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,
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  "APP",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "BRO",
  "ARCC",
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  "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",
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  null,
  null,
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  null,
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  "SEB",
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  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
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  "L",
  "MPC",
  null,
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  "PWR",
  "MRVL",
  "MA",
  "PODD",
  "UI",
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  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DUOL",
  "DOCS",
  "NDAQ",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  "FHN",
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  "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 24 of 35

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Qorvo, Inc.

QRVO|74736K101

Shares:6.5K

Value:$366.9K

% of Portfolio:0.0% ($366.9K/$2.0B)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:10.5K

Value:$365.8K

% of Portfolio:0.0% ($365.8K/$2.0B)

SYNOVUS FINANCIAL CORP

SNV|87161C501

Shares:9.2K

Value:$365.2K

% of Portfolio:0.0% ($365.2K/$2.0B)

92189F676

Shares:1.8K

Value:$364.4K

% of Portfolio:0.0% ($364.4K/$2.0B)

INTEL CORP

INTC|458140100

Shares:18.4K

Value:$363.7K

% of Portfolio:0.0% ($363.7K/$2.0B)

SEMPRA

SRE|816851109

Shares:5.3K

Value:$362.2K

% of Portfolio:0.0% ($362.2K/$2.0B)

464288877

Shares:6.4K

Value:$361.9K

% of Portfolio:0.0% ($361.9K/$2.0B)

NEWS CORP

NWSA|65249B109

Shares:13.8K

Value:$361.2K

% of Portfolio:0.0% ($361.2K/$2.0B)

BROWN & BROWN, INC.

BRO|115236101

Shares:3.0K

Value:$360.6K

% of Portfolio:0.0% ($360.6K/$2.0B)

NetApp, Inc.

NTAP|64110D104

Shares:4.4K

Value:$360.4K

% of Portfolio:0.0% ($360.4K/$2.0B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:2.1K

Value:$360.3K

% of Portfolio:0.0% ($360.3K/$2.0B)

78464A409

SPYG|78464A409

Shares:4.6K

Value:$359.9K

% of Portfolio:0.0% ($359.9K/$2.0B)

78464A292

Shares:11.6K

Value:$359.8K

% of Portfolio:0.0% ($359.8K/$2.0B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:3.5K

Value:$358.1K

% of Portfolio:0.0% ($358.1K/$2.0B)

Toast, Inc.

TOST|888787108

Shares:10.5K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$2.0B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:3.6K

Value:$357.1K

% of Portfolio:0.0% ($357.1K/$2.0B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:4.4K

Value:$355.7K

% of Portfolio:0.0% ($355.7K/$2.0B)

47103U845

Shares:7.0K

Value:$349.0K

% of Portfolio:0.0% ($349.0K/$2.0B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:1.8K

Value:$348.1K

% of Portfolio:0.0% ($348.1K/$2.0B)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:2.6K

