Wedmont-Private-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  null,
  "VSGX",
  "JWN",
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  "RVMD",
  "AZEK",
  "MPWR",
  "GRAB",
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  "JAZZ",
  "QRVO",
  "GDX",
  "POOL",
  "NLY",
  "RJF",
  "AR",
  "BROS",
  "OLLI",
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  null,
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  "MU",
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  null,
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  "ACN",
  "ZS",
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  "ABNB",
  "ABT",
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  "ADBE",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "INTU",
  "DRVN",
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  null,
  "FE",
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  "ISRG",
  null,
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  "EMXC",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "DG",
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  "EFG",
  "ANET",
  "KKR",
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  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
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  "VGIT",
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
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  "PEP",
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  "IEMG",
  null,
  null,
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  "AAPL",
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  null,
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  "PLTR",
  "PRU",
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  "MRK",
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  "KEYS",
  "LPLA",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "MSTR",
  "DGX",
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  null,
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  "SPGI",
  "RY",
  "RELX",
  null,
  null,
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  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
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  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "SAP",
  null,
  null,
  null,
  "RITM",
  "SPYG",
  "AMT",
  null,
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  null,
  "IBM",
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  "SNPS",
  "TEL",
  "CI",
  "TPR",
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  "TM",
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  "VNQ",
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  "NEM",
  "MET",
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  "VXF",
  "AGNC",
  "VV",
  "RCL",
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  "VOE",
  "SCHW",
  "MNST",
  "EWBC",
  "PPC",
  null,
  null,
  "VWO",
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  null,
  null,
  null,
  "IWV",
  null,
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  null,
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  "LYG",
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  "TRGP",
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  "TXT",
  "TSCO",
  "ULTA",
  "XLB",
  "PTON",
  "WY",
  "GDDY",
  "SNY",
  "WOOF",
  null,
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  "OHI",
  "GPN",
  null,
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  null,
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  "VTR",
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  null,
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  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "MUSA",
  "ALGN",
  "ADSK",
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  "THC",
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  "AMCR",
  "GM",
  "HAL",
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  "IP",
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  null,
  null,
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  "PEG",
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  "NWSA",
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  "RGA",
  "VEU",
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  "VGT",
  "USB",
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  "VUG",
  "VLO",
  "VFH",
  "VEA",
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  "MGK",
  "VOOV",
  null,
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  null,
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  null,
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  "VOO",
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  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
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  "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",
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  "CTVA",
  "CSGP",
  "CPNG",
  "CRWD",
  "CVS",
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  "DHR",
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  "DE",
  "DVN",
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  "PM",
  "PH",
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  "VTI",
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]

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 25 of 35

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Affirm Holdings, Inc.

AFRM|00827B106

Shares:8.5K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$2.0B)

TotalEnergies SE

TTE|89151E109

Shares:6.1K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$2.0B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:26.7K

Value:$344.1K

% of Portfolio:0.0% ($344.1K/$2.0B)

464287168

DVY|464287168

Shares:2.8K

Value:$343.8K

% of Portfolio:0.0% ($343.8K/$2.0B)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:29.7K

Value:$343.7K

% of Portfolio:0.0% ($343.7K/$2.0B)

United Airlines Holdings, Inc.

UAL|910047109

Shares:5.2K

Value:$341.5K

% of Portfolio:0.0% ($341.5K/$2.0B)

WILLIAMS SONOMA INC

WSM|969904101

Shares:2.3K

Value:$341.3K

% of Portfolio:0.0% ($341.3K/$2.0B)

Kenvue Inc.

KVUE|49177J102

Shares:15.4K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$2.0B)

CORPAY, INC.

CPAY|219948106

Shares:1.1K

Value:$339.1K

% of Portfolio:0.0% ($339.1K/$2.0B)

46137V738

Shares:6.2K

Value:$338.8K

% of Portfolio:0.0% ($338.8K/$2.0B)

97717W281

Shares:7.2K

Value:$335.7K

% of Portfolio:0.0% ($335.7K/$2.0B)

UNILEVER PLC

UL|904767704

Shares:5.4K

Value:$335.4K

% of Portfolio:0.0% ($335.4K/$2.0B)

KELLANOVA

K|487836108

Shares:4.0K

Value:$331.8K

% of Portfolio:0.0% ($331.8K/$2.0B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:3.5K

Value:$330.2K

% of Portfolio:0.0% ($330.2K/$2.0B)

MP Materials Corp. / DE

MP|553368101

Shares:14.4K

Value:$326.8K

% of Portfolio:0.0% ($326.8K/$2.0B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:1.0K

Value:$326.2K

% of Portfolio:0.0% ($326.2K/$2.0B)

DAVITA INC.

