Wedmont Private Capital recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
2 WEST MARKET STREET SUITE 100 WEST CHESTER, PA 19382
As of the latest 13F report, the guru’s equity portfolio contained 369 stocks valued at a total of $498.00Mil. The top holdings were VEA(9.19%), VWO(5.27%), and VOO(3.93%).
According to GuruFocus data, these were Wedmont Private Capital (Trades, Portfolio)’s top five trades of the quarter.
iShares Core MSCI Emerging Markets ETF
During the quarter, Wedmont Private Capital (Trades, Portfolio) bought 122,928 shares of ARCA:IEMG for a total holding of 252,312. The trade had a 1.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.93.
On 10/03/2022, iShares Core MSCI Emerging Markets ETF traded for a price of $43.71 per share and a market cap of $57.36Bil. The stock has returned -26.81% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Emerging Markets ETF has a price-earnings ratio of 10.88 and a price-book ratio of 1.63.
iShares Core MSCI EAFE ETF
During the quarter, Wedmont Private Capital (Trades, Portfolio) bought 98,647 shares of BATS:IEFA for a total holding of 296,806. The trade had a 1.04% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.8.
On 10/03/2022, iShares Core MSCI EAFE ETF traded for a price of $53.74 per share and a market cap of $77.14Bil. The stock has returned -24.84% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 12.45 and a price-book ratio of 1.56.
Vanguard Tax-Exempt Bond ETF
During the quarter, Wedmont Private Capital (Trades, Portfolio) bought 92,206 shares of ARCA:VTEB for a total holding of 370,503. The trade had a 0.89% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.9.
On 10/03/2022, Vanguard Tax-Exempt Bond ETF traded for a price of $48.21 per share and a market cap of $17.46Bil. The stock has returned -10.46% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Apple Inc
During the quarter, Wedmont Private Capital (Trades, Portfolio) bought 26,385 shares of NAS:AAPL for a total holding of 103,814. The trade had a 0.73% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.95.
On 10/03/2022, Apple Inc traded for a price of $142.45 per share and a market cap of $2,289.28Bil. The stock has returned 0.49% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.51, a price-book ratio of 39.46, a price-earnings-to-growth (PEG) ratio of 1.66, a EV-to-Ebitda ratio of 17.94 and a price-sales ratio of 6.04.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 7.
Schwab International Equity ETF
During the quarter, Wedmont Private Capital (Trades, Portfolio) bought 120,159 shares of ARCA:SCHF for a total holding of 142,864. The trade had a 0.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $31.39.
On 10/03/2022, Schwab International Equity ETF traded for a price of $28.71 per share and a market cap of $24.18Bil. The stock has returned -23.64% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab International Equity ETF has a price-earnings ratio of 12.36 and a price-book ratio of 1.54.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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