Wedmont Private Capital Q4 2024 Filing
Filed January 13, 2025
Portfolio Value
$1895.2T
Holdings
701
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (701 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 3,128,379 | $148.7T | 7.85% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 2,268,330 | $97.1T | 5.12% | |
| 3 | VTIVANGUARD INDEX FDS | 336,107 | $96.6T | 5.10% | |
| 4 | VOOVANGUARD INDEX FDS | 166,673 | $89.0T | 4.70% | |
| 5 | AQLTISHARES TR | 995,065 | $69.4T | 3.66% | |
| 6 | VTCVANGUARD SCOTTSDALE FDS | 919,993 | $68.9T | 3.64% | |
| 7 | AQLTISHARES TR | 2,759,911 | $61.5T | 3.24% | |
| 8 | VTEBVANGUARD MUN BD FDS | 1,215,658 | $60.4T | 3.19% | |
| 9 | AAPLAPPLE INC | 250,656 | $59.4T | 3.13% | |
| 10 | NVDANVIDIA CORPORATION | 400,948 | $54.5T | 2.88% | |
| 11 | MSFTMICROSOFT CORP | 100,883 | $42.3T | 2.23% | |
| 12 | IEMGISHARES INC | 708,478 | $36.3T | 1.91% | |
| 13 | MUBISHARES TR | 293,396 | $31.0T | 1.64% | |
| 14 | AMZNAMAZON COM INC | 140,256 | $30.7T | 1.62% | |
| 15 | METAMETA PLATFORMS INC | 43,459 | $26.8T | 1.41% | |
| 16 | BNDXVANGUARD CHARLOTTE FDS | 481,961 | $23.4T | 1.23% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 163,041 | $18.2T | 0.96% | |
| 18 | VBVANGUARD INDEX FDS | 74,242 | $17.7T | 0.93% | |
| 19 | GOOGALPHABET INC | 88,841 | $17.2T | 0.91% | |
| 20 | GOOGLALPHABET INC | 85,992 | $16.5T | 0.87% | |
| 21 | TSLATESLA INC | 40,323 | $15.9T | 0.84% | |
| 22 | VOVANGUARD INDEX FDS | 56,244 | $14.8T | 0.78% | |
| 23 | USHYISHARES TR | 396,120 | $14.5T | 0.77% | |
| 24 | ORCLORACLE CORP | 91,298 | $14.1T | 0.74% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 29,690 | $13.1T | 0.69% | |
| 26 | SCMBSCHWAB STRATEGIC TR | 496,568 | $12.7T | 0.67% | |
| 27 | SCHFSCHWAB STRATEGIC TR | 660,430 | $12.2T | 0.64% | |
| 28 | WFCWELLS FARGO CO NEW | 163,093 | $11.4T | 0.60% | |
| 29 | LLYELI LILLY & CO | 14,149 | $11.3T | 0.60% | |
| 30 | AVGOBROADCOM INC | 50,228 | $11.3T | 0.59% | |
| 31 | VIGIVANGUARD WHITEHALL FDS | 127,684 | $10.1T | 0.53% | |
| 32 | JPMJPMORGAN CHASE & CO. | 40,716 | $9.8T | 0.52% | |
| 33 | SPYSPDR S&P 500 ETF TR | 16,008 | $9.3T | 0.49% | |
| 34 | AVUSAMERICAN CENTY ETF TR | 91,573 | $8.8T | 0.47% | |
| 35 | VYMIVANGUARD WHITEHALL FDS | 121,701 | $8.2T | 0.43% | |
| 36 | AVUVAMERICAN CENTY ETF TR | 84,992 | $8.0T | 0.42% | |
| 37 | IVVISHARES TR | 13,476 | $7.9T | 0.41% | |
| 38 | NFLXNETFLIX INC | 9,293 | $7.8T | 0.41% | |
| 39 | NDQINVESCO QQQ TR | 15,086 | $7.7T | 0.40% | |
| 40 | VVISA INC | 24,354 | $7.5T | 0.40% | |
| 41 | SCHESCHWAB STRATEGIC TR | 270,302 | $7.0T | 0.37% | |
| 42 | PGPROCTER AND GAMBLE CO | 43,130 | $6.8T | 0.36% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 12,781 | $6.7T | 0.35% | |
| 44 | XOMEXXON MOBIL CORP | 58,632 | $6.2T | 0.33% | |
| 45 | AVDVAMERICAN CENTY ETF TR | 94,131 | $6.0T | 0.32% | |
| 46 | WMTWALMART INC | 63,925 | $5.9T | 0.31% | |
| 47 | VGTVANGUARD WORLD FD | 8,900 | $5.5T | 0.29% | |
| 48 | VTECVANGUARD CALIF TAX FREE FDS | 55,214 | $5.5T | 0.29% | |
| 49 | CRMSALESFORCE INC | 16,656 | $5.3T | 0.28% | |
