Titelia

Holdings of Wedmont Private Capital

759 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.5 % of the equity sleeve

Sector breakdown

  • Technology 12.6 %
  • Funds 9.5 %
  • Communication 5.1 %
  • Financials 4.5 %
  • Consumer discretionary 3.3 %
  • Industrials 3.0 %
  • Health care 2.8 %
  • Consumer staples 1.5 %
  • Energy 1.1 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Real estate 0.3 %
  • Unattributed 55.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.1 %
  • GB 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • ES 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • AU 0.0 %
  • DK 0.0 %
  • BM 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US7392.9B $99.60 %
2TW13.2M $0.11 %
3GB72.6M $0.09 %
4NL22.1M $0.07 %
5JP31M $0.04 %
6ES2948.7K $0.03 %
7DE1454.2K $0.02 %
8BR1432.9K $0.01 %
9AU1431.2K $0.01 %
10DK1398.1K $0.01 %
11BM183.5K $0.00 %

Positions

RankCompanySharesValueWeight
201Raymond James Financial Inc 10,3541.5M $
202VanEck Gold Miners ETF/USA 15,5741.5M $
203Progressive Corp/The 7,6901.5M $
204Marathon Petroleum Corp 6,5501.5M $
205Select Sector Spdr Trust 29,4421.5M $
206CVS Health Corp 19,1001.5M $
207Vertex Pharmaceuticals Inc 3,3831.5M $
208Marvell Technology Inc 13,0741.5M $
209iShares Trust 4,0361.5M $
210US Bancorp 27,0201.5M $
211QUALCOMM Inc 11,5951.5M $
212O'Reilly Automotive Inc 15,8531.5M $
213First Trust Exchange-Traded AlphaDEX Fund 11,6791.5M $
214iShares Short-Term National Muni Bond ETF 13,8131.5M $
215Ross Stores Inc 6,5331.5M $
216State Street SPDR S&P Dividend ETF 9,8621.5M $
217T-Mobile US Inc 7,3051.4M $
218Waste Management Inc 6,2351.4M $
219Cloudflare Inc 6,8121.4M $
220Pfizer Inc 51,7351.4M $
221Xtrackers MSCI EAFE Hedged Equ 27,4881.4M $
222Seaboard Corp 2421.4M $
223Simon Property Group Inc 7,2811.4M $
224Baker Hughes Co 21,8671.4M $
225Intuit Inc 3,5151.4M $
226SPDR Series Trust 22,1041.4M $
227State Street SPDR Portfolio Emerging Markets ETF 27,7221.4M $
228Texas Instruments Inc 6,4681.4M $
229Intercontinental Exchange Inc 8,0181.3M $
230Union Pacific Corp 5,3751.3M $
231Kinder Morgan, Inc. 40,3451.3M $
232Vertiv Holdings Co 4,6371.3M $
233iShares Russell Top 200 Growth 5,0371.3M $
234PNC Financial Services Group Inc/The 5,8611.3M $
235Altria Group, Inc. 19,2721.3M $
236Fifth Third Bancorp 25,9021.3M $
237Western Digital Corp 3,7641.3M $
238Allstate Corp/The 5,9231.3M $
239Coherent Corp 4,4201.2M $
240Schwab Fundamental U.S. Large Company ETF 43,4061.2M $
241Schwab Strategic Trust 39,4041.2M $
242iShares International Equity Factor ETF 30,2761.2M $
243Synopsys Inc 3,0091.2M $
244Stryker Corp 3,6141.2M $
245Boston Scientific Corp 19,5981.2M $
246Lumentum Holdings Inc 1,3651.2M $
247iShares Russell 1000 Growth ETF 2,7431.2M $
248Coupang Inc 61,6991.2M $
249Targa Resources Corp 4,9701.2M $
250ONEOK Inc 13,9591.2M $
251Norfolk Southern Corp 4,1011.2M $
252Automatic Data Processing Inc 5,9661.2M $
253American Electric Power Co Inc 8,8401.2M $
254Select Sector Spdr Trust 14,3401.2M $
255Consolidated Edison Inc 10,4431.2M $
256CME Group Inc 3,9041.2M $
257iShares Trust 5,4621.2M $
258Hilton Worldwide Holdings Inc 3,7071.2M $
259Ishares Inc 13,8651.2M $
260Rockwell Automation Inc 2,9811.2M $
261DR Horton Inc 8,1161.2M $
262Moody's Corp 2,5761.2M $
263DoorDash Inc 7,1251.1M $
264FedEx Corp 3,0411.1M $
265Ishares Gold Trust 12,7321.1M $
266Delta Air Lines Inc 16,4721.1M $
267Autodesk Inc 4,6501.1M $
268General Dynamics Corp 3,1961.1M $
269Robinhood Markets Inc 15,4101.1M $
270Ventas Inc 13,1691.1M $
271Edwards Lifesciences Corp 13,4911.1M $
272Monster Beverage Corp 14,6431.1M $
273iShares Trust 2,9541.1M $
274Teradyne Inc 3,0291.1M $
275First Horizon Corp 44,9461.1M $
276Dimensional U S Targeted Value ETF 16,6721.1M $
277iShares MSCI EAFE Small-Cap ETF 12,9811.1M $
278Bank of New York Mellon Corp/The 8,3581.1M $
279Aflac Inc 9,3911.1M $
280Pilgrim's Pride Corp 29,5001.1M $
281Burlington Stores Inc 3,1531.1M $
282Select Sector Spdr Trust 18,0051M $
283Shell PLC 11,3271M $
284American International Group Inc 13,4161M $
285TransDigm Group Inc 8481M $
286Novartis AG 6,6921M $
287ServiceNow Inc 10,5661M $
288Equinix Inc 1,0051M $
289Freeport-McMoRan Inc 15,6671M $
290Bristol-Myers Squibb Co 17,1701M $
291Cummins Inc 1,6981M $
292Carrier Global Corp 17,3521M $
293SPDR Gold MiniShares Trust 10,7771M $
294Cardinal Health, Inc. 4,6531M $
295Emerson Electric Co. 7,002998.9K $
296Sherwin-Williams Co/The 2,969996.6K $
297PACCAR Inc 8,025996.6K $
298Warner Bros Discovery Inc 35,946990.3K $
299MKS Inc 3,859987.9K $
300eBay Inc 10,197987K $