Wedmont Private Capital Portfolio Holdings
Wedmont Private Capital
- $1.58 Billion
- Q2 2024
Wedmont Private Capital has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 642 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $146M, Vanguard Ftse Emerging Mkts Et with a value of $79.8M, Broadcom Inc. with a value of $69.5M, Vanguard Total Stock Market Et with a value of $66.2M, and Vanguard Index Fds S&P 500 ETF with a value of $66M.
Examining the 13F form we can see an increase of $230M in the current position value, from $1.35B to 1.58B.
Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$1.58 Billion
ETFs: $912 Million
Technology: $271 Million
Financial Services: $80.2 Million
Communication Services: $63.7 Million
Healthcare: $63.4 Million
Consumer Cyclical: $62.7 Million
Industrials: $43.8 Million
Energy: $30.8 Million
Other: $52.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 642
- Current Value $1.58 Billion
- Prior Value $1.35 Billion
- Filing
- Period Q2 2024
- Filing Date July 15, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 74 stocks
- Additional Purchases 435 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks