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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
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
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
VXUSVanguard Star Fds
Recent Activity
Increased 1.2%
0.18%
$3.401M
58,408 shares@ $58.24 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 25.35%
0.18%
$3.376M
58,704 shares@ $57.52 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 2.43%
0.18%
$3.369M
14,725 shares@ $228.79 avg price