Wedmont Private Capital - Q4 2021 holdings

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$324 Million is the total value of Wedmont Private Capital's 240 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .

All

			Value		Shares		↓ Weighting
VEA	New	VANGUARD TAX-MANAGED INTL FDftse dev mkt etf	$29,252,000	–	569,658	+100.0%	9.02%	–
VOO	New	VANGUARD INDEX FDS	$25,021,000	–	58,584	+100.0%	7.71%	–
VTI	New	VANGUARD INDEX FDStotal stk mkt	$16,930,000	–	72,065	+100.0%	5.22%	–
VWO	New	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$16,365,000	–	323,485	+100.0%	5.04%	–
GOVT	New	ISHARES TRus treas bd etf	$12,951,000	–	495,437	+100.0%	3.99%	–
VTC	New	VANGUARD SCOTTSDALE FDStotal corp bnd	$12,627,000	–	141,310	+100.0%	3.89%	–
AAPL	New	APPLE INC	$11,187,000	–	64,970	+100.0%	3.45%	–
VTEB	New	VANGUARD MUN BD FDStax exempt bd	$8,098,000	–	148,607	+100.0%	2.50%	–
BNDX	New	VANGUARD CHARLOTTE FDStotal int bd etf	$6,128,000	–	111,612	+100.0%	1.89%	–
MSFT	New	MICROSOFT CORP	$5,969,000	–	19,582	+100.0%	1.84%	–
IEFA	New	ISHARES TRcore msci eafe	$5,554,000	–	74,176	+100.0%	1.71%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$5,525,000	–	11,894	+100.0%	1.70%	–
VO	New	VANGUARD INDEX FDSmid cap etf	$4,698,000	–	19,189	+100.0%	1.45%	–
IEMG	New	ISHARES INCcore msci emkt	$4,541,000	–	74,217	+100.0%	1.40%	–
IVV	New	ISHARES TRcore s&p500 etf	$4,530,000	–	9,709	+100.0%	1.40%	–
DOOR	New	MASONITE INTL CORP	$4,197,000	–	37,287	+100.0%	1.29%	–
USHY	New	ISHARES TRbroad usd high	$3,363,000	–	82,393	+100.0%	1.04%	–
VSS	New	VANGUARD INTL EQUITY INDEX Fftse smcap etf	$3,307,000	–	24,933	+100.0%	1.02%	–
AMZN	New	AMAZON COM INC	$2,992,000	–	928	+100.0%	0.92%	–
VXUS	New	VANGUARD STAR FDSvg tl intl stk f	$2,865,000	–	44,673	+100.0%	0.88%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$2,846,000	–	8,859	+100.0%	0.88%	–
VB	New	VANGUARD INDEX FDSsmall cp etf	$2,776,000	–	12,613	+100.0%	0.86%	–
VIGI	New	VANGUARD WHITEHALL FDSintl dvd etf	$2,702,000	–	32,497	+100.0%	0.83%	–
VONV	New	VANGUARD SCOTTSDALE FDSvng rus1000val	$2,532,000	–	33,974	+100.0%	0.78%	–
GOOG	New	ALPHABET INCcap stk cl c	$2,493,000	–	896	+100.0%	0.77%	–
VONG	New	VANGUARD SCOTTSDALE FDSvng rus1000grw	$2,320,000	–	31,372	+100.0%	0.72%	–
GOOGL	New	ALPHABET INCcap stk cl a	$2,223,000	–	802	+100.0%	0.68%	–
CRM	New	SALESFORCE COM INC	$2,208,000	–	9,656	+100.0%	0.68%	–
FB	New	META PLATFORMS INCcl a	$2,097,000	–	6,424	+100.0%	0.65%	–
