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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MUB +51,040+$5,492
BIV +69,635+$5,250
CLX +6,846+$1,048
ADP +3,793+$947
HSY +3,493+$679
ITW +2,274+$610
TMO +1,017+$591
ZTS +3,284+$556
VTHR +1,044+$243
INTC +5,296+$234
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SJNK -58,695-$1,476
PG -7,272-$1,066
RTX -10,816-$910
HON -3,317-$696
GIS -9,035-$589
MDT -6,955-$573
PFE -17,990-$518
CVS -4,864-$384
MS -2,626-$245
CADE -7,539-$223
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +178,409+$1,826
XLG +43,134+$2,154
SPMD +21,590+$1,261
IBDR +16,909+$399
IBDS +16,695+$387
IBDT +16,166+$387
IBDU +16,097+$344
IBDW +15,285+$285
IBDV +14,271+$282
BSMU +12,169+$258
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PRF -23,024-$434
VEA -15,500-$296
DEM -7,310-$274
IDV -3,563-$96
DVY -1,780-$135
SDY -1,262+$218
JPEM -917-$28
NVDA -566+$179
WMB -380+$26
Precedent Wealth Partners LLC Info
Size ($ 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

All Stocks Held By Precedent Wealth Partners LLC
As of  03/31/2024, we find all stocks held by Precedent Wealth Partners LLC to be as follows, presented in the table below with each row detailing each Precedent Wealth Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Precedent Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Precedent Wealth Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 81,723 +1,223 $21,240
     VTI81,723+1,223$21,240
ISHARES TR (IJH) 220,046 +178,409 $13,366
     IJH220,046+178,409$13,366
WISDOMTREE TR 257,006 +7,483 $12,534
     DON257,006+7,483$12,534
ISHARES TR (IVV) 21,074 +652 $11,079
     IVV21,074+652$11,079
ISHARES TR (EFA) 133,680 +6,351 $10,676
     EFA133,680+6,351$10,676
VANGUARD TAX MANAGED FDS (VEA) 196,815 -15,500 $9,874
     VEA196,815-15,500$9,874
SPDR SER TR (SDY) 59,944 -1,262 $7,867
     SDY59,944-1,262$7,867
WISDOMTREE TR 70,860 -290 $6,141
     DHS70,860-290$6,141
ISHARES TR (MUB) 51,040 +51,040 $5,492
     MUB51,040+51,040$5,492
VANGUARD BD INDEX FDS (BIV) 69,635 +69,635 $5,250
     BIV69,635+69,635$5,250
INVESCO EXCHANGE TRADED FD T (XLG) 119,404 +43,134 $5,031
     XLG119,404+43,134$5,031
INVESCO EXCHANGE TRADED FD T (PRF) 114,939 -23,024 $4,422
     PRF114,939-23,024$4,422
MICROSOFT CORP 7,598 +177 $3,196
     MSFT7,598+177$3,196
APPLE INC 15,373 -300 $2,636
     AAPL15,373-300$2,636
SPDR S&P MIDCAP 400 ETF TR (MDY) 4,691 +118 $2,610
     MDY4,691+118$2,610
ISHARES TR (IBDT) 99,458 +16,166 $2,477
     IBDT99,458+16,166$2,477
ISHARES TR (IBDU) 108,390 +16,097 $2,473
     IBDU108,390+16,097$2,473
