Portfolio (Quarterly)
Guide ↗
Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IGM | ISHARES TR | — | 2,188 | $287K | 0.01% | SOLD |
| 22 | TPG | TPG INC | Financial Services | 4,304 | $284K | 0.01% | SOLD |
| 23 | FIS | FIDELITY NATL INFORMATION SV | Technology | 4,198 | $280K | 0.01% | SOLD |
| 24 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 5,349 | $270K | 0.01% | SOLD |
| 25 | PLNT | PLANET FITNESS INC | Consumer Cyclical | 2,494 | $260K | 0.01% | SOLD |
| 26 | IT | GARTNER INC | Technology | 1,053 | $259K | 0.01% | SOLD |
| 27 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,513 | $258K | 0.01% | SOLD |
| 28 | SNY | SANOFI SA | Healthcare | 5,244 | $254K | 0.01% | SOLD |
| 29 | RELX | RELX PLC | Communication Services | 5,974 | $252K | 0.01% | SOLD |
| 30 | TROW | PRICE T ROWE GROUP INC | Financial Services | 2,347 | $249K | 0.01% | SOLD |
| 31 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 2,159 | $244K | 0.01% | SOLD |
| 32 | M | MACYS INC | Consumer Cyclical | 10,829 | $243K | 0.01% | SOLD |
| 33 | YINN | DIREXION SHS ETF TR | — | 5,292 | $241K | 0.01% | SOLD |
| 34 | IXC | ISHARES TR | — | 5,667 | $236K | 0.01% | SOLD |
| 35 | NWS | NEWS CORP NEW | Communication Services | 7,738 | $233K | 0.01% | SOLD |
| 36 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 2,616 | $231K | 0.01% | SOLD |
| 37 | GLOB | GLOBANT S A | Technology | 3,282 | $231K | 0.01% | SOLD |
| 38 | OGN | ORGANON & CO | Healthcare | 27,889 | $228K | 0.01% | SOLD |
| 39 | GSIE | GOLDMAN SACHS ETF TR | — | 5,167 | $225K | 0.01% | SOLD |
| 40 | SOLV | SOLVENTUM CORP | Healthcare | 2,625 | $221K | 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%