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",
  "FNDF",
  "FNDA",
  null,
  "MPLX",
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  null,
  "MTSI",
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "ALNY",
  "VDE",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  null,
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ESAB",
  null,
  null,
  "AM",
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "BRO",
  "ARCC",
  "SAN",
  "WRB",
  "BSX",
  "HTZ",
  "HRB",
  "DBEF",
  "COF",
  "CMI",
  "LNC",
  "DUK",
  "D",
  "RKT",
  "EBAY",
  null,
  "RXRX",
  "RL",
  "QS",
  "EQH",
  null,
  "EOG",
  "EXPD",
  "FFIV",
  "PNR",
  "FCX",
  "FITB",
  "IBKR",
  null,
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "ATAI",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  "DRVN",
  "FBIN",
  null,
  "FE",
  "UNP",
  "QCOM",
  "SCCO",
  "ISRG",
  null,
  "HSBC",
  "HUBS",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "RIVN",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "PK",
  null,
  "IJH",
  "SEB",
  "SSRM",
  "UWMC",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  "SCHY",
  "L",
  "MPC",
  null,
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "PODD",
  "UI",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DUOL",
  "DOCS",
  "NDAQ",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  "FHN",
  "FIS",
  "FYBR",
  "FTV",
  "GE",
  "GWRE",
  null,
  "HIG",
  "HES",
  "NVS",
  "NU",
  "OXY",
  "ILMN",
  "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",
  "CPAY",
  "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",
  "IWM",
  "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 17 of 35

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46138E339

Shares:7.1K

Value:$641.6K

% of Portfolio:0.0% ($641.6K/$2.0B)

Phillips 66

PSX|718546104

Shares:6.6K

Value:$640.9K

% of Portfolio:0.0% ($640.9K/$2.0B)

NEWMONT Corp /DE/

NEM|651639106

Shares:11.6K

Value:$638.4K

% of Portfolio:0.0% ($638.4K/$2.0B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:5.8K

Value:$637.3K

% of Portfolio:0.0% ($637.3K/$2.0B)

Fortinet, Inc.

FTNT|34959E109

Shares:6.5K

Value:$630.5K

% of Portfolio:0.0% ($630.5K/$2.0B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:2.8K

Value:$620.2K

% of Portfolio:0.0% ($620.2K/$2.0B)

81369Y209

Shares:4.5K

Value:$619.1K

% of Portfolio:0.0% ($619.1K/$2.0B)

FAIR ISAAC CORP

FICO|303250104

Shares:323

Value:$610.0K

% of Portfolio:0.0% ($610.0K/$2.0B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:6.6K

Value:$607.7K

% of Portfolio:0.0% ($607.7K/$2.0B)

Medtronic plc

MDT|G5960L103

Shares:7.3K

Value:$606.7K

% of Portfolio:0.0% ($606.7K/$2.0B)

Driven Brands Holdings Inc.

DRVN|26210V102

Shares:37.5K

Value:$604.8K

% of Portfolio:0.0% ($604.8K/$2.0B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:2.6K

Value:$604.3K

% of Portfolio:0.0% ($604.3K/$2.0B)

ARES CAPITAL CORP

ARCC|04010L103

Shares:29.9K

Value:$595.5K

% of Portfolio:0.0% ($595.5K/$2.0B)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:5.9K

Value:$594.2K

% of Portfolio:0.0% ($594.2K/$2.0B)

EBAY INC

EBAY|278642103

Shares:9.2K

Value:$593.8K

% of Portfolio:0.0% ($593.8K/$2.0B)

921937835

BND|921937835

Shares:8.2K

Value:$588.4K

% of Portfolio:0.0% ($588.4K/$2.0B)

Johnson Controls International plc

JCI|G51502105

Shares:7.6K

Value:$587.7K

% of Portfolio:0.0% ($587.7K/$2.0B)

PAYCHEX INC

PAYX|704326107

Shares:4.0K

Value:$581.0K

% of Portfolio:0.0% ($581.0K/$2.0B)

KROGER CO

KR|501044101

Shares:8.5K

Value:$578.0K

% of Portfolio:0.0% ($578.0K/$2.0B)

