Wedmont Private Capital Q3 2024 Filing
Filed October 8, 2024
Portfolio Value
$1751.5T
Holdings
668
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (668 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 3,162,840 | $164.1T | 9.37% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 2,080,301 | $103.0T | 5.88% | |
| 3 | VTIVANGUARD INDEX FDS | 296,463 | $83.1T | 4.74% | |
| 4 | VOOVANGUARD INDEX FDS | 152,797 | $79.7T | 4.55% | |
| 5 | VTCVANGUARD SCOTTSDALE FDS | 809,524 | $63.2T | 3.61% | |
| 6 | AQLTISHARES TR | 2,392,973 | $55.2T | 3.15% | |
| 7 | VTEBVANGUARD MUN BD FDS | 1,061,658 | $54.0T | 3.08% | |
| 8 | AQLTISHARES TR | 703,800 | $53.9T | 3.08% | |
| 9 | AAPLAPPLE INC | 229,507 | $50.9T | 2.90% | |
| 10 | NVDANVIDIA CORPORATION | 375,802 | $48.0T | 2.74% | |
| 11 | MSFTMICROSOFT CORP | 91,202 | $37.4T | 2.13% | |
| 12 | IEMGISHARES INC | 630,725 | $37.2T | 2.12% | |
| 13 | METAMETA PLATFORMS INC | 41,042 | $24.0T | 1.37% | |
| 14 | AMZNAMAZON COM INC | 130,224 | $23.5T | 1.34% | |
| 15 | MUBISHARES TR | 214,323 | $23.1T | 1.32% | |
| 16 | BNDXVANGUARD CHARLOTTE FDS | 439,178 | $21.9T | 1.25% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 154,136 | $19.2T | 1.10% | |
| 18 | ORCLORACLE CORP | 89,486 | $15.2T | 0.87% | |
| 19 | VBVANGUARD INDEX FDS | 61,242 | $14.4T | 0.82% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,661 | $14.4T | 0.82% | |
| 21 | USHYISHARES TR | 377,158 | $14.0T | 0.80% | |
| 22 | GOOGALPHABET INC | 83,762 | $13.8T | 0.79% | |
| 23 | SCHFSCHWAB STRATEGIC TR | 337,139 | $13.6T | 0.78% | |
| 24 | VOVANGUARD INDEX FDS | 51,785 | $13.6T | 0.77% | |
| 25 | SCMBSCHWAB STRATEGIC TR | 247,189 | $12.9T | 0.74% | |
| 26 | GOOGLALPHABET INC | 78,390 | $12.8T | 0.73% | |
| 27 | LLYELI LILLY & CO | 13,002 | $11.7T | 0.67% | |
| 28 | VIGIVANGUARD WHITEHALL FDS | 121,335 | $10.5T | 0.60% | |
| 29 | TSLATESLA INC | 39,107 | $9.4T | 0.54% | |
| 30 | SPYSPDR S&P 500 ETF TR | 16,211 | $9.2T | 0.53% | |
| 31 | WFCWELLS FARGO CO NEW | 160,485 | $9.2T | 0.52% | |
| 32 | NDQINVESCO QQQ TR | 18,848 | $9.1T | 0.52% | |
| 33 | AVUSAMERICAN CENTY ETF TR | 91,523 | $8.6T | 0.49% | |
| 34 | SCHESCHWAB STRATEGIC TR | 267,512 | $8.1T | 0.46% | |
| 35 | AVGOBROADCOM INC | 45,412 | $8.0T | 0.45% | |
| 36 | JPMJPMORGAN CHASE & CO. | 36,609 | $7.7T | 0.44% | |
| 37 | IVVISHARES TR | 13,404 | $7.6T | 0.44% | |
| 38 | VYMIVANGUARD WHITEHALL FDS | 100,770 | $7.4T | 0.42% | |
| 39 | XOMEXXON MOBIL CORP | 58,146 | $7.3T | 0.42% | |
| 40 | AVUVAMERICAN CENTY ETF TR | 75,347 | $7.2T | 0.41% | |
| 41 | UNHUNITEDHEALTH GROUP INC | 12,280 | $7.2T | 0.41% | |
| 42 | NFLXNETFLIX INC | 9,094 | $6.4T | 0.36% | |
| 43 | PGPROCTER AND GAMBLE CO | 36,641 | $6.1T | 0.35% | |
| 44 | VVISA INC | 22,217 | $6.1T | 0.35% | |
| 45 | AVDVAMERICAN CENTY ETF TR | 86,269 | $6.0T | 0.34% | |
| 46 | VTECVANGUARD CALIF TAX FREE FDS | 55,731 | $5.6T | 0.32% | |
| 47 | IDEVISHARES TR | 79,856 | $5.6T | 0.32% | |
| 48 | HDHOME DEPOT INC | 12,063 | $4.9T | 0.28% | |
| 49 | CRMSALESFORCE INC | 16,972 | $4.8T | 0.28% | |
