Wedmont Private Capital Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$2.0T
Holdings
700
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (700 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 3,306,390 | $163.4B | 8.37% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 2,458,408 | $106.0B | 5.43% | |
| 3 | VTIVANGUARD INDEX FDS | 333,135 | $87.2B | 4.47% | |
| 4 | AQLTISHARES TR | 1,116,274 | $81.9B | 4.20% | |
| 5 | VOOVANGUARD INDEX FDS | 161,780 | $79.4B | 4.07% | |
| 6 | VTCVANGUARD SCOTTSDALE FDS | 999,491 | $74.7B | 3.83% | |
| 7 | AQLTISHARES TR | 2,997,326 | $67.9B | 3.48% | |
| 8 | VTEBVANGUARD MUN BD FDS | 1,365,745 | $65.7B | 3.37% | |
| 9 | AAPLAPPLE INC | 260,718 | $51.7B | 2.65% | |
| 10 | NVDANVIDIA CORPORATION | 414,908 | $46.0B | 2.36% | |
| 11 | IEMGISHARES INC | 845,765 | $43.7B | 2.24% | |
| 12 | MSFTMICROSOFT CORP | 99,061 | $38.5B | 1.97% | |
| 13 | MUBISHARES TR | 349,835 | $35.8B | 1.83% | |
| 14 | AMZNAMAZON COM INC | 160,599 | $29.7B | 1.52% | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 514,152 | $25.1B | 1.29% | |
| 16 | METAMETA PLATFORMS INC | 45,637 | $24.8B | 1.27% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 39,184 | $20.5B | 1.05% | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 177,367 | $20.1B | 1.03% | |
| 19 | SCHFSCHWAB STRATEGIC TR | 911,946 | $17.5B | 0.90% | |
| 20 | GOOGALPHABET INC | 95,213 | $15.2B | 0.78% | |
| 21 | GOOGLALPHABET INC | 94,830 | $14.9B | 0.76% | |
| 22 | USHYISHARES TR | 409,744 | $14.6B | 0.75% | |
| 23 | SCMBSCHWAB STRATEGIC TR | 574,349 | $14.2B | 0.73% | |
| 24 | TSLATESLA INC | 55,957 | $14.1B | 0.72% | |
| 25 | AVGOBROADCOM INC | 69,073 | $12.6B | 0.64% | |
| 26 | VOVANGUARD INDEX FDS | 50,702 | $12.4B | 0.63% | |
| 27 | ORCLORACLE CORP | 89,236 | $11.8B | 0.61% | |
| 28 | VBVANGUARD INDEX FDS | 55,134 | $11.3B | 0.58% | |
| 29 | LLYELI LILLY & CO | 14,668 | $10.7B | 0.55% | |
| 30 | VVVANGUARD INDEX FDS | 43,427 | $10.7B | 0.55% | |
| 31 | VIGIVANGUARD WHITEHALL FDS | 130,878 | $10.5B | 0.54% | |
| 32 | SCHBSCHWAB STRATEGIC TR | 492,766 | $10.1B | 0.52% | |
| 33 | JPMJPMORGAN CHASE & CO. | 42,499 | $10.0B | 0.51% | |
| 34 | VYMIVANGUARD WHITEHALL FDS | 128,133 | $9.1B | 0.47% | |
| 35 | NFLXNETFLIX INC | 9,871 | $9.1B | 0.46% | |
| 36 | WFCWELLS FARGO CO NEW | 141,297 | $8.8B | 0.45% | |
| 37 | NDQINVESCO QQQ TR | 19,386 | $8.8B | 0.45% | |
| 38 | SPYSPDR S&P 500 ETF TR | 16,012 | $8.5B | 0.44% | |
| 39 | VVISA INC | 25,385 | $8.5B | 0.43% | |
| 40 | AVUSAMERICAN CENTY ETF TR | 91,607 | $8.0B | 0.41% | |
| 41 | IVVISHARES TR | 14,095 | $7.6B | 0.39% | |
| 42 | SCHESCHWAB STRATEGIC TR | 277,518 | $7.3B | 0.37% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 12,096 | $7.3B | 0.37% | |
| 44 | AVDVAMERICAN CENTY ETF TR | 106,773 | $7.2B | 0.37% | |
| 45 | PGPROCTER AND GAMBLE CO | 42,046 | $7.0B | 0.36% | |
| 46 | ABBVABBVIE INC | 37,245 | $6.5B | 0.33% | |
| 47 | XOMEXXON MOBIL CORP | 62,645 | $6.5B | 0.33% | |
| 48 | VTECVANGUARD CALIF TAX FREE FDS | 67,149 | $6.4B | 0.33% | |
| 49 | AVUVAMERICAN CENTY ETF TR | 80,941 | $6.4B | 0.33% | |