ISHARES TR (IBDS) 103,425 +16,695 $2,462
     IBDS103,425+16,695$2,462
ISHARES TR (IBDR) 102,661 +16,909 $2,448
     IBDR102,661+16,909$2,448
SPDR SER TR (SPMD) 45,234 +21,590 $2,413
     SPMD45,234+21,590$2,413
ISHARES TR (IWD) 13,378 UNCH $2,396
     IWD13,378UNCH$2,396
ISHARES TR (IBDW) 115,938 +15,285 $2,376
     IBDW115,938+15,285$2,376
ISHARES TR (IBDV) 110,615 +14,271 $2,367
     IBDV110,615+14,271$2,367
ISHARES TR (IBDQ) 94,932 +11,179 $2,355
     IBDQ94,932+11,179$2,355
LAM RESEARCH CORP 2,284 +100 $2,219
     LRCX2,284+100$2,219
BROADCOM INC 1,577 +78 $2,090
     AVGO1,577+78$2,090
WILLIAMS SONOMA INC 6,405 +375 $2,034
     WSM6,405+375$2,034
EXXON MOBIL CORP 17,207 +869 $2,000
     XOM17,207+869$2,000
ISHARES TR (IBDP) 74,007 +3,853 $1,854
     IBDP74,007+3,853$1,854
ISHARES TR (IDV) 63,188 -3,563 $1,772
     IDV63,188-3,563$1,772
ISHARES TR (IWB) 6,134 +2,062 $1,767
     IWB6,134+2,062$1,767
VANGUARD WHITEHALL FDS (VYMI) 24,482 +138 $1,684
     VYMI24,482+138$1,684
JPMORGAN CHASE & CO 8,387 +508 $1,680
     JPM8,387+508$1,680
VANGUARD INDEX FDS (VOO) 3,343 +1,040 $1,607
     VOO3,343+1,040$1,607
ISHARES TR (DVY) 12,338 -1,780 $1,520
     DVY12,338-1,780$1,520
CHEVRON CORP NEW 9,470 +566 $1,494
     CVX9,470+566$1,494
WISDOMTREE TR 29,522 +656 $1,465
     DGRS29,522+656$1,465
MCDONALDS CORP 4,998 +307 $1,409
     MCD4,998+307$1,409
ABBVIE INC 7,466 +521 $1,359
     ABBV7,466+521$1,359
AMGEN INC 4,562 +307 $1,297
     AMGN4,562+307$1,297
SPDR SER TR (SPAB) 51,004 +3,215 $1,289
     SPAB51,004+3,215$1,289
ACCENTURE PLC IRELAND 3,419 +247 $1,185
     ACN3,419+247$1,185
INVESCO EXCH TRD SLF IDX FD 50,131 +11,080 $1,165
     BSMT50,131+11,080$1,165
INVESCO EXCH TRD SLF IDX FD 49,431 +11,130 $1,161
     BSMS49,431+11,130$1,161
INVESCO EXCH TRD SLF IDX FD 48,637 +10,021 $1,151
     BSMR48,637+10,021$1,151
CUMMINS INC 3,901 +426 $1,149
     CMI3,901+426$1,149
PEPSICO INC 6,532 +442 $1,143
     PEP6,532+442$1,143
CISCO SYS INC 22,686 +1,669 $1,132
     CSCO22,686+1,669$1,132
QUALCOMM INC 6,571 +568 $1,112
     QCOM6,571+568$1,112
INVESCO EXCH TRD SLF IDX FD 50,005 +12,169 $1,106
     BSMU50,005+12,169$1,106
MERCK & CO INC 8,333 +682 $1,100
     MRK8,333+682$1,100
INVESCO EXCH TRD SLF IDX FD 44,964 +10,619 $1,094
     BSMP44,964+10,619$1,094
INVESCO EXCH TRD SLF IDX FD 45,773 +11,110 $1,079
     BSMQ45,773+11,110$1,079
LOCKHEED MARTIN CORP 2,306 +197 $1,049
     LMT2,306+197$1,049
CLOROX CO DEL 6,846 +6,846 $1,048
     CLX6,846+6,846$1,048
METLIFE INC 14,139 +1,200 $1,048
     MET14,139+1,200$1,048
BLACKROCK INC 1,244 +112 $1,037
     BLK1,244+112$1,037
INVESCO EXCH TRD SLF IDX FD 48,680 +11,056 $1,037
