Wedmont Private Capital has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 605 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $132M, Vanguard Ftse Emerging Mkts Et with a value of $69.1M, Vanguard Total Stock Market Et with a value of $60.7M, Vanguard Index Fds S&P 500 ETF with a value of $59.3M, and Vanguard Scottsdale Fds Total with a value of $49.6M.

Examining the 13F form we can see an increase of $142M in the current position value, from $1.21B to 1.35B.

Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
ETFs: $831 Million
Technology: $161 Million
Financial Services: $73.7 Million
Consumer Cyclical: $57.8 Million
Healthcare: $57.5 Million
Communication Services: $51 Million
Industrials: $46.5 Million
Energy: $27.8 Million
Other: $44.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 605
  • Current Value $1.35 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 64 stocks
  • Additional Purchases 402 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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