The Analysis of Piedmont Capital Management, LLC's Holdings
Currently, Piedmont Capital Management, LLC holds 53 types of securities in its portfolio with a total value $189.5M. In the most recent quarter, they have increased their positions in VUG (+48.4K shares, valued at $23.3M), FEZ (+27.5K shares, valued at $1.7M), VOO (+1.0K shares, valued at $625.8K); decreased their positions in VYM (-4.2K shares, valued at $585.3K), IWP (-3.3K shares, valued at $465.8K), GDX (-2.7K shares, valued at $210.7K); initiated new positions in VUG (+48.4K shares, valued at $23.3M), ABBV (+879 shares, valued at $211.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS48.4K sharesnew addition2025-09-302025-11-07
VYM VANGUARD WHITEHALL FDS164.9K shares-2.46%2025-09-302025-11-07 FEZ SPDR INDEX SHS FDS370.0K shares8.04%2025-09-302025-11-07 GLDM WORLD GOLD TR236.4K shares-0.14%2025-09-302025-11-07 IEFA ISHARES TR179.9K shares1.86%2025-09-302025-11-07 VOO VANGUARD INDEX FDS22.1K shares4.84%2025-09-302025-11-07 GDX VANECK ETF TRUST156.6K shares-1.71%2025-09-302025-11-07 FLOT ISHARES TR176.7K shares4.64%2025-09-302025-11-07 IWP ISHARES TR57.8K shares-5.38%2025-09-302025-11-07 BKLN INVESCO EXCH TRADED FD TR II210.0K shares5.37%2025-09-302025-11-07 VTI VANGUARD INDEX FDS10.1K shares-0.29%2025-09-302025-11-07 ANGL VANECK ETF TRUST101.8K shares6.97%2025-09-302025-11-07 ISHARES TR ISHARES TR47.6K shares-0.73%2025-09-302025-11-07 CLOI VANECK ETF TRUST49.3K shares5.34%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS7.3K shares5.63%2025-09-302025-11-07 CSCO CISCO SYS INC22.4K shares1.41%2025-09-302025-11-07 AOR ISHARES TR22.8K shares-1.53%2025-09-302025-11-07 IBM IBM CORP4.8K shares1.72%2025-09-302025-11-07 KO COCA COLA CO18.2K shares3.01%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC27.6K shares1.91%2025-09-302025-11-07 STN STANTEC INC10.5K shares0.00%2025-09-302025-11-07 INVSC QQQ TR INVSC QQQ TR1.8K shares3.83%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS14.4K shares8.82%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON5.6K shares2.70%2025-09-302025-11-07 GLD SPDR GOLD TR2.8K shares3.64%2025-09-302025-11-07 VNQ VANGUARD INDEX FDS10.3K shares-4.15%2025-09-302025-11-07 SLV ISHARES SILVER TR21.3K shares5.77%2025-09-302025-11-07 MRK MERCK & CO INC9.9K shares4.79%2025-09-302025-11-07 MSFT MICROSOFT CORP1.7K shares-5.77%2025-09-302025-11-07 CVX CHEVRON CORP NEW5.4K shares0.64%2025-09-302025-11-07 AMGN AMGEN INC2.7K shares2.48%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO2.3K shares0.00%2025-09-302025-11-07 XOM EXXON MOBIL CORP6.0K shares-0.63%2025-09-302025-11-07 IVV ISHARES TR950 shares2.04%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC1.8K shares4.72%2025-09-302025-11-07 XLRE SELECT SECTOR SPDR TR12.2K shares31.20%2025-09-302025-11-07 NKE NIKE INC6.8K shares3.62%2025-09-302025-11-07 MMM 3M CO3.0K shares0.00%2025-09-302025-11-07 ORCL ORACLE CORP1.6K shares0.06%2025-09-302025-11-07 CAT CATERPILLAR INC732 shares0.00%2025-09-302025-11-07 SPG SIMON PPTY GROUP INC NEW1.8K shares0.17%2025-09-302025-11-07 MGK VANGUARD WORLD FD792 shares0.00%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR446 shares-11.33%2025-09-302025-11-07 HD HOME DEPOT INC744 shares0.00%2025-09-302025-11-07 MOAT VANECK ETF TRUST2.8K shares0.00%2025-09-302025-11-07 AAPL APPLE INC1.1K shares-1.65%2025-09-302025-11-07 GBCI GLACIER BANCORP INC NEW5.1K shares0.22%2025-09-302025-11-07 WMT WALMART INC2.3K shares0.00%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC294 shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC879 sharesnew addition2025-09-302025-11-07 TU TELUS CORPORATION12.0K shares0.00%2025-09-302025-11-07 GUT GABELLI UTIL TR27.4K shares0.00%2025-09-302025-11-07 NAK NORTHERN DYNASTY MINERALS LT10.0K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available