Wedmont-Private-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  null,
  "VSGX",
  "JWN",
  "HOOD",
  "RVMD",
  "AZEK",
  "MPWR",
  "GRAB",
  "FRGE",
  "JAZZ",
  "QRVO",
  "GDX",
  "POOL",
  "NLY",
  "RJF",
  "AR",
  "BROS",
  "OLLI",
  "RBC",
  null,
  "MP",
  "PCG",
  "SPR",
  "SNOW",
  "MU",
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  "FNDA",
  null,
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  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
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  "BABA",
  null,
  "MTSI",
  "VONG",
  null,
  "ALL",
  null,
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  "ALNY",
  "VDE",
  null,
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  null,
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  "AIG",
  null,
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  "T",
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  null,
  null,
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  null,
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  "APP",
  "LOW",
  null,
  null,
  null,
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  "BRO",
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  "LNC",
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  "D",
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  null,
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  "RL",
  "QS",
  "EQH",
  null,
  "EOG",
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  "PNR",
  "FCX",
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  null,
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  "ATAI",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  "DRVN",
  "FBIN",
  null,
  "FE",
  "UNP",
  "QCOM",
  "SCCO",
  "ISRG",
  null,
  "HSBC",
  "HUBS",
  "EMXC",
  "HWM",
  "LEN",
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  "ING",
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  "ICE",
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "MS",
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  "NDAQ",
  "EQIX",
  "EQT",
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  "GE",
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  null,
  "HIG",
  "HES",
  "NVS",
  "NU",
  "OXY",
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  "OMC",
  "ODFL",
  null,
  "ORLY",
  "PCAR",
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "PGR",
  "IEMG",
  null,
  null,
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "LPLA",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "MSTR",
  "DGX",
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "SAP",
  null,
  null,
  null,
  "RITM",
  "SPYG",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "DTM",
  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "SNV",
  "VOE",
  "SCHW",
  "MNST",
  "EWBC",
  "PPC",
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "IWV",
  null,
  "VCIT",
  null,
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "TEF",
  "TOST",
  "TXT",
  "TSCO",
  "ULTA",
  "XLB",
  "PTON",
  "WY",
  "GDDY",
  "SNY",
  "WOOF",
  null,
  "TSM",
  "IT",
  "LRN",
  "OHI",
  "GPN",
  null,
  "RMD",
  null,
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "MUSA",
  "ALGN",
  "ADSK",
  "AON",
  "THC",
  "SSB",
  "AMCR",
  "GM",
  "HAL",
  "ACGL",
  "BLD",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "SDY",
  "FI",
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  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "IP",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FOX",
  "FTNT",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "NCLH",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "HAIN",
  null,
  null,
  "IDXX",
  "AOS",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "TTWO",
  "CMS",
  "IVE",
  "NWS",
  "LCID",
  "HCA",
  "PFG",
  null,
  null,
  "IVZ",
  null,
  null,
  "KD",
  "TPL",
  null,
  null,
  "NWSA",
  "HBAN",
  "RGA",
  "VEU",
  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  "VALE",
  "MGK",
  "VOOV",
  null,
  "VXUS",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WBS",
  "WFC",
  "WAL",
  "WST",
  "WELL",
  null,
  "WSM",
  "WING",
  "WTW",
  "WMB",
  null,
  null,
  "XEL",
  "WDAY",
  "YUM",
  "XPO",
  "Z",
  "XYL",
  "GTM",
  null,
  null,
  "OC",
  "GRMN",
  "PTC",
  null,
  "HAYW",
  "MTB",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JNPR",
  "MSCI",
  "JKHY",
  "NSC",
  "MHK",
  "NOK",
  "JCI",
  "LH",
  "TER",
  "SO",
  "TTD",
  "SON",
  "TDOC",
  "BPOP",
  "OTIS",
  "PSX",
  "OPEN",
  "ROL",
  "CRM",
  "SNAP",
  "RBLX",
  "TDY",
  "S",
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  "IXUS",
  "ZION",
  null,
  null,
  "UHS",
  "GEV",
  "ZM",
  "DGRO",
  "MCK",
  "EXR",
  "GWW",
  "NTAP",
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  "FDX",
  "AME",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "AXS",
  "BAC",
  "OZK",
  "BBVA",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BHP",
  "BJ",
  "BA",
  "BMY",
  "BLDR",
  "BR",
  "BURL",
  "CDNS",
  "CG",
  "CVNA",
  "CARR",
  "CCL",
  "CBOE",
  "CBRE",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CME",
  "KO",
  "CMA",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "COMP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DVA",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "EWJ",
  "IJT",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
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  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 700
Total Value: 1950962611
Accession Number: 0001904274-25-000004
Form Type: 13F-HR
CIK: wedmont-private-capital
Manager Name: Wedmont-Private-Capital

Data Enrichment

87% identified

606 identified94 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

700 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 35

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ECOLAB INC.

