Wedmont Private Capital Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$2.0B
Holdings
700
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (700 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX-MANAGED FDS | $163.4M |
VWOVANGUARD INTL EQUITY INDEX F | $106.0M |
VTIVANGUARD INDEX FDS | $87.2M |
AQLTISHARES TR | $81.9M |
VOOVANGUARD INDEX FDS | $79.4M |
VTCVANGUARD SCOTTSDALE FDS | $74.7M |
AQLTISHARES TR | $67.9M |
VTEBVANGUARD MUN BD FDS | $65.7M |
AAPLAPPLE INC | $51.7M |
NVDANVIDIA CORPORATION | $46.0M |
IEMGISHARES INC | $43.7M |
MSFTMICROSOFT CORP | $38.5M |
MUBISHARES TR | $35.8M |
AMZNAMAZON COM INC | $29.7M |
BNDXVANGUARD CHARLOTTE FDS | $25.1M |
METAMETA PLATFORMS INC | $24.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $20.5M |
VSSVANGUARD INTL EQUITY INDEX F | $20.1M |
SCHFSCHWAB STRATEGIC TR | $17.5M |
GOOGALPHABET INC | $15.2M |
GOOGLALPHABET INC | $14.9M |
USHYISHARES TR | $14.6M |
SCMBSCHWAB STRATEGIC TR | $14.2M |
TSLATESLA INC | $14.1M |
AVGOBROADCOM INC | $12.6M |
VOVANGUARD INDEX FDS | $12.4M |
ORCLORACLE CORP | $11.8M |
VBVANGUARD INDEX FDS | $11.3M |
LLYELI LILLY & CO | $10.7M |
VVVANGUARD INDEX FDS | $10.7M |
VIGIVANGUARD WHITEHALL FDS | $10.5M |
SCHBSCHWAB STRATEGIC TR | $10.1M |
JPMJPMORGAN CHASE & CO. | $10.0M |
VYMIVANGUARD WHITEHALL FDS | $9.1M |
NFLXNETFLIX INC | $9.1M |
WFCWELLS FARGO CO NEW | $8.8M |
NDQINVESCO QQQ TR | $8.8M |
SPYSPDR S&P 500 ETF TR | $8.5M |
VVISA INC | $8.5M |
AVUSAMERICAN CENTY ETF TR | $8.0M |
IVVISHARES TR | $7.6M |
SCHESCHWAB STRATEGIC TR | $7.3M |
UNHUNITEDHEALTH GROUP INC | $7.3M |
AVDVAMERICAN CENTY ETF TR | $7.2M |
PGPROCTER AND GAMBLE CO | $7.0M |
ABBVABBVIE INC | $6.5M |
XOMEXXON MOBIL CORP | $6.5M |
VTECVANGUARD CALIF TAX FREE FDS | $6.4M |
AVUVAMERICAN CENTY ETF TR | $6.4M |
IDEVISHARES TR | $6.1M |
WMTWALMART INC | $5.9M |
COSTCOSTCO WHSL CORP NEW | $5.6M |
MAMASTERCARD INCORPORATED | $5.5M |
IJHISHARES TR | $5.4M |
SCHCSCHWAB STRATEGIC TR | $5.4M |
VEUVANGUARD INTL EQUITY INDEX F | $4.9M |
HDHOME DEPOT INC | $4.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.7M |
VTVVANGUARD INDEX FDS | $4.7M |
VXUSVANGUARD STAR FDS | $4.7M |
AVDEAMERICAN CENTY ETF TR | $4.5M |
4I1PHILIP MORRIS INTL INC | $4.4M |
CRMSALESFORCE INC | $4.3M |
VTVANGUARD INTL EQUITY INDEX F | $4.2M |
IJRISHARES TR | $4.1M |
JNJJOHNSON & JOHNSON | $4.1M |
VUGVANGUARD INDEX FDS | $3.9M |
KOCOCA COLA CO | $3.8M |
ITOTISHARES TR | $3.8M |
VGTVANGUARD WORLD FD | $3.7M |
VGITVANGUARD SCOTTSDALE FDS | $3.7M |
ABTABBOTT LABS | $3.7M |
PLTRPALANTIR TECHNOLOGIES INC | $3.7M |
VIGVANGUARD SPECIALIZED FUNDS | $3.5M |
TAT&T INC | $3.3M |
DGRWWISDOMTREE TR | $3.2M |
ISRGINTUITIVE SURGICAL INC | $3.2M |
GEGE AEROSPACE | $3.1M |
VBRVANGUARD INDEX FDS | $3.1M |
VYMVANGUARD WHITEHALL FDS | $3.1M |
VGKVANGUARD INTL EQUITY INDEX F | $3.0M |
AXPAMERICAN EXPRESS CO | $2.9M |
VNQVANGUARD INDEX FDS | $2.9M |
IBMINTERNATIONAL BUSINESS MACHS | $2.8M |
VOEVANGUARD INDEX FDS | $2.8M |
XLKSELECT SECTOR SPDR TR | $2.7M |
AVEMAMERICAN CENTY ETF TR | $2.7M |
IWVISHARES TR | $2.7M |
VOTVANGUARD INDEX FDS | $2.5M |
GSGOLDMAN SACHS GROUP INC | $2.5M |
SCHDSCHWAB STRATEGIC TR | $2.5M |
INTUINTUIT | $2.4M |
CSCOCISCO SYS INC | $2.4M |
VONGVANGUARD SCOTTSDALE FDS | $2.4M |
NYFISHARES TR | $2.4M |
SCHXSCHWAB STRATEGIC TR | $2.4M |
BACBANK AMERICA CORP | $2.3M |
PGRPROGRESSIVE CORP | $2.3M |
RTXRTX CORPORATION | $2.3M |
BKNGBOOKING HOLDINGS INC | $2.3M |
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