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CIK: 0001904274
Total reported value
$4.2B
$4.2B
668 檔
11.8%
The Q3 2024 SEC filing reveals that Wedmont Private Capital held a total portfolio value of $4.2B, covering 668 public equity positions.
During Q3 2024, Wedmont Private Capital's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VTI) accounted for 11.8% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 668 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.37% | -0.54% | +7.20% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.88% | -0.43% | +14.11% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.74% | +0.22% | +19.83% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.55% | -0.35% | +15.77% | |
| 5 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.61% | -0.59% | +11.07% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.15% | -0.20% | +12.96% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.08% | -1.96% | +16.84% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.08% | -0.41% | +10.78% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.15% | +12.19% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | +0.57% | +11.11% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | +0.76% | +6.56% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.12% | -0.05% | +6.48% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | +0.30% | +7.90% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.12% | +5.65% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.32% | +1.58% | +1.12% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.25% | -0.09% | +7.45% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.10% | -0.11% | +13.14% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.03% | +14.19% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | -0.05% | +18.89% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | +0.03% | +20.99% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.80% | -0.03% | +6.54% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.12% | +2.33% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | -0.12% | +7.17% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.77% | -0.05% | +28.32% | |
| 25 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.74% | -0.08% | -0.72% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.10% | +11.95% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.01% | +4.77% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.60% | -0.06% | +14.32% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.08% | +12.47% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.04% | -1.34% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | -0.06% | -0.91% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.01% | +0.75% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.49% | -0.03% | +0.05% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.03% | +2.03% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.05% | +4.91% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.04% | +4.12% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | +2.38% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.42% | -0.05% | +10.46% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.28% | EXIT | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.41% | -0.05% | +23.11% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | -0.02% | +12.24% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.02% | +10.22% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.02% | +3.08% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.06% | +34.06% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.34% | -0.03% | +19.59% | |
| 46 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.32% | -0.12% | +9.30% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.32% | -0.04% | -10.59% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.02% | +6.24% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.28% | +0.01% | +6.92% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | -0.04% | +2.72% |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $4.2B across 668 disclosed positions in Q3 2024.
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During Q3 2024, Wedmont Private Capital's top holdings by market value included VEA (9.4%)、VWO (5.9%)、VTI (4.7%). The largest single position, VEA, represented 9.4% of total portfolio value.
In Q3 2024, Wedmont Private Capital made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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