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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 $360.22 million in total holdings as of March 31, 2025.
  • Precedent Wealth Partners, LLC owns shares of 155 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
  • Approximately 23.31% of the portfolio was purchased this quarter.
  • About 6.75% of the portfolio was sold this quarter.
  • This quarter, Precedent Wealth Partners, LLC has purchased 148 new stocks and bought additional shares in 87 stocks.
  • Precedent Wealth Partners, LLC sold shares of 39 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

33740F771 - FT Vest U.S. Equity Deep Buffer ETF - February
$9,982,132 Holding
33740F631 - FT Vest U.S. Equity Deep Buffer ETF - January
$7,481,913 Holding
33740U497 - FIRST TR EXCHNG TRADED FD VI
$7,248,208 Holding
33740U422 - FIRST TR EXCHNG TRADED FD VI
$2,832,635 Holding
33740U455 - FIRST TR EXCHNG TRADED FD VI
$2,466,289 Holding

Largest Purchases this Quarter

FT Vest U.S. Equity Deep Buffer ETF - January
197,048 shares (about $7.48M)
FIRST TR EXCHNG TRADED FD VI
237,102 shares (about $7.25M)
Exxon Mobil
26,679 shares (about $3.17M)
FIRST TR EXCHNG TRADED FD VI
99,543 shares (about $2.83M)

Largest Sales this Quarter

Chevron
9,161 shares (about $1.53M)
iShares Core S&P Mid-Cap ETF
25,964 shares (about $1.52M)
Cisco Systems
22,638 shares (about $1.40M)
SPDR Portfolio S&P 400 Mid Cap ETF
12,157 shares (about $622.20K)
iShares International Select Dividend ETF
17,260 shares (about $535.40K)

