Exxon Mobil Corporation (XOM) 0.3 $7.7M 65k 118.49
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $7.3M +44% 48k 150.81
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $7.1M +5% 104k 68.26
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $7.1M -20% 94k 75.36
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $7.0M 151k 46.66
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Newmont Mining Corporation (NEM) 0.2 $7.0M 65k 108.01
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Mastercard Incorporated Cl A (MA) 0.2 $6.9M 12k 579.90
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $6.7M +11% 47k 143.54
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Ge Aerospace Com New (GE) 0.2 $6.6M 20k 323.64
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Johnson & Johnson (JNJ) 0.2 $6.4M +3% 31k 207.49
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Vanguard Index Fds Value Etf (VTV) 0.2 $6.4M +3% 33k 194.02
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Vanguard Index Fds Growth Etf (VUG) 0.2 $6.3M +5% 13k 491.51
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $5.9M 71k 83.94
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.6M +9% 25k 222.46
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Costco Wholesale Corporation (COST) 0.2 $5.5M 6.3k 882.55
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Lam Research Corp Com New (LRCX) 0.2 $5.3M +3% 26k 203.08
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Goldman Sachs (GS) 0.2 $5.3M 5.6k 940.97
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $5.2M +16% 7.00 745000.00
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Ge Vernova (GEV) 0.2 $5.2M 7.8k 662.32
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UnitedHealth (UNH) 0.2 $5.1M 15k 341.71
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Advanced Micro Devices (AMD) 0.2 $5.1M 24k 210.02
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salesforce (CRM) 0.2 $5.0M +23% 19k 266.11
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $4.9M +3% 40k 123.72
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Philip Morris International (PM) 0.2 $4.9M +4% 32k 155.15
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Caterpillar (CAT) 0.2 $4.9M 8.2k 596.49
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Applovin Corp Com Cl A (APP) 0.2 $4.7M +5% 7.5k 632.92
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American Express Company (AXP) 0.2 $4.7M 12k 378.23
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Micron Technology (MU) 0.2 $4.6M 14k 339.55
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Coca-Cola Company (KO) 0.2 $4.4M +23% 65k 67.54
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $4.3M +4% 54k 79.72
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Home Depot (HD) 0.2 $4.3M -12% 12k 349.07
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Bank of America Corporation (BAC) 0.1 $4.1M +3% 74k 55.64
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Revolution Medicines (RVMD) 0.1 $4.1M 40k 102.71
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Applied Materials (AMAT) 0.1 $4.0M +8% 14k 292.20
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $4.0M +108% 27k 146.53
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International Business Machines (IBM) 0.1 $4.0M 13k 296.74
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Abbott Laboratories (ABT) 0.1 $4.0M -2% 31k 127.04
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.9M 18k 217.54
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $3.8M 43k 90.27
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.8M -2% 26k 145.10
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.8M -5% 63k 60.06
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $3.7M +23% 92k 40.28
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Intuitive Surgical Com New (ISRG) 0.1 $3.7M +4% 6.2k 592.27
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $3.7M 13k 285.85
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $3.7M 43k 85.19
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Raytheon Technologies Corp (RTX) 0.1 $3.7M 20k 185.73
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Procter & Gamble Company (PG) 0.1 $3.7M -13% 27k 138.04
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.5M -12% 129k 27.24
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Amphenol Corp Cl A (APH) 0.1 $3.5M 25k 138.91
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Cisco Systems (CSCO) 0.1 $3.5M 47k 74.72
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.5M +45% 106k 32.92
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.5M 8.9k 392.22
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Parker-Hannifin Corporation (PH) 0.1 $3.5M +16% 3.8k 908.43
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.4M +9% 59k 58.77
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Constellation Energy (CEG) 0.1 $3.4M 10k 338.62
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $3.3M NEW 51k 65.54
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.3M +5% 13k 255.48
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $3.2M +7% 15k 216.75
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Chevron Corporation (CVX) 0.1 $3.2M +6% 21k 155.20
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $3.2M 18k 180.14
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $3.1M +4% 39k 79.81
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Booking Holdings (BKNG) 0.1 $3.1M 564.00 5447.20
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At&t (T) 0.1 $3.0M -29% 125k 23.97
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $3.0M -4% 24k 122.72
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.0M -7% 34k 88.50
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American Centy Etf Tr International Lr (AVIV) 0.1 $3.0M 41k 72.37
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Citigroup Com New (C) 0.1 $2.9M -3% 24k 121.37
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Cadence Design Systems (CDNS) 0.1 $2.9M 9.2k 320.54
