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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
MAMastercard Incorporated
Recent Activity
Increased 8.98%
0.28%
$5.233M
10,368 shares@ $504.7 avg price
IDEVIshares Tr
Recent Activity
Increased 1.78%
0.28%
$5.197M
81,271 shares@ $63.95 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 6.08%
0.28%
$5.12M
5,465 shares@ $936.95 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5.3%
0.26%
$4.848M
28,902 shares@ $167.74 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 25.56%
0.26%
$4.798M
142,261 shares@ $33.74 avg price
VVVanguard Index Fds
Recent Activity
Increased 2.18%
0.26%
$4.793M
17,919 shares@ $267.47 avg price
IJHIshares Tr
Recent Activity
Increased 3.62%
0.25%
$4.629M
74,799 shares@ $61.89 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 8.67%
0.25%
$4.57M
75,132 shares@ $60.82 avg price
VUGVanguard Index Fds
Recent Activity
Increased 2.23%
0.25%
$4.563M
11,203 shares@ $407.32 avg price
ABBVAbbvie Inc
Recent Activity
Increased 16.49%
0.24%
$4.523M
25,822 shares@ $175.17 avg price