Wedmont Private Capital Q4 2024 Filing
Filed January 13, 2025
Portfolio Value
$1.9B
Holdings
701
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (701 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX-MANAGED FDS | $148.7M |
VWOVANGUARD INTL EQUITY INDEX F | $97.1M |
VTIVANGUARD INDEX FDS | $96.6M |
VOOVANGUARD INDEX FDS | $89.0M |
AQLTISHARES TR | $69.4M |
VTCVANGUARD SCOTTSDALE FDS | $68.9M |
AQLTISHARES TR | $61.5M |
VTEBVANGUARD MUN BD FDS | $60.4M |
AAPLAPPLE INC | $59.4M |
NVDANVIDIA CORPORATION | $54.5M |
MSFTMICROSOFT CORP | $42.3M |
IEMGISHARES INC | $36.3M |
MUBISHARES TR | $31.0M |
AMZNAMAZON COM INC | $30.7M |
METAMETA PLATFORMS INC | $26.8M |
BNDXVANGUARD CHARLOTTE FDS | $23.4M |
VSSVANGUARD INTL EQUITY INDEX F | $18.2M |
VBVANGUARD INDEX FDS | $17.7M |
GOOGALPHABET INC | $17.2M |
GOOGLALPHABET INC | $16.5M |
TSLATESLA INC | $15.9M |
VOVANGUARD INDEX FDS | $14.8M |
USHYISHARES TR | $14.5M |
ORCLORACLE CORP | $14.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.1M |
SCMBSCHWAB STRATEGIC TR | $12.7M |
SCHFSCHWAB STRATEGIC TR | $12.2M |
WFCWELLS FARGO CO NEW | $11.4M |
LLYELI LILLY & CO | $11.3M |
AVGOBROADCOM INC | $11.3M |
VIGIVANGUARD WHITEHALL FDS | $10.1M |
JPMJPMORGAN CHASE & CO. | $9.8M |
SPYSPDR S&P 500 ETF TR | $9.3M |
AVUSAMERICAN CENTY ETF TR | $8.8M |
VYMIVANGUARD WHITEHALL FDS | $8.2M |
AVUVAMERICAN CENTY ETF TR | $8.0M |
IVVISHARES TR | $7.9M |
NFLXNETFLIX INC | $7.8M |
NDQINVESCO QQQ TR | $7.7M |
VVISA INC | $7.5M |
SCHESCHWAB STRATEGIC TR | $7.0M |
PGPROCTER AND GAMBLE CO | $6.8M |
UNHUNITEDHEALTH GROUP INC | $6.7M |
XOMEXXON MOBIL CORP | $6.2M |
AVDVAMERICAN CENTY ETF TR | $6.0M |
WMTWALMART INC | $5.9M |
VGTVANGUARD WORLD FD | $5.5M |
VTECVANGUARD CALIF TAX FREE FDS | $5.5M |
CRMSALESFORCE INC | $5.3M |
HDHOME DEPOT INC | $5.3M |
MAMASTERCARD INCORPORATED | $5.2M |
IDEVISHARES TR | $5.2M |
COSTCOSTCO WHSL CORP NEW | $5.1M |
VTVVANGUARD INDEX FDS | $4.8M |
SCHCSCHWAB STRATEGIC TR | $4.8M |
VVVANGUARD INDEX FDS | $4.8M |
IJHISHARES TR | $4.6M |
AVDEAMERICAN CENTY ETF TR | $4.6M |
VUGVANGUARD INDEX FDS | $4.6M |
ABBVABBVIE INC | $4.5M |
ITOTISHARES TR | $3.9M |
VTVANGUARD INTL EQUITY INDEX F | $3.7M |
VEUVANGUARD INTL EQUITY INDEX F | $3.6M |
MRKMERCK & CO INC | $3.5M |
VBRVANGUARD INDEX FDS | $3.5M |
VIGVANGUARD SPECIALIZED FUNDS | $3.5M |
JNJJOHNSON & JOHNSON | $3.4M |
VXUSVANGUARD STAR FDS | $3.4M |
VGITVANGUARD SCOTTSDALE FDS | $3.4M |
XLKSELECT SECTOR SPDR TR | $3.4M |
AXPAMERICAN EXPRESS CO | $3.3M |
ISRGINTUITIVE SURGICAL INC | $3.3M |
KOCOCA COLA CO | $3.1M |
4I1PHILIP MORRIS INTL INC | $3.1M |
AVEMAMERICAN CENTY ETF TR | $3.1M |
VYMVANGUARD WHITEHALL FDS | $3.0M |
BACBANK AMERICA CORP | $3.0M |
VOEVANGUARD INDEX FDS | $2.9M |
CEGCONSTELLATION ENERGY CORP | $2.9M |
GEGE AEROSPACE | $2.9M |
VONGVANGUARD SCOTTSDALE FDS | $2.8M |
VGKVANGUARD INTL EQUITY INDEX F | $2.8M |
IWVISHARES TR | $2.8M |
PLTRPALANTIR TECHNOLOGIES INC | $2.8M |
IJRISHARES TR | $2.7M |
GSGOLDMAN SACHS GROUP INC | $2.7M |
BOXXEA SERIES TRUST | $2.6M |
IWBISHARES TR | $2.6M |
CATCATERPILLAR INC | $2.6M |
NOWSERVICENOW INC | $2.6M |
CDNSCADENCE DESIGN SYSTEM INC | $2.5M |
VXFVANGUARD INDEX FDS | $2.5M |
IBMINTERNATIONAL BUSINESS MACHS | $2.5M |
TAT&T INC | $2.5M |
NYFISHARES TR | $2.5M |
SCHDSCHWAB STRATEGIC TR | $2.5M |
VNQVANGUARD INDEX FDS | $2.4M |
INTUINTUIT | $2.4M |
BLKBLACKROCK INC | $2.4M |
CSCOCISCO SYS INC | $2.3M |
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