Wedmont Private Capital Q2 2024 Filing
Filed July 15, 2024
Portfolio Value
$1589.5T
Holdings
642
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (642 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 2,950,399 | $151.9T | 9.56% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 1,823,020 | $83.1T | 5.23% | |
| 3 | VTIVANGUARD INDEX FDS | 247,408 | $68.2T | 4.29% | |
| 4 | VOOVANGUARD INDEX FDS | 131,986 | $67.9T | 4.27% | |
| 5 | VTCVANGUARD SCOTTSDALE FDS | 728,836 | $56.0T | 3.52% | |
| 6 | AQLTISHARES TR | 2,118,498 | $48.3T | 3.04% | |
| 7 | AQLTISHARES TR | 635,294 | $48.1T | 3.03% | |
| 8 | AAPLAPPLE INC | 204,579 | $47.2T | 2.97% | |
| 9 | VTEBVANGUARD MUN BD FDS | 908,607 | $45.9T | 2.89% | |
| 10 | NVDANVIDIA CORPORATION | 338,214 | $43.7T | 2.75% | |
| 11 | MSFTMICROSOFT CORP | 85,591 | $38.8T | 2.44% | |
| 12 | IEMGISHARES INC | 592,353 | $33.0T | 2.08% | |
| 13 | AMZNAMAZON COM INC | 123,255 | $24.0T | 1.51% | |
| 14 | MUBISHARES TR | 211,940 | $22.7T | 1.43% | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 408,743 | $20.0T | 1.26% | |
| 16 | METAMETA PLATFORMS INC | 38,036 | $19.0T | 1.19% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 136,235 | $16.7T | 1.05% | |
| 18 | GOOGALPHABET INC | 81,853 | $15.3T | 0.96% | |
| 19 | USHYISHARES TR | 354,004 | $13.0T | 0.82% | |
| 20 | GOOGLALPHABET INC | 70,021 | $13.0T | 0.82% | |
| 21 | SCMBSCHWAB STRATEGIC TR | 248,979 | $12.9T | 0.81% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 314,576 | $12.6T | 0.79% | |
| 23 | LLYELI LILLY & CO | 12,410 | $11.8T | 0.74% | |
| 24 | VBVANGUARD INDEX FDS | 51,510 | $11.6T | 0.73% | |
| 25 | ORCLORACLE CORP | 78,367 | $11.3T | 0.71% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,168 | $11.1T | 0.70% | |
| 27 | VOVANGUARD INDEX FDS | 40,356 | $10.0T | 0.63% | |
| 28 | NDQINVESCO QQQ TR | 18,708 | $9.3T | 0.58% | |
| 29 | SPYSPDR S&P 500 ETF TR | 16,432 | $9.2T | 0.58% | |
| 30 | ADBEADOBE INC | 16,397 | $9.2T | 0.58% | |
| 31 | WFCWELLS FARGO CO NEW | 161,963 | $9.2T | 0.58% | |
| 32 | VIGIVANGUARD WHITEHALL FDS | 106,136 | $9.0T | 0.56% | |
| 33 | TSLATESLA INC | 34,770 | $8.6T | 0.54% | |
| 34 | AVUSAMERICAN CENTY ETF TR | 91,474 | $8.5T | 0.53% | |
| 35 | IVVISHARES TR | 13,093 | $7.4T | 0.46% | |
| 36 | AVGOBROADCOM INC | 43,286 | $7.4T | 0.46% | |
| 37 | SCHESCHWAB STRATEGIC TR | 262,178 | $7.3T | 0.46% | |
| 38 | JPMJPMORGAN CHASE & CO. | 35,161 | $7.2T | 0.45% | |
| 39 | VYMIVANGUARD WHITEHALL FDS | 91,225 | $6.5T | 0.41% | |
| 40 | XOMEXXON MOBIL CORP | 54,911 | $6.2T | 0.39% | |
| 41 | IDEVISHARES TR | 89,310 | $6.1T | 0.38% | |
| 42 | PGPROCTER AND GAMBLE CO | 35,546 | $5.9T | 0.37% | |
| 43 | AVUVAMERICAN CENTY ETF TR | 61,203 | $5.7T | 0.36% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 10,941 | $5.6T | 0.35% | |
| 45 | NFLXNETFLIX INC | 8,251 | $5.3T | 0.34% | |
| 46 | VTECVANGUARD CALIF TAX FREE FDS | 50,988 | $5.1T | 0.32% | |
| 47 | AVDVAMERICAN CENTY ETF TR | 72,140 | $4.9T | 0.31% | |
| 48 | AVDEAMERICAN CENTY ETF TR | 69,047 | $4.5T | 0.28% | |
