The Analysis of PRECEDENT WEALTH PARTNERS, LLC's Holdings
Currently, PRECEDENT WEALTH PARTNERS, LLC holds 171 types of securities in its portfolio with a total value $476.8M. In the most recent quarter, they have increased their positions in DNOV (+65.6K shares, valued at $3.2M), VEA (+48.6K shares, valued at $3.0M), IBDY (+92.0K shares, valued at $2.4M); decreased their positions in DFEB (-130.7K shares, valued at $6.2M), DJAN (-34.9K shares, valued at $1.5M), N/A (-6.8K shares, valued at $1.3M); initiated new positions in DNOV (+65.6K shares, valued at $3.2M), VTV (+12.5K shares, valued at $2.4M), RSPD (+29.7K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS455.7K shares11.95%2025-12-312026-01-07
VTI VANGUARD INDEX FDS81.2K shares-0.38%2025-12-312026-01-07 DON WISDOMTREE TR251.3K shares-8.59%2025-12-312026-01-07 IVV ISHARES TR18.7K shares-2.58%2025-12-312026-01-07 XLG INVESCO EXCHANGE TRADED FD T201.1K shares-4.21%2025-12-312026-01-07 EFA ISHARES TR120.8K shares0.00%2025-12-312026-01-07 SDY SPDR SER TR71.7K shares-8.82%2025-12-312026-01-07 SDVY FIRST TR EXCHANGE-TRADED FD257.6K shares5.25%2025-12-312026-01-07 DECM FIRST TR EXCHNG TRADED FD VI297.8K shares24.35%2025-12-312026-01-07 XMHQ INVESCO EXCHANGE TRADED FD T95.3K shares5.71%2025-12-312026-01-07 IJH ISHARES TR125.4K shares-3.70%2025-12-312026-01-07 DXJ WISDOMTREE TR57.2K shares22.09%2025-12-312026-01-07 AIRR FIRST TR EXCHANGE-TRADED FD83.3K shares32.74%2025-12-312026-01-07 DJAN FIRST TR EXCHNG TRADED FD VI180.5K shares-16.20%2025-12-312026-01-07 VYMI VANGUARD WHITEHALL FDS74.8K shares17.59%2025-12-312026-01-07 BROADCOM INC BROADCOM INC19.0K shares-4.67%2025-12-312026-01-07 AAPL APPLE INC23.5K shares2.86%2025-12-312026-01-07 DHS WISDOMTREE TR59.0K shares-1.61%2025-12-312026-01-07 MUB ISHARES TR49.0K shares-1.72%2025-12-312026-01-07 DMAY FIRST TR EXCHNG TRADED FD VI113.9K shares0.00%2025-12-312026-01-07 MSFT MICROSOFT CORP10.4K shares2.94%2025-12-312026-01-07 VONE VANGUARD SCOTTSDALE FDS15.3K shares47.88%2025-12-312026-01-07 XOM EXXON MOBIL CORP35.9K shares2.58%2025-12-312026-01-07 DFEB FIRST TR EXCHNG TRADED FD VI89.5K shares-59.35%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO12.7K shares1.35%2025-12-312026-01-07 BSMV INVESCO EXCH TRD SLF IDX FD189.9K shares6.64%2025-12-312026-01-07 BSMU INVESCO EXCH TRD SLF IDX FD175.5K shares8.26%2025-12-312026-01-07 BSMW INVESCO EXCH TRD SLF IDX FD149.7K shares9.61%2025-12-312026-01-07 BSMR INVESCO EXCH TRD SLF IDX FD157.9K shares8.04%2025-12-312026-01-07 IWB ISHARES TR10.0K shares-12.08%2025-12-312026-01-07 BSMS INVESCO EXCH TRD SLF IDX FD158.1K shares8.04%2025-12-312026-01-07 BSMT INVESCO EXCH TRD SLF IDX FD153.4K shares10.00%2025-12-312026-01-07 MDY SPDR S&P MIDCAP 400 ETF TR5.9K shares-1.09%2025-12-312026-01-07 BSSX INVESCO EXCH TRD SLF IDX FD135.0K shares142.77%2025-12-312026-01-07 IBDW ISHARES TR163.6K shares6.35%2025-12-312026-01-07 IBDV ISHARES TR155.8K shares6.45%2025-12-312026-01-07 IBDX ISHARES TR134.2K shares4.94%2025-12-312026-01-07 IBDU ISHARES TR146.3K shares6.58%2025-12-312026-01-07 IBDT ISHARES TR134.1K shares6.71%2025-12-312026-01-07 IBDS ISHARES TR139.8K shares6.80%2025-12-312026-01-07 IBDR ISHARES TR138.6K shares6.58%2025-12-312026-01-07 MARM FIRST TR EXCHNG TRADED FD VI99.8K shares-0.91%2025-12-312026-01-07 DNOV FIRST TR EXCHNG TRADED FD VI65.6K sharesnew addition2025-12-312026-01-07 IBDY ISHARES TR122.0K shares306.19%2025-12-312026-01-07 WSM WILLIAMS SONOMA INC17.8K shares1.96%2025-12-312026-01-07 SPAB SPDR SER TR115.1K shares18.75%2025-12-312026-01-07 