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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$258B
$5.58 Million 0.28% of portfolio
63,541
Q1 2025 Reduced 0.6%
$0
$5.5 Million 0.28% of portfolio
151,984
Q1 2025 Added 6.83%
$432B
$5.51 Million 0.28% of portfolio
5,821
Q1 2025 Added 6.51%
$0
$5.09 Million 0.26% of portfolio
83,445
Q1 2025 Added 30.03%
$366B
$4.93 Million 0.25% of portfolio
13,450
Q1 2025 Reduced 0.88%
$0
$4.94 Million 0.25% of portfolio
28,911
Q1 2025 Added 0.03%
$0
$4.85 Million 0.24% of portfolio
77,662
Q1 2025 Added 32.96%
$477B
$4.79 Million 0.24% of portfolio
6
Q1 2025 New
$0
$4.64 Million 0.23% of portfolio
69,424
Q1 2025 Reduced 7.6%
$264B
$4.56 Million 0.23% of portfolio
28,730
Q1 2025 Added 9.04%
$268B
$4.51 Million 0.23% of portfolio
16,811
Q1 2025 Added 0.93%
$0
$4.52 Million 0.23% of portfolio
43,414
Q1 2025 Added 78.95%
$0
$4.36 Million 0.22% of portfolio
37,624
Q1 2025 Added 17.1%
$404B
$4.44 Million 0.22% of portfolio
26,747
Q1 2025 Added 11.7%
$0
$4.05 Million 0.2% of portfolio
10,922
Q1 2025 Reduced 2.51%
$0
$3.92 Million 0.2% of portfolio
7,207
Q1 2025 Reduced 19.02%
$226B
$3.87 Million 0.19% of portfolio
29,190
Q1 2025 Added 51.92%
$0
$3.78 Million 0.19% of portfolio
63,662
Q1 2025 Added 8.45%
$311B
$3.83 Million 0.19% of portfolio
53,407
Q1 2025 Added 4.18%
$221B
$3.5 Million 0.18% of portfolio
41,480
Q1 2025 Reduced 0.07%
$191B
$3.49 Million 0.17% of portfolio
123,247
Q1 2025 Added 7.9%
$0
$3.42 Million 0.17% of portfolio
18,796
Q1 2025 Added 4.67%
$0
$3.39 Million 0.17% of portfolio
18,279
Q1 2025 Added 1.13%
$217B
$3.45 Million 0.17% of portfolio
17,234
Q1 2025 Added 3.27%
$0
$3.34 Million 0.17% of portfolio
42,268
Q1 2025 New
$0
$3.17 Million 0.16% of portfolio
44,609
Q1 2025 Reduced 0.55%
$198B
$3.11 Million 0.16% of portfolio
11,550
Q1 2025 Added 1.3%
$182B
$3.19 Million 0.16% of portfolio
6,432
Q1 2025 Added 5.41%
$0
$3.22 Million 0.16% of portfolio
25,254
Q1 2025 Added 6.08%
$0
$2.93 Million 0.15% of portfolio
18,400
Q1 2025 Added 0.29%
$0
$3.07 Million 0.15% of portfolio
34,176
Q1 2025 Added 20.25%
$208B
$2.97 Million 0.15% of portfolio
11,953
Q1 2025 Added 4.9%
$186B
$2.75 Million 0.14% of portfolio
5,038
Q1 2025 Added 2.86%
$0
$2.8 Million 0.14% of portfolio
46,363
Q1 2025 Reduced 13.46%
$0
$2.8 Million 0.14% of portfolio
13,574
Q1 2025 Reduced 7.82%
$318B
$2.71 Million 0.14% of portfolio
64,967
Q1 2025 Reduced 1.91%
$0
$2.78 Million 0.14% of portfolio
8,804
Q1 2025 Added 3.91%
$176B
$2.54 Million 0.13% of portfolio
4,134
Q1 2025 Added 6.41%
$272B
$2.51 Million 0.13% of portfolio
15,023
Q1 2025 Added 9.16%
$233B
$2.61 Million 0.13% of portfolio
42,325
Q1 2025 Added 6.7%
$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%
$192B
$2.3 Million 0.12% of portfolio
499
Q1 2025 Added 3.96%
$156B
$2.42 Million 0.12% of portfolio
4,758
Q1 2025 Added 5.29%
$155B
$2.39 Million 0.12% of portfolio
8,462
Q1 2025 Added 6.0%
$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%

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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