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Precedent Wealth Partners

Latest statistics and disclosures from Precedent Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, DON, VEA, IVV, SDY, and represent 19.76% of Precedent Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFEB (+$10M), DJAN (+$7.5M), DECM (+$7.2M), XOM, FEBM, SDVY, XMHQ, XLG, JANM, MARM.
Started 16 new stock positions in MARM, DECM, MA, FEBM, WEC, DFEB, LLY, VCIT, BSSX, DJAN. AOS, COP, JANM, DLY, IWM, VONE.
Reduced shares in these 10 stocks: DMAY (-$6.5M), BIV, CVX, IJH, CSCO, , SPMD, IDV, DEM, VUG.
Sold out of its positions in DSL, FBND, DMAY, Independent Bank, ORCL, FEZ, SCHG, BIV, VUG.
Precedent Wealth Partners was a net buyer of stock by $60M.
Precedent Wealth Partners has $360M in assets under management (AUM), dropping by 17.53%.
Central Index Key (CIK): 0002008666

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Portfolio Holdings for Precedent Wealth Partners

Precedent Wealth Partners holds 155 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	6.4	$23M	+2%	84k	274.84	View chart
Wisdomtree Tr Us Midcap Divid (DON)	3.7	$13M	+8%	268k	49.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$12M	+7%	244k	50.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$12M	+4%	22k	561.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.9	$10M	+18%	77k	135.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.8	$10M	+31%	222k	46.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	2.8	$10M	NEW	237k	42.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.7	$9.8M		120k	81.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$8.6M	-15%	147k	58.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	2.1	$7.5M	NEW	197k	37.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	2.0	$7.2M	NEW	237k	30.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$6.7M	+28%	13k	513.92	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.9	$6.7M	+68%	200k	33.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.9	$6.7M	+66%	73k	91.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	1.8	$6.3M		163k	38.80	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.7	$6.2M	+5%	62k	99.16	View chart
Exxon Mobil Corporation (XOM)	1.6	$5.8M	+120%	49k	118.93	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$5.7M	+4%	54k	105.44	View chart
Apple (AAPL)	1.3	$4.8M	+5%	22k	222.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$4.7M	+54%	27k	173.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$4.3M	+6%	14k	306.75	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.2	$4.2M		104k	40.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.0	$3.6M	+24%	48k	73.69	View chart
Microsoft Corporation (MSFT)	1.0	$3.4M	+8%	9.1k	375.41	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.9	$3.2M	+68%	47k	68.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.9	$3.2M	+7%	6.0k	533.48	View chart
Broadcom (AVGO)	0.8	$3.0M	+3%	18k	167.43	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.8	$2.9M	+90%	141k	20.73	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.8	$2.8M	-10%	114k	24.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.8	$2.8M	NEW	100k	28.46	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.8	$2.8M	+74%	130k	21.58	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.8	$2.8M	-9%	133k	20.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.8	$2.8M	+58%	119k	23.18	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.8	$2.7M	-9%	109k	25.26	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.8	$2.7M	-9%	126k	21.72	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.8	$2.7M	-9%	118k	23.13	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.8	$2.7M	-9%	113k	24.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.8	$2.7M	+58%	115k	23.55	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.8	$2.7M	-9%	112k	24.21	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.7M	+14%	11k	245.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.7	$2.6M	-11%	103k	25.15	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.7	$2.5M	+62%	104k	24.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.7	$2.5M	+49%	109k	22.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.5M		13k	188.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.7	$2.5M	NEW	80k	30.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.7	$2.4M	+47%	101k	23.61	View chart
