Precedent Wealth Partners, LLC Top Holdings and 13F Report (2024) → My top 100 stocks… (From DTI) (Ad) About Precedent Wealth Partners, LLCInvestment ActivityPrecedent Wealth Partners, LLC has $232.69 million in total holdings as of March 31, 2024.Precedent Wealth Partners, LLC owns shares of 133 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 18.54% of the portfolio was purchased this quarter.About 4.34% of the portfolio was sold this quarter.This quarter, Precedent Wealth Partners, LLC has purchased 131 new stocks and bought additional shares in 80 stocks.Precedent Wealth Partners, LLC sold shares of 16 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $21,239,824iShares Core S&P Mid-Cap ETF $13,365,584WisdomTree U.S. MidCap Dividend Fund $12,534,174iShares Core S&P 500 ETF $11,079,476iShares MSCI EAFE ETF $10,675,671 Largest New Holdings this Quarter iShares National Muni Bond ETF $5,491,904 HoldingVanguard Intermediate-Term Bond ETF $5,250,470 HoldingClorox $1,048,191 HoldingAutomatic Data Processing $947,264 HoldingHershey $679,389 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 178,409 shares (about $10.84M)iShares National Muni Bond ETF 51,040 shares (about $5.49M)Vanguard Intermediate-Term Bond ETF 69,635 shares (about $5.25M)Invesco S&P 500 Top 50 ETF 43,134 shares (about $1.82M)SPDR Portfolio S&P 400 Mid Cap ETF 21,590 shares (about $1.15M) Largest Sales this Quarter Invesco FTSE RAFI US 1000 ETF 23,024 shares (about $885.74K)Vanguard FTSE Developed Markets Index Fund ETF Shares 15,500 shares (about $777.63K)NVIDIA 566 shares (about $511.41K)WisdomTree Emerging Markets High Dividend Fund 7,310 shares (about $305.84K)iShares Select Dividend ETF 1,780 shares (about $219.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrecedent Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$21,239,824$317,858 ▲1.5%81,7239.1%ETFIJHiShares Core S&P Mid-Cap ETF$13,365,584$10,836,555 ▲428.5%220,0465.7%ETFDONWisdomTree U.S. MidCap Dividend Fund$12,534,174$364,946 ▲3.0%257,0065.4%FinanceIVViShares Core S&P 500 ETF$11,079,476$342,783 ▲3.2%21,0744.8%ETFEFAiShares MSCI EAFE ETF$10,675,671$507,190 ▲5.0%133,6804.6%FinanceVEAVanguard FTSE Developed Markets Index Fund ETF Shares$9,874,205$777,635 ▼-7.3%196,8154.2%ETFSDYSPDR S&P Dividend ETF$7,866,987$165,624 ▼-2.1%59,9443.4%ETFDHSWisdomTree U.S. High Dividend Fund$6,140,748$25,131 ▼-0.4%70,8602.6%FinanceMUBiShares National Muni Bond ETF$5,491,904$5,491,904 ▲New Holding51,0402.4%ETFBIVVanguard Intermediate-Term Bond ETF$5,250,470$5,250,470 ▲New Holding69,6352.3%ETFXLGInvesco S&P 500 Top 50 ETF$5,030,507$1,817,241 ▲56.6%119,4042.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$4,421,715$885,736 ▼-16.7%114,9391.9%ETFMSFTMicrosoft$3,196,467$74,464 ▲2.4%7,5981.4%Computer and TechnologyAAPLApple$2,636,193$51,445 ▼-1.9%15,3731.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,610,174$65,658 ▲2.6%4,6911.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,477,008$402,615 ▲19.4%99,4581.