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 838 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Wedmont Private Capital has 838 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) 10.4 $322M +10% 4.7M 67.82
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $185M +8% 3.3M 56.50
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Vanguard Index Fds Total Stk Mkt (VTI) 5.1 $159M +11% 475k 333.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $121M +3% 194k 621.34
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Ishares Tr Core Msci Eafe (IEFA) 3.6 $111M +4% 1.2M 95.42
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 3.4 $105M +17% 1.4M 77.05
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Ishares Tr Us Treas Bd Etf (GOVT) 3.2 $100M +14% 4.4M 22.91
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NVIDIA Corporation (NVDA) 2.7 $82M 453k 182.08
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $80M +20% 1.6M 50.13
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Apple (AAPL) 2.4 $74M 285k 258.90
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Ishares Core Msci Emkt (IEMG) 2.1 $66M +3% 896k 74.14
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Ishares Tr National Mun Etf (MUB) 1.6 $50M 473k 106.76
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Alphabet Cap Stk Cl C (GOOG) 1.6 $50M +49% 160k 314.74
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $47M +39% 148k 317.32
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Microsoft Corporation (MSFT) 1.3 $40M -3% 106k 374.33
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Amazon (AMZN) 1.2 $38M +3% 169k 221.25
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Palantir Technologies Cl A (PLTR) 1.2 $37M 265k 140.76
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $33M +9% 682k 48.28
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Meta Platforms Cl A (META) 0.9 $29M 48k 612.42
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $28M -3% 181k 153.52
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $27M 1.0M 26.18
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Broadcom (AVGO) 0.9 $27M 77k 350.63
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $22M +40% 37k 606.09
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.6 $19M +21% 195k 99.73
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Tesla Motors (TSLA) 0.6 $19M +2% 56k 343.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $18M 37k 479.75
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Ishares Tr Broad Usd High (USHY) 0.6 $18M +9% 483k 37.11
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $18M +7% 59k 298.45
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $16M +4% 60k 273.10
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JPMorgan Chase & Co. (JPM) 0.5 $16M +5% 51k 307.97
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $15M +5% 22k 676.02
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $15M +101% 190k 79.21
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Eli Lilly & Co. (LLY) 0.5 $14M +2% 15k 953.32
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $14M +7% 540k 26.12
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $14M 138k 98.23
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Ge Vernova (GEV) 0.4 $13M +75% 14k 936.07
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.4 $13M 494k 25.60
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Vanguard Index Fds Value Etf (VTV) 0.4 $12M +86% 61k 201.98
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Wells Fargo & Company (WFC) 0.4 $12M -9% 144k 84.66
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $12M +7% 39k 310.52
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $12M +9% 145k 81.23
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $12M -6% 128k 91.81
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $12M 111k 105.42
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $11M +11% 16k 678.99
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $11M 92k 115.52
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Netflix (NFLX) 0.3 $11M 107k 99.39
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Exxon Mobil Corporation (XOM) 0.3 $11M +3% 68k 156.22
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Vanguard World Inf Tech Etf (VGT) 0.3 $9.8M +5% 13k 739.10
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Wal-Mart Stores (WMT) 0.3 $9.8M +4% 77k 127.26
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Oracle Corporation (ORCL) 0.3 $9.3M -22% 65k 143.66
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Abbvie (ABBV) 0.3 $9.1M +2% 43k 211.59
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $9.1M 265k 34.42
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $9.0M 78k 114.74
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $8.6M +26% 59k 144.58
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Johnson & Johnson (JNJ) 0.3 $8.3M +12% 34k 241.30
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Ishares Tr Core Msci Intl (IDEV) 0.3 $8.2M 94k 87.88
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Visa Com Cl A (V) 0.3 $8.2M -4% 27k 308.96
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Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $8.1M -9% 142k 57.21
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Newmont Mining Corporation (NEM) 0.2 $7.7M 65k 118.15
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $7.6M +3% 108k 70.53
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $7.4M 151k 49.22
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $7.1M +121% 33k 214.79
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Costco Wholesale Corporation (COST) 0.2 $7.0M +8% 6.8k 1030.31
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $6.9M -4% 46k 148.07
