Wedmont Private Capital Portfolio Holdings
Q3 2025•787 long positions•$2.7B portfolio value
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Holding819 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $238.9M 8.87% | +$21.9M Bought | — 3.9M shares | 3.6M → 3.9M +$21.9M | +10.09% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $154.2M 5.73% | +$11.6M Bought | — 2.8M shares | 2.6M → 2.8M +$11.6M | +8.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $130.8M 4.86% | +$10.1M Bought | — 396.9K shares | 366.4K → 396.9K +$10.1M | +8.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $105.2M 3.91% | +$9.6M Bought | — 171.0K shares | 155.3K → 171.0K +$9.6M | +10.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $99.4M 3.69% | +$27.6K Bought | — 1.1M shares | 1.1M → 1.1M +$27.6K | +0.03% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $85.6M 3.18% | +$6.1M Bought | 0.002% 462.4K shares | 429.7K → 462.4K +$6.1M | +7.62% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $84.8M 3.15% | +$6.3M Bought | — 1.1M shares | 1.0M → 1.1M +$6.3M | +8.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $78.6M 2.92% | +$7.8M Bought | — 3.4M shares | 3.1M → 3.4M +$7.8M | +11.07% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $70.5M 2.62% | +$5.5M Bought | 0.002% 275.0K shares | 253.6K → 275.0K +$5.5M | +8.44% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $60.3M 2.24% | -$6.2M Sold | — 1.2M shares | 1.3M → 1.2M −$6.2M | -9.31% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $59.1M 2.19% | +$4.2M Bought | 0.002% 112.7K shares | 104.8K → 112.7K +$4.2M | +7.62% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $57.8M 2.15% | +$952.1K Bought | — 866.6K shares | 852.4K → 866.6K +$952.1K | +1.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $53.0M 1.97% | +$74.0K Bought | — 497.2K shares | 496.6K → 497.2K +$74.0K | +0.14% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $48.7M 1.81% | +$40.9M Bought | 0.011% 267.5K shares | 43.3K → 267.5K +$40.9M | +518.26% | $432.76B Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $36.2M 1.34% | +$2.1M Bought | 0.002% 163.1K shares | 153.7K → 163.1K +$2.1M | +6.08% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $34.9M 1.3% | +$1.4M Bought | 0.002% 49.0K shares | 47.0K → 49.0K +$1.4M | +4.28% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $27.6M 1.03% | +$1.5M Bought | — 559.3K shares | 529.7K → 559.3K +$1.5M | +5.59% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $26.7M 0.991% | +$279.4K Bought | — 186.5K shares | 184.5K → 186.5K +$279.4K | +1.06% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $26.3M 0.976% | +$1.7M Bought | 0.001% 106.4K shares | 99.3K → 106.4K +$1.7M | +7.11% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $24.9M 0.924% | +$1.2M Bought | 0.001% 101.2K shares | 96.2K → 101.2K +$1.2M | +5.19% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $24.6M 0.914% | +$1.3M Bought | 0.002% 73.1K shares | 69.3K → 73.1K +$1.3M | +5.53% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $23.6M 0.876% | +$705.1K Bought | — 1.0M shares | 970.9K → 1.0M +$705.1K | +3.08% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $23.4M 0.869% | +$472.7K Bought | 0.003% 82.3K shares | 80.6K → 82.3K +$472.7K | +2.06% | $801.76B Mega Cap | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $23.4M 0.868% | +$722.4K Bought | 0.002% 53.9K shares | 52.3K → 53.9K +$722.4K | +3.19% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $20.2M 0.749% | +$988.0K Bought | 0.002% 40.2K shares | 38.2K → 40.2K +$988.0K | +5.15% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.1M 0.599% | +$497.2K Bought | — 54.9K shares | 53.2K → 54.9K +$497.2K | +3.18% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.9M 0.59% | +$608.0K Bought | — 422.7K shares | 406.5K → 422.7K +$608.0K | +3.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.8M 0.587% | +$3.0M Bought | — 26.1K shares | 21.3K → 26.1K +$3.0M | +22.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.9M 0.552% | +$2.4M Bought | — 22.2K shares | 18.6K → 22.2K +$2.4M | +19.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.4M 0.535% | -$89.5K Sold | — 56.3K shares | 56.6K → 56.3K −$89.5K | -0.62% | — — | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $14.2M 0.527% | +$636.9K Bought | 0.002% 46.1K shares | 44.0K → 46.1K +$636.9K | +4.7% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $12.9M 0.478% | +$625.3K Bought | 0.005% 158.7K shares | 151.0K → 158.7K +$625.3K | +5.1% | $268.51B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.8M 0.477% | -$304.8K Sold | — 497.3K shares | 509.1K → 497.3K −$304.8K | -2.32% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.6M 0.469% | +$245.9K Bought | — 139.3K shares | 136.5K → 139.3K +$245.9K | +1.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.5M 0.466% | -$3.4K Sold | — 489.4K shares | 489.5K → 489.4K −$3.4K | -0.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.5M 0.464% | +$5.4M Bought | — 125.4K shares | 70.8K → 125.4K +$5.4M | +77.27% | — — | Q1 2024 Held for 1y 8m | |
Entertainment Communication Services | $12.5M 0.463% | +$329.9K Bought | 0.002% 10.5K shares | 10.2K → 10.5K +$329.9K | +2.72% | $509.45B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $11.4M 0.422% | -$1.0M Sold | 0.002% 13.5K shares | 14.7K → 13.5K −$1.0M | -8.31% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.2M 0.417% | +$207.8K Bought | — 132.4K shares | 129.9K → 132.4K +$207.8K | +1.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.2M 0.414% | -$1.3M Sold | — 36.1K shares | 40.4K → 36.1K −$1.3M | -10.76% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.0M 0.371% | +$3.0K Bought | — 91.7K shares | 91.6K → 91.7K +$3.0K | +0.03% | — — | Q2 2022 Held for 3y 5m | |
Financial - Credit Services Financial Services | $9.8M 0.365% | +$218.1K Bought | 0.001% 27.9K shares | 27.3K → 27.9K +$218.1K | +2.27% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $9.8M 0.364% | +$481.5K Bought | 0.002% 42.1K shares | 40.0K → 42.1K +$481.5K | +5.17% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.8M 0.363% | +$122.0K Bought | — 109.2K shares | 107.8K → 109.2K +$122.0K | +1.26% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.6M 0.358% | -$209.1K Sold | — 14.3K shares | 14.6K → 14.3K −$209.1K | -2.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.2M 0.34% | -$327.1K Sold | — 272.1K shares | 281.8K → 272.1K −$327.1K | -3.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.6M 0.319% | +$2.0M Bought | — 118.7K shares | 91.4K → 118.7K +$2.0M | +29.78% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.2M 0.304% | +$8.2M Bought | — 143.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.6M 0.282% | -$106.6K Sold | — 76.3K shares | 77.4K → 76.3K −$106.6K | -1.39% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.5M 0.279% | +$1.5M Bought | — 101.1K shares | 81.0K → 101.1K +$1.5M | +24.88% | — — | Q4 2021 Held for 3y 11m |
