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 3 of 35

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464287200

IVV|464287200

Shares:14.1K

Value:$7.6M

% of Portfolio:0.4% ($7.6M/$2.0B)

808524706

Shares:277.5K

Value:$7.3M

% of Portfolio:0.4% ($7.3M/$2.0B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:12.1K

Value:$7.3M

% of Portfolio:0.4% ($7.3M/$2.0B)

025072802

Shares:106.8K

Value:$7.2M

% of Portfolio:0.4% ($7.2M/$2.0B)

PROCTER & GAMBLE Co

PG|742718109

Shares:42.0K

Value:$7.0M

% of Portfolio:0.4% ($7.0M/$2.0B)

AbbVie Inc.

ABBV|00287Y109

Shares:37.2K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.0B)

EXXON MOBIL CORP

XOM|30231G102

Shares:62.6K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.0B)

922021605

Shares:67.1K

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.0B)

025072877

Shares:80.9K

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.0B)

46435G326

Shares:91.0K

Value:$6.1M

% of Portfolio:0.3% ($6.1M/$2.0B)

Walmart Inc.

WMT|931142103

Shares:63.5K

Value:$5.9M

% of Portfolio:0.3% ($5.9M/$2.0B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.8K

Value:$5.6M

% of Portfolio:0.3% ($5.6M/$2.0B)

Mastercard Inc

MA|57636Q104

Shares:10.8K

Value:$5.5M

% of Portfolio:0.3% ($5.5M/$2.0B)

464287507

IJH|464287507

Shares:100.1K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$2.0B)

808524888

Shares:152.0K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$2.0B)

922042775

VEU|922042775

Shares:83.4K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$2.0B)

HOME DEPOT, INC.

HD|437076102

Shares:13.4K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.0B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.0B)

922908744

VTV|922908744

Shares:28.9K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.0B)

921909768

VXUS|921909768

Shares:77.7K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	14.1K	QoQ +4.59% (-619) YoY +7.34% (+965)	All Managers (Combined)	$7.6M	0.4% ($7.6M/$2.0B)	QoQ -3.71% (-$292.3K) YoY +10.47% (+$718.0K)
(cusip808524706)✕	277.5K	QoQ +2.66% (+7.2K) YoY -4.65% (-13.5K)	All Managers (Combined)	$7.3M	0.4% ($7.3M/$2.0B)	QoQ +4.29% (+$301.0K) YoY -2.62% (-$197.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	12.1K	QoQ -5.35% (-685) YoY +97.09% (+6.0K)	All Managers (Combined)	$7.3M	0.4% ($7.3M/$2.0B)	QoQ +8.95% (-$596.3K) YoY +157.03% (+$4.4M)
(cusip025072802)✕	106.8K	QoQ +13.43% (+12.6K) YoY +65.15% (+42.1K)	All Managers (Combined)	$7.2M	0.4% ($7.2M/$2.0B)	QoQ +20.10% (+$1.2M) YoY +68.00% (+$2.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	42.0K	QoQ -2.51% (-1.1K) YoY +29.48% (+9.6K)	All Managers (Combined)	$7.0M	0.4% ($7.0M/$2.0B)	QoQ +2.62% (-$179.2K) YoY +37.95% (+$1.9M)
AbbVie Inc.(ABBVcusip00287Y109)	37.2K	QoQ +44.23% (+11.4K) YoY +101.36% (+18.7K)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.0B)	QoQ +44.13% (+$2.0M) YoY +107.18% (+$3.4M)
EXXON MOBIL CORP(XOMcusip30231G102)	62.6K	QoQ +6.84% (+4.0K) YoY +41.88% (+18.5K)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.0B)	QoQ +3.43% (+$214.5K) YoY +20.76% (+$1.1M)
(cusip922021605)✕	67.1K	QoQ +21.61% (+11.9K) YoY +91.14% (+32.0K)	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.0B)	QoQ +18.04% (+$984.7K) YoY +83.85% (+$2.9M)
(cusip025072877)✕	80.9K	QoQ -4.76% (-4.1K) YoY +56.06% (+29.1K)	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.0B)	QoQ -20.56% (-$1.7M) YoY +33.73% (+$1.6M)
(cusip46435G326)✕	91.0K	QoQ +12.03% (+9.8K) YoY +3.14% (+2.8K)	All Managers (Combined)	$6.1M	0.3% ($6.1M/$2.0B)	QoQ +17.00% (+$883.9K) YoY +3.00% (+$177.2K)
Walmart Inc.(WMTcusip931142103)	63.5K	QoQ -0.60% (-384) YoY +29.63% (+14.5K)	All Managers (Combined)	$5.9M	0.3% ($5.9M/$2.0B)	QoQ -0.81% (-$48.4K) YoY +101.21% (+$3.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.8K	QoQ +6.51% (+356) YoY +38.89% (+1.6K)	All Managers (Combined)	$5.6M	0.3% ($5.6M/$2.0B)	QoQ +9.52% (+$487.9K) YoY +86.20% (+$2.6M)
Mastercard Inc(MAcusip57636Q104)	10.8K	QoQ +3.94% (+409) YoY +30.07% (+2.5K)	All Managers (Combined)	$5.5M	0.3% ($5.5M/$2.0B)	QoQ +4.98% (+$260.8K) YoY +40.42% (+$1.6M)
(IJHcusip464287507)	100.1K	QoQ +33.76% (+25.3K) YoY +45.25% (+31.2K)	All Managers (Combined)	$5.4M	0.3% ($5.4M/$2.0B)	QoQ +17.51% (+$810.7K) YoY +31.62% (+$1.3M)
(cusip808524888)✕	152.0K	QoQ +6.83% (+9.7K) YoY +35.99% (+40.2K)	All Managers (Combined)	$5.4M	0.3% ($5.4M/$2.0B)	QoQ +12.15% (+$583.3K) YoY +34.47% (+$1.4M)
(VEUcusip922042775)	83.4K	QoQ +30.02% (+19.3K) YoY +143.91% (+49.2K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$2.0B)	QoQ +34.40% (+$1.3M) YoY +143.42% (+$2.9M)
HOME DEPOT, INC.(HDcusip437076102)	13.4K	QoQ -0.87% (-119) YoY +27.40% (+2.9K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.0B)	QoQ -10.04% (-$531.2K) YoY +24.73% (+$943.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.0B)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
(VTVcusip922908744)	28.9K	QoQ +0.03% (-9) YoY +5.44% (+1.5K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.0B)	QoQ -3.48% (-$169.1K) YoY +6.12% (+$270.0K)
(VXUScusip921909768)	77.7K	QoQ +32.96% (+19.3K) YoY +74.49% (+33.2K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.0B)	QoQ +37.07% (+$1.3M) YoY +73.22% (+$2.0M)