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,473,467$367,335 ▲17.4%108,3901.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,461,516$397,341 ▲19.2%103,4251.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,448,472$403,281 ▲19.7%102,6611.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,412,771$1,151,606 ▲91.3%45,2341.0%ETFIWDiShares Russell 1000 Value ETF$2,396,1340.0%13,3781.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$2,375,567$313,189 ▲15.2%115,9381.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$2,367,159$305,399 ▲14.8%110,6151.0%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,355,260$277,351 ▲13.3%94,9321.0%ETFLRCXLam Research$2,219,453$97,174 ▲4.6%2,2841.0%Computer and TechnologyAVGOBroadcom$2,089,684$103,358 ▲5.2%1,5770.9%Computer and TechnologyWSMWilliams-Sonoma$2,033,833$119,077 ▲6.2%6,4050.9%Retail/WholesaleXOMExxon Mobil$2,000,191$101,015 ▲5.3%17,2070.9%Oils/EnergyIBDPiShares iBonds Dec 2024 Term Corporate ETF$1,853,886$96,518 ▲5.5%74,0070.8%ETFIDViShares International Select Dividend ETF$1,771,790$99,906 ▼-5.3%63,1880.8%ETFIWBiShares Russell 1000 ETF$1,766,800$593,926 ▲50.6%6,1340.8%ETFVYMIVanguard International High Dividend Yield ETF$1,684,362$9,494 ▲0.6%24,4820.7%ETFJPMJPMorgan Chase & Co.$1,679,962$101,755 ▲6.4%8,3870.7%FinanceVOOVanguard S&P 500 ETF$1,607,001$499,935 ▲45.2%3,3430.7%ETFDVYiShares Select Dividend ETF$1,519,837$219,266 ▼-12.6%12,3380.7%ETFCVXChevron$1,493,729$89,277 ▲6.4%9,4700.6%Oils/EnergyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$1,465,458$32,564 ▲2.3%29,5220.6%ManufacturingMCDMcDonald's$1,409,112$86,554 ▲6.5%4,9980.6%Retail/WholesaleABBVAbbVie$1,359,487$94,869 ▲7.5%7,4660.6%MedicalAMGNAmgen$1,296,977$87,280 ▲7.2%4,5620.6%MedicalSPABSPDR Portfolio Aggregate Bond ETF$1,289,387$81,276 ▲6.7%51,0040.6%ETFACNAccenture$1,185,171$85,621 ▲7.8%3,4190.5%Business ServicesBSMTInvesco BulletShares 2029 Municipal Bond ETF$1,165,044$257,499 ▲28.4%50,1310.5%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$1,160,640$261,332 ▲29.1%49,4310.5%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$1,150,508$237,047 ▲26.0%48,6370.5%ETFCMICummins$1,149,291$125,506 ▲12.3%3,9010.5%Auto/Tires/TrucksPEPPepsiCo$1,143,222$77,358 ▲7.3%6,5320.5%Consumer StaplesCSCOCisco Systems$1,132,276$83,301 ▲7.9%22,6860.5%Computer and TechnologyQCOMQUALCOMM$1,112,471$96,162 ▲9.5%6,5710.5%Computer and TechnologyBSMUInvesco BulletShares 2030 Municipal Bond ETF$1,106,111$269,178 ▲32.2%50,0050.5%ManufacturingMRKMerck & Co., Inc.$1,099,577$89,993 ▲8.9%8,3330.5%MedicalBSMPInvesco BulletShares 2025 Municipal Bond ETF$1,094,424$258,467 ▲30.9%44,9640.5%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$1,078,645$261,808 ▲32.1%45,7730.5%ETFLMTLockheed Martin$1,048,857$89,603 ▲9.3%2,3060.5%AerospaceCLXClorox$1,048,191$1,048,191 ▲New Holding6,8460.5%Consumer StaplesMETMetLife$1,047,834$88,931 ▲9.3%14,1390.5%Financial ServicesBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,037,371$235,603 ▲29.4%48,6800.4%ETFBLKBlackRock$1,037,035$93,366 ▲9.9%1,2440.4%FinanceJNJJohnson & Johnson$1,028,446$89,224 ▲9.5%6,5010.4%MedicalBACBank of America$1,026,015$100,603 ▲10.9%27,0570.4%FinanceAMZNAmazon.com$1,019,6880.0%5,6530.4%Retail/WholesaleNVDANVIDIA$1,015,601$511,415 ▼-33.5%1,1240.