     BSMV48,680+11,056$1,037
JOHNSON & JOHNSON 6,501 +564 $1,028
     JNJ6,501+564$1,028
BANK AMERICA CORP 27,057 +2,653 $1,026
     BAC27,057+2,653$1,026
AMAZON COM INC 5,653 UNCH $1,020
     AMZN5,653UNCH$1,020
NVIDIA CORPORATION 1,124 -566 $1,016
     NVDA1,124-566$1,016
SPDR S&P 500 ETF TR (SPY) 1,924 UNCH $1,007
     SPY1,924UNCH$1,007
NORFOLK SOUTHN CORP 3,925 +367 $1,000
     NSC3,925+367$1,000
AUTOMATIC DATA PROCESSING IN 3,793 +3,793 $947
     ADP3,793+3,793$947
J P MORGAN EXCHANGE TRADED F (JPEM) 17,630 -917 $942
     JPEM17,630-917$942
HOME DEPOT INC 2,395 +1,073 $919
     HD2,395+1,073$919
INVESCO EXCH TRD SLF IDX FD 36,719 +3,878 $910
     BSMO36,719+3,878$910
VANGUARD WHITEHALL FDS (VYM) 7,420 +868 $898
     VYM7,420+868$898
ABBOTT LABS 7,853 +839 $893
     ABT7,853+839$893
KROGER CO 15,608 +7,559 $892
     KR15,608+7,559$892
KINDER MORGAN INC DEL 48,074 +5,175 $882
     KMI48,074+5,175$882
SPDR SER TR (SPSM) 19,452 +7,114 $837
     SPSM19,452+7,114$837
VANGUARD INDEX FDS (VXF) 4,701 UNCH $824
     VXF4,701UNCH$824
WISDOMTREE TR 19,640 -7,310 $822
     DEM19,640-7,310$822
VANGUARD MUN BD FDS (VTEB) 16,066 +1,995 $813
     VTEB16,066+1,995$813
TEXAS INSTRS INC 4,623 +439 $805
     TXN4,623+439$805
UNITED PARCEL SERVICE INC 5,196 +569 $772
     UPS5,196+569$772
OWENS CORNING NEW 4,604 +1,757 $768
     OC4,604+1,757$768
DUKE ENERGY CORP NEW 7,544 +886 $730
     DUK7,544+886$730
PHILIP MORRIS INTL INC 7,926 +397 $726
     PM7,926+397$726
DOW INC 12,447 +1,638 $721
     DOW12,447+1,638$721
VANGUARD INDEX FDS (VBR) 3,725 -97 $715
     VBR3,725-97$715
WISDOMTREE TR 14,247 +1,134 $714
     EES14,247+1,134$714
COMCAST CORP NEW 16,066 +1,603 $696
     CMCSA16,066+1,603$696
HERSHEY CO 3,493 +3,493 $679
     HSY3,493+3,493$679
INTERNATIONAL BUSINESS MACHS 3,421 +315 $653
     IBM3,421+315$653
CROWN CASTLE INC 6,018 +830 $637
     CCI6,018+830$637
STARBUCKS CORP 6,714 +985 $614
     SBUX6,714+985$614
ILLINOIS TOOL WKS INC 2,274 +2,274 $610
     ITW2,274+2,274$610
CAMPBELL SOUP CO 13,289 +6,972 $591
     CPB13,289+6,972$591
THERMO FISHER SCIENTIFIC INC 1,017 +1,017 $591
     TMO1,017+1,017$591
ZOETIS INC 3,284 +3,284 $556
     ZTS3,284+3,284$556
WISDOMTREE TR 13,154 -11 $521
     DTH13,154-11$521
ALPHABET INC 3,452 UNCH $521
     GOOGL3,452UNCH$521
ALPHABET INC 3,417 UNCH $520
     GOOG3,417UNCH$520
INVESCO QQQ TR 1,157 +50 $514
     QQQ1,157+50$514
WISDOMTREE TR 8,190 +5,625 $493
     WMT8,190+5,625$493
META PLATFORMS INC 1,008 +41 $490
     META1,008+41$490
VERIZON COMMUNICATIONS INC 11,179 +2,082 $469
     VZ11,179+2,082$469
AIR PRODS & CHEMS INC 1,881 +324 $456
