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PRECEDENT WEALTH PARTNERS, LLC13F | |
| PRECEDENT WEALTH PARTNERS, LLC | |
| Last update 2025-07-21 | 171 Stocks (24 new) |
| Value $408.00 Mil | Turnover 12 % |
PRECEDENT WEALTH PARTNERS, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 81,512 | 24,773.9 | -2.33% | 6.070 | -0.15% | 0.010 | +15.94% | +8.65% | 479,089.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 356,922 | 20,348.1 | +46.43% | 4.980 | +1.58% | 0.010 | +11.02% | +22.29% | 161,491.3 | ||
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 279,484 | 14,007.8 | +4.42% | 3.430 | +0.15% | 0.380 | +9.27% | +1.60% | 3,733.0 | ||
IVV | iShares Core S&P 500 ETF | 19,379 | 12,032.3 | -10.89% | 2.950 | -0.37% | 0.000 | +15.76% | +9.12% | 643,262.1 | ||
DFEB |
FT Vest U.S. Equity Deep Buffer ETF - February
FT Vest U.S. Equity Deep Buffer ETF - February
| 243,657 | 10,878.0 | +2.89% | 2.660 | +0.07% | 2.640 | +8.22% | +6.14% | 414.6 | ||
XLG | Invesco S&P 500 Top 50 ETF | 207,801 | 10,826.5 | -6.32% | 2.650 | -0.18% | 0.110 | +17.95% | +8.08% | 9,806.2 | ||
EFA | iShares MSCI EAFE ETF | 119,201 | 10,655.4 | -0.55% | 2.610 | -0.01% | 0.020 | +9.21% | +21.50% | 65,121.5 | ||
SDY | SPDR Dividend ETF | 76,372 | 10,366.0 | -0.25% | 2.540 | -0.01% | 0.050 | +7.71% | +6.57% | 20,356.7 | ||
VOO | Vanguard S&P 500 ETF | 15,504 | 8,806.5 | +18.09% | 2.160 | +0.33% | 0.000 | +15.75% | +9.10% | 664,920.4 | ||
DJAN |
FT Vest U.S. Equity Deep Buffer ETF - January
FT Vest U.S. Equity Deep Buffer ETF - January
| 217,641 | 8,778.8 | +10.45% | 2.150 | +0.20% | 2.510 | +8.39% | +4.81% | 348.2 |
PRECEDENT WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns
PRECEDENT WEALTH PARTNERS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DAUG |
FT Vest U.S. Equity Deep Buffer ETF - August
FT Vest U.S. Equity Deep Buffer ETF - August
| 2025-06-30 | Sold Out Sold Out | -1.75% | 36.38 ($39.47) 41.66 | $42.39 | 7.40% | Sold Out | 0 | -162,700 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +1.58% | 45.65 ($53.52) 57.01 | $57.75 | 7.90% | Add 46.43% | 356,922 | 113,170 | |
DMAY |
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
| 2025-06-30 | New Buy New Buy | +1.19% | 36.71 ($40.46) 42.81 | $43.31 | 7.04% | New holding | 113,880 | 113,880 | |
DXJ | WisdomTree Japan Hedged Equity Fund | 2025-06-30 | New Buy New Buy | +0.86% | 95.74 ($109.3) 115.54 | $119.73 | 9.54% | New holding | 30,841 | 30,841 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Reduce Reduce | -0.49% | 99.93 ($107.09) 119.04 | $109.72 | 2.45% | Reduce -30.42% | 33,938 | -14,835 | |
CAT | Caterpillar Inc | 2025-06-30 | New Buy New Buy | +0.39% | 273.94 ($333.25) 388.21 | $429.91 | 29.01% | New holding | 4,136 | 4,136 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.37% | 498.8 ($573.99) 620.9 | $638.38 | 11.22% | Reduce -10.89% | 19,379 | -2,368 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.33% | 456.74 ($525.37) 568.03 | $584.00 | 11.16% | Add 18.09% | 15,504 | 2,375 | |
PEP | PepsiCo Inc | 2025-06-30 | Reduce Reduce | -0.30% | 128.02 ($134.95) 151.37 | $143.57 | 6.39% | Reduce -70.9% | 2,951 | -7,191 | |
KO | Coca-Cola Co | 2025-06-30 | New Buy New Buy | +0.29% | 68.37 ($71.24) 73.9 | $68.83 | -3.38% | New holding | 16,728 | 16,728 |
PRECEDENT WEALTH PARTNERS, LLC Total Holding History ($B)
PRECEDENT WEALTH PARTNERS, LLC's Asset Allocation
PRECEDENT WEALTH PARTNERS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PRECEDENT WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-06-30
PRECEDENT WEALTH PARTNERS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PRECEDENT WEALTH PARTNERS, LLC's Holdings Heat Map
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PRECEDENT WEALTH PARTNERS, LLC's Holdings Bubble Chart
PRECEDENT WEALTH PARTNERS, LLC News
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