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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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