Portfolio (Quarterly)
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Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | ATI | ATI INC | Industrials | 1,877.0 | $227K | 0.01% | NEW | — | $120.84 | +27.6% |
| 742 | GSIE | GOLDMAN SACHS ETF TR | — | 5,167.0 | $225K | 0.01% | NEW | — | $43.58 | +2.9% |
| 743 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 4,746.0 | $225K | 0.01% | NEW | — | $47.44 | +4.8% |
| 744 | NGG | NATIONAL GRID PLC | Utilities | 2,830.0 | $225K | 0.01% | NEW | — | $79.38 | +10.1% |
| 745 | PNW | PINNACLE WEST CAP CORP | Utilities | 2,553.0 | $223K | 0.01% | NEW | — | $87.41 | +14.1% |
| 746 | SGOL | ETFS GOLD TR | Financial Services | 5,253.0 | $223K | 0.01% | NEW | — | $42.44 | +2.0% |
| 747 | ESE | ESCO TECHNOLOGIES INC | Technology | 1,073.0 | $222K | 0.01% | NEW | — | $207.26 | +43.1% |
| 748 | CAR | AVIS BUDGET GROUP | Industrials | 1,750.0 | $222K | 0.01% | NEW | — | $127.04 | +18.2% |
| 749 | SCHP | SCHWAB STRATEGIC TR | — | 8,360.0 | $222K | 0.01% | NEW | — | $26.58 | +0.3% |
| 750 | JBL | JABIL INC | Technology | 989.0 | $222K | 0.01% | NEW | — | $224.45 | +57.9% |
| 751 | APA | APA CORPORATION | Energy | 9,479.0 | $222K | 0.01% | NEW | — | $23.39 | +66.7% |
| 752 | SOLV | SOLVENTUM CORP | Healthcare | 2,625.0 | $221K | 0.01% | NEW | — | $84.24 | -11.7% |
| 753 | FSLR | FIRST SOLAR INC | Energy | 915.0 | $221K | 0.01% | NEW | — | $241.11 | -3.9% |
| 754 | SGOV | ISHARES TR | — | 2,196.0 | $221K | 0.01% | NEW | — | $100.44 | +0.1% |
| 755 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 7,750.0 | $221K | 0.01% | NEW | — | $28.46 | -5.8% |
| 756 | SHC | SOTERA HEALTH CO | Healthcare | 11,732.0 | $221K | 0.01% | NEW | — | $18.80 | -17.6% |
| 757 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 9,567.0 | $221K | 0.01% | NEW | — | $23.05 | -58.0% |
| 758 | — | XPLR INFRASTRUCTURE LP | — | 20,557.0 | $220K | 0.01% | NEW | — | $10.68 | — |
| 759 | SNA | SNAP ON INC | Industrials | 620.0 | $219K | 0.01% | NEW | — | $352.60 | +3.9% |
| 760 | VPU | VANGUARD WORLD FD | — | 1,199.0 | $218K | 0.01% | NEW | — | $182.16 | +4.4% |
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
36.5%
Financial Services
16.1%
Communication Services
11.1%
Consumer Cyclical
9.9%
Healthcare
8.4%
Industrials
6.9%
Consumer Defensive
3.7%
Energy
2.9%
Utilities
1.9%
Basic Materials
1.7%