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Blackrock (BLK) 0.1 $2.9M 2.7k 1075.11
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Amgen (AMGN) 0.1 $2.9M +7% 8.5k 341.64
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Intuit (INTU) 0.1 $2.9M +3% 4.5k 651.19
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $2.9M +177% 24k 120.19
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Ishares Tr New York Mun Etf (NYF) 0.1 $2.8M +11% 53k 53.84
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.8M +6% 8.9k 318.68
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Robinhood Mkts Com Cl A (HOOD) 0.1 $2.8M -4% 24k 116.97
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.8M +5% 100k 27.90
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TJX Companies (TJX) 0.1 $2.8M +6% 18k 154.04
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $2.8M 46k 59.82
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S&p Global (SPGI) 0.1 $2.8M +2% 5.1k 537.49
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Arista Networks Com Shs (ANET) 0.1 $2.6M 20k 130.08
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Ishares Gold Tr Shares Represent (IAUM) 0.1 $2.6M -14% 59k 44.38
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.6M +26% 37k 70.01
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Capital One Financial (COF) 0.1 $2.6M +6% 10k 253.24
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $2.6M +5% 27k 94.06
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Merck & Co (MRK) 0.1 $2.6M +4% 24k 108.60
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Kla Corp Com New (KLAC) 0.1 $2.6M -6% 1.9k 1359.79
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First Tr Exchange-traded A Com Shs (FTC) 0.1 $2.5M 15k 164.90
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $2.5M +66% 49k 51.54
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Morgan Stanley Com New (MS) 0.1 $2.5M -4% 14k 184.79
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McDonald's Corporation (MCD) 0.1 $2.4M +2% 7.9k 304.15
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Qualcomm (QCOM) 0.1 $2.4M +3% 13k 180.19
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Royal Caribbean Cruises (RCL) 0.1 $2.4M 7.9k 302.42
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $2.3M +4% 19k 122.57
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Uber Technologies (UBER) 0.1 $2.3M 27k 86.19
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Gilead Sciences (GILD) 0.1 $2.2M 18k 124.35
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.2M +12% 48k 45.45
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Boston Scientific Corporation (BSX) 0.1 $2.2M 22k 98.65
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Boeing Company (BA) 0.1 $2.2M +26% 9.6k 228.12
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Quanta Services (PWR) 0.1 $2.2M 5.0k 436.89
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.2M 23k 93.52
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Lowe's Companies (LOW) 0.1 $2.1M +3% 8.7k 247.11
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Spdr Series Trust State Street Spd (HYMB) 0.1 $2.1M 85k 25.09
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IDEXX Laboratories (IDXX) 0.1 $2.1M 3.0k 714.55
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Cigna Corp (CI) 0.1 $2.1M +16% 7.4k 279.14
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Northrop Grumman Corporation (NOC) 0.1 $2.1M 3.6k 576.95
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Servicenow (NOW) 0.1 $2.1M +368% 14k 150.90
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $2.0M 40k 51.26
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.0M +7% 4.2k 478.91
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Walt Disney Company (DIS) 0.1 $2.0M +3% 18k 112.91
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Eaton Corp SHS (ETN) 0.1 $2.0M 6.2k 322.67
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United Rentals (URI) 0.1 $2.0M 2.2k 880.89
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McKesson Corporation (MCK) 0.1 $1.9M 2.4k 823.99
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Howmet Aerospace (HWM) 0.1 $1.9M 9.1k 210.90
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.9M 25k 74.26
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Cintas Corporation (CTAS) 0.1 $1.9M -11% 10k 186.70
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Palo Alto Networks (PANW) 0.1 $1.8M -8% 9.5k 193.90
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.8M +81% 22k 83.95
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Charles Schwab Corporation (SCHW) 0.1 $1.8M +2% 18k 101.93
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Honeywell International (HON) 0.1 $1.8M 9.1k 199.50
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $1.8M 18k 98.76
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.8M +2% 36k 50.22
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Ameriprise Financial (AMP) 0.1 $1.8M 3.6k 498.07
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Duke Energy Corp Com New (DUK) 0.1 $1.8M -4% 15k 116.19
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Automatic Data Processing (ADP) 0.1 $1.8M -9% 6.8k 261.25
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.8M +7% 4.6k 385.04
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.7M 20k 88.85
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.7M +25% 51k 33.81
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Welltower Inc Com reit (WELL) 0.1 $1.7M 9.3k 185.66
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Raymond James Financial (RJF) 0.1 $1.7M 10k 165.15
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Progressive Corporation (PGR) 0.1 $1.7M -5% 8.2k 209.10
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $1.7M +321% 15k 115.17
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $1.7M 5.6k 304.61
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.7M -7% 4.5k 378.21
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $1.7M 30k 55.61
