Portfolio (Quarterly)
Guide ↗
Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FSLR | FIRST SOLAR INC | Energy | 915 | $221K | 0.01% | SOLD |
| 42 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 9,567 | $221K | 0.01% | SOLD |
| 43 | INSM | INSMED INC | Healthcare | 1,234 | $217K | 0.01% | SOLD |
| 44 | ALLE | ALLEGION PLC | Industrials | 1,356 | $216K | 0.01% | SOLD |
| 45 | MJ | AMPLIFY ETF TR | — | 7,311 | $215K | 0.01% | SOLD |
| 46 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,027 | $214K | 0.01% | SOLD |
| 47 | DXIV | DIMENSIONAL ETF TRUST | — | 3,201 | $211K | 0.01% | SOLD |
| 48 | WCN | WASTE CONNECTIONS INC | Industrials | 1,233 | $208K | 0.01% | SOLD |
| 49 | HRB | BLOCK H & R INC | Consumer Cyclical | 4,784 | $208K | 0.01% | SOLD |
| 50 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 1,500 | $202K | 0.01% | SOLD |
| 51 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 3,119 | $202K | 0.01% | SOLD |
| 52 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 11,965 | $148K | 0.01% | SOLD |
| 53 | — | AMCOR PLC | — | 12,010 | $101K | 0.00% | SOLD |
| 54 | ATAI | ATAI BECKLEY NV | Healthcare | 25,000 | $100K | 0.00% | SOLD |
| 55 | — | TELEFONICA S A | — | 16,112 | $65K | 0.00% | SOLD |
| 56 | SGMT | SAGIMET BIOSCIENCES INC | Healthcare | 10,794 | $60K | 0.00% | SOLD |
| 57 | CLVT | CLARIVATE PLC | Technology | 16,978 | $57K | 0.00% | 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%