Wedmont Private Capital Portfolio Holdings

Wedmont Private Capital

  • $1.99 Billion
  • Q1 2025

Wedmont Private Capital has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.99 Billion distributed in 700 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $169M, Vanguard Ftse Emerging Mkts Et with a value of $111M, Vanguard Total Stock Market Et with a value of $91.1M, Ishares Tr with a value of $85.3M, and Vanguard Index Fds S&P 500 ETF with a value of $82.7M.

Examining the 13F form we can see an increase of $115M in the current position value, from $1.88B to 1.99B.

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

Portfolio value $1.99 Billion
ETFs: $1.24 Billion
Technology: $236 Million
Financial Services: $123 Million
Consumer Cyclical: $84.1 Million
Communication Services: $82 Million
Healthcare: $74.2 Million
Industrials: $56.5 Million
Consumer Defensive: $38.1 Million
Other: $61.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.67 Million 0.13% of portfolio
96,852
Q1 2025 Added 6.47%
$0
$2.62 Million 0.13% of portfolio
10,717
Q1 2025 Added 109.56%
$0
$2.46 Million 0.12% of portfolio
46,684
Q1 2025 Added 0.43%
$0
$2.46 Million 0.12% of portfolio
112,167
Q1 2025 Added 264.0%
$0
$2.43 Million 0.12% of portfolio
12,124
Q1 2025 Added 34.31%
$0
$2.49 Million 0.12% of portfolio
26,868
Q1 2025 Reduced 3.34%
$0
$2.3 Million 0.12% of portfolio
13,308
Q1 2025 Reduced 0.55%
$0
$2.3 Million 0.12% of portfolio
28,128
Q1 2025 Reduced 1.3%
$0
$2.23 Million 0.11% of portfolio
88,546
Q1 2025 Added 8.14%
$0
$2.03 Million 0.1% of portfolio
42,885
Q1 2025 Added 25.13%
$0
$1.96 Million 0.1% of portfolio
33,365
Q1 2025 Added 86.61%
$0
$2.02 Million 0.1% of portfolio
15,400
Q1 2025 New
$0
$1.71 Million 0.09% of portfolio
23,471
Q4 2024 Added 9.24%
$0
$1.71 Million 0.09% of portfolio
52,046
Q3 2024 Reduced 0.78%
$0
$1.89 Million 0.09% of portfolio
37,028
Q1 2025 Added 7.78%
$0
$1.81 Million 0.09% of portfolio
22,928
Q1 2025 Reduced 0.28%
$0
$1.6 Million 0.08% of portfolio
43,462
Q1 2025 Added 19.87%
$0
$1.62 Million 0.08% of portfolio
16,595
Q1 2025 Added 550.02%
$0
$1.56 Million 0.08% of portfolio
31,168
Q1 2025 Added 0.54%
$0
$1.57 Million 0.08% of portfolio
20,048
Q1 2025 Added 145.48%
$0
$1.66 Million 0.08% of portfolio
66,386
Q1 2025 Added 29.26%
$0
$1.57 Million 0.08% of portfolio
27,576
Q4 2024 Reduced 0.81%
$0
$1.35 Million 0.07% of portfolio
18,343
Q1 2025 New
$0
$1.32 Million 0.07% of portfolio
21,170
Q1 2025 New
$0
$1.34 Million 0.07% of portfolio
4,384
Q1 2025 Reduced 45.96%
$0
$1.44 Million 0.07% of portfolio
29,352
Q1 2025 Added 0.08%
$0
$1.37 Million 0.07% of portfolio
21,238
Q1 2025 Added 10.2%
$0
$1.32 Million 0.07% of portfolio
7,010
Q3 2024 Added 0.57%
$0
$1.47 Million 0.07% of portfolio
33,699
Q1 2025 Added 76.58%
$0
$1.31 Million 0.07% of portfolio
15,858
Q4 2024 Reduced 5.96%
$0
$1.39 Million 0.07% of portfolio
5,652
Q1 2025 Added 0.11%
$0
$1.19 Million 0.06% of portfolio
11,679
Q1 2025 New
$0
$1.13 Million 0.06% of portfolio
22,103
Q1 2025 Reduced 2.68%
$0
$1.23 Million 0.06% of portfolio
5,861
Q1 2025 Added 0.02%
$0
$1.12 Million 0.06% of portfolio
14,773
Q1 2025 Reduced 0.69%
$0
$941,000 0.05% of portfolio
30,267
Q1 2025 New
$0
$966,000 0.05% of portfolio
3,821
Q1 2025 Reduced 4.52%
$0
$939,000 0.05% of portfolio
2,605
Q1 2025 Reduced 0.88%
$0
$975,000 0.05% of portfolio
38,305
Q4 2022 New
$0
$1.04 Million 0.05% of portfolio
38,960
Q1 2025 Added 113.71%
$0
$903,000 0.05% of portfolio
38,459
Q1 2025 Added 55.33%
$0
$975,000 0.05% of portfolio
41,722
Q1 2025 Added 17.29%
$0
$906,000 0.05% of portfolio
9,804
Q1 2025 Reduced 1.05%
$0
$948,000 0.05% of portfolio
9,907
Q1 2025 Added 0.07%
$0
$911,000 0.05% of portfolio
15,380
Q1 2025 New
$0
$903,000 0.05% of portfolio
24,213
Q1 2025 Added 0.4%
$0
$791,000 0.04% of portfolio
30,255
Q1 2025 Added 0.02%
$0
$717,000 0.04% of portfolio
18,181
Q1 2025 Reduced 9.09%
$0
$720,000 0.04% of portfolio
13,066
Q4 2024 Added 3.94%

Summary

  • Portfolio
  • No. of Stocks 700
  • Current Value $1.99 Billion
  • Prior Value $1.88 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 71 stocks
  • Additional Purchases 421 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
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