Wedmont Private Capital has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 605 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $132M, Vanguard Ftse Emerging Mkts Et with a value of $69.1M, Vanguard Total Stock Market Et with a value of $60.7M, Vanguard Index Fds S&P 500 ETF with a value of $59.3M, and Vanguard Scottsdale Fds Total with a value of $49.6M.
Examining the 13F form we can see an increase of $142M in the current position value, from $1.21B to 1.35B.
Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $831 Million
Technology: $161 Million
Financial Services: $73.7 Million
Consumer Cyclical: $57.8 Million
Healthcare: $57.5 Million
Communication Services: $51 Million
Industrials: $46.5 Million
Energy: $27.8 Million
Other: $44.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions