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 ETFs Only
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