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Precedent Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Precedent Wealth Partners, LLC

Investment Activity

  • Precedent Wealth Partners, LLC has $408.22 million in total holdings as of June 30, 2025.
  • Precedent Wealth Partners, LLC owns shares of 171 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 11.98% of the portfolio was purchased this quarter.
  • About 4.69% of the portfolio was sold this quarter.
  • This quarter, Precedent Wealth Partners, LLC has purchased 155 new stocks and bought additional shares in 92 stocks.
  • Precedent Wealth Partners, LLC sold shares of 44 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

33740F730 - FT Vest U.S. Equity Deep Buffer ETF - May
$4,875,203 Holding
97717W851 - WisdomTree Japan Hedged Equity Fund
$3,524,236 Holding
149123101 - Caterpillar
$1,605,721 Holding
191216100 - CocaCola
$1,183,506 Holding
33740F615 - FT Vest U.S. Equity Deep Buffer ETF - March
$964,677 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
113,170 shares (about $6.45M)
FT Vest U.S. Equity Deep Buffer ETF - May
113,880 shares (about $4.88M)
WisdomTree Japan Hedged Equity Fund
30,841 shares (about $3.52M)
Caterpillar
4,136 shares (about $1.61M)
Vanguard S&P 500 ETF
2,375 shares (about $1.35M)

