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
$0
$720,000 0.04% of portfolio
13,066
Q4 2024 Added 3.94%
$0
$815,000 0.04% of portfolio
20,560
Q1 2025 New
$10.6B
$875,000 0.04% of portfolio
21,655
Q1 2025 Reduced 0.28%
$69.5B
$816,000 0.04% of portfolio
2,046
Q1 2025 Added 9.59%
$80B
$865,000 0.04% of portfolio
6,321
Q1 2025 Added 23.17%
$0
$763,000 0.04% of portfolio
12,488
Q1 2025 Added 1.59%
$85.8B
$752,000 0.04% of portfolio
11,110
Q1 2025 Added 18.15%
$269B
$791,000 0.04% of portfolio
1,195
Q1 2025 Reduced 1.57%
$68.5B
$888,000 0.04% of portfolio
233
Q1 2025 Added 1.75%
$68.5B
$854,000 0.04% of portfolio
5,866
Q1 2025 Reduced 3.61%
$60B
$805,000 0.04% of portfolio
10,028
Q1 2025 Added 0.61%
$0
$852,000 0.04% of portfolio
9,209
Q4 2024 Reduced 11.55%
$36.5B
$874,000 0.04% of portfolio
19,894
Q1 2025 Added 5.45%
$0
$789,000 0.04% of portfolio
12,274
Q1 2025 Added 71.59%
$234B
$821,000 0.04% of portfolio
11,296
Q1 2025 Added 3.44%
$95.7B
$848,000 0.04% of portfolio
3,198
Q1 2025 Added 14.21%
$0
$775,000 0.04% of portfolio
7,979
Q1 2025 Added 87.08%
$0
$726,000 0.04% of portfolio
10,340
Q4 2024 Added 0.98%
$216B
$799,000 0.04% of portfolio
10,872
Q1 2025 Added 3.0%
$78.3B
$840,000 0.04% of portfolio
8,972
Q1 2025 Reduced 27.59%
$0
$760,000 0.04% of portfolio
4,085
Q1 2025 Added 0.05%
$76.7B
$866,000 0.04% of portfolio
3,636
Q1 2025 Reduced 1.46%
$6.95B
$733,000 0.04% of portfolio
5,912
Q1 2025 Reduced 13.25%
$37.6B
$741,000 0.04% of portfolio
15,022
Q1 2025 Added 18.8%
$79.5B
$862,000 0.04% of portfolio
6,889
Q1 2025 Added 4.65%
$54.8B
$728,000 0.04% of portfolio
6,665
Q1 2025 Added 8.11%
$0
$709,000 0.04% of portfolio
15,572
Q1 2025 New
$48.5B
$719,000 0.04% of portfolio
5,628
Q1 2025 Reduced 4.29%
$41B
$718,000 0.04% of portfolio
4,496
Q1 2025 Added 15.1%
$0
$856,000 0.04% of portfolio
4,694
Q1 2025 Reduced 4.5%
$59.4B
$764,000 0.04% of portfolio
3,358
Q1 2025 Reduced 2.44%
$59.3B
$821,000 0.04% of portfolio
19,453
Q1 2025 Reduced 15.1%
$76.3B
$805,000 0.04% of portfolio
988
Q1 2025 Reduced 4.26%
$43.9B
$760,000 0.04% of portfolio
5,757
Q1 2025 Reduced 12.51%
$38.7B
$784,000 0.04% of portfolio
7,606
Q1 2025 Added 18.84%
$60.7B
$787,000 0.04% of portfolio
2,978
Q1 2025 Added 12.97%
$64B
$829,000 0.04% of portfolio
4,718
Q1 2025 Reduced 1.93%
$50B
$812,000 0.04% of portfolio
6,581
Q1 2025 Reduced 4.01%
$50.2B
$757,000 0.04% of portfolio
12,301
Q1 2025 Added 30.71%
$9.56B
$782,000 0.04% of portfolio
40,304
Q1 2025 Reduced 5.39%
$28.7B
$820,000 0.04% of portfolio
3,174
Q1 2025 Added 1.76%
$51.2B
$708,000 0.04% of portfolio
717
Q1 2025 Added 2.14%
$59.1B
$882,000 0.04% of portfolio
1,496
Q1 2025 Added 6.48%
$18.4B
$753,000 0.04% of portfolio
14,099
Q1 2025 Added 15.14%
$140B
$785,000 0.04% of portfolio
11,309
Q1 2025 Reduced 1.23%
$241B
$724,000 0.04% of portfolio
6,501
Q1 2025 Added 2.41%
$27.9B
$737,000 0.04% of portfolio
2,329
Q1 2025 Added 5.15%
$120B
$789,000 0.04% of portfolio
1,436
Q1 2025 Added 15.34%
$47B
$714,000 0.04% of portfolio
9,860
Q1 2025 Added 18.11%

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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