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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
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
AXPAmerican Express Co
Recent Activity
Increased 11.12%
0.18%
$3.344M
11,402 shares@ $293.3 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 7.61%
0.18%
$3.341M
6,102 shares@ $547.48 avg price
KOCoca Cola Co
Recent Activity
Increased 15.06%
0.17%
$3.131M
51,263 shares@ $61.07 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 76.39%
0.17%
$3.087M
26,348 shares@ $117.16 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 15.74%
0.17%
$3.086M
53,577 shares@ $57.61 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.19%
0.16%
$3.002M
23,807 shares@ $126.11 avg price
BACBank America Corp
Recent Activity
Increased 13.18%
0.16%
$2.988M
66,232 shares@ $45.11 avg price
VOEVanguard Index Fds
Recent Activity
Increased 1.56%
0.16%
$2.92M
18,346 shares@ $159.17 avg price