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Dominic Corabi

@Wedmont Private Capital

Latest period2024 - Q4ReportedManaged Assets$1.895BTotal holdings701
Assets growth rate8.21%Assets growth rate (2-Q avg)9.2%Continuous growth in asset value12 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedmont Private Capital's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 701 positions.

Assets under management

The assets under management (AUM) of Wedmont Private Capital over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.895B in assets, with a quarterly growth rate of 8.21% and a 2-quarter average growth rate of 9.2%. The portfolio is managed by Dominic Corabi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.08%
7.85%
$148.692M
3.128M shares@ $47.54 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.22%
0.7%
$13.143M
29,690 shares@ $442.67 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.25%
0.5%
$9.292M
16,008 shares@ $580.49 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -19.95%
0.41%
$7.651M
15,086 shares@ $507.19 avg price
VTECVanguard Calif Tax Free Fds
Recent Activity
Decreased -0.92%
0.29%
$5.456M
55,214 shares@ $98.82 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.86%
0.28%
$5.294M
16,656 shares@ $317.86 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.39%
0.19%
$3.463M
17,957 shares@ $192.84 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.86%
0.18%
$3.402M
23,945 shares@ $142.07 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -10.76%
0.15%
$2.792M
41,507 shares@ $67.27 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -1.99%
0.13%
$2.299M
28,499 shares@ $80.66 avg price