Wedmont Private Capital 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WP Wedmont Private Capital | Institutional Filer | ▲ 7.73% | $3.10B | 838 |
Current Portfolio Holdings
Showing all 838 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 4.7M | $321.5M | 10.37% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3.3M | $185.4M | 5.98% |
| 3 | VTI | VANGUARD INDEX FDS | — | 475K | $158.6M | 5.11% |
| 4 | VOO | VANGUARD INDEX FDS | — | 194K | $120.6M | 3.89% |
| 5 | IEFA | ISHARES TR | — | 1.2M | $110.5M | 3.56% |
| 6 | VTC | VANGUARD SCOTTSDALE FDS | — | 1.4M | $104.5M | 3.37% |
| 7 | GOVT | ISHARES TR | — | 4.4M | $100.1M | 3.23% |
| 8 | NVDA | NVIDIA Corporation | Technology | 453K | $82.4M | 2.66% |
| 9 | VTEB | VANGUARD MUN BD FDS | — | 1.6M | $79.6M | 2.57% |
| 10 | AAPL | Apple Inc. | Technology | 285K | $73.9M | 2.38% |
| 11 | IEMG | ISHARES INC | — | 896K | $66.4M | 2.14% |
| 12 | MUB | ISHARES TR | — | 472K | $50.4M | 1.63% |
| 13 | GOOG | Alphabet Inc. | Technology | 160K | $50.2M | 1.62% |
| 14 | GOOGL | Alphabet Inc. | Technology | 148K | $47.1M | 1.52% |
| 15 | MSFT | Microsoft Corporation | Technology | 106K | $39.8M | 1.28% |
Showing 1 to 15 of 838 holdings