TSLA	New	TESLA INC	$1,929,000	–	1,870	+100.0%	0.60%	–
NVDA	New	NVIDIA CORPORATION	$1,894,000	–	7,128	+100.0%	0.58%	–
IWM	New	ISHARES TRrussell 2000 etf	$1,828,000	–	8,540	+100.0%	0.56%	–
ITOT	New	ISHARES TRcore s&p ttl stk	$1,764,000	–	16,937	+100.0%	0.54%	–
JNJ	New	JOHNSON & JOHNSON	$1,697,000	–	10,057	+100.0%	0.52%	–
VNQ	New	VANGUARD INDEX FDSreal estate etf	$1,687,000	–	15,272	+100.0%	0.52%	–
VOE	New	VANGUARD INDEX FDSmcap vl idxvip	$1,672,000	–	10,958	+100.0%	0.52%	–
VBR	New	VANGUARD INDEX FDSsm cp val etf	$1,666,000	–	9,218	+100.0%	0.51%	–
NEP	New	NEXTERA ENERGY PARTNERS LP	$1,586,000	–	20,557	+100.0%	0.49%	–
VGSH	New	VANGUARD SCOTTSDALE FDSshort term treas	$1,538,000	–	25,353	+100.0%	0.47%	–
JPM	New	JPMORGAN CHASE & CO	$1,527,000	–	9,076	+100.0%	0.47%	–
OPEN	New	OPENDOOR TECHNOLOGIES INC	$1,455,000	–	120,438	+100.0%	0.45%	–
HD	New	HOME DEPOT INC	$1,365,000	–	3,526	+100.0%	0.42%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$1,303,000	–	3,450	+100.0%	0.40%	–
HYMB	New	SPDR SER TRnuveen bloomberg	$1,285,000	–	21,582	+100.0%	0.40%	–
Z	New	ZILLOW GROUP INCcl c cap stk	$1,280,000	–	22,615	+100.0%	0.40%	–
PG	New	PROCTER AND GAMBLE CO	$1,272,000	–	8,036	+100.0%	0.39%	–
ABBV	New	ABBVIE INC	$1,260,000	–	9,437	+100.0%	0.39%	–
VBK	New	VANGUARD INDEX FDSsml cp grw etf	$1,235,000	–	4,753	+100.0%	0.38%	–
VGK	New	VANGUARD INTL EQUITY INDEX Fftse europe etf	$1,215,000	–	17,742	+100.0%	0.38%	–
VOT	New	VANGUARD INDEX FDSmcap gr idxvip	$1,200,000	–	5,184	+100.0%	0.37%	–
CSCO	New	CISCO SYS INC	$1,159,000	–	18,850	+100.0%	0.36%	–
V	New	VISA INC	$1,141,000	–	5,305	+100.0%	0.35%	–
SCHC	New	SCHWAB STRATEGIC TRintl sceqt etf	$1,121,000	–	27,587	+100.0%	0.35%	–
	New	RBB FD INCmotley fool gbl	$1,114,000	–	36,508	+100.0%	0.34%	–
SPMD	New	SPDR SER TRportfolio s&p400	$1,088,000	–	22,279	+100.0%	0.34%	–
VGIT	New	VANGUARD SCOTTSDALE FDSinter term treas	$1,064,000	–	16,158	+100.0%	0.33%	–
VEU	New	VANGUARD INTL EQUITY INDEX Fallwrld ex us	$1,049,000	–	16,901	+100.0%	0.32%	–
UNH	New	UNITEDHEALTH GROUP INC	$1,026,000	–	2,196	+100.0%	0.32%	–
VTV	New	VANGUARD INDEX FDSvalue etf	$1,013,000	–	6,754	+100.0%	0.31%	–
ABT	New	ABBOTT LABS	$994,000	–	7,668	+100.0%	0.31%	–
BAC	New	BK OF AMERICA CORP	$979,000	–	20,080	+100.0%	0.30%	–
DIS	New	DISNEY WALT CO	$981,000	–	6,311	+100.0%	0.30%	–
VYM	New	VANGUARD WHITEHALL FDShigh div yld	$977,000	–	8,504	+100.0%	0.30%	–
ACN	New	ACCENTURE PLC IRELAND	$969,000	–	2,682	+100.0%	0.30%	–
