Portfolio (Quarterly)
Guide ↗
Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IWN | ISHARES TR | — | 1,230 | $244K | 0.01% | SOLD |
| 22 | SPBO | SPDR SERIES TRUST | — | 8,186 | $238K | 0.01% | SOLD |
| 23 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 4,084 | $234K | 0.01% | SOLD |
| 24 | TRMB | TRIMBLE INC | Technology | 3,500 | $234K | 0.01% | SOLD |
| 25 | IDEQ | LAZARD ACTIVE ETF TR | — | 6,905 | $233K | 0.01% | SOLD |
| 26 | — | LEIDOS HOLDINGS INC | — | 1,432 | $230K | 0.01% | SOLD |
| 27 | J | JACOBS SOLUTIONS INC | Industrials | 1,649 | $216K | 0.01% | SOLD |
| 28 | CAI | CARIS LIFE SCIENCES INC | Healthcare | 10,715 | $209K | 0.01% | SOLD |
| 29 | HAS | HASBRO INC | Consumer Cyclical | 2,195 | $206K | 0.01% | SOLD |
| 30 | DXJ | WISDOMTREE TR | — | 1,211 | $203K | 0.01% | SOLD |
| 31 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 6,012 | $202K | 0.01% | SOLD |
| 32 | ASTS | AST SPACEMOBILE INC | Technology | 2,086 | $201K | 0.01% | SOLD |
| 33 | HE | HAWAIIAN ELEC INDS INC MTN B | Utilities | 11,587 | $180K | 0.01% | SOLD |
| 34 | — | AEGON LTD | — | 10,736 | $84K | 0.00% | SOLD |
Sector Allocation
Technology
37.1%
Financial Services
16.1%
Consumer Cyclical
9.1%
Healthcare
8.5%
Communication Services
8.3%
Industrials
7.6%
Consumer Defensive
4.1%
Energy
3.4%
Utilities
2.8%
Basic Materials
1.7%