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.

Portfolio value $1.75 Billion
ETFs: $1.05 Billion
Technology: $238 Million
Financial Services: $96.9 Million
Consumer Cyclical: $72.1 Million
Healthcare: $70.1 Million
Communication Services: $68.8 Million
Industrials: $52.2 Million
Consumer Defensive: $33.5 Million
Other: $56.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$236B
$1.89 Million 0.11% of portfolio
35,576
Q3 2024 Added 30.08%
$0
$1.98 Million 0.11% of portfolio
23,409
Q3 2024 Added 5.01%
$173B
$1.86 Million 0.11% of portfolio
10,946
Q3 2024 Added 7.23%
$150B
$1.88 Million 0.11% of portfolio
7,399
Q3 2024 Added 8.05%
$0
$1.9 Million 0.11% of portfolio
8,597
Q3 2024 Added 0.61%
$154B
$1.96 Million 0.11% of portfolio
2,066
Q3 2024 Added 10.42%
$199B
$1.84 Million 0.11% of portfolio
438
Q2 2024 Added 7.62%
$0
$1.94 Million 0.11% of portfolio
10,638
Q3 2024 Added 8.32%
$139B
$1.67 Million 0.1% of portfolio
14,233
Q3 2024 Added 8.07%
$0
$1.72 Million 0.1% of portfolio
21,663
Q3 2024 Added 0.91%
$144B
$1.66 Million 0.1% of portfolio
15,814
Q3 2024 Reduced 9.91%
$0
$1.68 Million 0.1% of portfolio
21,485
Q2 2024 Added 171.1%
$154B
$1.75 Million 0.1% of portfolio
5,419
Q3 2024 Added 4.94%
$175B
$1.82 Million 0.1% of portfolio
14,995
Q3 2024 Added 9.56%
$316B
$1.77 Million 0.1% of portfolio
12,012
Q3 2024 Reduced 14.09%
$202B
$1.81 Million 0.1% of portfolio
14,938
Q3 2024 Added 11.8%
$163B
$1.78 Million 0.1% of portfolio
6,566
Q3 2024 Added 17.71%
$38.2B
$1.73 Million 0.1% of portfolio
70,462
Q3 2024 New
$144B
$1.74 Million 0.1% of portfolio
5,240
Q3 2024 Added 2.93%
$140B
$1.69 Million 0.1% of portfolio
2,893
Q3 2024 Added 10.46%
$0
$1.78 Million 0.1% of portfolio
52,046
Q3 2024 Reduced 0.78%
$56.9B
$1.7 Million 0.1% of portfolio
2,096
Q3 2024 Added 1.8%
$1.63B
$1.73 Million 0.1% of portfolio
29,947
Q3 2024 Added 9.19%
$62.3B
$1.67 Million 0.1% of portfolio
20,779
Q3 2024 Added 5.83%
$122B
$1.73 Million 0.1% of portfolio
46,514
Q3 2024 Added 11.12%
$117B
$1.67 Million 0.1% of portfolio
4,354
Q3 2024 Added 5.96%
$0
$1.78 Million 0.1% of portfolio
34,071
Q2 2024 Added 0.16%
$31.8B
$1.81 Million 0.1% of portfolio
17,651
Q3 2024 Reduced 5.72%
$214B
$1.71 Million 0.1% of portfolio
5,615
Q3 2024 Added 8.54%
$129B
$1.57 Million 0.09% of portfolio
18,730
Q3 2024 Added 9.17%
$152B
$1.57 Million 0.09% of portfolio
7,582
Q3 2024 Reduced 3.98%
$98.7B
$1.49 Million 0.09% of portfolio
4,291
Q3 2024 Added 2.51%
$208B
$1.57 Million 0.09% of portfolio
16,289
Q3 2024 Added 4.44%
$110B
$1.63 Million 0.09% of portfolio
7,322
Q3 2024 Added 3.78%
$0
$1.53 Million 0.09% of portfolio
29,457
Q3 2024 Reduced 1.92%
$138B
$1.5 Million 0.09% of portfolio
19,915
Q3 2024 Added 10.86%
$170B
$1.5 Million 0.09% of portfolio
5,389
Q3 2024 Added 13.79%
$203B
$1.55 Million 0.09% of portfolio
13,639
Q3 2024 Added 6.61%
$59.9B
$1.62 Million 0.09% of portfolio
3,446
Q3 2024 Added 1.35%
$116B
$1.51 Million 0.09% of portfolio
3,249
Q3 2024 Added 2.04%
$0
$1.56 Million 0.09% of portfolio
27,801
Q2 2024 Added 30.37%
$79.7B
$1.57 Million 0.09% of portfolio
1,496
Q3 2024 Added 4.54%
$163B
$1.49 Million 0.09% of portfolio
67,949
Q3 2024 Added 3.84%
$225B
$1.55 Million 0.09% of portfolio
4,389
Q3 2024 Added 31.33%
$117B
$1.52 Million 0.09% of portfolio
5,258
Q3 2024 Added 2.72%
$88.7B
$1.44 Million 0.08% of portfolio
2,286
Q3 2024 Added 4.86%
$117B
$1.46 Million 0.08% of portfolio
4,263
Q3 2024 Added 7.9%
$0
$1.38 Million 0.08% of portfolio
7,010
Q3 2024 Added 0.57%
$47.5B
$1.46 Million 0.08% of portfolio
4,895
Q3 2024 Added 9.02%

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
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email