PLTR	New	PALANTIR TECHNOLOGIES INCcl a	$918,000	–	57,338	+100.0%	0.28%	–
MA	New	MASTERCARD INCORPORATEDcl a	$900,000	–	2,435	+100.0%	0.28%	–
PEP	New	PEPSICO INC	$848,000	–	4,868	+100.0%	0.26%	–
GS	New	GOLDMAN SACHS GROUP INC	$832,000	–	2,129	+100.0%	0.26%	–
VPU	New	VANGUARD WORLD FDSutilities etf	$819,000	–	5,368	+100.0%	0.25%	–
MMIN	New	INDEXIQ ACTIVE ETF TRiq mackay insred	$808,000	–	29,561	+100.0%	0.25%	–
IJH	New	ISHARES TRcore s&p mcp etf	$806,000	–	2,898	+100.0%	0.25%	–
XOM	New	EXXON MOBIL CORP	$759,000	–	10,741	+100.0%	0.23%	–
QCOM	New	QUALCOMM INC	$759,000	–	4,126	+100.0%	0.23%	–
PFE	New	PFIZER INC	$759,000	–	13,661	+100.0%	0.23%	–
IJR	New	ISHARES TRcore s&p scp etf	$747,000	–	6,611	+100.0%	0.23%	–
LLY	New	LILLY ELI & CO	$741,000	–	2,967	+100.0%	0.23%	–
TMO	New	THERMO FISHER SCIENTIFIC INC	$707,000	–	1,176	+100.0%	0.22%	–
PGX	New	INVESCO EXCH TRADED FD TR IIpfd etf	$708,000	–	47,656	+100.0%	0.22%	–
VGT	New	VANGUARD WORLD FDSinf tech etf	$698,000	–	1,623	+100.0%	0.22%	–
PYPL	New	PAYPAL HLDGS INC	$693,000	–	3,829	+100.0%	0.21%	–
LOW	New	LOWES COS INC	$674,000	–	2,687	+100.0%	0.21%	–
WFC	New	WELLS FARGO CO NEW	$667,000	–	11,912	+100.0%	0.21%	–
EFA	New	ISHARES TRmsci eafe etf	$666,000	–	8,421	+100.0%	0.20%	–
ZG	New	ZILLOW GROUP INCcl a	$658,000	–	11,797	+100.0%	0.20%	–
IWY	New	ISHARES TRrus tp200 gr etf	$652,000	–	3,973	+100.0%	0.20%	–
SBUX	New	STARBUCKS CORP	$644,000	–	6,290	+100.0%	0.20%	–
VZ	New	VERIZON COMMUNICATIONS INC	$645,000	–	12,049	+100.0%	0.20%	–
INTC	New	INTEL CORP	$643,000	–	11,708	+100.0%	0.20%	–
PFF	New	ISHARES TRpfd and incm sec	$643,000	–	16,555	+100.0%	0.20%	–
VUG	New	VANGUARD INDEX FDSgrowth etf	$631,000	–	2,100	+100.0%	0.20%	–
VXF	New	VANGUARD INDEX FDSextend mkt etf	$634,000	–	3,661	+100.0%	0.20%	–
AVGO	New	BROADCOM INC	$621,000	–	1,040	+100.0%	0.19%	–
MS	New	MORGAN STANLEY	$621,000	–	6,053	+100.0%	0.19%	–
COST	New	COSTCO WHSL CORP NEW	$605,000	–	1,171	+100.0%	0.19%	–
CVS	New	CVS HEALTH CORP	$595,000	–	5,653	+100.0%	0.18%	–
VIG	New	VANGUARD SPECIALIZED FUNDSdiv app etf	$584,000	–	3,479	+100.0%	0.18%	–
MCD	New	MCDONALDS CORP	$580,000	–	2,221	+100.0%	0.18%	–
AMD	New	ADVANCED MICRO DEVICES INC	$567,000	–	4,271	+100.0%	0.18%	–
ORCL	New	ORACLE CORP	$566,000	–	6,451	+100.0%	0.17%	–
CVX	New	CHEVRON CORP NEW	$560,000	–	4,417	+100.0%	0.17%	–
SCHM	New	SCHWAB STRATEGIC TRus mid-cap etf	$547,000	–	6,971	+100.0%	0.17%	–