| 50 | IDEVISHARES TR | 91,050 | $6.1B | 0.31% | |
| 51 | WMTWALMART INC | 63,541 | $5.9B | 0.30% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 5,821 | $5.6B | 0.29% | |
| 53 | MAMASTERCARD INCORPORATED | 10,777 | $5.5B | 0.28% | |
| 54 | IJHISHARES TR | 100,055 | $5.4B | 0.28% | |
| 55 | SCHCSCHWAB STRATEGIC TR | 151,984 | $5.4B | 0.28% | |
| 56 | VEUVANGUARD INTL EQUITY INDEX F | 83,445 | $4.9B | 0.25% | |
| 57 | HDHOME DEPOT INC | 13,450 | $4.8B | 0.24% | |
| 58 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.7B | 0.24% | |
| 59 | VTVVANGUARD INDEX FDS | 28,911 | $4.7B | 0.24% | |
| 60 | VXUSVANGUARD STAR FDS | 77,662 | $4.7B | 0.24% | |
| 61 | AVDEAMERICAN CENTY ETF TR | 69,424 | $4.5B | 0.23% | |
| 62 | 4I1PHILIP MORRIS INTL INC | 28,730 | $4.4B | 0.23% | |
| 63 | CRMSALESFORCE INC | 16,811 | $4.3B | 0.22% | |
| 64 | VTVANGUARD INTL EQUITY INDEX F | 37,624 | $4.2B | 0.21% | |
| 65 | IJRISHARES TR | 43,414 | $4.1B | 0.21% | |
| 66 | JNJJOHNSON & JOHNSON | 26,747 | $4.1B | 0.21% | |
| 67 | VUGVANGUARD INDEX FDS | 10,922 | $3.9B | 0.20% | |
| 68 | KOCOCA COLA CO | 53,407 | $3.8B | 0.20% | |
| 69 | ITOTISHARES TR | 32,806 | $3.8B | 0.20% | |
| 70 | VGTVANGUARD WORLD FD | 7,207 | $3.7B | 0.19% | |
| 71 | VGITVANGUARD SCOTTSDALE FDS | 63,662 | $3.7B | 0.19% | |
| 72 | ABTABBOTT LABS | 29,190 | $3.7B | 0.19% | |
| 73 | PLTRPALANTIR TECHNOLOGIES INC | 41,480 | $3.7B | 0.19% | |
| 74 | VIGVANGUARD SPECIALIZED FUNDS | 18,796 | $3.5B | 0.18% | |
| 75 | TAT&T INC | 123,247 | $3.3B | 0.17% | |
| 76 | DGRWWISDOMTREE TR | 42,268 | $3.2B | 0.16% | |
| 77 | ISRGINTUITIVE SURGICAL INC | 6,432 | $3.2B | 0.16% | |
| 78 | GEGE AEROSPACE | 17,234 | $3.1B | 0.16% | |
| 79 | VBRVANGUARD INDEX FDS | 18,279 | $3.1B | 0.16% | |
| 80 | VYMVANGUARD WHITEHALL FDS | 25,254 | $3.1B | 0.16% | |
| 81 | VGKVANGUARD INTL EQUITY INDEX F | 44,609 | $3.0B | 0.16% | |
| 82 | AXPAMERICAN EXPRESS CO | 11,550 | $2.9B | 0.15% | |
| 83 | VNQVANGUARD INDEX FDS | 34,176 | $2.9B | 0.15% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 11,953 | $2.8B | 0.14% | |
| 85 | VOEVANGUARD INDEX FDS | 18,400 | $2.8B | 0.14% | |
| 86 | XLKSELECT SECTOR SPDR TR | 13,574 | $2.7B | 0.14% | |
| 87 | AVEMAMERICAN CENTY ETF TR | 46,363 | $2.7B | 0.14% | |
| 88 | IWVISHARES TR | 8,804 | $2.7B | 0.14% | |
| 89 | VOTVANGUARD INDEX FDS | 10,717 | $2.5B | 0.13% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 5,038 | $2.5B | 0.13% | |
| 91 | SCHDSCHWAB STRATEGIC TR | 96,852 | $2.5B | 0.13% | |
| 92 | INTUINTUIT | 4,134 | $2.4B | 0.12% | |
| 93 | CSCOCISCO SYS INC | 42,325 | $2.4B | 0.12% | |
| 94 | VONGVANGUARD SCOTTSDALE FDS | 26,868 | $2.4B | 0.12% | |
| 95 | NYFISHARES TR | 46,684 | $2.4B | 0.12% | |
| 96 | SCHXSCHWAB STRATEGIC TR | 112,167 | $2.4B | 0.12% | |
| 97 | BACBANK AMERICA CORP | 64,967 | $2.3B | 0.12% | |
| 98 | PGRPROGRESSIVE CORP | 8,462 | $2.3B | 0.12% | |
| 99 | RTXRTX CORPORATION | 18,016 | $2.3B | 0.12% | |
| 100 | BKNGBOOKING HOLDINGS INC | 499 | $2.3B | 0.12% |
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