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Vanguard Index Fds Growth Etf (VUG) 0.2 $6.7M +14% 15k 456.91
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Caterpillar (CAT) 0.2 $6.6M +3% 8.5k 771.57
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Advanced Micro Devices (AMD) 0.2 $6.3M +12% 27k 231.82
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $6.3M 71k 89.29
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Micron Technology (MU) 0.2 $6.0M +7% 15k 406.74
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Ge Aerospace Com New (GE) 0.2 $5.8M -8% 19k 308.05
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.7M 26k 221.94
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Mastercard Incorporated Cl A (MA) 0.2 $5.6M -6% 11k 507.13
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $5.4M +3% 41k 129.83
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Goldman Sachs (GS) 0.2 $5.3M +3% 5.8k 905.81
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Applied Materials (AMAT) 0.2 $5.2M -2% 13k 385.73
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Philip Morris International (PM) 0.2 $5.1M 32k 160.94
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Coca-Cola Company (KO) 0.2 $5.1M +2% 67k 77.29
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Hinge Health Cl A (HNGE) 0.2 $5.1M NEW 133k 38.29
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $4.8M +17% 21k 225.36
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Gilead Sciences (GILD) 0.1 $4.6M +83% 33k 141.54
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.6M +14% 30k 152.09
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Analog Devices (ADI) 0.1 $4.5M +194% 13k 346.22
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $4.3M -14% 6.00 720512.00
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Lam Research Corp Com New (LRCX) 0.1 $4.3M -32% 18k 246.48
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Cisco Systems (CSCO) 0.1 $4.3M +10% 52k 83.70
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Raytheon Technologies Corp (RTX) 0.1 $4.3M +6% 21k 203.48
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $4.2M -9% 49k 85.69
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Chevron Corporation (CVX) 0.1 $4.1M +2% 21k 192.89
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.0M +18% 15k 260.48
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UnitedHealth (UNH) 0.1 $4.0M -13% 13k 305.99
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.9M +258% 33k 119.14
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Procter & Gamble Company (PG) 0.1 $3.9M 27k 144.90
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.9M +3% 66k 59.49
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Revolution Medicines (RVMD) 0.1 $3.9M 40k 96.75
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Home Depot (HD) 0.1 $3.9M -6% 12k 336.17
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $3.9M 43k 90.47
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American Express Company (AXP) 0.1 $3.9M 12k 316.35
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Parker-Hannifin Corporation (PH) 0.1 $3.8M 3.9k 965.95
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Bank of America Corporation (BAC) 0.1 $3.7M -2% 72k 51.88
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $3.7M 43k 86.74
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.6M +17% 40k 92.12
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $3.5M 13k 271.07
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At&t (T) 0.1 $3.5M +2% 128k 27.35
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $3.5M -10% 24k 141.69
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Amphenol Corp Cl A (APH) 0.1 $3.4M 25k 135.32
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.4M 129k 26.65
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Arista Networks Com Shs (ANET) 0.1 $3.3M +12% 23k 145.07
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Kla Corp Com New (KLAC) 0.1 $3.2M +3% 1.9k 1672.48
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.2M -6% 55k 58.43
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.2M 106k 30.35
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American Centy Etf Tr International Lr (AVIV) 0.1 $3.2M 41k 78.37
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International Business Machines (IBM) 0.1 $3.2M 13k 241.74
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Merck & Co (MRK) 0.1 $3.2M +9% 26k 123.18
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $3.2M -4% 17k 189.59
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $3.2M 8.7k 365.90
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TJX Companies (TJX) 0.1 $3.2M +8% 20k 161.64
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Ishares Tr New York Mun Etf (NYF) 0.1 $3.1M +10% 59k 53.39
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Citigroup Com New (C) 0.1 $3.1M +4% 25k 123.49
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Marriott Intl Cl A (MAR) 0.1 $3.1M +130% 9.0k 348.60
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.1M 101k 30.86
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $3.1M -16% 77k 40.39
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salesforce (CRM) 0.1 $3.1M -8% 17k 176.37
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Constellation Energy (CEG) 0.1 $3.0M +4% 11k 284.26
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Applovin Corp Com Cl A (APP) 0.1 $3.0M 7.6k 391.20
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Amgen (AMGN) 0.1 $3.0M 8.4k 349.81
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Quanta Services (PWR) 0.1 $2.9M 5.1k 576.24
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Intuitive Surgical Com New (ISRG) 0.1 $2.9M 6.3k 462.28
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $2.9M 46k 63.01
