Wedmont Private Capital
Q4 2024 13F Holdings
- Locationwest chester, PA
- Num holdings
701
- Value ($000)
$1,895,172
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001904274
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $148.69M | 8 % | 3,128,379 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $97.11M | 5 % | 2,268,330 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $96.56M | 5 % | 336,107 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $88.98M | 5 % | 166,673 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $69.41M | 4 % | 995,065 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $68.92M | 4 % | 919,993 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $61.46M | 3 % | 2,759,911 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $60.43M | 3 % | 1,215,658 | ||
AAPL APPLE INC | COM | 037833100 | $59.37M | 3 % | 250,656 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $54.49M | 3 % | 400,948 |
Rows Per Page
1 - 10 of 70110
- 10
- 50
- 100