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 949 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Wedmont Private Capital has 949 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) 10.3 $374M +11% 5.3M 70.99
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Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $217M +22% 582k 372.69
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $214M +8% 3.6M 59.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $143M +5% 206k 693.86
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Ishares Tr Core Msci Eafe (IEFA) 3.2 $116M +2% 1.2M 97.22
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 3.1 $112M +8% 1.5M 75.91
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $109M +36% 2.2M 50.34
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Ishares Tr Us Treas Bd Etf (GOVT) 2.9 $106M +6% 4.7M 22.59
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NVIDIA Corporation (NVDA) 2.9 $105M +10% 498k 210.96
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Apple (AAPL) 2.6 $95M +5% 302k 315.32
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Ishares Core Msci Emkt (IEMG) 2.0 $73M 898k 81.32
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $52M 146k 357.18
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Ishares Tr National Mun Etf (MUB) 1.4 $51M 478k 107.01
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Alphabet Cap Stk Cl C (GOOG) 1.3 $49M -13% 137k 355.03
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Amazon (AMZN) 1.2 $43M +3% 175k 245.34
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Microsoft Corporation (MSFT) 1.1 $39M -4% 102k 385.10
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $36M +8% 744k 48.08
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Palantir Technologies Cl A (PLTR) 0.9 $33M 263k 126.79
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Broadcom (AVGO) 0.9 $32M +3% 80k 399.97
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Meta Platforms Cl A (META) 0.8 $30M -4% 45k 669.21
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $30M +5% 1.1M 27.55
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $28M 178k 154.65
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $26M -2% 36k 725.50
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $26M +107% 301k 85.34
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $25M +60% 305k 83.50
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.7 $24M +25% 244k 100.09
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Tesla Motors Call Option (TSLA) 0.6 $23M 56k 407.76
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Ishares Tr Broad Usd High (USHY) 0.5 $20M +10% 532k 36.87
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $19M +5% 39k 493.71
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $19M +301% 238k 80.94
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Eli Lilly & Co. (LLY) 0.5 $19M +8% 16k 1188.59
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JPMorgan Chase & Co. (JPM) 0.5 $18M +6% 54k 336.47
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $18M 60k 298.15
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $18M +4% 23k 754.96
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Micron Technology Put Option (MU) 0.5 $17M +18% 17k 979.30
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $16M 540k 29.18
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Advanced Micro Devices (AMD) 0.4 $16M +3% 28k 557.89
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Ge Vernova (GEV) 0.4 $15M +2% 14k 1091.57
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $14M 139k 100.57
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Vanguard World Inf Tech Etf (VGT) 0.4 $14M +789% 118k 118.08
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $14M +17% 130k 104.20
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $14M 39k 347.66
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Wells Fargo & Company (WFC) 0.4 $13M +6% 154k 87.16
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Vanguard Index Fds Value Etf (VTV) 0.4 $13M 61k 219.20
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $13M +5% 17k 758.09
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.3 $13M 495k 25.68
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $12M +3% 95k 128.51
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Visa Com Cl A (V) 0.3 $12M +30% 35k 348.97
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $12M +22% 96k 123.95
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $11M +17% 70k 157.63
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Abbvie (ABBV) 0.3 $11M 44k 248.08
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $11M -10% 114k 94.94
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Exxon Mobil Corporation (XOM) 0.3 $10M +9% 74k 138.88
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $9.6M 262k 36.52
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Caterpillar (CAT) 0.3 $9.5M +17% 10k 952.44
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Wal-Mart Stores (WMT) 0.3 $9.2M +5% 81k 113.90
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Oracle Corporation (ORCL) 0.3 $9.2M 65k 140.64
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Johnson & Johnson (JNJ) 0.2 $8.8M 34k 256.98
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Ishares Tr Core Msci Intl (IDEV) 0.2 $8.6M +2% 96k 89.62
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Applied Materials (AMAT) 0.2 $8.3M +2% 14k 602.48
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $8.3M +2% 110k 75.67
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $8.2M +3% 34k 241.44
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $8.1M 142k 57.35
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Netflix (NFLX) 0.2 $7.8M 107k 73.37