Williams-Sonoma (WSM)	0.7	$2.4M	+8%	15k	158.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.2M	+47%	17k	128.96	View chart
Abbvie (ABBV)	0.6	$2.2M	+13%	10k	209.51	View chart
Lam Research Corp Com New (LRCX)	0.6	$2.1M	+12%	29k	72.70	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.6	$2.1M	NEW	66k	31.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.6	$2.0M	+26%	84k	24.48	View chart
McDonald's Corporation (MCD)	0.6	$2.0M	+13%	6.5k	312.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$2.0M	+55%	41k	49.62	View chart
Kinder Morgan (KMI)	0.6	$2.0M	+18%	70k	28.53	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$2.0M	-9%	77k	25.54	View chart
Amgen (AMGN)	0.5	$2.0M	+15%	6.3k	311.57	View chart
Automatic Data Processing (ADP)	0.5	$1.9M	+21%	6.1k	305.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$1.8M	+2%	71k	24.95	View chart
Bank of America Corporation (BAC)	0.5	$1.7M	+17%	40k	41.73	View chart
Cummins (CMI)	0.5	$1.7M	+14%	5.3k	313.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.5	$1.7M	NEW	6.5k	253.86	View chart
Blackrock (BLK)	0.5	$1.6M	+18%	1.7k	946.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$1.6M	+21%	5.3k	312.05	View chart
Altria (MO)	0.5	$1.6M	+18%	27k	60.02	View chart
ConocoPhillips (COP)	0.4	$1.6M	NEW	15k	105.02	View chart
MetLife (MET)	0.4	$1.6M	+17%	20k	80.29	View chart
Kroger (KR)	0.4	$1.6M	+18%	24k	67.69	View chart
Johnson & Johnson (JNJ)	0.4	$1.6M	+23%	9.6k	165.83	View chart
A. O. Smith Corporation (AOS)	0.4	$1.6M	NEW	24k	65.36	View chart
Qualcomm (QCOM)	0.4	$1.6M	+21%	10k	153.61	View chart
Pepsi (PEP)	0.4	$1.5M	+22%	10k	149.94	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.5M	+22%	12k	121.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.5M		11k	134.29	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.5M	+15%	3.3k	446.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.5M	+130%	53k	27.96	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.5M	+24%	8.2k	179.71	View chart
Clorox Company (CLX)	0.4	$1.4M	+22%	9.4k	147.24	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.4	$1.4M	+71%	12k	109.24	View chart
Merck & Co (MRK)	0.4	$1.3M	+27%	15k	89.76	View chart
Home Depot (HD)	0.4	$1.3M	+20%	3.6k	366.48	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.3M	+145%	26k	49.60	View chart
UnitedHealth (UNH)	0.3	$1.2M	+31%	2.4k	523.64	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.2M	+28%	23k	50.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$1.1M		39k	29.69	View chart
Air Products & Chemicals (APD)	0.3	$1.1M	+25%	3.8k	294.92	View chart
PNC Financial Services (PNC)	0.3	$1.1M	+26%	6.4k	175.77	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M	+2%	10k	108.38	View chart
Illinois Tool Works (ITW)	0.3	$1.1M	+27%	4.4k	248.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.1M		2.0k	559.48	View chart
Zoetis Cl A (ZTS)	0.3	$1.1M	+33%	6.6k	164.65	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.1M	+34%	30k	36.90	View chart
Verizon Communications (VZ)	0.3	$1.1M	+51%	24k	45.36	View chart
Target Corporation (TGT)	0.3	$1.1M	+29%	10k	104.36	View chart
Amazon (AMZN)	0.3	$1.1M	-3%	5.7k	190.26	View chart
Owens Corning (OC)	0.3	$1.1M	+27%	7.5k	142.82	View chart
United Parcel Service CL B (UPS)	0.3	$1.0M	+43%	9.5k	109.99	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$1.0M	-34%	33k	31.02	View chart
Hershey Company (HSY)	0.3	$1.0M	+41%	5.9k	171.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$918k		5.3k	172.27	View chart
Intuit (INTU)	0.3	$913k	+54%	1.5k	614.11	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.3	$903k	-16%	19k	46.50	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.2	$896k	+36%	40k	22.34	View chart
