Wedmont Private Capital Portfolio Holdings

Wedmont Private Capital

  • $1.75 Billion
  • Q3 2024

Wedmont Private Capital has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.75 Billion distributed in 668 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $167M, Vanguard Ftse Emerging Mkts Et with a value of $99.5M, Vanguard Total Stock Market Et with a value of $83.9M, Vanguard Index Fds S&P 500 ETF with a value of $80.6M, and Vanguard Scottsdale Fds Total with a value of $64.2M.

Examining the 13F form we can see an increase of $162M in the current position value, from $1.58B to 1.75B.

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

Portfolio value $1.75 Billion
ETFs: $1.05 Billion
Technology: $238 Million
Financial Services: $96.9 Million
Consumer Cyclical: $72.1 Million
Healthcare: $70.1 Million
Communication Services: $68.8 Million
Industrials: $52.2 Million
Consumer Defensive: $33.5 Million
Other: $56.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$53.5 Million 3.06% of portfolio
229,507
Q3 2024 Added 12.19%
$366B
$45.6 Million 2.61% of portfolio
375,802
Q3 2024 Added 11.11%
$3.11T
$39.2 Million 2.25% of portfolio
91,202
Q3 2024 Added 6.56%
$2.08T
$24.3 Million 1.39% of portfolio
130,224
Q3 2024 Added 5.65%
$1.26T
$23.5 Million 1.35% of portfolio
41,042
Q3 2024 Added 7.9%
$509B
$15.2 Million 0.87% of portfolio
89,486
Q3 2024 Added 14.19%
$610B
$14.6 Million 0.83% of portfolio
31,661
Q3 2024 Added 20.99%
$1.09T
$14 Million 0.8% of portfolio
83,762
Q3 2024 Added 2.33%
$1.06T
$13 Million 0.74% of portfolio
78,390
Q3 2024 Added 11.95%
$9.57B
$11.9 Million 0.68% of portfolio
14,522
Q3 2024 Added 893.3%
$693B
$11.5 Million 0.66% of portfolio
13,002
Q3 2024 Added 4.77%
$1.09T
$10.2 Million 0.59% of portfolio
39,107
Q3 2024 Added 12.47%
$279B
$9.06 Million 0.52% of portfolio
160,485
Q3 2024 Reduced 0.91%
$67B
$7.83 Million 0.45% of portfolio
45,412
Q3 2024 Added 4.91%
$713B
$7.72 Million 0.44% of portfolio
36,609
Q3 2024 Added 4.12%
$540B
$7.18 Million 0.41% of portfolio
12,280
Q3 2024 Added 12.24%
$388B
$6.45 Million 0.37% of portfolio
9,094
Q3 2024 Added 10.22%
$405B
$6.34 Million 0.36% of portfolio
36,641
Q3 2024 Added 3.08%
$510B
$6.11 Million 0.35% of portfolio
22,217
Q3 2024 Added 34.06%
$416B
$4.89 Million 0.28% of portfolio
12,063
Q3 2024 Added 6.24%
$323B
$4.65 Million 0.27% of portfolio
16,972
Q3 2024 Added 6.92%
$495B
$4.7 Million 0.27% of portfolio
9,514
Q3 2024 Added 2.81%
$235B
$4.51 Million 0.26% of portfolio
55,842
Q3 2024 Added 4.33%
$412B
$4.57 Million 0.26% of portfolio
5,152
Q3 2024 Added 9.08%
$295B
$4.38 Million 0.25% of portfolio
22,168
Q3 2024 Added 4.98%
$400B
$3.99 Million 0.23% of portfolio
24,651
Q3 2024 Added 10.89%
$225B
$3.29 Million 0.19% of portfolio
20,044
Q3 2024 Added 2.61%
$245B
$3.32 Million 0.19% of portfolio
29,279
Q3 2024 Reduced 12.08%
$271B
$3.2 Million 0.18% of portfolio
44,557
Q3 2024 Added 4.24%
$194B
$3.02 Million 0.17% of portfolio
16,021
Q3 2024 Added 4.99%
$213B
$2.78 Million 0.16% of portfolio
10,261
Q3 2024 Added 6.1%
$190B
$2.79 Million 0.16% of portfolio
5,671
Q3 2024 Added 19.16%
$232B
$2.78 Million 0.16% of portfolio
5,364
Q3 2024 Reduced 67.29%
$202B
$2.68 Million 0.15% of portfolio
6,846
Q3 2024 Added 10.88%
$82.2B
$2.28 Million 0.13% of portfolio
8,418
Q3 2024 Added 2.12%
$188B
$2.29 Million 0.13% of portfolio
10,354
Q3 2024 Added 6.67%
$372B
$2.32 Million 0.13% of portfolio
58,524
Q3 2024 Reduced 1.05%
$76.5B
$2.34 Million 0.13% of portfolio
9,008
Q3 2024 Added 8.82%
$198B
$2.24 Million 0.13% of portfolio
4,524
Q3 2024 Added 6.87%
$182B
$2.32 Million 0.13% of portfolio
3,729
Q3 2024 Added 1.39%
$146B
$2.11 Million 0.12% of portfolio
10,444
Q3 2024 Added 8.97%
$4.76B
$2.16 Million 0.12% of portfolio
47,600
Q3 2024 Reduced 4.03%
$206B
$2.08 Million 0.12% of portfolio
2,330
Q3 2024 Added 9.96%
$164B
$2.16 Million 0.12% of portfolio
4,187
Q3 2024 Added 15.6%
$22.1B
$2.12 Million 0.12% of portfolio
10,314
Q3 2024 Added 347.85%
$216B
$2.18 Million 0.12% of portfolio
12,792
Q3 2024 Reduced 0.4%
$234B
$1.89 Million 0.11% of portfolio
35,576
Q3 2024 Added 30.08%
$185B
$1.86 Million 0.11% of portfolio
10,946
Q3 2024 Added 7.23%
$149B
$1.88 Million 0.11% of portfolio
7,399
Q3 2024 Added 8.05%

Summary

  • Portfolio
  • No. of Stocks 668
  • Current Value $1.75 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 55 stocks
  • Additional Purchases 433 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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