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CIK: 0002008666
Total reported value
$601.4M
$601.4M
134 檔
11.4%
At the close of Q2 2024, Precedent Wealth Partners, LLC disclosed equity holdings valued at approximately $601.4M, spread across 134 reported holdings.
During Q2 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 | 8.80% | -0.12% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.18% | -0.14% | -0.14% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.95% | -0.33% | +2.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.62% | -0.16% | -0.54% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.12% | -0.21% | -2.40% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.07% | +0.30% | +3.97% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.09% | -0.26% | +0.81% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.47% | -0.14% | +12.24% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.20% | -0.15% | +0.41% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.14% | — | +2.05% | |
| 11 | DHS | Wisdomtree US High Dividend | ETF-Other | 2.11% | -0.16% | -12.59% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.87% | -0.09% | +6.25% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.61% | -0.01% | +72.60% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.08% | +20.01% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.04% | +4.99% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.14% | -0.02% | +15.22% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.14% | -0.03% | +15.52% | |
| 18 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.14% | — | +15.05% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.14% | -0.09% | +15.29% | |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.10% | — | +16.14% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.10% | — | +15.69% | |
| 22 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.10% | -0.01% | +15.90% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.19% | +3.17% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | -0.04% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.98% | -0.05% | +33.53% | |
| 26 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.97% | — | -0.74% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.94% | +0.06% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -1.19% | EXIT | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.92% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.64% | +32.10% | |
| 31 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.84% | — | +12.82% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.78% | -0.16% | +14.79% | |
| 33 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.73% | +0.12% | -0.08% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.05% | +4.02% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | -0.03% | +32.75% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.15% | +4.83% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.46% | +5.44% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.04% | -0.26% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.15% | +11.11% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.58% | -0.03% | -17.75% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.07% | +894.84% | |
| 42 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.55% | -0.09% | +19.05% | |
| 43 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.55% | -0.06% | +19.10% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.15% | +5.46% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.07% | +5.60% | |
| 46 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.54% | -0.08% | +16.85% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.54% | -0.01% | +65.67% | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.52% | — | +17.71% | |
| 49 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.51% | -0.08% | +17.16% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.17% | +18.28% |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 134 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IJH, DON) accounted for 11.4% of total reported equity market value during Q2 2024.
During Q2 2024, Precedent Wealth Partners, LLC's top holdings by market value included VTI (8.8%)、IJH (5.2%)、DON (5.0%). The largest single position, VTI, represented 8.8% of total portfolio value.
In Q2 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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