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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
CDNSCadence Design System Inc
Recent Activity
Increased 0.81%
0.14%
$2.537M
8,486 shares@ $299.0 avg price
VXFVanguard Index Fds
Recent Activity
Increased 25.8%
0.14%
$2.529M
13,382 shares@ $188.97 avg price
IBMInternational Business Machs
Recent Activity
Increased 10.06%
0.14%
$2.504M
11,395 shares@ $219.76 avg price
TAt&t Inc
Recent Activity
Increased 68.1%
0.14%
$2.477M
114,220 shares@ $21.69 avg price
NYFIshares Tr
Recent Activity
Increased 0.15%
0.13%
$2.458M
46,482 shares@ $52.88 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 288.59%
0.13%
$2.457M
90,965 shares@ $27.02 avg price
VNQVanguard Index Fds
Recent Activity
Increased 5.39%
0.13%
$2.431M
28,420 shares@ $85.55 avg price
INTUIntuit
Recent Activity
Increased 4.19%
0.13%
$2.422M
3,885 shares@ $623.45 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.13%
$2.374M
2,485 shares@ $955.49 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 11.51%
0.13%
$2.33M
39,669 shares@ $58.74 avg price