Nike CL B (NKE)	0.2	$894k	+31%	14k	63.48	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$818k	+9%	8.8k	92.79	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$813k	-6%	15k	52.72	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$782k	-3%	36k	21.47	View chart
Wal-Mart Stores (WMT)	0.2	$751k	+2%	8.6k	87.79	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$746k	-35%	18k	40.76	View chart
Wec Energy Group (WEC)	0.2	$743k	NEW	6.8k	108.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$700k	+41%	1.5k	468.86	View chart
Meta Platforms Cl A (META)	0.2	$647k	+8%	1.1k	576.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$634k		16k	39.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$590k	-13%	3.8k	154.65	View chart
American Express Company (AXP)	0.2	$570k	+2%	2.1k	269.05	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$569k	-52%	11k	51.18	View chart
Cisco Systems (CSCO)	0.2	$546k	-71%	8.9k	61.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$534k	-22%	2.9k	186.29	View chart
Williams Companies (WMB)	0.1	$518k	-2%	8.7k	59.76	View chart
Visa Com Cl A (V)	0.1	$518k	+14%	1.5k	350.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$476k	-10%	3.0k	156.25	View chart
Cheniere Energy Com New (LNG)	0.1	$471k	-23%	2.0k	231.42	View chart
Costco Wholesale Corporation (COST)	0.1	$452k	+10%	478.00	945.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$444k	+30%	834.00	532.58	View chart
Stellar Bancorp Ord (STEL)	0.1	$443k		16k	27.66	View chart
Chevron Corporation (CVX)	0.1	$416k	-78%	2.5k	167.29	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$409k		1.7k	246.76	View chart
Stryker Corporation (SYK)	0.1	$393k	+2%	1.1k	372.25	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$391k	-14%	8.0k	48.84	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$380k		1.8k	206.48	View chart
Abbott Laboratories (ABT)	0.1	$359k		2.7k	132.65	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$357k		1.8k	197.46	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$356k	NEW	14k	25.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$333k		2.3k	146.01	View chart
Valero Energy Corporation (VLO)	0.1	$327k	-2%	2.5k	132.07	View chart
Knife River Corp Common Stock (KNF)	0.1	$320k		3.5k	90.21	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$313k	-4%	15k	21.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$299k	+27%	1.5k	193.99	View chart
Mastercard Incorporated Cl A (MA)	0.1	$288k	NEW	526.00	547.95	View chart
Fidelity National Information Services (FIS)	0.1	$276k	-6%	3.7k	74.68	View chart
American Tower Reit (AMT)	0.1	$271k	-2%	1.2k	217.60	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$261k		5.2k	49.81	View chart
Tractor Supply Company (TSCO)	0.1	$258k	-4%	4.7k	55.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$251k	-15%	696.00	361.09	View chart
Dominion Resources (D)	0.1	$245k	-60%	4.4k	56.07	View chart
MDU Resources (MDU)	0.1	$240k		14k	16.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$235k	NEW	2.9k	81.76	View chart
Procter & Gamble Company (PG)	0.1	$221k		1.3k	170.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$217k	NEW	1.1k	199.49	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$211k		1.6k	131.07	View chart
Eli Lilly & Co. (LLY)	0.1	$211k	NEW	255.00	825.91	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$206k	-71%	4.9k	42.08	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$203k	-24%	2.6k	79.37	View chart
Morgan Stanley Com New (MS)	0.1	$202k	-6%	1.7k	116.67	View chart
Doubleline Yield (DLY)	0.1	$201k	NEW	13k	16.10	View chart

Past Filings by Precedent Wealth Partners

SEC 13F filings are viewable for Precedent Wealth Partners going back to 2023

Precedent Wealth Partners 2025 Q1 filed April 17, 2025
Precedent Wealth Partners 2024 Q4 filed Jan. 21, 2025
Precedent Wealth Partners 2024 Q3 filed Oct. 17, 2024
Precedent Wealth Partners 2024 Q2 filed July 23, 2024
Precedent Wealth Partners 2024 Q1 filed April 23, 2024
Precedent Wealth Partners 2023 Q4 filed Jan. 18, 2024

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