13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002008666
Total reported value
$601.4M
$601.4M
142 檔
12.4%
During the Q3 2024 filing period, Precedent Wealth Partners, LLC (CIK: 0002008666) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $601.4M across 142 reported positions.
In Q3 2024, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.63% | -0.12% | -0.01% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.53% | -0.33% | +2.17% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.48% | -0.14% | -0.88% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.03% | -0.16% | +1.12% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.83% | +0.30% | +7.41% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.52% | -0.21% | -2.26% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.95% | -0.26% | +4.20% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.60% | -0.14% | +23.65% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.18% | -0.01% | +55.08% | |
| 10 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 2.11% | — | — | |
| 11 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.10% | — | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.85% | -0.15% | +0.71% | |
| 13 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.81% | -0.16% | -5.43% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.73% | — | -5.70% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.08% | +9.35% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.47% | -0.09% | -10.13% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.64% | +67.35% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.24% | -0.05% | +45.97% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | +0.04% | +4.66% | |
| 20 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.12% | — | +16.29% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.12% | -0.02% | +16.33% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.12% | -0.03% | +16.25% | |
| 23 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.11% | +0.01% | +427.69% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.11% | -0.09% | +16.60% | |
| 25 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.10% | — | +16.73% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.09% | -0.01% | +16.79% | |
| 27 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.03% | — | +13.74% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.99% | -0.01% | +105.23% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.19% | +959.68% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | -0.12% | — | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.91% | -0.16% | +33.06% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.04% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -1.19% | EXIT | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.84% | +0.06% | +0.20% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.74% | -0.03% | +27.52% | |
| 36 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.70% | +0.12% | +113.56% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.05% | +5.94% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.15% | +12.26% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.07% | +8.30% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.46% | +8.75% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.55% | -0.04% | — | |
| 42 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.55% | -0.09% | +19.52% | |
| 43 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.55% | -0.06% | +20.56% | |
| 44 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.54% | -0.08% | +19.88% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.17% | +13.88% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.12% | +12.31% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.15% | +9.52% | |
| 48 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.52% | -0.08% | +21.86% | |
| 49 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.52% | -0.09% | +22.11% | |
| 50 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.52% | — | +20.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DMAY | Ft Vest US Equity Deep Buffe | +2.1% | NEW | New buy |
| 2 | DAUG | Ft Vest U.s. Equity Deep Buf | +2.1% | NEW | New buy |
| 3 | RSP | Invesco S&p 500 Equal Weight | +1% | NEW | New buy |
| 4 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.9% | +427.69% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.6% | +55.08% | Add |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.5% | +105.23% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +67.35% | Add |
| 8 | MO | Altria Group Inc | +0.4% | NEW | New buy |
| 9 | BSMW | Invesco Bulletshares 2032 Mb | +0.4% | +368.10% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.4% | NEW | New buy |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | NEW | New buy |
| 12 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | NEW | New buy |
| 13 | NKE | Nike Inc -cl B | +0.3% | NEW | New buy |
| 14 | IWB | Ishares Russell 1000 ETF | +0.3% | +45.97% | Add |
| 15 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +114.43% | Add |
| 16 | LNG | Cheniere Energy Inc | +0.2% | NEW | New buy |
| 17 | ONEY | Ss Spdr R1000 Yield Foc ETF | +0.2% | +207.43% | Add |
| 18 | PEY | Invesco High Yield Equity Di | +0.2% | +169.38% | Add |
| 19 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +105.10% | Add |
| 20 | IBTXUSD | Independent Bank Group Inc | +0.1% | NEW | New buy |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +23.65% | Add |
| 22 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +33.06% | Add |
| 23 | LMT | Lockheed Martin CORP | +0.1% | +12.31% | Add |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +27.52% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +12.26% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | +8.30% | Add |
| 27 | IBDW | Ishares Ibonds Dec 2031 CORP | — | +16.73% | Add |
| 28 | AAPL | Apple Inc | 0% | +9.35% | Add |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +16.79% | Add |
| 30 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +16.29% | Add |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +16.33% | Add |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +16.25% | Add |
| 33 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +16.60% | Add |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.1% | +13.74% | Add |
| 35 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | +4.20% | Add |
| 36 | OXM | Oxford Industries Inc | -0.2% | EXIT | Sold out |
| 37 | NSC | Norfolk Southern CORP | -0.2% | EXIT | Sold out |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.2% | +7.41% | Add |
| 39 | ABT | Abbott Laboratories | -0.3% | -71.74% | Trim |
| 40 | PM | Philip Morris International | -0.4% | EXIT | Sold out |
| 41 | BSMO | Invesco Bulletshares 2024 Mb | -0.4% | EXIT | Sold out |
| 42 | DON | Wisdomtree US Midcap Dividen | -0.4% | +2.17% | Add |
| 43 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.6% | +1.12% | Add |
| 45 | EFA | Ishares Msci Eafe ETF | -0.6% | -2.26% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.7% | -0.88% | Trim |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | -0.8% | EXIT | Sold out |
| 48 | XLE | Ss Energy Select Sector | -0.9% | EXIT | Sold out |
| 49 | LRCXEUR | Lam Research CORP | -1% | EXIT | Sold out |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | -0.01% | Trim |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 142 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, DON, IJH) accounted for 12.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
DMAY
市值: $6.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $2.4M
During Q3 2024, Precedent Wealth Partners, LLC's top holdings by market value included VTI (7.6%)、DON (4.5%)、IJH (4.5%). The largest single position, VTI, represented 7.6% of total portfolio value.
In Q3 2024, Precedent Wealth Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 28 positions, trimming 4 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.