Wedmont-Private-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  "VSGX",
  "JWN",
  "HOOD",
  "RVMD",
  "AZEK",
  "MPWR",
  "GRAB",
  "FRGE",
  "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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  "ABNB",
  "ABT",
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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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  null,
  "FE",
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  "ISRG",
  null,
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  "HUBS",
  "EMXC",
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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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  "OKE",
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  "AAPL",
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  null,
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  "PLTR",
  "PRU",
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  "PG",
  "MRK",
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  "LPLA",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
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  "REGN",
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  null,
  null,
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  null,
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  "RY",
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  null,
  null,
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  null,
  null,
  null,
  "NOW",
  "SHW",
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  "O",
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  "RIO",
  "SHEL",
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  "SPDW",
  "SAP",
  null,
  null,
  null,
  "RITM",
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  null,
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  null,
  "IBM",
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  "SNPS",
  "TEL",
  "CI",
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  "TM",
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  "UAL",
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  "VO",
  "NEM",
  "MET",
  "DTM",
  "VXF",
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  "EWBC",
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  null,
  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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  null,
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  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
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  "MUSA",
  "ALGN",
  "ADSK",
  "AON",
  "THC",
  "SSB",
  "AMCR",
  "GM",
  "HAL",
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  "AFL",
  "AXON",
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  "GSLC",
  "CAH",
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  null,
  null,
  "IDXX",
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  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "TTWO",
  "CMS",
  "IVE",
  "NWS",
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  "PFG",
  null,
  null,
  "IVZ",
  null,
  null,
  "KD",
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  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",
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  "DLR",
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  "EWJ",
  "IJT",
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "MLM",
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  "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

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RECURSION PHARMACEUTICALS, INC.

RXRX|75629V104

Shares:20.9K

Value:$120.6K

% of Portfolio:0.0% ($120.6K/$2.0B)

Lucid Group, Inc.

LCID|549498103

Shares:47.6K

Value:$119.0K

% of Portfolio:0.0% ($119.0K/$2.0B)

Teladoc Health, Inc.

TDOC|87918A105

Shares:16.1K

Value:$116.6K

% of Portfolio:0.0% ($116.6K/$2.0B)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:14.4K

Value:$114.1K

% of Portfolio:0.0% ($114.1K/$2.0B)

Amcor plc

AMCR|G0250X107

Shares:12.0K

Value:$111.6K

% of Portfolio:0.0% ($111.6K/$2.0B)

Lloyds Banking Group plc

LYG|539439109

Shares:29.8K

Value:$106.9K

% of Portfolio:0.0% ($106.9K/$2.0B)

Park Hotels & Resorts Inc.

PK|700517105

Shares:10.2K

Value:$97.4K

% of Portfolio:0.0% ($97.4K/$2.0B)

QuantumScape Corp

QS|74767V109

Shares:24.7K

Value:$93.2K

% of Portfolio:0.0% ($93.2K/$2.0B)

PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:16.6K

Value:$92.7K

% of Portfolio:0.0% ($92.7K/$2.0B)

Viatris Inc

VTRS|92556V106

Shares:10.8K

Value:$81.5K

% of Portfolio:0.0% ($81.5K/$2.0B)

HERTZ GLOBAL HOLDINGS, INC

HTZ|42806J700

Shares:20.1K

Value:$78.1K

% of Portfolio:0.0% ($78.1K/$2.0B)

TELEFONICA S A

TEF|879382208

Shares:15.8K

Value:$72.0K

% of Portfolio:0.0% ($72.0K/$2.0B)

Petco Health & Wellness Company, Inc.

WOOF|71601V105

Shares:18.4K

Value:$61.9K

% of Portfolio:0.0% ($61.9K/$2.0B)

NOKIA CORP

NOK|654902204

Shares:10.8K

Value:$53.6K

% of Portfolio:0.0% ($53.6K/$2.0B)

HAIN CELESTIAL GROUP INC

HAIN|405217100

Shares:12.5K

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$2.0B)

Opendoor Technologies Inc.

OPEN|683712103

Shares:33.3K

Value:$33.9K

% of Portfolio:0.0% ($33.9K/$2.0B)

ATAI Life Sciences N.V.

ATAI|N0731H103

Shares:25.0K

Value:$32.3K

% of Portfolio:0.0% ($32.3K/$2.0B)

Ocugen, Inc.

OCGN|67577C105

Shares:14.8K

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$2.0B)

Forge Global Holdings, Inc.