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
$22,936,745$609,869 2.7%83,4556.4%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$13,254,251$1,007,136 8.2%267,6553.7%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$12,389,918$852,114 7.4%243,7523.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,219,806$544,489 4.7%21,7473.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$10,387,778$1,595,594 18.1%76,5612.9%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$10,208,336$2,469,478 31.9%221,8242.8%ETF
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$9,982,132$9,982,132 New Holding236,8242.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,795,886$64,240 0.7%119,8572.7%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,563,691$1,515,001 -15.0%146,7642.4%ETF
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$7,481,913$7,481,913 New Holding197,0482.1%ETF
FIRST TR EXCHNG TRADED FD VI
$7,248,208$7,248,208 New Holding237,1022.0%FT VEST US EQUIT
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,747,316$1,500,146 28.6%13,1291.9%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$6,708,568$2,734,669 68.8%200,2561.9%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$6,690,214$2,666,182 66.3%73,0931.9%ETF
DAUG
FT Vest U.S. Equity Deep Buffer ETF - August
$6,312,3370.0%162,7001.8%ETF
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$6,173,505$302,438 5.2%62,2581.7%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,800,557$3,172,925 120.8%48,7731.6%Energy
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$5,740,786$238,084 4.3%54,4461.6%ETF
Apple Inc. stock logo
AAPL
Apple
$4,825,730$263,222 5.8%21,7251.3%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,724,673$1,664,393 54.4%27,2741.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$4,274,196$265,949 6.6%13,9341.2%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$4,195,255$7,597 -0.2%103,8171.2%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$3,551,121$687,822 24.0%48,1901.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,423,698$274,046 8.7%9,1201.0%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$3,179,198$1,286,849 68.0%46,6090.9%Manufacturing
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,174,756$228,864 7.8%5,9510.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,024,273$102,802 3.5%18,0630.8%Computer and Technology
Invesco BulletShares 2031 Municipal Bond ETF stock logo
BSMV
Invesco BulletShares 2031 Municipal Bond ETF
$2,931,118$1,392,911 90.6%141,3950.8%ETF
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$2,845,479$349,484 -10.9%113,8650.8%ETF
FIRST TR EXCHNG TRADED FD VI
$2,832,635$2,832,635 New Holding99,5430.8%FT VEST US EQUTY
Invesco BulletShares 2030 Municipal Bond ETF stock logo
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
$2,801,559$1,198,791 74.8%129,8220.8%Manufacturing
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$2,759,518$293,135 -9.6%132,9890.8%ETF
Invesco BulletShares 2028 Municipal Bond ETF stock logo
BSMS
Invesco BulletShares 2028 Municipal Bond ETF
$2,750,062$1,013,791 58.4%118,6650.8%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$2,739,706$296,755 -9.8%108,4600.8%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$2,730,248$297,933 -9.8%125,7020.8%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$2,730,182$300,760 -9.9%118,0360.8%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$2,726,729$301,476 -10.0%112,7680.8%ETF
Invesco BulletShares 2027 Municipal Bond ETF stock logo
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
$2,712,866$1,005,891 58.9%115,1960.8%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$2,711,112$298,171 -9.9%111,9830.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,673,006$332,133 14.2%10,8970.7%Finance
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$2,577,824$341,311 -11.7%102,4980.7%ETF
Invesco BulletShares 2032 Municipal Bond ETF stock logo
BSMW
Invesco BulletShares 2032 Municipal Bond ETF
$2,548,289$976,177 62.1%103,5890.7%ETF
Invesco BulletShares 2029 Municipal Bond ETF stock logo
BSMT
Invesco BulletShares 2029 Municipal Bond ETF
$2,486,733$828,214 49.9%109,3550.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,484,465$37,820 -1.5%13,2040.7%ETF
FIRST TR EXCHNG TRADED FD VI
$2,466,289$2,466,289 New Holding80,1240.7%FT VEST US EQUIT
Invesco BulletShares 2026 Municipal Bond ETF stock logo
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
$2,385,531$763,429 47.1%101,0390.7%ETF
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$2,360,136$181,184 8.3%14,9280.7%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,236,166$723,981 47.9%17,3400.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,188,173$256,027 13.3%10,4440.6%Medical
LAM RESEARCH CORP
$2,090,645$224,935 12.1%28,7570.6%COM NEW
FIRST TR EXCHNG TRADED FD VI
$2,067,878$2,067,878 New Holding65,9400.6%VEST US EQUITY M
Invesco BulletShares 2025 Municipal Bond ETF stock logo
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
$2,044,790$422,329 26.0%83,5290.6%ETF
McDonald's Co. stock logo
MCD
McDonald's
$2,040,694$244,583 13.6%6,5330.6%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,016,309$723,708 56.0%40,6350.6%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$1,986,011$308,097 18.4%69,6110.6%Energy
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,962,124$202,071 -9.3%76,8260.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,950,112$265,457 15.8%6,2590.5%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,860,028$329,660 21.5%6,0880.5%Business Services
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$1,775,518$44,785 2.6%71,1630.5%ETF
Bank of America Co. stock logo
BAC
Bank of America
$1,675,963$246,124 17.2%40,1620.5%Finance
Cummins Inc. stock logo
CMI
Cummins
$1,674,235$208,770 14.2%5,3410.5%Auto/Tires/Trucks
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$1,659,483$1,659,483 New Holding6,5370.5%ETF
BLACKROCK INC
$1,647,226$251,817 18.0%1,7400.5%COM
Accenture plc stock logo
ACN
Accenture
$1,638,865$284,586 21.0%5,2520.5%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$1,636,889$258,210 18.7%27,2720.5%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$1,616,867$1,616,867 New Holding15,3960.4%Energy
MetLife, Inc. stock logo
MET
MetLife
$1,615,843$240,791 17.5%20,1250.4%Finance
The Kroger Co. stock logo
KR
Kroger
$1,605,217$256,209 19.0%23,7140.4%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,585,382$304,473 23.8%9,5600.4%Medical
A. O. Smith Co. stock logo
AOS
A. O. Smith
$1,572,888$1,572,888 New Holding24,0650.4%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,568,329$279,719 21.7%10,2100.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,520,702$275,742 22.1%10,1420.4%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$1,493,328$270,172 22.1%12,2430.4%Utilities
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,491,7390.0%11,1080.4%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,490,250$197,896 15.3%3,3360.4%Aerospace
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,478,932$838,178 130.8%52,8950.4%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,467,138$289,869 24.6%8,1640.4%Computer and Technology
The Clorox Company stock logo
CLX
Clorox
$1,387,324$252,375 22.2%9,4220.4%Consumer Staples
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$1,358,803$564,866 71.1%12,4390.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,335,597$289,110 27.6%14,8800.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,306,500$219,155 20.2%3,5650.4%Retail/Wholesale
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$1,300,512$771,627 145.9%26,2200.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,241,030$299,523 31.8%2,3700.3%Medical
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,154,961$255,333 28.4%22,8610.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,144,315$14,281 -1.2%38,5420.3%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,125,720$231,514 25.9%3,8170.3%Basic Materials
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,118,982$232,374 26.2%6,3660.3%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,112,088$24,169 2.2%10,2610.3%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,098,298$234,889 27.2%4,4280.3%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,094,8970.0%1,9570.3%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$1,094,625$275,467 33.6%6,6480.3%Medical
Comcast Co. stock logo
CMCSA
Comcast
$1,092,853$280,916 34.6%29,6170.3%Consumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,085,548$369,409 51.6%23,9320.3%Computer and Technology
Target Co. stock logo
TGT
Target
$1,078,944$243,673 29.2%10,3390.3%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,074,969$43,189 -3.9%5,6500.3%Retail/Wholesale
Owens Corning stock logo
OC
Owens Corning
$1,065,884$229,373 27.4%7,4630.3%Construction
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,043,451$314,784 43.2%9,4870.3%Transportation
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$1,029,581$535,403 -34.2%33,1910.3%ETF
The Hershey Company stock logo
HSY
Hershey
$1,013,589$298,124 41.7%5,9260.3%Consumer Staples
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$918,0240.0%5,3290.3%ETF

Showing largest 100 holdings. View all holdings.
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