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Abbott Laboratories (ABT) 0.1 $2.9M -10% 28k 103.56
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.8M -10% 36k 79.24
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $2.8M -3% 23k 121.36
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Cadence Design Systems (CDNS) 0.1 $2.8M +3% 9.5k 289.50
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $2.7M +58% 24k 116.27
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.7M 37k 72.02
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McDonald's Corporation (MCD) 0.1 $2.7M +9% 8.6k 307.00
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.6M -22% 6.8k 385.34
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $2.6M +30% 64k 40.42
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Northrop Grumman Corporation (NOC) 0.1 $2.6M +3% 3.7k 687.42
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Morgan Stanley Com New (MS) 0.1 $2.5M +5% 14k 176.02
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Eaton Corp SHS (ETN) 0.1 $2.5M +6% 6.6k 385.58
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First Tr Exchange-traded A Com Shs (FTC) 0.1 $2.5M 15k 162.91
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Boeing Company (BA) 0.1 $2.5M +18% 11k 217.80
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Blackrock (BLK) 0.1 $2.5M -9% 2.5k 1001.37
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $2.5M -7% 25k 97.41
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Booking Holdings (BKNG) 0.1 $2.4M +2260% 13k 181.00
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Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $2.3M 49k 48.26
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $2.3M -15% 20k 114.03
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Howmet Aerospace (HWM) 0.1 $2.3M 9.0k 250.00
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Royal Caribbean Cruises (RCL) 0.1 $2.2M 8.0k 279.26
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $2.2M -18% 42k 53.35
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Honeywell International (HON) 0.1 $2.2M +4% 9.5k 232.47
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.2M -8% 21k 104.92
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ConocoPhillips (COP) 0.1 $2.2M +10% 18k 125.22
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $2.2M -3% 19k 117.26
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Capital One Financial (COF) 0.1 $2.2M +10% 11k 192.45
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Lowe's Companies (LOW) 0.1 $2.2M 8.8k 243.66
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Phillips 66 (PSX) 0.1 $2.1M +8% 13k 168.00
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Duke Energy Corp Com New (DUK) 0.1 $2.1M +5% 16k 131.60
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Linde SHS (LIN) 0.1 $2.1M +13% 4.3k 500.45
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Spdr Series Trust State Street Spd (HYMB) 0.1 $2.1M 85k 25.03
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Cigna Corp (CI) 0.1 $2.1M 7.5k 277.56
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.1M +26% 20k 102.19
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McKesson Corporation (MCK) 0.1 $2.1M 2.4k 871.23
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Deere & Company (DE) 0.1 $2.0M 3.3k 609.38
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Sandisk Corp (SNDK) 0.1 $1.9M +43% 2.5k 780.90
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Welltower Inc Com reit (WELL) 0.1 $1.9M +2% 9.5k 204.69
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M +318% 9.8k 197.97
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.9M +7% 4.5k 426.51
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Nextera Energy (NEE) 0.1 $1.9M +9% 20k 94.17
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S&p Global (SPGI) 0.1 $1.9M -14% 4.4k 436.99
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $1.9M -4% 38k 50.88
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Uber Technologies (UBER) 0.1 $1.9M -2% 26k 72.38
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.9M +3% 53k 36.17
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.9M +3% 23k 83.03
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Valero Energy Corporation (VLO) 0.1 $1.8M 7.7k 239.63
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Charles Schwab Corporation (SCHW) 0.1 $1.8M +4% 19k 96.70
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Hca Holdings (HCA) 0.1 $1.8M 3.6k 505.15
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Motorola Solutions Com New (MSI) 0.1 $1.8M +6% 4.1k 447.77
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IDEXX Laboratories (IDXX) 0.1 $1.8M +3% 3.1k 591.84
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.8M 36k 50.13
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.8M -6% 4.3k 422.88
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.8M 20k 91.62
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Cintas Corporation (CTAS) 0.1 $1.8M +3% 10k 174.59
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Chubb (CB) 0.1 $1.8M +2% 5.4k 332.64
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Williams Companies (WMB) 0.1 $1.8M 25k 73.01
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $1.8M 18k 97.03
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $1.7M +4% 5.8k 298.83
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Ciena Corp Com New (CIEN) 0.1 $1.7M +7% 3.5k 494.01
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Southern Company (SO) 0.1 $1.7M -2% 18k 97.17
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Pepsi (PEP) 0.1 $1.7M +9% 11k 154.80
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Lockheed Martin Corporation (LMT) 0.1 $1.7M -8% 2.8k 628.56
