Wedmont Private Capital Incresed Positions in Q1 2024

Wedmont Private Capital

  • $1.35 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
185K
+ 7.53%
$46.21 - $50.27 $8.54M - $9.29M
2.64M $132M
NVDA
Nvidia Corp

Technology
943
+ 3.06%
$475.69 - $950.02 $449K - $896K
31.7K $28.7M
VTI
Vanguard Total Stock Market Et

ETFs
13.5K
+ 6.13%
$232.77 - $260.14 $3.14M - $3.51M
234K $60.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.11K
+ 3.45%
$429.43 - $481.35 $1.77M - $1.98M
123K $59.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
137K
+ 9.04%
$39.04 - $42.23 $5.36M - $5.79M
1.65M $69.1M
MSFT
Microsoft Corp

Technology
3.9K
+ 5.11%
$367.75 - $429.37 $1.43M - $1.68M
80.2K $33.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
102K
+ 15.27%
$50.36 - $51.06 $5.12M - $5.19M
767K $38.8M
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 3.89%
$344.47 - $512.19 $417K - $620K
32.3K $15.7M
AMZN
Amazon Com Inc

Consumer Cyclical
6.19K
+ 5.8%
$144.57 - $180.38 $894K - $1.12M
113K $20.4M
VTC
Vanguard Scottsdale Fds Total

ETFs
47.4K
+ 7.9%
$75.53 - $77.5 $3.58M - $3.67M
647K $49.6M
WFC
Wells Fargo & Company

Financial Services
21.5K
+ 16.36%
$46.44 - $57.96 $998K - $1.25M
153K $8.86M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
99.4K
+ 5.62%
$22.51 - $23.08 $2.24M - $2.29M
1.87M $42.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
504
+ 2.09%
$359.29 - $420.52 $181K - $212K
24.6K $10.4M
XOM
Exxon Mobil Corp

Energy
6.02K
+ 15.79%
$96.8 - $116.24 $583K - $700K
44.2K $5.13M
CRM
Salesforce, Inc.

Technology
2.63K
+ 19.84%
$251.12 - $316.88 $661K - $834K
15.9K $4.79M
JPM
Jpmorgan Chase & CO

Financial Services
1.66K
+ 5.46%
$167.09 - $200.3 $278K - $333K
32.1K $6.43M
PG
Procter & Gamble CO

Consumer Defensive
4.38K
+ 15.6%
$147.42 - $162.61 $646K - $712K
32.5K $5.27M
GOOG
Alphabet Inc.

Communication Services
1.1K
+ 1.37%
$132.56 - $154.84 $145K - $170K
81.3K $12.4M
VB
Vanguard Small Cap ETF

ETFs
1.58K
+ 3.49%
$204.0 - $228.59 $323K - $362K
47K $10.7M
VT
Vanguard Total World Stk Index

ETFs
8.83K
+ 127.97%
$100.68 - $110.5 $889K - $976K
15.7K $1.74M
VUG
Vanguard Growth ETF

ETFs
2.08K
+ 22.94%
$301.05 - $346.61 $626K - $720K
11.1K $3.83M
NFLX
Netflix Inc

Communication Services
474
+ 7.83%
$468.5 - $629.24 $222K - $298K
6.53K $3.97M
GOOGL
Alphabet Inc.

Communication Services
2.15K
+ 3.53%
$131.4 - $153.51 $282K - $330K
62.9K $9.5M
VGT
Vanguard Information Technolog

ETFs
1.46K
+ 24.8%
$462.18 - $530.16 $676K - $776K
7.36K $3.86M
MRK
Merck & Co., Inc.

Healthcare
2.53K
+ 8.94%
$113.24 - $131.95 $286K - $333K
30.8K $4.06M
AMD
Advanced Micro Devices Inc

Technology
1.94K
+ 12.21%
$135.32 - $211.38 $263K - $411K
17.9K $3.22M
AVGO
Broadcom Inc.

Technology
76
+ 2.12%
$1049.01 - $1407.01 $79.7K - $107K
3.66K $4.85M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
20.4K
+ 6.59%
$36.0 - $36.66 $734K - $747K
330K $12.1M
BNDX
Vanguard Total International B

ETFs
17.6K
+ 5.02%
$48.47 - $49.33 $853K - $868K
368K $18.1M
IVV
Ishares Core S&P 500 ETF

ETFs
317
+ 2.47%
$469.56 - $525.73 $149K - $167K
13.1K $6.9M
IEMG
Ishares Inc

ETFs
4.23K
+ 0.78%
$47.6 - $51.96 $202K - $220K
550K $28.4M
AVUS
American Centy ETF Tr Avantis

ETFs
209
+ 0.23%
$79.93 - $89.5 $16.7K - $18.7K
91.4K $8.18M
CEG
Constellation Energy Corp

Utilities
1.6K
+ 24.43%
$111.41 - $187.26 $178K - $300K
8.15K $1.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 0.57%
$467.28 - $523.17 $37.4K - $41.9K
14.1K $7.39M
GE
General Electric CO

Industrials
293
+ 2.14%
$124.06 - $180.12 $36.3K - $52.8K
14K $2.46M
VO
Vanguard Mid Cap ETF

ETFs
445
+ 1.32%
$225.86 - $249.86 $101K - $111K
34.3K $8.56M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.02K
+ 3.29%
$109.57 - $116.86 $441K - $470K
126K $14.8M
HD
Home Depot, Inc.

Consumer Cyclical
799
+ 8.19%
$338.26 - $395.2 $270K - $316K
10.6K $4.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 0.56%
$396.28 - $446.38 $40K - $45.1K
18K $7.99M
MA
Mastercard Inc

Financial Services
466
+ 5.96%
$418.77 - $488.64 $195K - $228K
8.29K $3.99M
CAT
Caterpillar Inc

Industrials
640
+ 10.97%
$278.63 - $366.43 $178K - $235K
6.47K $2.37M
ABBV
Abb Vie Inc.

Healthcare
851
+ 4.82%
$159.82 - $182.1 $136K - $155K
18.5K $3.37M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
93
+ 18.27%
$2212.8 - $2955.53 $206K - $275K
602 $1.75M
WMT
Walmart Inc.

Consumer Defensive
34K
+ 226.11%
$58.61 - $175.86 $1.99M - $5.98M
49K $2.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
411
+ 0.16%
$35.71 - $39.11 $14.7K - $16.1K
264K $10.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.88K
+ 4.19%
$77.9 - $82.79 $302K - $321K
96.5K $7.86M
CVX
Chevron Corp

Energy
2.68K
+ 26.03%
$141.82 - $157.74 $380K - $422K
13K $2.05M
ORCL
Oracle Corp

Technology
1.29K
+ 7.56%
$102.46 - $129.24 $132K - $166K
18.3K $2.3M
DIS
Walt Disney CO

Communication Services
830
+ 6.73%
$89.29 - $122.36 $74.1K - $102K
13.2K $1.61M
Activity Summary
Buys All Purchases 466 New Holdings 64 Increased Positions 402 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email