IEUR	New	ISHARES TRcore msci euro	$548,000	–	9,375	+100.0%	0.17%	–
COMP	New	COMPASS INCcl a	$529,000	–	60,570	+100.0%	0.16%	–
TXN	New	TEXAS INSTRS INC	$521,000	–	2,827	+100.0%	0.16%	–
CAT	New	CATERPILLAR INC	$515,000	–	2,269	+100.0%	0.16%	–
BLK	New	BLACKROCK INC	$511,000	–	589	+100.0%	0.16%	–
HON	New	HONEYWELL INTL INC	$503,000	–	2,294	+100.0%	0.16%	–
SNPS	New	SYNOPSYS INC	$503,000	–	1,536	+100.0%	0.16%	–
KO	New	COCA COLA CO	$504,000	–	8,270	+100.0%	0.16%	–
MRK	New	MERCK & CO INC	$492,000	–	6,054	+100.0%	0.15%	–
XLP	New	SELECT SECTOR SPDR TRsbi cons stpls	$493,000	–	6,410	+100.0%	0.15%	–
MMC	New	MARSH & MCLENNAN COS INC	$479,000	–	2,924	+100.0%	0.15%	–
WMT	New	WALMART INC	$480,000	–	3,299	+100.0%	0.15%	–
BA	New	BOEING CO	$479,000	–	2,138	+100.0%	0.15%	–
AMGN	New	AMGEN INC	$470,000	–	2,036	+100.0%	0.14%	–
IHI	New	ISHARES TRu.s. med dvc etf	$463,000	–	7,473	+100.0%	0.14%	–
IWD	New	ISHARES TRrus 1000 val etf	$461,000	–	2,715	+100.0%	0.14%	–
DIAL	New	COLUMBIA ETF TR Idiversifid fxd	$453,000	–	21,627	+100.0%	0.14%	–
ADBE	New	ADOBE SYSTEMS INCORPORATED	$448,000	–	867	+100.0%	0.14%	–
DE	New	DEERE & CO	$446,000	–	1,172	+100.0%	0.14%	–
RTX	New	RAYTHEON TECHNOLOGIES CORP	$442,000	–	4,832	+100.0%	0.14%	–
DHR	New	DANAHER CORPORATION	$442,000	–	1,513	+100.0%	0.14%	–
MRNA	New	MODERNA INC	$435,000	–	2,071	+100.0%	0.13%	–
IEP	New	ICAHN ENTERPRISES LPdepositary unit	$428,000	–	7,818	+100.0%	0.13%	–
T	New	AT&T INC	$426,000	–	15,894	+100.0%	0.13%	–
SCZ	New	ISHARES TReafe sml cp etf	$426,000	–	5,870	+100.0%	0.13%	–
BMY	New	BRISTOL-MYERS SQUIBB CO	$422,000	–	6,537	+100.0%	0.13%	–
BND	New	VANGUARD BD INDEX FDStotal bnd mrkt	$419,000	–	4,998	+100.0%	0.13%	–
SHM	New	SPDR SER TRnuveen blmbrg sh	$414,000	–	8,476	+100.0%	0.13%	–
UPS	New	UNITED PARCEL SERVICE INCcl b	$414,000	–	1,969	+100.0%	0.13%	–
UNP	New	UNION PAC CORP	$409,000	–	1,651	+100.0%	0.13%	–
DGRO	New	ISHARES TRcore div grwth	$405,000	–	7,286	+100.0%	0.12%	–
EMR	New	EMERSON ELEC CO	$404,000	–	4,154	+100.0%	0.12%	–
VV	New	VANGUARD INDEX FDSlarge cap etf	$404,000	–	1,884	+100.0%	0.12%	–
IBM	New	INTERNATIONAL BUSINESS MACHS	$403,000	–	2,993	+100.0%	0.12%	–
RY	New	ROYAL BK CDA	$396,000	–	3,406	+100.0%	0.12%	–
SWN	New	SOUTHWESTERN ENERGY CO	$392,000	–	81,664	+100.0%	0.12%	–
VCSH	New	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$388,000	–	4,801	+100.0%	0.12%	–
EPD	New	ENTERPRISE PRODS PARTNERS L	$388,000	–	16,278	+100.0%	0.12%	–
AMAT	New	APPLIED MATLS INC	$385,000	–	2,449	+100.0%	0.12%	–