Largest Sales this Quarter

Exxon Mobil
14,835 shares (about $1.60M)
iShares Core S&P 500 ETF
2,368 shares (about $1.47M)
Cummins
3,211 shares (about $1.05M)
PepsiCo
7,191 shares (about $949.50K)
Invesco S&P 500 Top 50 ETF
14,023 shares (about $730.60K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrecedent Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$24,773,912$590,535 -2.3%81,5126.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$20,348,125$6,451,822 46.4%356,9225.0%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$14,007,747$592,870 4.4%279,4843.4%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,032,252$1,470,271 -10.9%19,3792.9%ETF
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$10,877,945$305,056 2.9%243,6572.7%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$10,826,445$730,599 -6.3%207,8012.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$10,655,382$58,640 -0.5%119,2012.6%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$10,365,965$25,653 -0.2%76,3722.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,806,464$1,349,029 18.1%15,5042.2%ETF
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$8,778,833$830,645 10.5%217,6412.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,520,731$581,561 -6.4%137,3872.1%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$7,735,600$554,957 7.7%78,7421.9%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$7,551,641$486,617 6.9%214,0491.8%ETF
FIRST TR EXCHNG TRADED FD VI
$7,422,666$53,160 -0.7%235,4161.8%FT VEST US EQUIT
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,991,614$1,034,829 20.9%32,9681.5%ETF
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$5,763,793$211,732 -3.5%60,0521.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$5,434,769$455,654 9.2%19,7161.3%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$5,127,565$560,953 -9.9%49,0771.3%ETF
DMAY
FT Vest U.S. Equity Deep Buffer ETF - May
$4,875,203$4,875,203 New Holding113,8801.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,870,034$333,755 7.4%9,7911.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,673,632$216,252 4.9%22,7791.1%Computer and Technology
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$4,487,993$627,500 16.3%56,0231.1%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$4,223,369$164,980 -3.8%99,9141.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$4,150,627$581,013 -12.3%12,2231.0%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$4,110,471$316,484 8.3%50,4971.0%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,658,548$1,599,227 -30.4%33,9380.9%Energy
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$3,524,236$3,524,236 New Holding30,8410.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,434,641$275,421 8.7%11,8470.8%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,371,1400.0%5,9510.8%ETF
Invesco BulletShares 2031 Municipal Bond ETF stock logo
BSMV
Invesco BulletShares 2031 Municipal Bond ETF
$3,236,701$321,136 11.0%156,9690.8%ETF
FIRST TR EXCHNG TRADED FD VI
$3,235,211$1,117,205 52.7%100,7220.8%VEST US EQUITY M
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$3,200,615$321,548 11.2%126,5820.8%ETF
LAM RESEARCH CORP
$3,170,155$370,961 13.3%32,5680.8%COM NEW
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$3,115,182$317,094 11.3%148,0600.8%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$3,079,034$316,095 11.4%140,0830.8%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$3,069,074$315,304 11.4%131,5510.8%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$3,069,038$311,980 11.3%120,7330.8%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$3,048,695$311,820 11.4%125,6160.7%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$3,025,269$309,673 11.4%124,7530.7%ETF
Invesco BulletShares 2027 Municipal Bond ETF stock logo
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
$3,021,387$317,737 11.8%128,7340.7%ETF
Invesco BulletShares 2030 Municipal Bond ETF stock logo
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
$3,016,730$225,557 8.1%140,3130.7%Manufacturing
Invesco BulletShares 2028 Municipal Bond ETF stock logo
BSMS
Invesco BulletShares 2028 Municipal Bond ETF
$2,989,004$232,416 8.4%128,6700.7%ETF
FIRST TR EXCHNG TRADED FD VI
$2,878,168$38,442 -1.3%98,2310.7%FT VEST US EQUTY
Invesco BulletShares 2032 Municipal Bond ETF stock logo
BSMW
Invesco BulletShares 2032 Municipal Bond ETF
$2,867,514$331,655 13.1%117,1370.7%ETF
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$2,787,202$348,462 14.3%17,0610.7%Retail/Wholesale
Invesco BulletShares 2029 Municipal Bond ETF stock logo
BSMT
Invesco BulletShares 2029 Municipal Bond ETF
$2,690,590$207,138 8.3%118,4760.7%ETF
FIRST TR EXCHNG TRADED FD VI
$2,657,006$114,247 4.5%83,7240.7%FT VEST US EQUIT
Invesco BulletShares 2026 Municipal Bond ETF stock logo
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
$2,617,163$236,684 9.9%111,0850.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,564,6130.0%13,2040.6%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$2,556,017$24,878 -1.0%101,5100.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,384,516$72,921 3.2%17,8870.6%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$2,302,408$412,318 21.8%86,6870.6%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$2,259,121$212,562 10.4%76,8410.6%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$2,184,584$284,110 14.9%46,1660.5%Finance
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$2,157,292$190,541 9.7%84,2690.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,151,933$213,281 11.0%11,5930.5%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,099,845$222,351 11.8%6,8090.5%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$2,086,841$178,213 9.3%7,1430.5%Retail/Wholesale
BLACKROCK INC
$2,041,638$216,124 11.8%1,9460.5%COM
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2,041,604$346,531 20.4%9,8330.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,992,387$244,860 14.0%7,1360.5%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,956,873$330,791 20.3%12,2870.5%Computer and Technology
The Kroger Co. stock logo
KR
Kroger
$1,946,353$245,321 14.4%27,1340.5%Retail/Wholesale
Invesco BulletShares 2025 Municipal Bond ETF stock logo
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
$1,892,230$157,571 -7.7%77,1080.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,880,202$112,132 -5.6%38,3480.5%ETF
Accenture PLC stock logo
ACN
Accenture
$1,879,977$310,241 19.8%6,2900.5%Computer and Technology
MetLife, Inc. stock logo
MET
MetLife
$1,855,381$236,919 14.6%23,0710.5%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$1,802,779$203,801 12.7%30,7480.4%Consumer Staples
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,763,330$72,746 -4.0%6,2780.4%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,691,081$145,903 9.4%3,6510.4%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,687,759$227,448 15.6%11,0490.4%Medical
A. O. Smith Corporation stock logo
AOS
A. O. Smith
$1,678,044$100,124 6.3%25,5920.4%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$1,647,391$340,258 26.0%4,4930.4%Retail/Wholesale
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,646,489$201,784 14.0%13,9530.4%Utilities
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,630,143$9,005 0.6%10,3180.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,605,721$1,605,721 New Holding4,1360.4%Industrials
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,552,765$327,127 26.7%48,8290.4%ETF
DDEC
FT Vest U.S. Equity Deep Buffer ETF - December
$1,492,761$816,561 120.8%35,7450.4%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,485,531$10,227 0.7%11,1850.4%ETF
Intuit Inc. stock logo
INTU
Intuit
$1,464,537$293,853 25.1%1,8590.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,435,868$257,980 21.9%18,1390.4%Medical
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,433,473$246,649 20.8%7,6890.4%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,382,441$19,265 -1.4%52,1680.3%ETF
FIRST TR EXCHANGE-TRADED FD
$1,377,893$304,437 28.4%51,4520.3%FT VEST TEC
The Clorox Company stock logo
CLX
Clorox
$1,357,191$225,858 20.0%11,3030.3%Consumer Staples
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$1,347,006$16,959 -1.2%25,8940.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,341,987$247,234 22.6%5,4280.3%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,327,090$87,537 7.1%6,0490.3%Retail/Wholesale
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,325,558$203,078 18.1%26,9970.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,317,113$316,633 31.6%18,5400.3%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,316,719$240,045 22.3%4,6680.3%Basic Materials
Comcast Corporation stock logo
CMCSA
Comcast
$1,312,460$255,433 24.2%36,7740.3%Consumer Discretionary
Target Corporation stock logo
TGT
Target
$1,303,007$283,035 27.7%13,2080.3%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,277,933$242,398 23.4%29,5340.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,272,342$63,030 5.2%2,0590.3%Finance
Owens Corning Inc stock logo
OC
Owens Corning
$1,266,082$239,823 23.4%9,2070.3%Construction
Zoetis Inc. stock logo
ZTS
Zoetis
$1,240,933$204,145 19.7%7,9570.3%Medical
Hershey Company (The) stock logo
HSY
Hershey
$1,226,334$242,944 24.7%7,3900.3%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$1,225,196$156,414 -11.3%13,6530.3%Energy
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,211,842$254,259 26.6%12,0060.3%Transportation

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