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
$0
$1.41 Million 0.08% of portfolio
16,863
Q3 2024 Added 2.55%
$107B
$1.34 Million 0.08% of portfolio
12,887
Q3 2024 Added 0.94%
$43.5B
$1.44 Million 0.08% of portfolio
22,030
Q3 2024 Added 0.42%
$245B
$1.32 Million 0.08% of portfolio
11,120
Q3 2024 Added 7.85%
$0
$1.4 Million 0.08% of portfolio
26,287
Q3 2024 Reduced 6.43%
$82.9B
$1.43 Million 0.08% of portfolio
3,184
Q3 2024 Added 9.49%
$208B
$1.45 Million 0.08% of portfolio
2,338
Q3 2024 Added 14.22%
$35.9B
$1.44 Million 0.08% of portfolio
2,842
Q3 2024 Added 7.12%
$49.4B
$1.34 Million 0.08% of portfolio
14,689
Q3 2024 Reduced 5.97%
$137B
$1.42 Million 0.08% of portfolio
10,909
Q3 2024 Added 264.12%
$88.7B
$1.39 Million 0.08% of portfolio
12,018
Q3 2024 Added 14.59%
$191B
$1.42 Million 0.08% of portfolio
34,018
Q3 2024 Added 19.71%
$0
$1.42 Million 0.08% of portfolio
5,579
Q3 2024 Added 0.11%
$58.2B
$1.45 Million 0.08% of portfolio
7,611
Q3 2024 Added 6.03%
$95.6B
$1.32 Million 0.08% of portfolio
14,610
Q3 2024 Added 15.88%
$92.4B
$1.18 Million 0.07% of portfolio
5,680
Q3 2024 Added 9.53%
$0
$1.25 Million 0.07% of portfolio
19,024
Q3 2024 Added 0.06%
$0
$1.18 Million 0.07% of portfolio
25,969
Q3 2024 Added 0.08%
$177B
$1.19 Million 0.07% of portfolio
6,101
Q3 2024 Added 12.65%
$147B
$1.23 Million 0.07% of portfolio
3,414
Q3 2024 Added 3.86%
$305B
$1.3 Million 0.07% of portfolio
6,320
Q3 2024 Added 3.66%
$118B
$1.3 Million 0.07% of portfolio
13,300
Q3 2024 Reduced 4.19%
$94B
$1.29 Million 0.07% of portfolio
3,183
Q3 2024 Added 17.02%
$62.8B
$1.18 Million 0.07% of portfolio
6,640
Q3 2024 Added 3.23%
$148B
$1.17 Million 0.07% of portfolio
4,743
Q3 2024 Added 10.79%
$97.7B
$1.22 Million 0.07% of portfolio
2,348
Q3 2024 Added 12.72%
$0
$1.18 Million 0.07% of portfolio
21,590
Q3 2024 Reduced 46.81%
$0
$1.22 Million 0.07% of portfolio
4,999
Q3 2024 Reduced 0.56%
$0
$1.23 Million 0.07% of portfolio
5,611
Q3 2024 Reduced 14.4%
$151B
$1.24 Million 0.07% of portfolio
14,722
Q3 2024 Added 15.43%
$68.4B
$1.06 Million 0.06% of portfolio
746
Q3 2024 Added 4.63%
$1.01T
$1.09 Million 0.06% of portfolio
6,284
Q3 2024 Reduced 0.51%
$96.1B
$1.11 Million 0.06% of portfolio
2,847
Q3 2024 Added 9.75%
$133B
$1.12 Million 0.06% of portfolio
7,324
Q3 2024 Added 23.15%
$127B
$1.04 Million 0.06% of portfolio
3,747
Q3 2024 Added 6.57%
$0
$1.05 Million 0.06% of portfolio
13,762
Q3 2024 Added 0.07%
$91.1B
$1.01 Million 0.06% of portfolio
2,137
Q3 2024 Added 3.94%
$222B
$1.12 Million 0.06% of portfolio
10,723
Q3 2024 Added 6.44%
$39.8B
$972,000 0.06% of portfolio
13,174
Q3 2024 Added 4.09%
$0
$1.01 Million 0.06% of portfolio
17,110
Q3 2024 Added 1.06%
$12.2B
$1.1 Million 0.06% of portfolio
23,895
Q3 2024 Added 0.56%
$115B
$995,000 0.06% of portfolio
4,323
Q3 2024 Added 6.64%
$0
$996,000 0.06% of portfolio
10,411
Q3 2024 Added 0.81%
$0
$1.03 Million 0.06% of portfolio
3,845
Q3 2024 Added 0.26%
$0
$1 Million 0.06% of portfolio
38,305
Q4 2022 New
$145B
$1.08 Million 0.06% of portfolio
37,473
Q3 2024 Added 5.62%
$94.4B
$1.07 Million 0.06% of portfolio
1,388
Q3 2024 Added 3.66%
$103B
$990,000 0.06% of portfolio
2,597
Q3 2024 Added 5.53%
$78.5B
$1.05 Million 0.06% of portfolio
6,426
Q3 2024 Added 2.9%

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
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