ECL|278865100

Shares:3.0K

Value:$696.8K

% of Portfolio:0.0% ($696.8K/$2.0B)

464287879

Shares:8.0K

Value:$694.0K

% of Portfolio:0.0% ($694.0K/$2.0B)

ANSYS INC

ANSS|03662Q105

Shares:2.3K

Value:$690.1K

% of Portfolio:0.0% ($690.1K/$2.0B)

Monster Beverage Corp

MNST|61174X109

Shares:11.8K

Value:$688.3K

% of Portfolio:0.0% ($688.3K/$2.0B)

03073E105

Shares:2.4K

Value:$686.7K

% of Portfolio:0.0% ($686.7K/$2.0B)

Edwards Lifesciences Corp

EW|28176E108

Shares:9.9K

Value:$684.3K

% of Portfolio:0.0% ($684.3K/$2.0B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:23.1K

Value:$683.0K

% of Portfolio:0.0% ($683.0K/$2.0B)

FIRST HORIZON CORP

FHN|320517105

Shares:40.3K

Value:$682.8K

% of Portfolio:0.0% ($682.8K/$2.0B)

DANAHER CORP /DE/

DHR|235851102

Shares:3.6K

Value:$682.6K

% of Portfolio:0.0% ($682.6K/$2.0B)

78463X509

Shares:18.2K

Value:$680.7K

% of Portfolio:0.0% ($680.7K/$2.0B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:2.8K

Value:$675.0K

% of Portfolio:0.0% ($675.0K/$2.0B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.3K

Value:$670.9K

% of Portfolio:0.0% ($670.9K/$2.0B)

M&T BANK CORP

MTB|55261F104

Shares:4.2K

Value:$660.0K

% of Portfolio:0.0% ($660.0K/$2.0B)

GARTNER INC

IT|366651107

Shares:1.6K

Value:$658.6K

% of Portfolio:0.0% ($658.6K/$2.0B)

Marvell Technology, Inc.

MRVL|573874104

Shares:12.3K

Value:$656.8K

% of Portfolio:0.0% ($656.8K/$2.0B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.4K

Value:$653.1K

% of Portfolio:0.0% ($653.1K/$2.0B)

Elevance Health, Inc.

ELV|036752103

Shares:1.5K

Value:$652.4K

% of Portfolio:0.0% ($652.4K/$2.0B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3.0K

Value:$647.7K

% of Portfolio:0.0% ($647.7K/$2.0B)

AMETEK INC/

AME|031100100

Shares:4.1K

Value:$645.5K

% of Portfolio:0.0% ($645.5K/$2.0B)