| 50 | HDHOME DEPOT INC | 13,569 | $5.3T | 0.28% | |
| 51 | MAMASTERCARD INCORPORATED | 10,368 | $5.2T | 0.28% | |
| 52 | IDEVISHARES TR | 81,271 | $5.2T | 0.27% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 5,465 | $5.1T | 0.27% | |
| 54 | VTVVANGUARD INDEX FDS | 28,902 | $4.8T | 0.26% | |
| 55 | SCHCSCHWAB STRATEGIC TR | 142,261 | $4.8T | 0.25% | |
| 56 | VVVANGUARD INDEX FDS | 17,919 | $4.8T | 0.25% | |
| 57 | IJHISHARES TR | 74,799 | $4.6T | 0.24% | |
| 58 | AVDEAMERICAN CENTY ETF TR | 75,132 | $4.6T | 0.24% | |
| 59 | VUGVANGUARD INDEX FDS | 11,203 | $4.6T | 0.24% | |
| 60 | ABBVABBVIE INC | 25,822 | $4.5T | 0.24% | |
| 61 | ITOTISHARES TR | 30,856 | $3.9T | 0.21% | |
| 62 | VTVANGUARD INTL EQUITY INDEX F | 32,130 | $3.7T | 0.20% | |
| 63 | VEUVANGUARD INTL EQUITY INDEX F | 64,176 | $3.6T | 0.19% | |
| 64 | MRKMERCK & CO INC | 35,562 | $3.5T | 0.19% | |
| 65 | VBRVANGUARD INDEX FDS | 18,074 | $3.5T | 0.19% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 17,957 | $3.5T | 0.18% | |
| 67 | JNJJOHNSON & JOHNSON | 23,945 | $3.4T | 0.18% | |
| 68 | VXUSVANGUARD STAR FDS | 58,408 | $3.4T | 0.18% | |
| 69 | VGITVANGUARD SCOTTSDALE FDS | 58,704 | $3.4T | 0.18% | |
| 70 | XLKSELECT SECTOR SPDR TR | 14,725 | $3.4T | 0.18% | |
| 71 | AXPAMERICAN EXPRESS CO | 11,402 | $3.3T | 0.18% | |
| 72 | ISRGINTUITIVE SURGICAL INC | 6,102 | $3.3T | 0.18% | |
| 73 | KOCOCA COLA CO | 51,263 | $3.1T | 0.17% | |
| 74 | 4I1PHILIP MORRIS INTL INC | 26,348 | $3.1T | 0.16% | |
| 75 | AVEMAMERICAN CENTY ETF TR | 53,577 | $3.1T | 0.16% | |
| 76 | VYMVANGUARD WHITEHALL FDS | 23,807 | $3.0T | 0.16% | |
| 77 | BACBANK AMERICA CORP | 66,232 | $3.0T | 0.16% | |
| 78 | VOEVANGUARD INDEX FDS | 18,346 | $2.9T | 0.15% | |
| 79 | CEGCONSTELLATION ENERGY CORP | 9,498 | $2.9T | 0.15% | |
| 80 | GEGE AEROSPACE | 16,688 | $2.9T | 0.15% | |
| 81 | VONGVANGUARD SCOTTSDALE FDS | 27,795 | $2.8T | 0.15% | |
| 82 | VGKVANGUARD INTL EQUITY INDEX F | 44,857 | $2.8T | 0.15% | |
| 83 | IWVISHARES TR | 8,473 | $2.8T | 0.15% | |
| 84 | PLTRPALANTIR TECHNOLOGIES INC | 41,507 | $2.8T | 0.15% | |
| 85 | IJRISHARES TR | 24,261 | $2.7T | 0.14% | |
| 86 | GSGOLDMAN SACHS GROUP INC | 4,898 | $2.7T | 0.14% | |
| 87 | BOXXEA SERIES TRUST | 23,953 | $2.6T | 0.14% | |
| 88 | IWBISHARES TR | 8,112 | $2.6T | 0.14% | |
| 89 | CATCATERPILLAR INC | 7,331 | $2.6T | 0.14% | |
| 90 | NOWSERVICENOW INC | 2,500 | $2.6T | 0.14% | |
| 91 | CDNSCADENCE DESIGN SYSTEM INC | 8,486 | $2.5T | 0.13% | |
| 92 | VXFVANGUARD INDEX FDS | 13,382 | $2.5T | 0.13% | |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 11,395 | $2.5T | 0.13% | |
| 94 | TAT&T INC | 114,220 | $2.5T | 0.13% | |
| 95 | NYFISHARES TR | 46,482 | $2.5T | 0.13% | |
| 96 | SCHDSCHWAB STRATEGIC TR | 90,965 | $2.5T | 0.13% | |
| 97 | VNQVANGUARD INDEX FDS | 28,420 | $2.4T | 0.13% | |
| 98 | INTUINTUIT | 3,885 | $2.4T | 0.13% | |
| 99 | BLKBLACKROCK INC | 2,485 | $2.4T | 0.13% | |
| 100 | CSCOCISCO SYS INC | 39,669 | $2.3T | 0.12% |
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