Piedmont Capital Management as of Sept. 30, 2025
Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.3 | $23M | 48k | 480.78 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 12.3 | $23M | 165k | 140.79 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 12.2 | $23M | 370k | 62.67 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 9.6 | $18M | 236k | 76.62 | |
| Ishares Tr Cores Msci Eafe (IEFA) | 8.3 | $16M | 180k | 87.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.2 | $14M | 22k | 612.92 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 6.4 | $12M | 157k | 77.32 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 4.7 | $9.0M | 177k | 50.90 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 4.3 | $8.2M | 58k | 141.79 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.3 | $4.4M | 210k | 20.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.3M | 10k | 328.41 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.6 | $3.0M | 102k | 29.60 | |
| Ishares Tr Cre U S Reit Etf | 1.5 | $2.8M | 48k | 58.69 | |
| Vaneck Etf Trust Clo Etf (CLOI) | 1.4 | $2.6M | 49k | 52.86 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.6M | 7.3k | 216.13 | |
| Cisco Systems (CSCO) | 0.8 | $1.5M | 22k | 68.06 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.8 | $1.5M | 23k | 64.50 | |
| International Business Machines (IBM) | 0.7 | $1.4M | 4.8k | 282.36 | |
| Coca-Cola Company (KO) | 0.6 | $1.2M | 18k | 66.30 | |
| Verizon Communications (VZ) | 0.6 | $1.2M | 28k | 43.50 | |
| Stantec (STN) | 0.6 | $1.1M | 11k | 108.73 | |
| Invsc Qqq Tr Unit Ser | 0.6 | $1.1M | 1.8k | 601.58 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.1M | 14k | 74.25 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | 5.6k | 184.12 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.0M | 2.8k | 356.19 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $945k | 10k | 91.41 | |
| Ishares Silver Tr Ishares (SLV) | 0.5 | $918k | 21k | 43.16 | |
| Merck & Co (MRK) | 0.5 | $881k | 9.9k | 88.59 | |
| Microsoft Corporation (MSFT) | 0.5 | $878k | 1.7k | 516.54 | |
| Chevron Corporation (CVX) | 0.4 | $826k | 5.4k | 154.16 | |
| Amgen (AMGN) | 0.4 | $801k | 2.7k | 298.22 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $725k | 2.3k | 311.34 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $666k | 6.0k | 111.41 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $636k | 950.00 | 669.93 | |
| UnitedHealth (UNH) | 0.3 | $626k | 1.8k | 343.51 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $514k | 12k | 42.08 | |
| Nike CL B (NKE) | 0.3 | $500k | 6.8k | 73.20 | |
| 3M Company (MMM) | 0.2 | $469k | 3.0k | 155.68 | |
| Oracle Corporation (ORCL) | 0.2 | $448k | 1.6k | 288.13 | |
| Caterpillar (CAT) | 0.2 | $351k | 732.00 | 480.10 | |
| Simon Property (SPG) | 0.2 | $333k | 1.8k | 185.79 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $320k | 792.00 | 403.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $297k | 446.00 | 666.67 | |
| Home Depot (HD) | 0.2 | $296k | 744.00 | 397.51 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $281k | 2.8k | 99.69 | |
| Apple (AAPL) | 0.1 | $275k | 1.1k | 256.48 | |
| Glacier Ban (GBCI) | 0.1 | $244k | 5.1k | 48.28 | |
| Wal-Mart Stores (WMT) | 0.1 | $237k | 2.3k | 101.23 | |
| Goldman Sachs (GS) | 0.1 | $233k | 294.00 | 790.65 | |
| Abbvie (ABBV) | 0.1 | $211k | 879.00 | 240.18 | |
| Telus Ord (TU) | 0.1 | $190k | 12k | 15.79 | |
| Gabelli Utility Trust (GUT) | 0.1 | $166k | 27k | 6.06 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $12k | 10k | 1.17 |
