Precedent Wealth Partners

Precedent Wealth Partners as of June 30, 2025

Portfolio Holdings for Precedent Wealth Partners

Precedent Wealth Partners holds 171 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $25M 82k 303.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $20M 357k 57.01
Wisdomtree Tr Us Midcap Divid (DON) 3.4 $14M 280k 50.12
Ishares Tr Core S&p500 Etf (IVV) 2.9 $12M 19k 620.89
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 2.7 $11M 244k 44.64
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.7 $11M 208k 52.10
Ishares Tr Msci Eafe Etf (EFA) 2.6 $11M 119k 89.39
Spdr Ser Tr S&p Divid Etf (SDY) 2.5 $10M 76k 135.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $8.8M 16k 568.01
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 2.2 $8.8M 218k 40.34
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $8.5M 137k 62.02
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.9 $7.7M 79k 98.24
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.8 $7.6M 214k 35.28
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM) 1.8 $7.4M 235k 31.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $6.0M 33k 181.74
Wisdomtree Tr Us High Dividend (DHS) 1.4 $5.8M 60k 95.98
Broadcom (AVGO) 1.3 $5.4M 20k 275.65
Ishares Tr National Mun Etf (MUB) 1.3 $5.1M 49k 104.48
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 1.2 $4.9M 114k 42.81
Microsoft Corporation (MSFT) 1.2 $4.9M 9.8k 497.40
Apple (AAPL) 1.1 $4.7M 23k 205.17
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.1 $4.5M 56k 80.11
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $4.2M 100k 42.27
Ishares Tr Rus 1000 Etf (IWB) 1.0 $4.2M 12k 339.58
First Tr Exchange-traded Rba Indl Etf (AIRR) 1.0 $4.1M 51k 81.40
Exxon Mobil Corporation (XOM) 0.9 $3.7M 34k 107.80
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.9 $3.5M 31k 114.27
JPMorgan Chase & Co. (JPM) 0.8 $3.4M 12k 289.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $3.4M 6.0k 566.48
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.8 $3.2M 157k 20.62
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.8 $3.2M 101k 32.12
Ishares Tr Ibonds Dec 2032 (IBDX) 0.8 $3.2M 127k 25.28
Lam Research Corp Com New (LRCX) 0.8 $3.2M 33k 97.34
Ishares Tr Ibonds Dec 2031 (IBDW) 0.8 $3.1M 148k 21.04
Ishares Tr Ibonds Dec 2030 (IBDV) 0.8 $3.1M 140k 21.98
Ishares Tr Ibonds Dec 29 (IBDU) 0.8 $3.1M 132k 23.33
Ishares Tr Ibds Dec28 Etf (IBDT) 0.8 $3.1M 121k 25.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $3.0M 126k 24.27
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $3.0M 125k 24.25
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.7 $3.0M 129k 23.47
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.7 $3.0M 140k 21.50
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.7 $3.0M 129k 23.23
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) 0.7 $2.9M 98k 29.30
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.7 $2.9M 117k 24.48
Williams-Sonoma (WSM) 0.7 $2.8M 17k 163.37
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.7 $2.7M 119k 22.71
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM) 0.7 $2.7M 84k 31.74
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.6 $2.6M 111k 23.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $2.6M 13k 194.23
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.6 $2.6M 102k 25.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $2.4M 18k 133.31
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.6 $2.3M 87k 26.56
Kinder Morgan (KMI) 0.6 $2.3M 77k 29.40
Bank of America Corporation (BAC) 0.5 $2.2M 46k 47.32
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $2.2M 84k 25.60
Abbvie (ABBV) 0.5 $2.2M 12k 185.62
Automatic Data Processing (ADP) 0.5 $2.1M 6.8k 308.39
McDonald's Corporation (MCD) 0.5 $2.1M 7.1k 292.15
Blackrock (BLK) 0.5 $2.0M 1.9k 1049.15
Texas Instruments Incorporated (TXN) 0.5 $2.0M 9.8k 207.63
Amgen (AMGN) 0.5 $2.0M 7.1k 279.20
Qualcomm (QCOM) 0.5 $2.0M 12k 159.26
Kroger (KR) 0.5 $1.9M 27k 71.73
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.5 $1.9M 77k 24.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.9M 38k 49.03
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.9M 6.3k 298.88
MetLife (MET) 0.5 $1.9M 23k 80.42
Altria (MO) 0.4 $1.8M 31k 58.63
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $1.8M 6.3k 280.87
Lockheed Martin Corporation (LMT) 0.4 $1.7M 3.7k 463.18
Johnson & Johnson (JNJ) 0.4 $1.7M 11k 152.75
A. O. Smith Corporation (AOS) 0.4 $1.7M 26k 65.57
Home Depot (HD) 0.4 $1.6M 4.5k 366.66
Duke Energy Corp Com New (DUK) 0.4 $1.6M 14k 118.00
NVIDIA Corporation (NVDA) 0.4 $1.6M 10k 157.99
Caterpillar (CAT) 0.4 $1.6M 4.1k 388.23
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $1.6M 49k 31.80
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.4 $1.5M 36k 41.76
Ishares Tr Select Divid Etf (DVY) 0.4 $1.5M 11k 132.81
Intuit (INTU) 0.4 $1.5M 1.9k 787.81
Merck & Co (MRK) 0.4 $1.4M 18k 79.16
PNC Financial Services (PNC) 0.4 $1.4M 7.7k 186.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.4M 52k 26.50