Value:$346.3K

% of Portfolio:0.0% ($346.3K/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Qorvo, Inc.(QRVOcusip74736K101)	6.5K	QoQ +14.32% (-817) YoY -14.60% (-1.1K)	All Managers (Combined)	$366.9K	0.0% ($366.9K/$2.0B)	QoQ -10.26% (-$42.0K) YoY -58.74% (-$522.6K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	10.5K	QoQ -15.52% (-1.9K) YoY +51.23% (+3.6K)	All Managers (Combined)	$365.8K	0.0% ($365.8K/$2.0B)	QoQ -32.07% (-$172.7K) YoY +50.49% (+$122.7K)
SYNOVUS FINANCIAL CORP(SNVcusip87161C501)	9.2K	QoQ -1.90% (-179) YoY -17.30% (-1.9K)	All Managers (Combined)	$365.2K	0.0% ($365.2K/$2.0B)	QoQ -23.78% (-$114.0K) YoY -16.44% (-$71.9K)
(cusip92189F676)✕	1.8K	QoQ +2.43% (-43) YoY +78.32% (+795)	All Managers (Combined)	$364.4K	0.0% ($364.4K/$2.0B)	QoQ -16.57% (-$72.4K) YoY +60.19% (+$136.9K)
INTEL CORP(INTCcusip458140100)	18.4K	QoQ NEW(+18.4K) YoY -33.91% (-9.5K)	All Managers (Combined)	$363.7K	0.0% ($363.7K/$2.0B)	QoQ NEW(+$363.7K) YoY -65.96% (-$705.0K)
SEMPRA(SREcusip816851109)	5.3K	QoQ -13.11% (-800) YoY +11.78% (+559)	All Managers (Combined)	$362.2K	0.0% ($362.2K/$2.0B)	QoQ -24.61% (-$118.2K) YoY +6.51% (+$22.2K)
(cusip464288877)✕	6.4K	QoQ 0.00% (+0) YoY -18.48% (-1.4K)	All Managers (Combined)	$361.9K	0.0% ($361.9K/$2.0B)	QoQ +9.09% (+$30.2K) YoY -15.48% (-$66.3K)
NEWS CORP(NWSAcusip65249B109)	13.8K	QoQ +1.53% (-209) YoY +5.71% (+745)	All Managers (Combined)	$361.2K	0.0% ($361.2K/$2.0B)	QoQ -1.43% (-$5.3K) YoY +8.52% (+$28.4K)
BROWN & BROWN, INC.(BROcusip115236101)	3.0K	QoQ +22.58% (+559) YoY NEW(+3.0K)	All Managers (Combined)	$360.6K	0.0% ($360.6K/$2.0B)	QoQ +42.91% (+$108.3K) YoY NEW(+$360.6K)
NetApp, Inc.(NTAPcusip64110D104)	4.4K	QoQ +16.04% (-603) YoY +33.85% (+1.1K)	All Managers (Combined)	$360.4K	0.0% ($360.4K/$2.0B)	QoQ -17.52% (-$76.6K) YoY +6.21% (+$21.1K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	2.1K	QoQ +0.38% (-8) YoY -6.71% (-151)	All Managers (Combined)	$360.3K	0.0% ($360.3K/$2.0B)	QoQ -8.71% (-$34.4K) YoY +8.35% (-$27.8K)
(SPYGcusip78464A409)	4.6K	QoQ -10.71% (-552) YoY NEW(+4.6K)	All Managers (Combined)	$359.9K	0.0% ($359.9K/$2.0B)	QoQ -20.14% (-$90.8K) YoY NEW(+$359.9K)
(cusip78464A292)✕	11.6K	QoQ +1.65% (-189) YoY +6.57% (-714)	All Managers (Combined)	$359.8K	0.0% ($359.8K/$2.0B)	QoQ -3.20% (-$11.9K) YoY -4.35% (-$16.4K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	3.5K	QoQ -6.74% (-252) YoY -2.65% (-95)	All Managers (Combined)	$358.1K	0.0% ($358.1K/$2.0B)	QoQ -30.32% (-$155.8K) YoY -32.16% (-$169.8K)
Toast, Inc.(TOSTcusip888787108)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$2.0B)	QoQ NEW(+$358.0K) YoY NEW(+$358.0K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	3.6K	QoQ -0.24% (-9) YoY +30.66% (+848)	All Managers (Combined)	$357.1K	0.0% ($357.1K/$2.0B)	QoQ -13.92% (-$57.8K) YoY +12.97% (+$41.0K)
ENTERGY CORP /DE/(ETRcusip29364G103)	4.4K	QoQ +2.42% (+103) YoY NEW(+4.4K)	All Managers (Combined)	$355.7K	0.0% ($355.7K/$2.0B)	QoQ +9.84% (+$31.9K) YoY NEW(+$355.7K)
(cusip47103U845)✕	7.0K	QoQ +21.07% (+1.2K) YoY NEW(+7.0K)	All Managers (Combined)	$349.0K	0.0% ($349.0K/$2.0B)	QoQ +18.81% (+$55.3K) YoY NEW(+$349.0K)
Guidewire Software, Inc.(GWREcusip40171V100)	1.8K	QoQ +14.70% (+234) YoY NEW(+1.8K)	All Managers (Combined)	$348.1K	0.0% ($348.1K/$2.0B)	QoQ +27.91% (+$76.0K) YoY NEW(+$348.1K)
Keysight Technologies, Inc.(KEYScusip49338L103)	2.6K	QoQ +6.57% (-160) YoY -3.28% (-88)	All Managers (Combined)	$346.3K	0.0% ($346.3K/$2.0B)	QoQ -11.73% (-$46.0K) YoY -19.27% (-$82.7K)