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,006,5130.0%1,9240.4%FinanceNSCNorfolk Southern$1,000,347$93,536 ▲10.3%3,9250.4%TransportationADPAutomatic Data Processing$947,264$947,264 ▲New Holding3,7930.4%Business ServicesJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$942,255$49,010 ▼-4.9%17,6300.4%ETFHDHome Depot$918,718$411,601 ▲81.2%2,3950.4%Retail/WholesaleBSMOInvesco BulletShares 2024 Municipal Bond ETF$909,897$96,097 ▲11.8%36,7190.4%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$897,746$105,019 ▲13.2%7,4200.4%ETFABTAbbott Laboratories$892,597$95,363 ▲12.0%7,8530.4%MedicalKRKroger$891,670$431,838 ▲93.9%15,6080.4%Retail/WholesaleKMIKinder Morgan$881,675$94,909 ▲12.1%48,0740.4%Oils/EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$837,196$306,180 ▲57.7%19,4520.4%ETFVXFVanguard Extended Market ETF$823,9960.0%4,7010.4%ETFDEMWisdomTree Emerging Markets High Dividend Fund$821,723$305,845 ▼-27.1%19,6400.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$812,960$100,950 ▲14.2%16,0660.3%ETFTXNTexas Instruments$805,379$76,479 ▲10.5%4,6230.3%Computer and TechnologyUPSUnited Parcel Service$772,301$84,573 ▲12.3%5,1960.3%TransportationOCOwens Corning$767,875$293,040 ▲61.7%4,6040.3%ConstructionDUKDuke Energy$729,627$85,691 ▲13.3%7,5440.3%UtilitiesPMPhilip Morris International$726,216$36,375 ▲5.3%7,9260.3%Consumer StaplesDOWDOW$721,063$94,890 ▲15.2%12,4470.3%Basic MaterialsVBRVanguard Small-Cap Value ETF$714,688$18,611 ▼-2.5%3,7250.3%ETFEESWisdomTree U.S. SmallCap Earnings Fund$714,061$56,836 ▲8.6%14,2470.3%FinanceCMCSAComcast$696,462$69,490 ▲11.1%16,0660.3%Consumer DiscretionaryHSYHershey$679,389$679,389 ▲New Holding3,4930.3%Consumer StaplesIBMInternational Business Machines$653,275$60,152 ▲10.1%3,4210.3%Computer and TechnologyCCICrown Castle$636,851$87,834 ▲16.0%6,0180.3%FinanceSBUXStarbucks$613,631$90,025 ▲17.2%6,7140.3%Retail/WholesaleITWIllinois Tool Works$610,182$610,182 ▲New Holding2,2740.3%Industrial ProductsTMOThermo Fisher Scientific$591,091$591,091 ▲New Holding1,0170.3%MedicalCPBCampbell Soup$590,702$309,909 ▲110.4%13,2890.3%Consumer StaplesZTSZoetis$555,686$555,686 ▲New Holding3,2840.2%MedicalDTHWisdomTree International High Dividend Fund$521,293$436 ▼-0.1%13,1540.2%FinanceGOOGLAlphabet$521,0100.0%3,4520.2%Computer and TechnologyGOOGAlphabet$520,2720.0%3,4170.2%Computer and TechnologyQQQInvesco QQQ$513,635$22,197 ▲4.5%1,1570.2%FinanceWMTWalmart$492,792$338,456 ▲219.3%8,1900.2%Retail/WholesaleMETAMeta Platforms$489,500$19,910 ▲4.2%1,0080.2%Computer and TechnologyVZVerizon Communications$469,081$87,363 ▲22.9%11,1790.2%Computer and TechnologyShowing largest 100 holdings. 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