Portfolio (Quarterly)
Guide ↗
Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | FRONTIER COMMUNICATIONS PARE | — | 31,632 | $1.2M | 0.04% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 11,901 | $1.1M | 0.04% | SOLD |
| 3 | — | COMERICA INC | — | 8,285 | $757K | 0.03% | SOLD |
| 4 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 7,650 | $732K | 0.03% | SOLD |
| 5 | ZS | ZSCALER INC | Technology | 2,173 | $502K | 0.02% | SOLD |
| 6 | PWZ | INVESCO EXCH TRADED FD TR II | — | 20,689 | $502K | 0.02% | SOLD |
| 7 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 28,728 | $462K | 0.02% | SOLD |
| 8 | KD | KYNDRYL HLDGS INC | Technology | 16,587 | $449K | 0.02% | SOLD |
| 9 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 4,952 | $417K | 0.01% | SOLD |
| 10 | SPTM | SPDR SERIES TRUST | — | 4,676 | $391K | 0.01% | SOLD |
| 11 | PYPL | PAYPAL HLDGS INC | Financial Services | 6,668 | $390K | 0.01% | SOLD |
| 12 | GSLC | GOLDMAN SACHS ETF TR | — | 2,721 | $364K | 0.01% | SOLD |
| 13 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 7,957 | $357K | 0.01% | SOLD |
| 14 | WING | WINGSTOP INC | Consumer Cyclical | 1,348 | $348K | 0.01% | SOLD |
| 15 | TOST | TOAST INC | Technology | 9,478 | $347K | 0.01% | SOLD |
| 16 | JAAA | JANUS DETROIT STR TR | — | 6,817 | $345K | 0.01% | SOLD |
| 17 | LMND | LEMONADE INC | Financial Services | 4,036 | $327K | 0.01% | SOLD |
| 18 | IDMO | INVESCO EXCH TRADED FD TR II | — | 5,763 | $326K | 0.01% | SOLD |
| 19 | BDX | BECTON DICKINSON & CO | Healthcare | 1,551 | $314K | 0.01% | SOLD |
| 20 | VAW | VANGUARD WORLD FD | — | 1,460 | $314K | 0.01% | SOLD |
Sector Allocation
Technology
32.9%
Financial Services
15.0%
Communication Services
13.2%
Consumer Cyclical
9.0%
Healthcare
8.6%
Industrials
7.7%
Consumer Defensive
4.1%
Energy
3.7%
Utilities
2.9%
Basic Materials
1.9%