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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

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All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 30k 57.03

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
First Tr Exchange-traded Rba Indl Etf (AIRR)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

View all positions for Precedent Wealth Partners

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