Wedmont Private Capital Portfolio Holdings
Wedmont Private Capital
- $1.35 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 605
- Current Value $1.35 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q1 2024
- Filing Date April 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 64 stocks
- Additional Purchases 402 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks