Wedmont Private Capital Portfolio Holdings
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
Wedmont Private Capital has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.88 Billion distributed in 701 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $150M, Vanguard Ftse Emerging Mkts Et with a value of $99.9M, Vanguard Total Stock Market Et with a value of $97.4M, Vanguard Index Fds S&P 500 ETF with a value of $89.8M, and Ishares Tr with a value of $69.9M.
Examining the 13F form we can see an increase of $133M in the current position value, from $1.75B to 1.88B.
Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$1.88 Billion
ETFs: $1.12 Billion
Technology: $255 Million
Financial Services: $110 Million
Consumer Cyclical: $86.7 Million
Communication Services: $81.5 Million
Healthcare: $68.8 Million
Industrials: $55.3 Million
Consumer Defensive: $39.3 Million
Other: $57.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 701
- Current Value $1.88 Billion
- Prior Value $1.75 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 75 stocks
- Additional Purchases 473 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks