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Size ($ in 1000's)
At 03/31/2024: $232,694
At 12/31/2023: $196,738
Precedent Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Precedent Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Precedent Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Precedent Wealth Partners LLC.
In the Precedent Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Precedent Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Precedent Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
81,723 |
+1,223 |
$21,240 | | VTI | 81,723 | +1,223 | $21,240 | | ISHARES TR (IJH) |
220,046 |
+178,409 |
$13,366 | | IJH | 220,046 | +178,409 | $13,366 | | WISDOMTREE TR |
257,006 |
+7,483 |
$12,534 | | DON | 257,006 | +7,483 | $12,534 | | ISHARES TR (IVV) |
21,074 |
+652 |
$11,079 | | IVV | 21,074 | +652 | $11,079 | | ISHARES TR (EFA) |
133,680 |
+6,351 |
$10,676 | | EFA | 133,680 | +6,351 | $10,676 | | VANGUARD TAX MANAGED FDS (VEA) |
196,815 |
-15,500 |
$9,874 | | VEA | 196,815 | -15,500 | $9,874 | | SPDR SER TR (SDY) |
59,944 |
-1,262 |
$7,867 | | SDY | 59,944 | -1,262 | $7,867 | | WISDOMTREE TR |
70,860 |
-290 |
$6,141 | | DHS | 70,860 | -290 | $6,141 | | ISHARES TR (MUB) |
51,040 |
+51,040 |
$5,492 | | MUB | 51,040 | +51,040 | $5,492 | | VANGUARD BD INDEX FDS (BIV) |
69,635 |
+69,635 |
$5,250 | | BIV | 69,635 | +69,635 | $5,250 | | INVESCO EXCHANGE TRADED FD T (XLG) |
119,404 |
+43,134 |
$5,031 | | XLG | 119,404 | +43,134 | $5,031 | | INVESCO EXCHANGE TRADED FD T (PRF) |
114,939 |
-23,024 |
$4,422 | | PRF | 114,939 | -23,024 | $4,422 | | MICROSOFT CORP |
7,598 |
+177 |
$3,196 | | MSFT | 7,598 | +177 | $3,196 | | APPLE INC |
15,373 |
-300 |
$2,636 | | AAPL | 15,373 | -300 | $2,636 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,691 |
+118 |
$2,610 | | MDY | 4,691 | +118 | $2,610 | | ISHARES TR (IBDT) |
99,458 |
+16,166 |
$2,477 | | IBDT | 99,458 | +16,166 | $2,477 | | ISHARES TR (IBDU) |
108,390 |
+16,097 |
$2,473 | | IBDU | 108,390 | +16,097 | $2,473 | | ISHARES TR (IBDS) |
103,425 |
+16,695 |
$2,462 | | IBDS | 103,425 | +16,695 | $2,462 | | ISHARES TR (IBDR) |
102,661 |
+16,909 |
$2,448 | | IBDR | 102,661 | +16,909 | $2,448 | | SPDR SER TR (SPMD) |
45,234 |
+21,590 |
$2,413 | | SPMD | 45,234 | +21,590 | $2,413 | | ISHARES TR (IWD) |
13,378 |
UNCH |
$2,396 | | IWD | 13,378 | UNCH | $2,396 | | ISHARES TR (IBDW) |
115,938 |
+15,285 |
$2,376 | | IBDW | 115,938 | +15,285 | $2,376 | | ISHARES TR (IBDV) |
110,615 |
+14,271 |
$2,367 | | IBDV | 110,615 | +14,271 | $2,367 | | ISHARES TR (IBDQ) |
94,932 |
+11,179 |
$2,355 | | IBDQ | 94,932 | +11,179 | $2,355 | | LAM RESEARCH CORP |
2,284 |
+100 |
$2,219 | | LRCX | 2,284 | +100 | $2,219 | | BROADCOM INC |
1,577 |
+78 |
$2,090 | | AVGO | 1,577 | +78 | $2,090 | | WILLIAMS SONOMA INC |
6,405 |
+375 |
$2,034 | | WSM | 6,405 | +375 | $2,034 | | EXXON MOBIL CORP |
17,207 |
+869 |
$2,000 | | XOM | 17,207 | +869 | $2,000 | | ISHARES TR (IBDP) |
74,007 |
+3,853 |
$1,854 | | IBDP | 74,007 | +3,853 | $1,854 | | ISHARES TR (IDV) |
63,188 |
-3,563 |
$1,772 | | IDV | 63,188 | -3,563 | $1,772 | | ISHARES TR (IWB) |
6,134 |
+2,062 |
$1,767 | | IWB | 6,134 | +2,062 | $1,767 | | VANGUARD WHITEHALL FDS (VYMI) |
24,482 |
+138 |
$1,684 | | VYMI | 24,482 | +138 | $1,684 | | JPMORGAN CHASE & CO |
8,387 |
+508 |
$1,680 | | JPM | 8,387 | +508 | $1,680 | | VANGUARD INDEX FDS (VOO) |
3,343 |
+1,040 |
$1,607 | | VOO | 3,343 | +1,040 | $1,607 | | ISHARES TR (DVY) |
12,338 |
-1,780 |
$1,520 | | DVY | 12,338 | -1,780 | $1,520 | | CHEVRON CORP NEW |
9,470 |
+566 |
$1,494 | | CVX | 9,470 | +566 | $1,494 | | WISDOMTREE TR |
29,522 |
+656 |
$1,465 | | DGRS | 29,522 | +656 | $1,465 | | MCDONALDS CORP |
4,998 |
+307 |
$1,409 | | MCD | 4,998 | +307 | $1,409 | | ABBVIE INC |
7,466 |
+521 |
$1,359 | | ABBV | 7,466 | +521 | $1,359 | | AMGEN INC |
4,562 |
+307 |
$1,297 | | AMGN | 4,562 | +307 | $1,297 | | SPDR SER TR (SPAB) |
51,004 |
+3,215 |
$1,289 | | SPAB | 51,004 | +3,215 | $1,289 | | ACCENTURE PLC IRELAND |
3,419 |
+247 |
$1,185 | | ACN | 3,419 | +247 | $1,185 | | INVESCO EXCH TRD SLF IDX FD |
50,131 |
+11,080 |
$1,165 | | BSMT | 50,131 | +11,080 | $1,165 | | INVESCO EXCH TRD SLF IDX FD |
49,431 |
+11,130 |
$1,161 | | BSMS | 49,431 | +11,130 | $1,161 | | INVESCO EXCH TRD SLF IDX FD |
48,637 |
+10,021 |
$1,151 | | BSMR | 48,637 | +10,021 | $1,151 | | CUMMINS INC |
3,901 |
+426 |
$1,149 | | CMI | 3,901 | +426 | $1,149 | | PEPSICO INC |
6,532 |
+442 |
$1,143 | | PEP | 6,532 | +442 | $1,143 | | CISCO SYS INC |
22,686 |
+1,669 |
$1,132 | | CSCO | 22,686 | +1,669 | $1,132 | | QUALCOMM INC |
6,571 |
+568 |
$1,112 | | QCOM | 6,571 | +568 | $1,112 | | INVESCO EXCH TRD SLF IDX FD |
50,005 |
+12,169 |
$1,106 | | BSMU | 50,005 | +12,169 | $1,106 |
See Full List: All Stocks Held By Precedent Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Precedent Wealth Partners LLC
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