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Hca Holdings (HCA) 0.1 $1.7M 3.6k 470.68
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $1.6M 21k 77.56
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Pilgrim's Pride Corporation (PPC) 0.1 $1.6M +78% 44k 37.14
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Linde SHS (LIN) 0.1 $1.6M -23% 3.8k 434.09
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $1.6M -20% 48k 33.99
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Doordash Cl A (DASH) 0.1 $1.6M -7% 7.0k 230.52
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Phillips 66 (PSX) 0.1 $1.6M 12k 137.88
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Chubb (CB) 0.1 $1.6M -2% 5.2k 306.60
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.6M 21k 77.70
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Southern Company (SO) 0.1 $1.6M -8% 18k 86.27
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M +3% 16k 97.93
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.6M -10% 15k 106.89
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.6M -2% 4.9k 317.01
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.6M -2% 3.2k 484.15
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Deere & Company (DE) 0.1 $1.5M +2% 3.2k 475.16
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Us Bancorp Del Com New (USB) 0.1 $1.5M +18% 28k 54.87
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Williams Companies (WMB) 0.1 $1.5M 25k 60.39
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.5M +5% 1.2k 1228.47
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Autodesk (ADSK) 0.1 $1.5M 5.1k 293.79
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.5M -7% 51k 29.58
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Lockheed Martin Corporation (LMT) 0.1 $1.5M +24% 3.0k 496.92
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Stryker Corporation (SYK) 0.1 $1.5M -5% 4.0k 367.73
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ConocoPhillips (COP) 0.1 $1.5M -38% 16k 93.94
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Coupang Cl A (CPNG) 0.1 $1.5M 63k 23.27
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Nextera Energy (NEE) 0.1 $1.5M +4% 19k 78.37
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.1 $1.5M NEW 61k 23.95
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Synopsys (SNPS) 0.1 $1.4M -7% 2.8k 519.70
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Motorola Solutions Com New (MSI) 0.1 $1.4M -12% 3.8k 377.52
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O'reilly Automotive (ORLY) 0.0 $1.4M -6% 16k 90.85
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First Tr Exchange-traded A Com Shs (FEX) 0.0 $1.4M 12k 121.44
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.4M 16k 91.06
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Kenvue (KVUE) 0.0 $1.4M +720% 84k 16.74
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $1.4M -7% 5.0k 278.53
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Pepsi (PEP) 0.0 $1.4M +5% 10k 137.00
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Valero Energy Corporation (VLO) 0.0 $1.4M 7.6k 183.85
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Moody's Corporation (MCO) 0.0 $1.4M +4% 2.6k 531.46
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Simon Property (SPG) 0.0 $1.4M +2% 7.4k 183.95
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $1.4M 28k 49.28
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Adobe Systems Incorporated (ADBE) 0.0 $1.3M -21% 4.0k 338.10
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Metropcs Communications (TMUS) 0.0 $1.3M -11% 6.8k 197.30
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $1.3M 39k 34.17
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Spdr Series Trust State Street Spd (SPMD) 0.0 $1.3M 22k 59.89
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.3M +6% 2.8k 476.98
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Analog Devices (ADI) 0.0 $1.3M +5% 4.4k 292.92
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PNC Financial Services (PNC) 0.0 $1.3M +10% 5.9k 216.27
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Colgate-Palmolive Company (CL) 0.0 $1.3M +70% 16k 77.09
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.3M 8.2k 153.60
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Allstate Corporation (ALL) 0.0 $1.3M +2% 6.1k 207.26
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $1.3M +28% 26k 48.07
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Roblox Corp Cl A (RBLX) 0.0 $1.2M 16k 76.42
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Marriott Intl Cl A (MAR) 0.0 $1.2M +4% 3.9k 319.29
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Starbucks Corporation (SBUX) 0.0 $1.2M +4% 14k 86.69
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CVS Caremark Corporation (CVS) 0.0 $1.2M +6% 15k 79.79
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Intercontinental Exchange (ICE) 0.0 $1.2M 7.5k 161.92
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Verizon Communications (VZ) 0.0 $1.2M -17% 30k 40.13
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Ross Stores (ROST) 0.0 $1.2M +10% 6.5k 186.98
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Rockwell Automation (ROK) 0.0 $1.2M +5% 3.0k 409.37
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Frontier Communications Pare 0.0 $1.2M +2% 32k 38.22
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $1.2M +2% 43k 27.67
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Trane Technologies SHS (TT) 0.0 $1.2M 3.2k 376.43
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.2M +134% 40k 30.14
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Ishares Gold Tr Ishares New (IAU) 0.0 $1.2M +18% 14k 83.81
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First Horizon National Corporation (FHN) 0.0 $1.2M 48k 24.59
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $1.2M 5.5k 214.17
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Past Filings by Wedmont Private Capital

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