HESS CORP

HES|42809H107

Shares:4.5K

Value:$577.8K

% of Portfolio:0.0% ($577.8K/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E339)✕	7.1K	QoQ +11.76% (+752) YoY NEW(+7.1K)	All Managers (Combined)	$641.6K	0.0% ($641.6K/$2.0B)	QoQ +5.02% (+$30.7K) YoY NEW(+$641.6K)
Phillips 66(PSXcusip718546104)	6.6K	QoQ -4.01% (-275) YoY +32.86% (-1.6K)	All Managers (Combined)	$640.9K	0.0% ($640.9K/$2.0B)	QoQ -17.95% (-$140.2K) YoY -21.78% (-$178.5K)
NEWMONT Corp /DE/(NEMcusip651639106)	11.6K	QoQ +28.87% (+2.6K) YoY NEW(+11.6K)	All Managers (Combined)	$638.4K	0.0% ($638.4K/$2.0B)	QoQ +81.17% (+$286.0K) YoY NEW(+$638.4K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	5.8K	QoQ -12.50% (-823) YoY -16.32% (-1.1K)	All Managers (Combined)	$637.3K	0.0% ($637.3K/$2.0B)	QoQ -23.82% (-$199.4K) YoY -47.44% (-$575.3K)
Fortinet, Inc.(FTNTcusip34959E109)	6.5K	QoQ +11.05% (+642) YoY +53.74% (+2.3K)	All Managers (Combined)	$630.5K	0.0% ($630.5K/$2.0B)	QoQ +14.77% (+$81.2K) YoY +120.24% (+$344.2K)
Cheniere Energy, Inc.(LNGcusip16411R208)	2.8K	QoQ +2.17% (-60) YoY +84.71% (+1.3K)	All Managers (Combined)	$620.2K	0.0% ($620.2K/$2.0B)	QoQ -0.05% (-$368) YoY +159.15% (+$380.9K)
(cusip81369Y209)✕	4.5K	QoQ +0.13% (-6) YoY +32.12% (+1.1K)	All Managers (Combined)	$619.1K	0.0% ($619.1K/$2.0B)	QoQ -1.86% (-$11.7K) YoY +26.21% (+$128.6K)
FAIR ISAAC CORP(FICOcusip303250104)	323	QoQ +9.86% (+29) YoY +41.66% (+95)	All Managers (Combined)	$610.0K	0.0% ($610.0K/$2.0B)	QoQ +8.19% (+$46.2K) YoY +119.45% (+$332.0K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	6.6K	QoQ -37.51% (-4.0K) YoY +57.27% (+2.4K)	All Managers (Combined)	$607.7K	0.0% ($607.7K/$2.0B)	QoQ -36.15% (-$344.1K) YoY +58.84% (+$225.1K)
Medtronic plc(MDTcusipG5960L103)	7.3K	QoQ +26.12% (+1.5K) YoY +92.68% (+3.5K)	All Managers (Combined)	$606.7K	0.0% ($606.7K/$2.0B)	QoQ +29.63% (+$138.7K) YoY +90.61% (+$288.4K)
Driven Brands Holdings Inc.(DRVNcusip26210V102)	37.5K	QoQ +0.37% (+142) YoY +258.74% (+27.1K)	All Managers (Combined)	$604.8K	0.0% ($604.8K/$2.0B)	QoQ +6.24% (+$35.6K) YoY +279.46% (+$445.4K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	2.6K	QoQ +30.25% (+606) YoY +92.83% (+1.3K)	All Managers (Combined)	$604.3K	0.0% ($604.3K/$2.0B)	QoQ +36.21% (+$160.7K) YoY +115.50% (+$323.9K)
ARES CAPITAL CORP(ARCCcusip04010L103)	29.9K	QoQ +0.40% (-121) YoY +1.66% (-491)	All Managers (Combined)	$595.5K	0.0% ($595.5K/$2.0B)	QoQ -9.04% (-$59.2K) YoY -1.39% (-$8.4K)
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	5.9K	QoQ -13.25% (-903) YoY +214.30% (+4.0K)	All Managers (Combined)	$594.2K	0.0% ($594.2K/$2.0B)	QoQ -28.19% (-$233.3K) YoY +177.08% (+$379.7K)
EBAY INC(EBAYcusip278642103)	9.2K	QoQ +6.85% (+590) YoY +51.08% (+3.1K)	All Managers (Combined)	$593.8K	0.0% ($593.8K/$2.0B)	QoQ +4.71% (+$26.7K) YoY +87.78% (+$277.6K)
(BNDcusip921937835)	8.2K	QoQ -27.46% (-3.1K) YoY +14.74% (+1.1K)	All Managers (Combined)	$588.4K	0.0% ($588.4K/$2.0B)	QoQ -26.66% (-$214.0K) YoY +14.96% (+$76.6K)
Johnson Controls International plc(JCIcusipG51502105)	7.6K	QoQ +2.35% (+174) YoY +21.03% (+1.3K)	All Managers (Combined)	$587.7K	0.0% ($587.7K/$2.0B)	QoQ +1.13% (+$6.6K) YoY +43.26% (+$177.5K)
PAYCHEX INC(PAYXcusip704326107)	4.0K	QoQ +25.04% (+793) YoY +99.74% (+2.0K)	All Managers (Combined)	$581.0K	0.0% ($581.0K/$2.0B)	QoQ +31.96% (+$140.8K) YoY +131.58% (+$330.1K)
KROGER CO(KRcusip501044101)	8.5K	QoQ +9.78% (+755) YoY +47.03% (+2.7K)	All Managers (Combined)	$578.0K	0.0% ($578.0K/$2.0B)	QoQ +26.69% (+$121.8K) YoY +80.99% (+$258.7K)
HESS CORP(HEScusip42809H107)	4.5K	QoQ +15.10% (+590) YoY +1.90% (-84)	All Managers (Combined)	$577.8K	0.0% ($577.8K/$2.0B)	QoQ +3.86% (+$21.5K) YoY -16.23% (-$112.0K)