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Vanguard Index Fds Growth Etf (VUG) 0.2 $7.7M +496% 88k 87.40
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Revolution Medicines (RVMD) 0.2 $7.5M 40k 186.88
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $7.4M -3% 45k 165.55
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $7.2M +120% 222k 32.40
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $7.1M -2% 147k 48.30
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $7.0M +377% 66k 106.32
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $7.0M +97% 45k 153.75
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Ge Aerospace Com New (GE) 0.2 $6.9M +3% 19k 359.27
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Philip Morris International (PM) 0.2 $6.6M +14% 37k 181.62
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $6.6M +9% 46k 145.56
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Cisco Systems (CSCO) 0.2 $6.6M +5% 54k 121.31
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $6.5M +40% 69k 94.14
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $6.4M +4% 27k 238.84
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $6.4M 71k 90.04
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Costco Wholesale Corporation (COST) 0.2 $6.3M 6.9k 916.30
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Goldman Sachs (GS) 0.2 $6.3M +2% 5.9k 1055.14
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Newmont Mining Corporation (NEM) 0.2 $6.2M 65k 95.29
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Lam Research Corp Com New (LRCX) 0.2 $6.2M 18k 350.33
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Mastercard Incorporated Cl A (MA) 0.2 $5.9M 11k 526.72
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $5.9M +214% 72k 81.81
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Coca-Cola Company (KO) 0.2 $5.8M +3% 69k 83.49
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UnitedHealth (UNH) 0.2 $5.6M 13k 424.63
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Sandisk Corp (SNDK) 0.1 $5.5M +13% 2.8k 1916.25
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $5.3M +16% 18k 295.99
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Analog Devices (ADI) 0.1 $5.3M +2% 13k 395.66
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $5.2M +6% 32k 161.06
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American Centy Etf Tr International Lr (AVIV) 0.1 $5.1M +58% 65k 78.80
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Ishares Tr New York Mun Etf (NYF) 0.1 $5.1M +61% 95k 53.64
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $4.9M -4% 20k 242.06
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Kla Corp Com New (KLAC) 0.1 $4.7M +936% 20k 231.52
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Bank of America Corporation (BAC) 0.1 $4.6M +6% 76k 59.67
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $4.5M 33k 138.59
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $4.5M 25k 185.78
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $4.4M 6.00 739750.00
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Arista Networks Com Shs (ANET) 0.1 $4.4M +3% 24k 186.96
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American Express Company (AXP) 0.1 $4.4M +3% 13k 350.57
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Raytheon Technologies Corp (RTX) 0.1 $4.3M +3% 22k 195.93
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Gilead Sciences (GILD) 0.1 $4.2M 33k 129.83
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $4.2M 43k 97.07
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Amphenol Corp Cl A (APH) 0.1 $4.1M +2% 26k 159.06
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Procter & Gamble Company (PG) 0.1 $4.0M 27k 147.04
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $4.0M 13k 302.25
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $3.9M +2% 44k 88.57
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Applovin Corp Com Cl A (APP) 0.1 $3.9M 7.6k 506.98
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Chevron Corporation (CVX) 0.1 $3.8M 21k 176.40
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.8M -2% 64k 58.56
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Parker-Hannifin Corporation (PH) 0.1 $3.8M 3.9k 961.29
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.7M -2% 125k 29.74
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Cadence Design Systems (CDNS) 0.1 $3.7M 9.7k 384.17
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.7M 107k 34.65
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Citigroup Com New (C) 0.1 $3.7M +3% 26k 140.79
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Rli (RLI) 0.1 $3.6M NEW 60k 60.65
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Intel Corporation (INTC) 0.1 $3.6M +13% 32k 109.84
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International Business Machines (IBM) 0.1 $3.6M -6% 12k 287.55
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Home Depot (HD) 0.1 $3.5M -11% 10k 343.29
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Merck & Co (MRK) 0.1 $3.5M +9% 28k 123.54
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $3.4M -8% 7.9k 434.11
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $3.4M 77k 44.61
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $3.4M +297% 18k 187.18
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $3.3M 17k 201.35
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Quanta Services (PWR) 0.1 $3.3M 5.1k 658.56
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Marvell Technology (MRVL) 0.1 $3.3M +5% 14k 235.82
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Morgan Stanley Com New (MS) 0.1 $3.2M 15k 222.27
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.2M 55k 58.04
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.2M -16% 33k 97.32