XLF	New	SELECT SECTOR SPDR TRfinancial	$385,000	–	9,324	+100.0%	0.12%	–
ADSK	New	AUTODESK INC	$382,000	–	1,469	+100.0%	0.12%	–
NFLX	New	NETFLIX INC	$381,000	–	734	+100.0%	0.12%	–
LMT	New	LOCKHEED MARTIN CORP	$373,000	–	1,022	+100.0%	0.12%	–
APH	New	AMPHENOL CORP NEWcl a	$368,000	–	4,494	+100.0%	0.11%	–
OKE	New	ONEOK INC NEW	$363,000	–	5,881	+100.0%	0.11%	–
SCHD	New	SCHWAB STRATEGIC TRus dividend eq	$364,000	–	4,445	+100.0%	0.11%	–
ADP	New	AUTOMATIC DATA PROCESSING IN	$359,000	–	1,548	+100.0%	0.11%	–
NLY	New	ANNALY CAPITAL MANAGEMENT IN	$352,000	–	44,086	+100.0%	0.11%	–
APTV	New	APTIV PLC	$349,000	–	2,199	+100.0%	0.11%	–
BBL	New	BHP GROUP PLCsponsored adr	$346,000	–	5,249	+100.0%	0.11%	–
	New	RBB FD INCmotley fool mid	$348,000	–	12,571	+100.0%	0.11%	–
INTU	New	INTUIT	$344,000	–	622	+100.0%	0.11%	–
PKI	New	PERKINELMER INC	$337,000	–	1,878	+100.0%	0.10%	–
PEY	New	INVESCO EXCHANGE TRADED FD Thig yld eq div	$336,000	–	15,341	+100.0%	0.10%	–
AXP	New	AMERICAN EXPRESS CO	$333,000	–	1,922	+100.0%	0.10%	–
DGS	New	WISDOMTREE TRemg mkts smcap	$328,000	–	6,126	+100.0%	0.10%	–
IJS	New	ISHARES TRsp smcp600vl etf	$328,000	–	3,101	+100.0%	0.10%	–
DLN	New	WISDOMTREE TRus largecap divd	$324,000	–	4,886	+100.0%	0.10%	–
NEE	New	NEXTERA ENERGY INC	$325,000	–	3,826	+100.0%	0.10%	–
IWB	New	ISHARES TRrus 1000 etf	$316,000	–	1,225	+100.0%	0.10%	–
NKE	New	NIKE INCcl b	$314,000	–	2,101	+100.0%	0.10%	–
CMCSA	New	COMCAST CORP NEWcl a	$314,000	–	6,123	+100.0%	0.10%	–
SCHB	New	SCHWAB STRATEGIC TRus brd mkt etf	$310,000	–	2,814	+100.0%	0.10%	–
DVY	New	ISHARES TRselect divid etf	$310,000	–	2,439	+100.0%	0.10%	–
PWV	New	INVESCO EXCHANGE TRADED FD Tdynmc lrg valu	$303,000	–	6,000	+100.0%	0.09%	–
LIN	New	LINDE PLC	$302,000	–	907	+100.0%	0.09%	–
MU	New	MICRON TECHNOLOGY INC	$302,000	–	3,160	+100.0%	0.09%	–
DUK	New	DUKE ENERGY CORP NEW	$299,000	–	2,872	+100.0%	0.09%	–
HAL	New	HALLIBURTON CO	$294,000	–	10,516	+100.0%	0.09%	–
TEL	New	TE CONNECTIVITY LTD	$296,000	–	1,856	+100.0%	0.09%	–
COP	New	CONOCOPHILLIPS	$295,000	–	3,526	+100.0%	0.09%	–
ANTM	New	ANTHEM INC	$294,000	–	658	+100.0%	0.09%	–
PNC	New	PNC FINL SVCS GROUP INC	$296,000	–	1,308	+100.0%	0.09%	–
TFC	New	TRUIST FINL CORP	$296,000	–	4,434	+100.0%	0.09%	–
MMP	New	MAGELLAN MIDSTREAM PRTNRS LP	$293,000	–	6,000	+100.0%	0.09%	–
BX	New	BLACKSTONE INC	$292,000	–	2,458	+100.0%	0.09%	–
ISRG	New	INTUITIVE SURGICAL INC	$293,000	–	935	+100.0%	0.09%	–