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.7M 1.2k 1421.05
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.7M 21k 83.34
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Ssr Mining (SSRM) 0.1 $1.7M 49k 35.08
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Kenvue (KVUE) 0.1 $1.7M +17% 99k 17.34
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.7M +10% 56k 30.59
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Fastenal Company (FAST) 0.1 $1.7M +91% 35k 48.18
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Intel Corporation (INTC) 0.1 $1.7M +36% 29k 58.95
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Walt Disney Company (DIS) 0.1 $1.7M -4% 17k 99.18
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United Rentals (URI) 0.1 $1.7M -2% 2.2k 760.75
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.7M +39% 30k 55.06
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $1.7M 21k 78.59
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.6M +5% 5.2k 317.20
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Verizon Communications (VZ) 0.1 $1.6M +12% 34k 48.04
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Colgate-Palmolive Company (CL) 0.1 $1.6M +16% 19k 85.55
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.1 $1.6M 61k 26.37
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Ameriprise Financial (AMP) 0.1 $1.6M -3% 3.5k 453.08
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Palo Alto Networks (PANW) 0.1 $1.6M -4% 9.1k 173.78
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.6M -15% 21k 73.72
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Corning Incorporated (GLW) 0.1 $1.6M +26% 9.5k 165.10
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Starbucks Corporation (SBUX) 0.1 $1.6M +11% 16k 97.21
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Monolithic Power Systems (MPWR) 0.1 $1.6M +6% 1.2k 1312.95
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Ishares Gold Tr Shares Represent (IAUM) 0.0 $1.5M -44% 33k 47.15
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Raymond James Financial (RJF) 0.0 $1.5M 10k 147.82
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.5M 16k 98.18
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Progressive Corporation (PGR) 0.0 $1.5M -6% 7.7k 198.09
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Marathon Petroleum Corp (MPC) 0.0 $1.5M 6.6k 231.97
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $1.5M -2% 29k 51.20
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CVS Caremark Corporation (CVS) 0.0 $1.5M +24% 19k 78.79
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.5M +5% 3.4k 443.92
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Marvell Technology (MRVL) 0.0 $1.5M +37% 13k 114.45
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.5M -9% 4.0k 370.72
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Us Bancorp Com New (USB) 0.0 $1.5M -2% 27k 55.36
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Trane Technologies SHS (TT) 0.0 $1.5M +4% 3.3k 449.47
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Qualcomm (QCOM) 0.0 $1.5M -13% 12k 127.51
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O'reilly Automotive (ORLY) 0.0 $1.5M 16k 93.06
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First Tr Exchange-traded A Com Shs (FEX) 0.0 $1.5M 12k 126.02
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.5M -5% 14k 106.55
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Ross Stores (ROST) 0.0 $1.5M 6.5k 224.46
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Spdr Series Trust State Street Spd (SDY) 0.0 $1.5M +120% 9.9k 148.23
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Metropcs Communications (TMUS) 0.0 $1.4M +7% 7.3k 197.63
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Waste Management (WM) 0.0 $1.4M +17% 6.2k 231.42
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Cloudflare Cl A Com (NET) 0.0 $1.4M +27% 6.8k 211.25
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $1.4M 39k 36.64
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Pfizer (PFE) 0.0 $1.4M +39% 52k 27.47
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $1.4M 28k 51.69
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Seaboard Corporation (SEB) 0.0 $1.4M 242.00 5868.42
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Simon Property (SPG) 0.0 $1.4M 7.3k 194.04
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Baker Hughes Company Cl A (BKR) 0.0 $1.4M 22k 63.16
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Johnson Controls Internation SHS (JCI) 0.0 $1.4M +14% 9.9k 139.00
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Intuit (INTU) 0.0 $1.4M -21% 3.5k 389.55
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Spdr Series Trust State Street Spd (SPMD) 0.0 $1.4M 22k 61.83
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Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $1.4M +6% 28k 49.07
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Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $1.4M -20% 38k 35.80
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Texas Instruments Incorporated (TXN) 0.0 $1.4M +9% 6.5k 208.90
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Intercontinental Exchange (ICE) 0.0 $1.3M +6% 8.0k 167.79
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Union Pacific Corporation (UNP) 0.0 $1.3M +11% 5.4k 249.13
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Kinder Morgan (KMI) 0.0 $1.3M +6% 40k 32.96
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Vertiv Holdings Com Cl A (VRT) 0.0 $1.3M +24% 4.6k 281.03
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $1.3M 5.0k 258.53
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Past Filings by Wedmont Private Capital

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

View all past filings