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Palo Alto Networks (PANW) 0.1 $3.2M +8% 9.8k 325.91
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Amgen (AMGN) 0.1 $3.1M +2% 8.7k 363.40
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Progressive Corporation (PGR) 0.1 $3.1M +72% 13k 230.72
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $3.1M 47k 65.63
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TJX Companies (TJX) 0.1 $3.0M +2% 20k 151.34
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.9M 6.8k 429.59
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Marriott Intl Cl A (MAR) 0.1 $2.9M -13% 7.8k 376.09
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First Tr Exchange-traded A Com Shs (FTC) 0.1 $2.8M 15k 184.36
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.8M 36k 78.61
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.8M -3% 36k 77.06
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Hinge Health Cl A (HNGE) 0.1 $2.8M -76% 31k 88.80
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Eaton Corp SHS (ETN) 0.1 $2.7M +2% 6.7k 407.28
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Cigna Corp (CI) 0.1 $2.7M +22% 9.2k 293.47
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Coupang Cl A (CPNG) 0.1 $2.6M +126% 140k 18.80
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Howmet Aerospace (HWM) 0.1 $2.6M +6% 9.6k 270.85
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Blackrock (BLK) 0.1 $2.6M 2.5k 1036.21
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Boeing Company (BA) 0.1 $2.6M +2% 12k 222.28
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.6M 4.2k 610.97
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At&t (T) 0.1 $2.6M -5% 121k 21.13
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Constellation Energy (CEG) 0.1 $2.6M -3% 10k 251.37
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $2.5M -2% 20k 127.57
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $2.5M -7% 24k 108.27
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United Rentals (URI) 0.1 $2.5M +4% 2.3k 1095.65
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Linde SHS (LIN) 0.1 $2.5M +11% 4.7k 529.77
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $2.5M 19k 133.79
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $2.4M 49k 50.29
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.4M +2% 22k 113.78
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Phillips 66 (PSX) 0.1 $2.4M 13k 188.37
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Kenvue (KVUE) 0.1 $2.4M +25% 124k 19.48
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Spdr Series Trust St Str Sp Div (SDY) 0.1 $2.3M +54% 15k 154.36
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $2.3M +20% 7.0k 333.50
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Valero Energy Corporation (VLO) 0.1 $2.3M +7% 8.3k 280.70
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Welltower Inc Com reit (WELL) 0.1 $2.3M +4% 9.9k 231.59
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Western Digital (WDC) 0.1 $2.3M +4% 3.9k 582.59
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $2.3M 41k 55.14
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Capital One Financial (COF) 0.1 $2.3M 11k 201.53
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Royal Caribbean Cruises (RCL) 0.1 $2.3M 7.9k 285.37
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Northrop Grumman Corporation (NOC) 0.1 $2.2M +11% 4.1k 539.61
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $2.2M +18% 24k 91.66
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.2M +5% 10k 214.29
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Nextera Energy (NEE) 0.1 $2.2M +24% 25k 87.96
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Qualcomm (QCOM) 0.1 $2.2M 12k 189.17
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Texas Instruments Incorporated (TXN) 0.1 $2.2M +9% 7.1k 311.45
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.2M +12% 63k 34.91
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Intuitive Surgical Com New (ISRG) 0.1 $2.2M -14% 5.4k 406.78
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.2M +20% 44k 49.99
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Duke Energy Corp Com New (DUK) 0.1 $2.2M +6% 17k 125.48
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Abbott Laboratories (ABT) 0.1 $2.2M -17% 23k 93.93
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Charter Communications Cl A (CHTR) 0.1 $2.2M NEW 17k 130.73
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CVS Caremark Corporation (CVS) 0.1 $2.1M +8% 21k 104.15
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Booking Holdings (BKNG) 0.1 $2.1M -9% 12k 178.39
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Spdr Series Trust St Nuve High Etf (HYMB) 0.1 $2.1M 85k 25.26
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ConocoPhillips (COP) 0.1 $2.1M +11% 20k 109.04
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $2.1M 18k 114.56
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McKesson Corporation (MCK) 0.1 $2.1M +7% 2.6k 806.01
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $2.0M 53k 38.80
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.0M -4% 19k 104.33
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $2.0M +16% 3.5k 581.26
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Chubb (CB) 0.1 $2.0M +6% 5.7k 347.81
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Deere & Company (DE) 0.1 $2.0M +3% 3.4k 586.93
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Marathon Petroleum Corp (MPC) 0.1 $2.0M +7% 7.0k 283.73
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salesforce (CRM) 0.1 $2.0M -30% 12k 163.32
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.9M NEW 6.5k 298.72
