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CIK: 0001904274
Total reported value
$4.2B
$4.2B
701 檔
12.0%
As reported in its official Q4 2024 Form 13F filing, Wedmont Private Capital's tracked investment portfolio stood at $4.2B with 701 total positions.
During Q4 2024, Wedmont Private Capital's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 701 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.85% | -0.54% | -1.09% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.12% | -0.43% | +9.04% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.10% | +0.22% | +13.37% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.70% | -0.35% | +9.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.66% | -0.41% | +41.38% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.64% | -0.59% | +13.65% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.24% | -0.20% | +15.33% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.19% | -1.96% | +14.51% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.15% | +9.21% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.57% | +6.69% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | +0.76% | +10.61% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | -0.05% | +12.33% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.64% | +1.58% | +36.89% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.12% | +7.70% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.30% | +5.89% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.23% | -0.09% | +9.74% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.96% | -0.11% | +5.78% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | -0.05% | +21.23% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.12% | +6.06% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.10% | +9.70% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.08% | +3.11% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | -0.05% | +8.61% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.77% | -0.03% | +5.03% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.03% | +2.02% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | +0.03% | -6.23% | |
| 26 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.67% | -0.08% | +100.89% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.64% | -0.12% | +95.89% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.06% | +1.63% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.01% | +8.82% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | -0.05% | +10.61% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.53% | -0.06% | +5.23% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.04% | +11.22% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.04% | -1.25% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.47% | -0.03% | +0.05% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.43% | -0.05% | +20.77% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | -0.05% | +12.80% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.01% | +0.54% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.02% | +2.19% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.01% | -19.96% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.06% | +9.62% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.37% | -0.03% | +1.04% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | +0.02% | +17.71% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | -0.02% | +4.08% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.28% | EXIT | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.32% | -0.03% | +9.11% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.01% | +14.47% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.03% | +32.38% | |
| 48 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.29% | -0.12% | -0.93% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.28% | +0.01% | -1.86% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.02% | +12.48% |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $4.2B across 701 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VTI) accounted for 12.0% of total reported equity market value during Q4 2024.
During Q4 2024, Wedmont Private Capital's top holdings by market value included VEA (7.8%)、VWO (5.1%)、VTI (5.1%). The largest single position, VEA, represented 7.8% of total portfolio value.
In Q4 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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