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.3 $1.4M 52k 26.78
Clorox Company (CLX) 0.3 $1.4M 11k 120.07
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.3M 26k 52.02
Illinois Tool Works (ITW) 0.3 $1.3M 5.4k 247.23
Amazon (AMZN) 0.3 $1.3M 6.0k 219.39
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.3 $1.3M 27k 49.10
Nike CL B (NKE) 0.3 $1.3M 19k 71.04
Air Products & Chemicals (APD) 0.3 $1.3M 4.7k 282.07
Comcast Corp Cl A (CMCSA) 0.3 $1.3M 37k 35.69
Target Corporation (TGT) 0.3 $1.3M 13k 98.65
Verizon Communications (VZ) 0.3 $1.3M 30k 43.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 2.1k 617.94
Owens Corning (OC) 0.3 $1.3M 9.2k 137.51
Zoetis Cl A (ZTS) 0.3 $1.2M 8.0k 155.95
Hershey Company (HSY) 0.3 $1.2M 7.4k 165.95
ConocoPhillips (COP) 0.3 $1.2M 14k 89.74
United Parcel Service CL B (UPS) 0.3 $1.2M 12k 100.94
Coca-Cola Company (KO) 0.3 $1.2M 17k 70.75
Spdr Ser Tr Russell Yield (ONEY) 0.3 $1.1M 10k 108.27
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $1.1M 32k 34.51
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $1.0M 5.3k 192.72
UnitedHealth (UNH) 0.2 $981k 3.1k 311.93
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.2 $965k 24k 39.57
Wec Energy Group (WEC) 0.2 $933k 9.0k 104.19
Meta Platforms Cl A (META) 0.2 $884k 1.2k 738.25
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $880k 19k 46.55
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $871k 8.0k 109.20
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.2 $861k 15k 56.41
Wal-Mart Stores (WMT) 0.2 $824k 8.4k 97.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $822k 1.5k 551.57
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.2 $791k 32k 25.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $740k 4.2k 176.24
Cummins (CMI) 0.2 $698k 2.1k 327.50
American Express Company (AXP) 0.2 $639k 2.0k 318.98
Williams Companies (WMB) 0.1 $588k 9.4k 62.81
Visa Com Cl A (V) 0.1 $564k 1.6k 355.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $542k 3.1k 177.42
Cisco Systems (CSCO) 0.1 $532k 7.7k 69.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $514k 2.6k 195.01
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $499k 12k 42.60
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $496k 1.8k 272.75
Cheniere Energy Com New (LNG) 0.1 $496k 2.0k 243.54
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $489k 24k 20.41
Costco Wholesale Corporation (COST) 0.1 $487k 492.00 989.94
Stellar Bancorp Ord (STEL) 0.1 $448k 16k 27.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $435k 896.00 485.77
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY) 0.1 $416k 18k 23.72
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $412k 8.1k 50.96
Stryker Corporation (SYK) 0.1 $410k 1.0k 395.63
Abbott Laboratories (ABT) 0.1 $398k 2.9k 136.01
Pepsi (PEP) 0.1 $390k 3.0k 132.04
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM) 0.1 $369k 12k 31.27
Palantir Technologies Cl A (PLTR) 0.1 $368k 2.7k 136.32
Chevron Corporation (CVX) 0.1 $365k 2.5k 143.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $346k 15k 23.83
Valero Energy Corporation (VLO) 0.1 $333k 2.5k 134.42
Vanguard Index Fds Growth Etf (VUG) 0.1 $326k 744.00 438.47
Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $319k 12k 25.91
Netflix (NFLX) 0.1 $316k 236.00 1339.13
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $307k 5.6k 54.38
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $305k 6.8k 44.69
EOG Resources (EOG) 0.1 $305k 2.5k 119.61
Fidelity National Information Services (FIS) 0.1 $304k 3.7k 81.41
Oracle Corporation (ORCL) 0.1 $301k 1.4k 218.57
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $299k 3.3k 91.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $296k 696.00 424.58
Knife River Corp Common Stock (KNF) 0.1 $289k 3.5k 81.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $285k 2.6k 110.10
Axon Enterprise (AXON) 0.1 $282k 341.00 827.94
American Tower Reit (AMT) 0.1 $275k 1.2k 221.02
Procter & Gamble Company (PG) 0.1 $271k 1.7k 159.32
Vistra Energy (VST) 0.1 $269k 1.4k 193.81
Mastercard Incorporated Cl A (MA) 0.1 $266k 473.00 561.74
Philip Morris International (PM) 0.1 $250k 1.4k 182.19
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $246k 1.2k 204.67
Morgan Stanley Com New (MS) 0.1 $244k 1.7k 140.86
MDU Resources (MDU) 0.1 $236k 14k 16.67
Select Sector Spdr Tr Technology (XLK) 0.1 $233k 920.00 253.23
Eli Lilly & Co. (LLY) 0.1 $229k 294.00 779.53
Everus Constr Group (ECG) 0.1 $225k 3.5k 63.53
Tractor Supply Company (TSCO) 0.1 $222k 4.2k 52.77
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $218k 4.8k 45.29
Dominion Resources (D) 0.1 $215k 3.8k 56.52
Intuitive Surgical (ISRG) 0.1 $210k 386.00 543.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $200k 2.9k 69.09
Doubleline Yield (DLY) 0.0 $184k 12k 15.59
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $133k 18k 7.26
Blackrock Tech And Private E Shs Ben Int (BTX) 0.0 $80k 11k 7.34