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.9M +16% 4.7k 413.08
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Brown & Brown (BRO) 0.1 $1.9M NEW 29k 67.66
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $1.9M 38k 51.27
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Charles Schwab Corporation (SCHW) 0.1 $1.9M 19k 103.12
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Tractor Supply Company (TSCO) 0.1 $1.9M +684% 63k 30.43
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.9M 20k 98.00
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Corning Incorporated (GLW) 0.1 $1.9M +4% 10k 190.89
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Cintas Corporation (CTAS) 0.1 $1.9M +2% 11k 179.64
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.9M -14% 1.0k 1797.32
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $1.9M 21k 87.55
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Starbucks Corporation (SBUX) 0.1 $1.9M +9% 18k 106.01
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Intuit (INTU) 0.1 $1.8M +90% 6.7k 274.98
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Williams Companies (WMB) 0.1 $1.8M 25k 75.02
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Uber Technologies (UBER) 0.1 $1.8M -6% 25k 74.54
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Planet Fitness Master Issuer Cl A (PLNT) 0.1 $1.8M NEW 36k 51.33
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Ameriprise Financial (AMP) 0.0 $1.8M +2% 3.6k 506.70
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Raymond James Financial (RJF) 0.0 $1.8M +3% 11k 168.12
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Robinhood Mkts Com Cl A (HOOD) 0.0 $1.8M +4% 16k 111.97
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Colgate-Palmolive Company (CL) 0.0 $1.8M 19k 92.24
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Allstate Corporation (ALL) 0.0 $1.8M +19% 7.1k 251.62
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Southern Company (SO) 0.0 $1.8M +3% 19k 95.61
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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.0 $1.8M NEW 23k 75.57
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Ea Series Trust Brid Omn Sma Etf (BSVO) 0.0 $1.8M 61k 28.99
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IDEXX Laboratories (IDXX) 0.0 $1.7M 3.1k 563.57
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Us Bancorp Com New (USB) 0.0 $1.7M +2% 28k 62.41
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Dell Technologies CL C (DELL) 0.0 $1.7M 4.0k 435.01
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.7M +4% 3.5k 485.39
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Cloudflare Cl A Com (NET) 0.0 $1.7M -6% 6.4k 268.40
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S&p Global (SPGI) 0.0 $1.7M -10% 3.9k 430.46
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Arthur J. Gallagher & Co. (AJG) 0.0 $1.7M +94% 6.7k 253.10
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.7M -7% 4.8k 354.16
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Walt Disney Company (DIS) 0.0 $1.7M +3% 18k 95.62
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Fastenal Company (FAST) 0.0 $1.7M 36k 46.49
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Simon Property (SPG) 0.0 $1.7M +3% 7.6k 218.78
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Motorola Solutions Com New (MSI) 0.0 $1.7M -4% 3.9k 422.93
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Altria (MO) 0.0 $1.6M +19% 23k 71.79
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Union Pacific Corporation (UNP) 0.0 $1.6M +6% 5.7k 286.98
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Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $1.6M NEW 277k 5.92
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $1.6M 29k 55.71
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McDonald's Corporation (MCD) 0.0 $1.6M -31% 5.9k 274.60
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Trane Technologies SHS (TT) 0.0 $1.6M +2% 3.4k 479.70
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Lowe's Companies (LOW) 0.0 $1.6M -13% 7.7k 211.62
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Monolithic Power Systems (MPWR) 0.0 $1.6M 1.2k 1352.75
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Fortinet (FTNT) 0.0 $1.6M +12% 10k 157.51
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Ciena Corp Com New (CIEN) 0.0 $1.6M 3.5k 460.72
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First Tr Exchange-traded A Com Shs (FEX) 0.0 $1.6M 12k 137.00
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Bellring Brands Common Stock (BRBR) 0.0 $1.6M NEW 128k 12.48
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Pepsi (PEP) 0.0 $1.6M +3% 12k 137.38
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Vertiv Holdings Com Cl A (VRT) 0.0 $1.6M +7% 5.0k 318.86
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Delta Air Lines Com New (DAL) 0.0 $1.6M +10% 18k 87.39
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Anglogold Ashanti Com Shs (AU) 0.0 $1.6M +81% 19k 82.10
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.6M +66% 13k 123.09
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PNC Financial Services (PNC) 0.0 $1.6M +6% 6.2k 251.91
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $1.6M 39k 39.93
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $1.6M -7% 28k 55.43
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Astera Labs (ALAB) 0.0 $1.6M +51% 3.8k 412.97
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Monster Beverage Corp (MNST) 0.0 $1.5M +8% 16k 97.39
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Fifth Third Ban (FITB) 0.0 $1.5M +3% 27k 57.07
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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