DVA|23918K108

Shares:2.1K

Value:$325.8K

% of Portfolio:0.0% ($325.8K/$2.0B)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:7.6K

Value:$322.6K

% of Portfolio:0.0% ($322.6K/$2.0B)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:4.5K

Value:$321.5K

% of Portfolio:0.0% ($321.5K/$2.0B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:3.0K

Value:$320.4K

% of Portfolio:0.0% ($320.4K/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Affirm Holdings, Inc.(AFRMcusip00827B106)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$2.0B)	QoQ NEW(+$345.3K) YoY NEW(+$345.3K)
TotalEnergies SE(TTEcusip89151E109)	6.1K	QoQ +2.40% (+144) YoY -4.21% (-270)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$2.0B)	QoQ +1.58% (+$5.4K) YoY -26.24% (-$122.9K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	26.7K	QoQ -4.89% (-1.4K) YoY +87.18% (+12.4K)	All Managers (Combined)	$344.1K	0.0% ($344.1K/$2.0B)	QoQ -23.47% (-$105.6K) YoY +71.84% (+$143.9K)
(DVYcusip464287168)	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$343.8K	0.0% ($343.8K/$2.0B)	QoQ -3.53% (-$12.6K) YoY +1.47% (+$5.0K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	29.7K	QoQ +3.94% (+1.1K) YoY +68.45% (+12.1K)	All Managers (Combined)	$343.7K	0.0% ($343.7K/$2.0B)	QoQ +2.18% (+$7.3K) YoY +92.73% (+$165.4K)
United Airlines Holdings, Inc.(UALcusip910047109)	5.2K	QoQ +14.34% (-653) YoY NEW(+5.2K)	All Managers (Combined)	$341.5K	0.0% ($341.5K/$2.0B)	QoQ -29.97% (-$146.2K) YoY NEW(+$341.5K)
WILLIAMS SONOMA INC(WSMcusip969904101)	2.3K	QoQ +12.45% (-255) YoY NEW(+2.3K)	All Managers (Combined)	$341.3K	0.0% ($341.3K/$2.0B)	QoQ -15.35% (-$61.9K) YoY NEW(+$341.3K)
Kenvue Inc.(KVUEcusip49177J102)	15.4K	QoQ +17.97% (+2.3K) YoY +27.06% (+3.3K)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$2.0B)	QoQ +24.99% (+$68.0K) YoY +37.93% (+$93.5K)
CORPAY, INC.(CPAYcusip219948106)	1.1K	QoQ +3.15% (-34) YoY +39.79% (+316)	All Managers (Combined)	$339.1K	0.0% ($339.1K/$2.0B)	QoQ -9.54% (-$35.8K) YoY +40.20% (+$97.2K)
(cusip46137V738)✕	6.2K	QoQ 0.00% (-0) YoY +3.71% (+223)	All Managers (Combined)	$338.8K	0.0% ($338.8K/$2.0B)	QoQ -3.78% (-$13.3K) YoY +0.33% (+$1.1K)
(cusip97717W281)✕	7.2K	QoQ 0.00% (-0) YoY +28.29% (+1.6K)	All Managers (Combined)	$335.7K	0.0% ($335.7K/$2.0B)	QoQ -2.62% (-$9.0K) YoY +14.76% (+$43.2K)
UNILEVER PLC(ULcusip904767704)	5.4K	QoQ +3.79% (+198) YoY +27.03% (+1.2K)	All Managers (Combined)	$335.4K	0.0% ($335.4K/$2.0B)	QoQ +16.55% (+$47.6K) YoY +62.50% (+$129.0K)
KELLANOVA(Kcusip487836108)	4.0K	QoQ -14.41% (-679) YoY NEW(+4.0K)	All Managers (Combined)	$331.8K	0.0% ($331.8K/$2.0B)	QoQ -13.58% (-$52.2K) YoY NEW(+$331.8K)
PULTEGROUP INC/MI/(PHMcusip745867101)	3.5K	QoQ +14.52% (+443) YoY +36.92% (+942)	All Managers (Combined)	$330.2K	0.0% ($330.2K/$2.0B)	QoQ +0.60% (+$2.0K) YoY +12.18% (+$35.9K)
MP Materials Corp. / DE(MPcusip553368101)	14.4K	QoQ +41.63% (+4.2K) YoY NEW(+14.4K)	All Managers (Combined)	$326.8K	0.0% ($326.8K/$2.0B)	QoQ +62.64% (+$125.9K) YoY NEW(+$326.8K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	1.0K	QoQ +7.64% (+72) YoY NEW(+1.0K)	All Managers (Combined)	$326.2K	0.0% ($326.2K/$2.0B)	QoQ +10.67% (+$31.5K) YoY NEW(+$326.2K)
DAVITA INC.(DVAcusip23918K108)	2.1K	QoQ +17.82% (+317) YoY +30.52% (+490)	All Managers (Combined)	$325.8K	0.0% ($325.8K/$2.0B)	QoQ +19.44% (+$53.0K) YoY +51.39% (+$110.6K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	7.6K	QoQ -0.18% (-14) YoY +25.76% (+1.6K)	All Managers (Combined)	$322.6K	0.0% ($322.6K/$2.0B)	QoQ -21.16% (-$86.6K) YoY +9.62% (+$28.3K)
EAST WEST BANCORP INC(EWBCcusip27579R104)	4.5K	QoQ -1.24% (-56) YoY +47.12% (+1.4K)	All Managers (Combined)	$321.5K	0.0% ($321.5K/$2.0B)	QoQ -23.78% (-$100.3K) YoY +39.23% (+$90.6K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$320.4K	0.0% ($320.4K/$2.0B)	QoQ +33.77% (+$80.9K) YoY NEW(+$320.4K)