CVX CHEVRON CORP NEW19.2K shares0.32%2025-12-312026-01-07 BSMQ INVESCO EXCH TRD SLF IDX FD122.4K shares-4.89%2025-12-312026-01-07 FEBM FIRST TR EXCHNG TRADED FD VI94.0K shares-1.27%2025-12-312026-01-07 ABBV ABBVIE INC12.2K shares3.76%2025-12-312026-01-07 IWD ISHARES TR13.1K shares0.10%2025-12-312026-01-07 BAC BANK AMERICA CORP50.1K shares2.74%2025-12-312026-01-07 BUFD FIRST TR EXCHNG TRADED FD VI97.2K shares3.81%2025-12-312026-01-07 JANM FIRST TR EXCHNG TRADED FD VI82.6K shares-0.17%2025-12-312026-01-07 AMGN AMGEN INC7.9K shares4.90%2025-12-312026-01-07 VYM VANGUARD WHITEHALL FDS18.1K shares0.07%2025-12-312026-01-07 CAT CATERPILLAR INC4.4K shares-1.30%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON12.2K shares3.21%2025-12-312026-01-07 MCD MCDONALDS CORP8.1K shares6.56%2025-12-312026-01-07 VTV VANGUARD INDEX FDS12.5K sharesnew addition2025-12-312026-01-07 QCOM QUALCOMM INC13.8K shares5.50%2025-12-312026-01-07 KMI KINDER MORGAN INC DEL84.1K shares3.95%2025-12-312026-01-07 VTEB VANGUARD MUN BD FDS44.3K shares-5.33%2025-12-312026-01-07 DG DOLLAR GEN CORP NEW15.8K shares8.68%2025-12-312026-01-07 MET METLIFE INC26.4K shares7.53%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP4.2K shares8.30%2025-12-312026-01-07 MO ALTRIA GROUP INC34.4K shares5.30%2025-12-312026-01-07 NVDA NVIDIA CORPORATION10.5K shares1.73%2025-12-312026-01-07 KR KROGER CO31.2K shares5.47%2025-12-312026-01-07 ADP AUTOMATIC DATA PROCESSING IN7.4K shares1.79%2025-12-312026-01-07 PNC PNC FINL SVCS GROUP INC9.0K shares5.38%2025-12-312026-01-07 HD HOME DEPOT INC5.3K shares8.75%2025-12-312026-01-07 AOS SMITH A O CORP26.5K shares4.94%2025-12-312026-01-07 TXN TEXAS INSTRS INC10.0K shares-5.04%2025-12-312026-01-07 RSPD INVESCO EXCHANGE TRADED FD T29.7K sharesnew addition2025-12-312026-01-07 BUFR FIRST TR EXCHNG TRADED FD VI49.4K shares-3.50%2025-12-312026-01-07 FDVV FIDELITY COVINGTON TRUST29.7K shares16.40%2025-12-312026-01-07 HSY HERSHEY CO9.2K shares9.93%2025-12-312026-01-07 TDVI FIRST TR EXCHANGE-TRADED FD60.0K shares7.38%2025-12-312026-01-07 ITW ILLINOIS TOOL WKS INC6.6K shares9.42%2025-12-312026-01-07 DVY ISHARES TR11.3K shares1.25%2025-12-312026-01-07 FDX FEDEX CORP5.5K shares15.68%2025-12-312026-01-07 INTU INTUIT2.4K shares11.71%2025-12-312026-01-07 KO COCA COLA CO21.5K shares15.84%2025-12-312026-01-07 ONEY SPDR SER TR12.8K shares1.72%2025-12-312026-01-07 ALPHABET INC ALPHABET INC4.6K shares2.34%2025-12-312026-01-07 AMZN AMAZON COM INC6.2K shares-2.89%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR2.1K shares0.00%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR49.9K shares1.33%2025-12-312026-01-07 TGT TARGET CORP13.9K shares-4.40%2025-12-312026-01-07 KNG FIRST TR EXCHANGE-TRADED FD27.1K shares-4.22%2025-12-312026-01-07 APD AIR PRODS & CHEMS INC5.3K shares2.28%2025-12-312026-01-07 NKE NIKE INC20.1K shares-2.23%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC31.0K shares-3.32%2025-12-312026-01-07 ZTS ZOETIS INC9.8K shares4.62%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC3.7K shares30.39%2025-12-312026-01-07 CMCSA COMCAST CORP NEW40.9K shares1.49%2025-12-312026-01-07 OC OWENS CORNING NEW10.6K shares4.59%2025-12-312026-01-07 VXF VANGUARD INDEX FDS5.2K shares1.05%2025-12-312026-01-07 DMAR FIRST TR EXCHNG TRADED FD VI24.4K shares0.00%2025-12-312026-01-07 CMI CUMMINS INC1.9K shares0.00%2025-12-312026-01-07 ALPHABET INC ALPHABET INC3.0K shares-0.10%2025-12-312026-01-07 WMT WALMART INC8.3K shares0.95%2025-12-312026-01-07 META META PLATFORMS INC1.4K