Portfolio (Quarterly)
Guide ↗
Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VYM | VANGUARD WHITEHALL FDS | — | 30,183.0 | $4.6M | 0.15% | +4K | +14.6% | $152.09 | +8.2% |
| 82 | ADI | ANALOG DEVICES INC | Technology | 12,957.0 | $4.5M | 0.14% | +9K | +194.5% | $346.22 | +8.2% |
| 83 | — | BERKSHIRE HATHAWAY INC DEL | — | 6.0 | $4.3M | 0.14% | -1.0 | -14.3% | $720512.00 | — |
| 84 | LRCX | LAM RESEARCH CORP | Technology | 17,485.0 | $4.3M | 0.14% | -9K | -32.8% | $246.48 | +28.2% |
| 85 | CSCO | CISCO SYS INC | Technology | 51,459.0 | $4.3M | 0.14% | +5K | +10.4% | $83.70 | +33.8% |
| 86 | RTX | RTX CORPORATION | Industrials | 21,044.0 | $4.3M | 0.14% | +1K | +6.8% | $203.48 | +4.3% |
| 87 | AVEM | AMERICAN CENTY ETF TR | — | 49,230.0 | $4.2M | 0.14% | -5K | -9.5% | $85.69 | +11.1% |
| 88 | CVX | CHEVRON CORPORATION | Energy | 21,095.0 | $4.1M | 0.13% | +476.0 | +2.3% | $192.89 | +3.2% |
| 89 | IWM | ISHARES TR | — | 15,324.0 | $4.0M | 0.13% | +2K | +18.8% | $260.48 | +15.2% |
| 90 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 13,044.0 | $4.0M | 0.13% | -2K | -13.0% | $305.99 | +28.8% |
| 91 | IVW | ISHARES TR | — | 33,042.0 | $3.9M | 0.13% | +24K | +258.2% | $119.14 | +18.3% |
| 92 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 26,951.0 | $3.9M | 0.13% | +476.0 | +1.8% | $144.90 | -0.9% |
| 93 | VGIT | VANGUARD SCOTTSDALE FDS | — | 65,604.0 | $3.9M | 0.13% | +2K | +3.6% | $59.49 | -1.7% |
| 94 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 40,231.0 | $3.9M | 0.13% | — | — | $96.75 | +128.3% |
| 95 | HD | HOME DEPOT INC | Consumer Cyclical | 11,572.0 | $3.9M | 0.12% | -813.0 | -6.6% | $336.17 | -1.8% |
| 96 | DGRW | WISDOMTREE TR | — | 42,841.0 | $3.9M | 0.12% | +263.0 | +0.6% | $90.47 | +10.3% |
| 97 | AXP | AMERICAN EXPRESS CO | Financial Services | 12,172.0 | $3.9M | 0.12% | -123.0 | -1.0% | $316.35 | +5.2% |
| 98 | PH | PARKER-HANNIFIN CORP | Industrials | 3,883.0 | $3.8M | 0.12% | +63.0 | +1.6% | $965.95 | +4.9% |
| 99 | BAC | BANK AMERICA CORP | Financial Services | 72,018.0 | $3.7M | 0.12% | -2K | -2.7% | $51.88 | +18.8% |
| 100 | VGK | VANGUARD INTL EQUITY INDEX F | — | 43,041.0 | $3.7M | 0.12% | — | — | $86.74 | +6.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.6%
Financial Services
15.6%
Consumer Cyclical
9.4%
Communication Services
9.2%
Healthcare
9.0%
Industrials
8.0%
Consumer Defensive
4.3%
Energy
3.8%
Utilities
3.0%
Basic Materials
2.0%