     APD1,881+324$456
FIDELITY NATL INFORMATION SV 5,646 UNCH $419
     FIS5,646UNCH$419
ISHARES TR (IBDX) 16,587 +3,167 $412
     IBDX16,587+3,167$412
VISA INC 1,453 UNCH $406
     V1,453UNCH$406
AMERICAN EXPRESS CO 1,757 UNCH $400
     AXP1,757UNCH$400
STELLAR BANCORP INC 16,000 UNCH $390
     STEL16,000UNCH$390
STRYKER CORPORATION 1,077 UNCH $385
     SYK1,077UNCH$385
DOMINION ENERGY INC 7,792 +1,835 $383
     D7,792+1,835$383
SELECT SECTOR SPDR TR (XLK) 1,840 UNCH $383
     XLK1,840UNCH$383
WILLIAMS COS INC 9,686 -380 $377
     WMB9,686-380$377
OXFORD INDS INC 3,342 +979 $376
     OXM3,342+979$376
VANGUARD WORLD FD (VDE) 2,738 -65 $361
     VDE2,738-65$361
TARGET CORP 2,024 UNCH $359
     TGT2,024UNCH$359
VANGUARD INDEX FDS (VUG) 1,006 -101 $346
     VUG1,006-101$346
SELECT SECTOR SPDR TR (XLV) 2,277 UNCH $336
     XLV2,277UNCH$336
SELECT SECTOR SPDR TR (XLY) 1,809 UNCH $333
     XLY1,809UNCH$333
VANGUARD SPECIALIZED FUNDS (VIG) 1,714 UNCH $313
     VIG1,714UNCH$313
BERKSHIRE HATHAWAY INC DEL      $300
     BRK.B713UNCH$300
WISDOMTREE TR 3,881 UNCH $280
     DLN3,881UNCH$280
ISHARES TR (IWF) 825 +3 $278
     IWF825+3$278
SALESFORCE INC 904 UNCH $272
     CRM904UNCH$272
AMERICAN TOWER CORP NEW 1,350 UNCH $267
     AMT1,350UNCH$267
TRACTOR SUPPLY CO 1,014 UNCH $265
     TSCO1,014UNCH$265
MASTERCARD INCORPORATED 511 +31 $246
     MA511+31$246
NIKE INC 2,620 UNCH $246
     NKE2,620UNCH$246
COSTCO WHSL CORP NEW 333 UNCH $244
     COST333UNCH$244
SCHWAB STRATEGIC TR 3,974 UNCH $243
     SCHB3,974UNCH$243
VANGUARD SCOTTSDALE FDS (VTHR) 1,044 +1,044 $243
     VTHR1,044+1,044$243
INTEL CORP 5,296 +5,296 $234
     INTC5,296+5,296$234
SELECT SECTOR SPDR TR (XLF) 5,244 +5,244 $221
     XLF5,244+5,244$221
SCHWAB STRATEGIC TR 2,636 -294 $213
     SCHD2,636-294$213
VANGUARD STAR FDS (VXUS) 3,403 +3,403 $205
     VXUS3,403+3,403$205
SELECT SECTOR SPDR TR (XLI) 1,612 +1,612 $203
     XLI1,612+1,612$203
CADENCE BANK $0 (exited)
     CADE0-7,539$0
CVS HEALTH CORP $0 (exited)
     CVS0-4,864$0
GENERAL MLS INC $0 (exited)
     GIS0-9,035$0
HONEYWELL INTL INC $0 (exited)
     HON0-3,317$0
MEDTRONIC PLC $0 (exited)
     MDT0-6,955$0
MORGAN STANLEY $0 (exited)
     MS0-2,626$0
PFIZER INC $0 (exited)
     PFE0-17,990$0
PROCTER AND GAMBLE CO $0 (exited)
     PG0-7,272$0
RTX CORPORATION $0 (exited)
     RTX0-10,816$0
SPDR SER TR $0 (exited)
     SJNK0-58,695$0
TRUIST FINL CORP 0 -5,914 $0 (exited)
     TFC0-5,914$0

See Summary: Precedent Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Precedent Wealth Partners LLC

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