| 49 | VVVANGUARD INDEX FDS | 17,435 | $4.5T | 0.28% | |
| 50 | VVISA INC | 16,572 | $4.4T | 0.28% | |
| 51 | VTVVANGUARD INDEX FDS | 26,720 | $4.4T | 0.28% | |
| 52 | IJHISHARES TR | 71,465 | $4.3T | 0.27% | |
| 53 | VUGVANGUARD INDEX FDS | 11,141 | $4.3T | 0.27% | |
| 54 | MRKMERCK & CO INC | 33,302 | $4.3T | 0.27% | |
| 55 | SCHCSCHWAB STRATEGIC TR | 111,633 | $4.2T | 0.26% | |
| 56 | HDHOME DEPOT INC | 11,354 | $4.1T | 0.26% | |
| 57 | MAMASTERCARD INCORPORATED | 9,254 | $4.1T | 0.26% | |
| 58 | CRMSALESFORCE INC | 15,874 | $4.0T | 0.25% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 4,723 | $4.0T | 0.25% | |
| 60 | VGTVANGUARD WORLD FD | 6,610 | $4.0T | 0.25% | |
| 61 | WMTWALMART INC | 53,522 | $3.7T | 0.23% | |
| 62 | VXUSVANGUARD STAR FDS | 58,303 | $3.7T | 0.23% | |
| 63 | ABBVABBVIE INC | 21,117 | $3.6T | 0.23% | |
| 64 | ITOTISHARES TR | 29,353 | $3.6T | 0.23% | |
| 65 | AMDADVANCED MICRO DEVICES INC | 19,534 | $3.5T | 0.22% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 18,712 | $3.5T | 0.22% | |
| 67 | XLKSELECT SECTOR SPDR TR | 14,369 | $3.4T | 0.21% | |
| 68 | JNJJOHNSON & JOHNSON | 22,230 | $3.3T | 0.21% | |
| 69 | SCHXSCHWAB STRATEGIC TR | 47,620 | $3.2T | 0.20% | |
| 70 | VGKVANGUARD INTL EQUITY INDEX F | 44,751 | $3.1T | 0.20% | |
| 71 | VBRVANGUARD INDEX FDS | 15,904 | $3.0T | 0.19% | |
| 72 | AVEMAMERICAN CENTY ETF TR | 46,292 | $2.9T | 0.18% | |
| 73 | VOEVANGUARD INDEX FDS | 18,398 | $2.8T | 0.18% | |
| 74 | KOCOCA COLA CO | 42,744 | $2.7T | 0.17% | |
| 75 | VTVANGUARD INTL EQUITY INDEX F | 23,349 | $2.7T | 0.17% | |
| 76 | IWVISHARES TR | 8,432 | $2.7T | 0.17% | |
| 77 | VYMVANGUARD WHITEHALL FDS | 21,828 | $2.7T | 0.17% | |
| 78 | VONGVANGUARD SCOTTSDALE FDS | 27,277 | $2.6T | 0.17% | |
| 79 | VGITVANGUARD SCOTTSDALE FDS | 44,545 | $2.6T | 0.16% | |
| 80 | CDNSCADENCE DESIGN SYSTEM INC | 8,243 | $2.6T | 0.16% | |
| 81 | NYFISHARES TR | 46,727 | $2.5T | 0.16% | |
| 82 | IJRISHARES TR | 22,139 | $2.5T | 0.16% | |
| 83 | BACBANK AMERICA CORP | 59,145 | $2.5T | 0.15% | |
| 84 | GEGE AEROSPACE | 15,259 | $2.4T | 0.15% | |
| 85 | IWBISHARES TR | 7,918 | $2.4T | 0.15% | |
| 86 | INTUINTUIT | 3,678 | $2.4T | 0.15% | |
| 87 | AMATAPPLIED MATLS INC | 9,584 | $2.3T | 0.15% | |
| 88 | AXPAMERICAN EXPRESS CO | 9,671 | $2.3T | 0.15% | |
| 89 | VEUVANGUARD INTL EQUITY INDEX F | 37,125 | $2.3T | 0.14% | |
| 90 | RVMDREVOLUTION MEDICINES INC | 49,600 | $2.2T | 0.14% | |
| 91 | VONVVANGUARD SCOTTSDALE FDS | 28,234 | $2.2T | 0.14% | |
| 92 | CVXCHEVRON CORP NEW | 13,982 | $2.2T | 0.14% | |
| 93 | VNQVANGUARD INDEX FDS | 24,789 | $2.2T | 0.14% | |
| 94 | SPMDSPDR SER TR | 40,594 | $2.2T | 0.14% | |
| 95 | PEPPEPSICO INC | 12,844 | $2.1T | 0.13% | |
| 96 | ISRGINTUITIVE SURGICAL INC | 4,759 | $2.1T | 0.13% | |
| 97 | CATCATERPILLAR INC | 6,174 | $2.1T | 0.13% | |
| 98 | QCOMQUALCOMM INC | 10,208 | $2.1T | 0.13% | |
| 99 | SNPSSYNOPSYS INC | 3,332 | $2.0T | 0.13% | |
| 100 | GSGOLDMAN SACHS GROUP INC | 4,233 | $2.0T | 0.13% |
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