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PRECEDENT WEALTH PARTNERS, LLC13F | |
| PRECEDENT WEALTH PARTNERS, LLC | |
| Last update 2025-04-17 | 155 Stocks (16 new) |
| Value $360.00 Mil | Turnover 23 % |
PRECEDENT WEALTH PARTNERS, LLC... Top Holdings of 2025-03-31
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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 | 83,455 | 22,936.8 | +2.73% | 6.370 | +0.17% | 0.000 | +16.43% | +6.31% | 472,004.6 | ||
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 267,655 | 13,254.3 | +8.22% | 3.680 | +0.28% | 0.370 | +10.00% | +0.04% | 3,678.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 243,752 | 12,389.9 | +7.39% | 3.440 | +0.24% | 0.010 | +12.91% | +19.37% | 156,855.9 | ||
IVV | iShares Core S&P 500 ETF | 21,747 | 12,219.8 | +4.66% | 3.390 | +0.15% | 0.000 | +16.06% | +6.83% | 628,804.2 | ||
SDY | SPDR Dividend ETF | 76,561 | 10,387.8 | +18.15% | 2.880 | +0.44% | 0.050 | +6.86% | +5.13% | 20,108.7 | ||
XLG | Invesco S&P 500 Top 50 ETF | 221,824 | 10,208.3 | +31.91% | 2.830 | +0.68% | 0.130 | +18.56% | +5.91% | 9,572.4 | ||
DFEB |
FT Vest U.S. Equity Deep Buffer ETF - February
FT Vest U.S. Equity Deep Buffer ETF - February
| 236,824 | 9,982.1 | New Holding | 2.770 | +2.77% | 2.630 | +8.37% | +4.92% | 413.2 | ||
EFA | iShares MSCI EAFE ETF | 119,857 | 9,795.9 | +0.66% | 2.720 | +0.02% | 0.020 | +11.18% | +18.43% | 63,480.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 146,764 | 8,563.7 | -15.03% | 2.380 | -0.53% | 0.010 | +14.07% | +0.93% | 95,790.7 | ||
DJAN |
FT Vest U.S. Equity Deep Buffer ETF - January
FT Vest U.S. Equity Deep Buffer ETF - January
| 197,048 | 7,481.9 | New Holding | 2.080 | +2.08% | 2.130 | +8.51% | +3.65% | 351.4 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFEB |
FT Vest U.S. Equity Deep Buffer ETF - February
FT Vest U.S. Equity Deep Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +2.77% | 41.74 ($42.93) 43.57 | $44.79 | 4.33% | New holding | 236,824 | 236,824 | |
DMAY |
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
| 2025-03-31 | Sold Out Sold Out | -2.13% | 39.11 ($40.89) 41.9 | $43.00 | 5.16% | Sold Out | 0 | -160,471 | |
DJAN |
FT Vest U.S. Equity Deep Buffer ETF - January
FT Vest U.S. Equity Deep Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +2.08% | 37.69 ($38.96) 39.76 | $40.51 | 3.97% | New holding | 197,048 | 197,048 | |
DECM |
FT Vest U.S. Equity Max Buffer ETF - December
FT Vest U.S. Equity Max Buffer ETF - December
| 2025-03-31 | New Buy New Buy | +2.01% | 30.48 ($30.84) 31.11 | $31.63 | 2.56% | New holding | 237,102 | 237,102 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Sold Out Sold Out | -1.47% | 73.78 ($75.44) 76.59 | $76.16 | 0.95% | Sold Out | 0 | -60,178 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Add Add | +0.88% | 105.44 ($110.59) 118.93 | $112.91 | 2.10% | Add 120.75% | 48,773 | 26,679 | |
FEBM |
FT Vest U.S. Equity Max Buffer ETF - February
FT Vest U.S. Equity Max Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +0.79% | 28.37 ($28.59) 28.81 | $29.36 | 2.69% | New holding | 99,543 | 99,543 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.76% | 32.49 ($35.67) 37.99 | $35.41 | -0.73% | Add 68.82% | 200,256 | 81,632 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Add Add | +0.74% | 89.18 ($97.46) 104.04 | $98.53 | 1.10% | Add 66.26% | 73,093 | 29,129 | |
JANM |
FT Vest U.S. Equity Max Buffer ETF - January
FT Vest U.S. Equity Max Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +0.68% | 30.65 ($31.05) 31.29 | $31.81 | 2.46% | New holding | 80,124 | 80,124 |
PRECEDENT WEALTH PARTNERS, LLC Total Holding History ($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 2025-03-31
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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