TEF	New	TELEFONICA S Asponsored adr	$289,000	–	63,931	+100.0%	0.09%	–
CTLT	New	CATALENT INC	$288,000	–	2,615	+100.0%	0.09%	–
BACPRL	New	BK OF AMERICA CORP7.25%cnv pfd l	$284,000	–	196	+100.0%	0.09%	–
VFH	New	VANGUARD WORLD FDSfinancials etf	$281,000	–	2,772	+100.0%	0.09%	–
CDNS	New	CADENCE DESIGN SYSTEM INC	$280,000	–	1,718	+100.0%	0.09%	–
SCHW	New	SCHWAB CHARLES CORP	$279,000	–	2,985	+100.0%	0.09%	–
IBB	New	ISHARES TRishares biotech	$279,000	–	2,018	+100.0%	0.09%	–
DD	New	DUPONT DE NEMOURS INC	$277,000	–	3,301	+100.0%	0.08%	–
	New	GENERAL ELECTRIC CO	$277,000	–	2,707	+100.0%	0.08%	–
ZTS	New	ZOETIS INCcl a	$276,000	–	1,332	+100.0%	0.08%	–
EL	New	LAUDER ESTEE COS INCcl a	$273,000	–	816	+100.0%	0.08%	–
TGT	New	TARGET CORP	$274,000	–	1,212	+100.0%	0.08%	–
IJT	New	ISHARES TRs&p sml 600 gwt	$272,000	–	2,047	+100.0%	0.08%	–
C	New	CITIGROUP INC	$268,000	–	3,959	+100.0%	0.08%	–
MDLZ	New	MONDELEZ INTL INCcl a	$267,000	–	3,952	+100.0%	0.08%	–
LQD	New	ISHARES TRiboxx inv cp etf	$261,000	–	2,000	+100.0%	0.08%	–
LUV	New	SOUTHWEST AIRLS CO	$260,000	–	5,683	+100.0%	0.08%	–
OXY	New	OCCIDENTAL PETE CORP	$259,000	–	7,598	+100.0%	0.08%	–
KMI	New	KINDER MORGAN INC DEL	$256,000	–	14,591	+100.0%	0.08%	–
NSC	New	NORFOLK SOUTHN CORP	$256,000	–	883	+100.0%	0.08%	–
MNST	New	MONSTER BEVERAGE CORP NEW	$253,000	–	2,684	+100.0%	0.08%	–
POOL	New	POOL CORP	$252,000	–	496	+100.0%	0.08%	–
IAGG	New	ISHARES TRcore intl aggr	$253,000	–	4,658	+100.0%	0.08%	–
MMM	New	3M CO	$250,000	–	1,384	+100.0%	0.08%	–
PM	New	PHILIP MORRIS INTL INC	$246,000	–	2,409	+100.0%	0.08%	–
TJX	New	TJX COS INC NEW	$248,000	–	3,409	+100.0%	0.08%	–
ICE	New	INTERCONTINENTAL EXCHANGE IN	$244,000	–	1,881	+100.0%	0.08%	–
SPGI	New	S&P GLOBAL INC	$241,000	–	552	+100.0%	0.07%	–
DVN	New	DEVON ENERGY CORP NEW	$237,000	–	4,770	+100.0%	0.07%	–
WST	New	WEST PHARMACEUTICAL SVSC INC	$236,000	–	621	+100.0%	0.07%	–
MDT	New	MEDTRONIC PLC	$235,000	–	2,161	+100.0%	0.07%	–
FCX	New	FREEPORT-MCMORAN INCcl b	$230,000	–	5,182	+100.0%	0.07%	–
IWF	New	ISHARES TRrus 1000 grw etf	$228,000	–	792	+100.0%	0.07%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$223,000	–	1,694	+100.0%	0.07%	–
AMT	New	AMERICAN TOWER CORP NEW	$224,000	–	876	+100.0%	0.07%	–
GILD	New	GILEAD SCIENCES INC	$222,000	–	3,083	+100.0%	0.07%	–
VIAC	New	VIACOMCBS INCcl b	$221,000	–	6,094	+100.0%	0.07%	–
FDX	New	FEDEX CORP	$218,000	–	845	+100.0%	0.07%	–
DLR	New	DIGITAL RLTY TR INC	$216,000	–	1,368	+100.0%	0.07%	–
