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
148 檔
11.6%
The Q4 2024 SEC filing reveals that Precedent Wealth Partners, LLC held a total portfolio value of $601.4M, covering 148 public equity positions.
In Q4 2024, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 19 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 | 7.68% | -0.12% | -0.59% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.11% | -0.33% | -7.91% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.99% | -0.16% | -1.97% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.54% | +0.30% | +3.27% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.51% | -0.14% | -20.70% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.94% | -0.21% | -6.63% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.79% | -0.26% | +2.92% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.74% | -0.14% | +1.48% | |
| 9 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 2.13% | — | +0.42% | |
| 10 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.11% | — | — | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.81% | -0.15% | +1.11% | |
| 12 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.80% | -0.16% | +1.08% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.64% | +38.16% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.08% | +1.81% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.47% | — | -10.20% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.41% | -1.26% | — | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.39% | +0.08% | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.37% | -0.05% | +9.29% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.37% | -0.09% | -5.24% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.19% | +1.21% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | +0.04% | +0.49% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.03% | -0.04% | +17.71% | |
| 23 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.03% | +0.01% | -2.44% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | -0.12% | +9.47% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.98% | -0.03% | -9.83% | |
| 26 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.98% | — | -6.40% | |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.98% | -0.02% | -9.83% | |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.98% | -0.09% | -9.93% | |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.97% | — | -9.64% | |
| 30 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.97% | -0.01% | -6.88% | |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.95% | — | -7.08% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.86% | -0.16% | +3.91% | |
| 33 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.83% | +0.12% | +0.83% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | +0.06% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -1.19% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.05% | +3.26% | |
| 37 | AIRR | First Trust Rba American Ind | ETF-Other | 0.70% | +0.27% | — | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.69% | -0.03% | -1.86% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.17% | +3.05% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.60% | +1.10% | — | |
| 41 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.58% | +0.23% | +81.89% | |
| 42 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.57% | -0.09% | +6.51% | |
| 43 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.56% | -0.06% | +3.79% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.15% | +7.13% | |
| 45 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.55% | -0.08% | +3.87% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.07% | +0.59% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.15% | +4.33% | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.53% | +0.03% | +3.00% | |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | +3.73% | |
| 50 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.53% | -0.09% | +4.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XMHQ | Invesco S&p Midcap Qual ETF | +1.4% | NEW | New buy |
| 2 | SDVY | First Trust Smid Cap Rising | +1.4% | NEW | New buy |
| 3 | AIRR | First Trust Rba American Ind | +0.7% | NEW | New buy |
| 4 | LRCX | Lam Research CORP | +0.6% | NEW | New buy |
| 5 | VOO | Vanguard S&p 500 ETF | +0.5% | +38.16% | Add |
| 6 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.3% | +1.21% | Add |
| 8 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | +81.89% | Add |
| 9 | TGT | Target CORP | +0.2% | +263.98% | Add |
| 10 | TDVI | Ft Vest Technology Dividend | +0.2% | NEW | New buy |
| 11 | DDEC | Ft Vest U.s. Equity Deep Buf | +0.2% | NEW | New buy |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.2% | +159.25% | Add |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +17.71% | Add |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +1.48% | Add |
| 15 | IWB | Ishares Russell 1000 ETF | +0.1% | +9.29% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +1.81% | Add |
| 17 | WSM | Williams-sonoma Inc | +0.1% | +0.83% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +3.26% | Add |
| 19 | KMI | Kinder Morgan, Inc. | +0.1% | -0.67% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.95% | Add |
| 21 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +3.05% | Add |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +20.24% | Add |
| 24 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 25 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.47% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.59% | Trim |
| 27 | LMT | Lockheed Martin CORP | -0.1% | +4.29% | Add |
| 28 | MA | Mastercard Inc - A | -0.1% | EXIT | Sold out |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.1% | -7.08% | Trim |
| 30 | IBDX | Ishares Ibonds Dec 2032 Tc | -0.1% | -2.44% | Trim |
| 31 | VDE | Vanguard Energy ETF | -0.1% | EXIT | Sold out |
| 32 | AMGN | Amgen Inc | -0.1% | +3.36% | Add |
| 33 | PRF | Invesco Rafi US 1000 ETF | -0.1% | -5.24% | Trim |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | -0.1% | -6.40% | Trim |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | -0.1% | -6.88% | Trim |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | -0.1% | -9.93% | Trim |
| 37 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | -9.83% | Trim |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | -9.83% | Trim |
| 39 | FEZ | State Street Spdr Euro Stoxx | -0.2% | -23.12% | Trim |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | -0.2% | -9.64% | Trim |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | +2.92% | Add |
| 42 | BIV | Vanguard Intermediate-term B | -0.3% | -10.20% | Trim |
| 43 | SBUX | Starbucks CORP | -0.3% | EXIT | Sold out |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.3% | +3.27% | Add |
| 45 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | EXIT | Sold out |
| 46 | DON | Wisdomtree US Midcap Dividen | -0.4% | -7.91% | Trim |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.6% | -57.26% | Trim |
| 48 | EFA | Ishares Msci Eafe ETF | -0.6% | -6.63% | Trim |
| 49 | IJH | Ishares Core S&p Midcap ETF | -1% | -20.70% | Trim |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -1.8% | -80.78% | 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 148 disclosed positions in Q4 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, IVV) accounted for 11.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
XMHQ
市值: $4.3M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $1.1M
During Q4 2024, Precedent Wealth Partners, LLC's top holdings by market value included VTI (7.7%)、DON (4.1%)、IVV (4.0%). The largest single position, VTI, represented 7.7% of total portfolio value.
In Q4 2024, Precedent Wealth Partners, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 18 holdings, and fully liquidating 4 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.