FRGE|34629L103

Shares:15.3K

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$2.0B)

Grab Holdings Ltd

GRAB|G4124C109

Shares:20.0K

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
RECURSION PHARMACEUTICALS, INC.(RXRXcusip75629V104)	20.9K	QoQ 0.00% (-0) YoY +10.55% (-2.0K)	All Managers (Combined)	$120.6K	0.0% ($120.6K/$2.0B)	QoQ -16.27% (-$23.5K) YoY -29.94% (-$51.6K)
Lucid Group, Inc.(LCIDcusip549498103)	47.6K	QoQ +257.01% (+34.3K) YoY -5.79% (-2.9K)	All Managers (Combined)	$119.0K	0.0% ($119.0K/$2.0B)	QoQ +195.53% (+$78.8K) YoY -12.77% (-$17.4K)
Teladoc Health, Inc.(TDOCcusip87918A105)	16.1K	QoQ +20.30% (-2.7K) YoY NEW(+16.1K)	All Managers (Combined)	$116.6K	0.0% ($116.6K/$2.0B)	QoQ -11.62% (-$15.3K) YoY NEW(+$116.6K)
ZoomInfo Technologies Inc.(GTMcusip98980F104)	14.4K	QoQ +18.75% (-2.3K) YoY NEW(+14.4K)	All Managers (Combined)	$114.1K	0.0% ($114.1K/$2.0B)	QoQ -0.13% (-$154) YoY NEW(+$114.1K)
Amcor plc(AMCRcusipG0250X107)	12.0K	QoQ -14.24% (-2.0K) YoY NEW(+12.0K)	All Managers (Combined)	$111.6K	0.0% ($111.6K/$2.0B)	QoQ -14.97% (-$19.7K) YoY NEW(+$111.6K)
Lloyds Banking Group plc(LYGcusip539439109)	29.8K	QoQ -2.73% (-838) YoY +56.31% (+10.7K)	All Managers (Combined)	$106.9K	0.0% ($106.9K/$2.0B)	QoQ +35.33% (-$27.9K) YoY +111.76% (+$56.4K)
Park Hotels & Resorts Inc.(PKcusip700517105)	10.2K	QoQ -17.67% (-2.2K) YoY -10.60% (-1.2K)	All Managers (Combined)	$97.4K	0.0% ($97.4K/$2.0B)	QoQ -42.92% (-$73.2K) YoY -51.62% (-$103.9K)
QuantumScape Corp(QScusip74767V109)	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$93.2K	0.0% ($93.2K/$2.0B)	QoQ NEW(+$93.2K) YoY NEW(+$93.2K)
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	16.6K	QoQ -1.30% (-219) YoY NEW(+16.6K)	All Managers (Combined)	$92.7K	0.0% ($92.7K/$2.0B)	QoQ -37.83% (-$56.5K) YoY NEW(+$92.7K)
Viatris Inc(VTRScusip92556V106)	10.8K	QoQ -20.26% (-2.7K) YoY NEW(+10.8K)	All Managers (Combined)	$81.5K	0.0% ($81.5K/$2.0B)	QoQ -48.48% (-$76.7K) YoY NEW(+$81.5K)
HERTZ GLOBAL HOLDINGS, INC(HTZcusip42806J700)	20.1K	QoQ NEW(+20.1K) YoY +65.58% (-8.0K)	All Managers (Combined)	$78.1K	0.0% ($78.1K/$2.0B)	QoQ NEW(+$78.1K) YoY -17.41% (-$16.5K)
TELEFONICA S A(TEFcusip879382208)	15.8K	QoQ +3.79% (+579) YoY NEW(+15.8K)	All Managers (Combined)	$72.0K	0.0% ($72.0K/$2.0B)	QoQ +19.86% (+$11.9K) YoY NEW(+$72.0K)
Petco Health & Wellness Company, Inc.(WOOFcusip71601V105)	18.4K	QoQ -14.49% (-3.1K) YoY NEW(+18.4K)	All Managers (Combined)	$61.9K	0.0% ($61.9K/$2.0B)	QoQ -23.18% (-$18.7K) YoY NEW(+$61.9K)
NOKIA CORP(NOKcusip654902204)	10.8K	QoQ +2.93% (+308) YoY NEW(+10.8K)	All Managers (Combined)	$53.6K	0.0% ($53.6K/$2.0B)	QoQ +12.95% (+$6.2K) YoY NEW(+$53.6K)
HAIN CELESTIAL GROUP INC(HAINcusip405217100)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$2.0B)	QoQ NEW(+$40.5K) YoY NEW(+$40.5K)
Opendoor Technologies Inc.(OPENcusip683712103)	33.3K	QoQ -12.69% (-4.8K) YoY -45.13% (-27.4K)	All Managers (Combined)	$33.9K	0.0% ($33.9K/$2.0B)	QoQ -39.42% (-$22.1K) YoY -79.57% (-$132.2K)
ATAI Life Sciences N.V.(ATAIcusipN0731H103)	25.0K	QoQ 0.00% (-0) YoY NEW(+25.0K)	All Managers (Combined)	$32.3K	0.0% ($32.3K/$2.0B)	QoQ -14.00% (-$5.3K) YoY NEW(+$32.3K)
Ocugen, Inc.(OCGNcusip67577C105)	14.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$2.0B)	QoQ -12.22% (-$1.4K) YoY -59.62% (-$15.1K)
Forge Global Holdings, Inc.(FRGEcusip34629L103)	15.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$2.0B)	QoQ -15.76% (-$1.8K) YoY -73.63% (-$26.5K)
Grab Holdings Ltd(GRABcusipG4124C109)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$2.0B)	QoQ NEW(+$1.5K) YoY NEW(+$1.5K)