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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
TSLATesla Inc
Recent Activity
Increased 3.11%
0.84%
$15.917M
40,323 shares@ $394.74 avg price
VOVanguard Index Fds
Recent Activity
Increased 8.62%
0.78%
$14.782M
56,244 shares@ $262.82 avg price
USHYIshares Tr
Recent Activity
Increased 5.03%
0.77%
$14.542M
396,120 shares@ $36.72 avg price
ORCLOracle Corp
Recent Activity
Increased 2.03%
0.75%
$14.105M
91,298 shares@ $154.5 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.22%
0.7%
$13.143M
29,690 shares@ $442.67 avg price
SCMBSchwab Strategic Tr
Recent Activity
Increased 100.89%
0.67%
$12.667M
496,568 shares@ $25.52 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 95.9%
0.65%
$12.152M
660,430 shares@ $18.4 avg price
WFCWells Fargo Co New
Recent Activity
Increased 1.63%
0.61%
$11.41M
163,093 shares@ $69.97 avg price
LLYEli Lilly & Co
Recent Activity
Increased 8.83%
0.6%
$11.318M
14,149 shares@ $799.9 avg price
AVGOBroadcom Inc
Recent Activity
Increased 10.61%
0.6%
$11.267M
50,228 shares@ $224.32 avg price