| 50 | VTVVANGUARD INDEX FDS | 27,448 | $4.8T | 0.27% | |
| 51 | MAMASTERCARD INCORPORATED | 9,514 | $4.7T | 0.27% | |
| 52 | VVVANGUARD INDEX FDS | 17,537 | $4.6T | 0.26% | |
| 53 | AVDEAMERICAN CENTY ETF TR | 69,142 | $4.6T | 0.26% | |
| 54 | COSTCOSTCO WHSL CORP NEW | 5,152 | $4.5T | 0.26% | |
| 55 | IJHISHARES TR | 72,187 | $4.5T | 0.25% | |
| 56 | WMTWALMART INC | 55,842 | $4.4T | 0.25% | |
| 57 | ABBVABBVIE INC | 22,168 | $4.3T | 0.25% | |
| 58 | SCHCSCHWAB STRATEGIC TR | 113,304 | $4.3T | 0.24% | |
| 59 | VUGVANGUARD INDEX FDS | 10,959 | $4.2T | 0.24% | |
| 60 | JNJJOHNSON & JOHNSON | 24,651 | $3.9T | 0.22% | |
| 61 | VGTVANGUARD WORLD FD | 6,723 | $3.9T | 0.22% | |
| 62 | VXUSVANGUARD STAR FDS | 57,718 | $3.7T | 0.21% | |
| 63 | ITOTISHARES TR | 29,278 | $3.6T | 0.21% | |
| 64 | VIGVANGUARD SPECIALIZED FUNDS | 18,397 | $3.6T | 0.21% | |
| 65 | VBRVANGUARD INDEX FDS | 17,749 | $3.5T | 0.20% | |
| 66 | AMDADVANCED MICRO DEVICES INC | 20,044 | $3.4T | 0.20% | |
| 67 | VTVANGUARD INTL EQUITY INDEX F | 27,902 | $3.3T | 0.19% | |
| 68 | XLKSELECT SECTOR SPDR TR | 14,377 | $3.2T | 0.18% | |
| 69 | MRKMERCK & CO INC | 29,279 | $3.2T | 0.18% | |
| 70 | VGKVANGUARD INTL EQUITY INDEX F | 44,752 | $3.1T | 0.18% | |
| 71 | KOCOCA COLA CO | 44,557 | $3.1T | 0.18% | |
| 72 | AVEMAMERICAN CENTY ETF TR | 46,292 | $3.1T | 0.17% | |
| 73 | VYMVANGUARD WHITEHALL FDS | 23,763 | $3.0T | 0.17% | |
| 74 | VOEVANGUARD INDEX FDS | 18,065 | $3.0T | 0.17% | |
| 75 | GEGE AEROSPACE | 16,021 | $3.0T | 0.17% | |
| 76 | AXPAMERICAN EXPRESS CO | 10,261 | $2.8T | 0.16% | |
| 77 | VGITVANGUARD SCOTTSDALE FDS | 46,834 | $2.8T | 0.16% | |
| 78 | IWVISHARES TR | 8,453 | $2.7T | 0.16% | |
| 79 | CATCATERPILLAR INC | 6,846 | $2.7T | 0.16% | |
| 80 | ISRGINTUITIVE SURGICAL INC | 5,671 | $2.7T | 0.15% | |
| 81 | ADBEADOBE INC | 5,364 | $2.6T | 0.15% | |
| 82 | VONGVANGUARD SCOTTSDALE FDS | 27,267 | $2.6T | 0.15% | |
| 83 | IJRISHARES TR | 22,202 | $2.5T | 0.15% | |
| 84 | VNQVANGUARD INDEX FDS | 26,968 | $2.5T | 0.15% | |
| 85 | CEGCONSTELLATION ENERGY CORP | 9,008 | $2.5T | 0.14% | |
| 86 | NYFISHARES TR | 46,413 | $2.5T | 0.14% | |
| 87 | IWBISHARES TR | 7,923 | $2.5T | 0.14% | |
| 88 | HYMBSPDR SER TR | 94,397 | $2.5T | 0.14% | |
| 89 | VONVVANGUARD SCOTTSDALE FDS | 29,080 | $2.4T | 0.14% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 10,354 | $2.4T | 0.13% | |
| 91 | BACBANK AMERICA CORP | 58,524 | $2.3T | 0.13% | |
| 92 | VEUVANGUARD INTL EQUITY INDEX F | 36,699 | $2.3T | 0.13% | |
| 93 | RVMDREVOLUTION MEDICINES INC | 47,600 | $2.3T | 0.13% | |
| 94 | INTUINTUIT | 3,729 | $2.2T | 0.13% | |
| 95 | GSGOLDMAN SACHS GROUP INC | 4,524 | $2.2T | 0.13% | |
| 96 | CDNSCADENCE DESIGN SYSTEM INC | 8,418 | $2.2T | 0.13% | |
| 97 | PEPPEPSICO INC | 12,792 | $2.1T | 0.12% | |
| 98 | SPGIS&P GLOBAL INC | 4,187 | $2.1T | 0.12% | |
| 99 | NOWSERVICENOW INC | 2,330 | $2.1T | 0.12% | |
| 100 | CITCINTAS CORP | 10,314 | $2.1T | 0.12% |
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