shares6.01%2025-12-312026-01-07 IDV ISHARES TR21.9K shares-26.93%2025-12-312026-01-07 COP CONOCOPHILLIPS9.1K shares-18.59%2025-12-312026-01-07 DGRS WISDOMTREE TR16.0K shares-6.87%2025-12-312026-01-07 AXP AMERICAN EXPRESS CO2.0K shares1.55%2025-12-312026-01-07 DSEP FIRST TR EXCHNG TRADED FD VI16.6K shares0.00%2025-12-312026-01-07 EOG EOG RES INC6.7K shares68.24%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC3.8K shares1.43%2025-12-312026-01-07 VONG VANGUARD SCOTTSDALE FDS5.2K shares-32.13%2025-12-312026-01-07 CSCO CISCO SYS INC7.7K shares1.04%2025-12-312026-01-07 V VISA INC1.6K shares1.69%2025-12-312026-01-07 VTHR VANGUARD SCOTTSDALE FDS1.8K shares0.00%2025-12-312026-01-07 VBR VANGUARD INDEX FDS2.5K shares-5.28%2025-12-312026-01-07 BSMY INVESCO EXCH TRD SLF IDX FD20.6K shares17.77%2025-12-312026-01-07 STEL STELLAR BANCORP INC15.3K shares-4.14%2025-12-312026-01-07 WMB WILLIAMS COS INC7.9K shares-10.80%2025-12-312026-01-07 PEY INVESCO EXCHANGE TRADED FD T21.8K shares-9.11%2025-12-312026-01-07 DDEC FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2025-12-312026-01-07 PEP PEPSICO INC3.0K shares0.00%2025-12-312026-01-07 ABT ABBOTT LABS3.3K shares0.25%2025-12-312026-01-07 VLO VALERO ENERGY CORP2.5K shares0.00%2025-12-312026-01-07 AMD ADVANCED MICRO DEVICES INC1.9K shares4.45%2025-12-312026-01-07 PAA PLAINS ALL AMERN PIPELINE L22.0K sharesnew addition2025-12-312026-01-07 COST COSTCO WHSL CORP NEW459 shares7.49%2025-12-312026-01-07 SPSM SPDR SER TR8.2K shares-16.41%2025-12-312026-01-07 SCHB SCHWAB STRATEGIC TR14.5K shares0.00%2025-12-312026-01-07 MAYM FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2025-12-312026-01-07 LNG CHENIERE ENERGY INC1.9K shares-5.99%2025-12-312026-01-07 EES WISDOMTREE TR6.4K shares-9.97%2025-12-312026-01-07 VUG VANGUARD INDEX FDS744 shares0.00%2025-12-312026-01-07 LLY ELI LILLY & CO334 shares21.01%2025-12-312026-01-07 JPEM J P MORGAN EXCHANGE TRADED F5.5K shares-3.74%2025-12-312026-01-07 IWF ISHARES TR701 shares0.72%2025-12-312026-01-07 SPMD SPDR SER TR5.6K shares0.00%2025-12-312026-01-07 MS MORGAN STANLEY1.7K shares5.21%2025-12-312026-01-07 ECG EVERUS CONSTR GROUP3.5K shares0.00%2025-12-312026-01-07 VST VISTRA CORP1.9K shares1.53%2025-12-312026-01-07 AMAT APPLIED MATLS INC1.1K shares-1.05%2025-12-312026-01-07 ORCL ORACLE CORP1.4K shares-13.93%2025-12-312026-01-07 BUFH FIRST TR EXCHNG TRADED FD VI13.5K sharesnew addition2025-12-312026-01-07 SYK STRYKER CORPORATION793 shares-1.61%2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR1.9K shares104.47%2025-12-312026-01-07 MDU MDU RES GROUP INC14.2K shares0.00%2025-12-312026-01-07 NFLX NETFLIX INC2.9K shares1085.83%2025-12-312026-01-07 MA MASTERCARD INCORPORATED481 shares5.71%2025-12-312026-01-07 VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2025-12-312026-01-07 IEFA ISHARES TR2.8K sharesnew addition2025-12-312026-01-07 KNF KNIFE RIVER CORP3.5K shares0.00%2025-12-312026-01-07 XLY SELECT SECTOR SPDR TR2.0K shares121.68%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO1.6K shares-3.66%2025-12-312026-01-07 GLD SPDR GOLD TR556 sharesnew addition2025-12-312026-01-07 FIS FIDELITY NATL INFORMATION SV3.2K shares-3.24%2025-12-312026-01-07 VXUS VANGUARD STAR FDS2.8K shares-3.52%2025-12-312026-01-07 TCHP T ROWE PRICE ETF INC4.2K sharesnew addition2025-12-312026-01-07 EUAD SPINNAKER ETF SERIES4.9K shares0.00%2025-12-312026-01-07 XLV SELECT SECTOR SPDR TR1.3K sharesnew addition2025-12-312026-01-07 NZF NUVEEN MUNICIPAL CREDIT INC11.0K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available