test

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
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
ITOTIshares Tr
Recent Activity
Increased 5.39%
0.21%
$3.934M
30,856 shares@ $127.49 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 15.16%
0.2%
$3.732M
32,130 shares@ $116.17 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 74.88%
0.2%
$3.638M
64,176 shares@ $56.69 avg price
MRKMerck & Co Inc
Recent Activity
Increased 21.46%
0.19%
$3.53M
35,562 shares@ $99.26 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.84%
0.19%
$3.528M
18,074 shares@ $195.22 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.2%
0.18%
$3.401M
58,408 shares@ $58.24 avg price