Precedent Wealth Partners

Precedent Wealth Partners as of March 31, 2025

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