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CIK: 0002008666
Total reported value
$601.4M
$601.4M
133 檔
11.5%
The Q1 2024 SEC filing reveals that Precedent Wealth Partners, LLC held a total portfolio value of $601.4M, covering 133 public equity positions.
During Q1 2024, Precedent Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.13% | -0.12% | +1.52% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.74% | -0.14% | +428.49% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 5.39% | -0.33% | +3.00% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | -0.16% | +3.19% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.59% | -0.21% | +4.99% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.24% | +0.30% | -7.30% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.38% | -0.26% | -2.06% | |
| 8 | DHS | Wisdomtree US High Dividend | ETF-Other | 2.64% | -0.16% | -0.41% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.36% | -0.15% | — | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.26% | — | — | |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.16% | -0.14% | +56.55% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.90% | -0.09% | -16.69% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | +0.04% | +2.39% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.08% | -1.91% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.12% | -0.04% | +2.58% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.06% | -0.02% | +19.41% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.06% | — | +17.44% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.06% | -0.03% | +19.25% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.05% | -0.09% | +19.72% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.04% | -0.01% | +91.31% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.03% | +0.06% | — | |
| 22 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.02% | — | +15.19% | |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.02% | -0.01% | +14.81% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.01% | — | +13.35% | |
| 25 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.95% | — | +4.58% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.19% | +5.20% | |
| 27 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.87% | +0.12% | +6.22% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -1.19% | EXIT | |
| 29 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.80% | — | +5.49% | |
| 30 | IDV | Ishares International Select | ETF-Other | 0.76% | -0.03% | -5.34% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.76% | -0.05% | +50.64% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.72% | -0.16% | +0.57% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.05% | +6.45% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.64% | +45.16% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.65% | -0.04% | -12.61% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.15% | +6.36% | |
| 37 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.63% | -0.02% | +2.27% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.07% | +6.54% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.15% | +7.50% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.46% | +7.21% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.55% | -0.03% | +6.73% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.15% | +7.79% | |
| 43 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.50% | -0.08% | +28.37% | |
| 44 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.50% | -0.09% | +29.06% | |
| 45 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.49% | -0.06% | +25.95% | |
| 46 | CMI | Cummins Inc | Stock-Industrials | 0.49% | +0.03% | +12.26% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.02% | +7.26% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.17% | +7.94% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | +0.15% | +9.46% | |
| 50 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.48% | -0.08% | +32.16% |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 133 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IJH, DON) accounted for 11.5% of total reported equity market value during Q1 2024.
During Q1 2024, Precedent Wealth Partners, LLC's top holdings by market value included VTI (9.1%)、IJH (5.7%)、DON (5.4%). The largest single position, VTI, represented 9.1% of total portfolio value.
In Q1 2024, Precedent Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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