IQV	New	IQVIA HLDGS INC	$216,000	–	856	+100.0%	0.07%	–
SCHF	New	SCHWAB STRATEGIC TRintl eqty etf	$218,000	–	5,567	+100.0%	0.07%	–
AON	New	AON PLC	$214,000	–	764	+100.0%	0.07%	–
SCHE	New	SCHWAB STRATEGIC TRemrg mkteq etf	$215,000	–	7,060	+100.0%	0.07%	–
SLB	New	SCHLUMBERGER LTD	$215,000	–	5,955	+100.0%	0.07%	–
REGN	New	REGENERON PHARMACEUTICALS	$214,000	–	348	+100.0%	0.07%	–
EW	New	EDWARDS LIFESCIENCES CORP	$210,000	–	1,743	+100.0%	0.06%	–
USO	New	UNITED STS OIL FD LPunits	$211,000	–	3,622	+100.0%	0.06%	–
MO	New	ALTRIA GROUP INC	$210,000	–	4,178	+100.0%	0.06%	–
CL	New	COLGATE PALMOLIVE CO	$209,000	–	2,530	+100.0%	0.06%	–
EMXC	New	ISHARES INCmsci emrg chn	$208,000	–	3,324	+100.0%	0.06%	–
BDX	New	BECTON DICKINSON & CO	$206,000	–	780	+100.0%	0.06%	–
ANSS	New	ANSYS INC	$207,000	–	589	+100.0%	0.06%	–
DFS	New	DISCOVER FINL SVCS	$204,000	–	1,576	+100.0%	0.06%	–
PH	New	PARKER-HANNIFIN CORP	$205,000	–	625	+100.0%	0.06%	–
IWP	New	ISHARES TRrus md cp gr etf	$204,000	–	1,942	+100.0%	0.06%	–
A	New	AGILENT TECHNOLOGIES INC	$201,000	–	1,387	+100.0%	0.06%	–
MUB	New	ISHARES TRnational mun etf	$201,000	–	1,742	+100.0%	0.06%	–
CB	New	CHUBB LIMITED	$202,000	–	1,025	+100.0%	0.06%	–
FEN	New	FIRST TR ENERGY INCOME & GRO	$167,000	–	10,583	+100.0%	0.05%	–
NMG	New	NOUVEAU MONDE GRAPHITE INC	$95,000	–	11,700	+100.0%	0.03%	–
ZEPP	New	ZEPP HEALTH CORPORATIONsponsored ads	$59,000	–	11,824	+100.0%	0.02%	–
CFRX	New	CONTRAFECT CORP	$25,000	–	10,000	+100.0%	0.01%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2022-01-14

Signatures

The EDGAR filing(s) were signed by:

Dominic Corabi — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
VANGUARD TAX-MANAGED INTL FD	8	Q3 2023	10.9%
VANGUARD INTL EQUITY INDEX F	8	Q3 2023	6.2%
VANGUARD INDEX FDS	8	Q3 2023	7.7%
VANGUARD INDEX FDS	8	Q3 2023	5.2%
ISHARES TR	8	Q3 2023	4.4%
VANGUARD SCOTTSDALE FDS	8	Q3 2023	3.9%
APPLE INC	8	Q3 2023	3.4%
ISHARES TR	8	Q3 2023	3.1%
VANGUARD MUN BD FDS	8	Q3 2023	3.6%
ISHARES INC	8	Q3 2023	2.2%

View Wedmont Private Capital's complete holdings history.

Latest filings

Type	Filed
13F-HR	2024-04-10
13F-HR	2024-01-09
13F-HR	2023-10-10
13F-HR	2023-07-17
13F-HR	2023-04-11
13F-HR	2023-01-09
13F-HR	2022-10-03
13F-HR	2022-07-11
13F-HR	2022-04-05
13F-HR	2022-01-14

View Wedmont Private Capital's complete filings history.

All filings

View complete filings history.

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