165167735

Shares:6.2K

Value:$642.6K

% of Portfolio:0.0% ($642.6K/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ECOLAB INC.(ECLcusip278865100)	3.0K	QoQ +7.98% (+219) YoY +28.29% (+653)	All Managers (Combined)	$696.8K	0.0% ($696.8K/$2.0B)	QoQ +10.61% (+$66.8K) YoY +33.69% (+$175.6K)
(cusip464287879)✕	8.0K	QoQ +87.08% (+3.7K) YoY +64.17% (+3.1K)	All Managers (Combined)	$694.0K	0.0% ($694.0K/$2.0B)	QoQ +53.78% (+$242.7K) YoY +41.46% (+$203.4K)
ANSYS INC(ANSScusip03662Q105)	2.3K	QoQ +5.14% (-114) YoY +3.05% (-69)	All Managers (Combined)	$690.1K	0.0% ($690.1K/$2.0B)	QoQ -7.77% (-$58.1K) YoY -11.36% (-$88.5K)
Monster Beverage Corp(MNSTcusip61174X109)	11.8K	QoQ -2.55% (-310) YoY -4.50% (-559)	All Managers (Combined)	$688.3K	0.0% ($688.3K/$2.0B)	QoQ +13.92% (-$84.1K) YoY -0.39% (-$2.8K)
(cusip03073E105)✕	2.4K	QoQ -1.54% (-38) YoY +45.21% (+752)	All Managers (Combined)	$686.7K	0.0% ($686.7K/$2.0B)	QoQ +18.51% (-$107.3K) YoY +73.07% (+$289.9K)
Edwards Lifesciences Corp(EWcusip28176E108)	9.9K	QoQ +18.11% (+1.5K) YoY +20.40% (-1.7K)	All Managers (Combined)	$684.3K	0.0% ($684.3K/$2.0B)	QoQ +11.64% (+$71.4K) YoY -10.19% (-$77.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	23.1K	QoQ +0.30% (-70) YoY -24.93% (-7.7K)	All Managers (Combined)	$683.0K	0.0% ($683.0K/$2.0B)	QoQ -7.61% (-$56.3K) YoY -23.98% (-$215.5K)
FIRST HORIZON CORP(FHNcusip320517105)	40.3K	QoQ -5.38% (-2.3K) YoY +9.88% (+3.6K)	All Managers (Combined)	$682.8K	0.0% ($682.8K/$2.0B)	QoQ -20.10% (-$171.8K) YoY +23.84% (+$131.5K)
DANAHER CORP /DE/(DHRcusip235851102)	3.6K	QoQ -35.61% (-2.0K) YoY -17.62% (-774)	All Managers (Combined)	$682.6K	0.0% ($682.6K/$2.0B)	QoQ -48.31% (-$638.1K) YoY -37.77% (-$414.4K)
(cusip78463X509)✕	18.2K	QoQ -9.09% (-1.8K) YoY -57.74% (-24.8K)	All Managers (Combined)	$680.7K	0.0% ($680.7K/$2.0B)	QoQ -8.84% (-$66.1K) YoY -57.27% (-$912.6K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	2.8K	QoQ +9.93% (+250) YoY +41.53% (+812)	All Managers (Combined)	$675.0K	0.0% ($675.0K/$2.0B)	QoQ +29.98% (+$155.7K) YoY +82.86% (+$305.9K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.3K	QoQ +1.04% (+13) YoY +30.96% (+297)	All Managers (Combined)	$670.9K	0.0% ($670.9K/$2.0B)	QoQ +17.64% (+$100.6K) YoY +53.85% (+$234.8K)
M&T BANK CORP(MTBcusip55261F104)	4.2K	QoQ -2.92% (-126) YoY +25.08% (+838)	All Managers (Combined)	$660.0K	0.0% ($660.0K/$2.0B)	QoQ -18.34% (-$148.3K) YoY +40.34% (+$189.7K)
GARTNER INC(ITcusip366651107)	1.6K	QoQ -10.87% (-201) YoY +1.04% (-17)	All Managers (Combined)	$658.6K	0.0% ($658.6K/$2.0B)	QoQ -27.11% (-$245.1K) YoY -14.01% (-$107.3K)
Marvell Technology, Inc.(MRVLcusip573874104)	12.3K	QoQ +30.70% (-2.9K) YoY +155.79% (+7.5K)	All Managers (Combined)	$656.8K	0.0% ($656.8K/$2.0B)	QoQ -38.95% (-$419.1K) YoY +86.22% (+$304.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	2.4K	QoQ -1.54% (-37) YoY +18.76% (+373)	All Managers (Combined)	$653.1K	0.0% ($653.1K/$2.0B)	QoQ +4.98% (-$31.0K) YoY +13.76% (+$79.0K)
Elevance Health, Inc.(ELVcusip036752103)	1.5K	QoQ +32.64% (+365) YoY -19.96% (-370)	All Managers (Combined)	$652.4K	0.0% ($652.4K/$2.0B)	QoQ +53.05% (+$226.1K) YoY -31.55% (-$300.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	3.0K	QoQ +7.57% (+214) YoY +29.27% (+688)	All Managers (Combined)	$647.7K	0.0% ($647.7K/$2.0B)	QoQ +32.23% (+$157.9K) YoY +42.97% (+$194.7K)
AMETEK INC/(AMEcusip031100100)	4.1K	QoQ +7.51% (-284) YoY +29.99% (+937)	All Managers (Combined)	$645.5K	0.0% ($645.5K/$2.0B)	QoQ -2.97% (-$19.8K) YoY +14.04% (+$79.5K)
(cusip165167735)✕	6.2K	QoQ +11.34% (+633) YoY +100.51% (+3.1K)	All Managers (Combined)	$642.6K	0.0% ($642.6K/$2.0B)	QoQ +12.72% (+$72.5K) YoY +130.63% (+$364.0K)