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CIK: 0002008666
Total reported value
$601.4M
$601.4M
155 檔
11.8%
In Q1 2025, Precedent Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $601.4M, distributed across 155 disclosed stock positions.
In Q1 2025, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 31 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 | 6.37% | -0.12% | +2.73% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.68% | -0.33% | +8.22% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.44% | +0.30% | +7.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.39% | -0.16% | +4.66% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.88% | -0.26% | +18.15% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.83% | -0.14% | +31.91% | |
| 7 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.77% | -0.04% | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.72% | -0.21% | +0.66% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.38% | -0.14% | -15.03% | |
| 10 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.08% | -0.13% | — | |
| 11 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 2.01% | -1.28% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.64% | +28.59% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.86% | +0.08% | +68.82% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.86% | -1.26% | +66.26% | |
| 15 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.75% | — | — | |
| 16 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.71% | -0.16% | +5.15% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -1.19% | EXIT | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.15% | +4.33% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.08% | +5.77% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.31% | -0.12% | +54.39% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.19% | -0.05% | +6.63% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.16% | -0.09% | -0.18% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.99% | -0.16% | +24.02% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.04% | +8.70% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-Other | 0.88% | +0.27% | +68.00% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.04% | +7.77% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.19% | +3.52% | |
| 28 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.81% | -0.09% | +90.55% | |
| 29 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.79% | +0.01% | -10.94% | |
| 30 | FEBM | Ft Vest US Eq Max Buf Feb | ETF-Other | 0.79% | +0.05% | NEW | |
| 31 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.78% | -0.08% | +74.80% | |
| 32 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.77% | — | -9.60% | |
| 33 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.76% | -0.09% | +58.39% | |
| 34 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.76% | -0.02% | -9.77% | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.76% | -0.01% | -9.84% | |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.76% | — | -9.92% | |
| 37 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.76% | -0.03% | -9.96% | |
| 38 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.75% | -0.06% | +58.93% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.75% | -0.09% | -9.91% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.05% | +14.19% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.72% | — | -11.69% | |
| 42 | BSMW | Invesco Bulletshares 2032 Mb | ETF-Other | 0.71% | -0.08% | +62.09% | |
| 43 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.69% | -0.08% | +49.94% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | +0.06% | -1.50% | |
| 45 | JANM | Ft Vest US Eq Max Buf Jan | ETF-Other | 0.68% | -0.01% | — | |
| 46 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.66% | -0.09% | +47.06% | |
| 47 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.66% | +0.12% | +8.32% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.11% | +47.88% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.15% | +13.25% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.58% | +1.10% | +12.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFEB | Ft Vest U.s. Equity Deep Buf | +2.8% | NEW | New buy |
| 2 | DJAN | Ft Vest U.s. Equity Deep Buf | +2.1% | NEW | New buy |
| 3 | DECM | Ft Vest US Eq Max Buf Dec | +2% | NEW | New buy |
| 4 | XOM | Exxon Mobil CORP | +0.8% | +120.75% | Add |
| 5 | FEBM | Ft Vest US Eq Max Buf Feb | +0.8% | NEW | New buy |
| 6 | JANM | Ft Vest US Eq Max Buf Jan | +0.7% | NEW | New buy |
| 7 | MARM | Ftvestus Max Buff ETF March | +0.6% | NEW | New buy |
| 8 | SDVY | First Trust Smid Cap Rising | +0.5% | +68.82% | Add |
| 9 | VONE | Vanguard Russell 1000 | +0.5% | NEW | New buy |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | +0.5% | +66.26% | Add |
| 11 | COP | Conocophillips | +0.5% | NEW | New buy |
| 12 | AOS | Smith (a.o.) CORP | +0.4% | NEW | New buy |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +54.39% | Add |
| 14 | BSMV | Invesco Bulletshares 2031 Mb | +0.3% | +90.55% | Add |
| 15 | BSMU | Invesco Bulletshares 2030 Mb | +0.3% | +74.80% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +130.81% | Add |
| 17 | WEC | Wec Energy Group Inc | +0.2% | NEW | New buy |
| 18 | BSMR | Invesco Bulletshares 2027 Mb | +0.2% | +58.93% | Add |
| 19 | BSMS | Invesco Bulletshares 2028 Mb | +0.2% | +58.39% | Add |
| 20 | BSMW | Invesco Bulletshares 2032 Mb | +0.2% | +62.09% | Add |
| 21 | FDVV | Fidelity High Dividend ETF | +0.2% | +145.90% | Add |
| 22 | AIRR | First Trust Rba American Ind | +0.2% | +68.00% | Add |
| 23 | BSMT | Invesco Bulletshares 2029 Mb | +0.1% | +49.94% | Add |
| 24 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +24.02% | Add |
| 25 | BSMQ | Invesco Bulletshares 2026 Mb | +0.1% | +47.06% | Add |
| 26 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +47.88% | Add |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +55.99% | Add |
| 28 | ONEY | Ss Spdr R1000 Yield Foc ETF | +0.1% | +71.15% | Add |
| 29 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +18.15% | Add |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +31.91% | Add |
| 31 | VZ | Verizon Communications Inc | +0.1% | +51.58% | Add |
| 32 | ABBV | Abbvie Inc | +0.1% | +13.25% | Add |
| 33 | AMGN | Amgen Inc | +0.1% | +15.76% | Add |
| 34 | JNJ | Johnson & Johnson | +0.1% | +23.77% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | +0.1% | +28.59% | Add |
| 36 | DHS | Wisdomtree US High Dividend | -0.1% | +5.15% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | +7.39% | Add |
| 38 | DEM | Wisdomtree Emerging Markets | -0.2% | -71.69% | Trim |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | -35.28% | Trim |
| 40 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.66% | Add |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.3% | -52.25% | Trim |
| 42 | FEZ | State Street Spdr Euro Stoxx | -0.3% | EXIT | Sold out |
| 43 | CVX | Chevron CORP | -0.4% | -78.66% | Trim |
| 44 | DON | Wisdomtree US Midcap Dividen | -0.4% | +8.22% | Add |
| 45 | CSCO | Cisco Systems Inc | -0.5% | -71.89% | Trim |
| 46 | AVGO | Broadcom Inc | -0.5% | +3.52% | Add |
| 47 | IJH | Ishares Core S&p Midcap ETF | -1.1% | -15.03% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -1.3% | +2.73% | Add |
| 49 | BIV | Vanguard Intermediate-term B | -1.5% | EXIT | Sold out |
| 50 | DMAY | Ft Vest US Equity Deep Buffe | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 155 disclosed positions in Q1 2025.
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, VEA) accounted for 11.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFEB
市值: $10.0M
Top Position Liquidated / Trimmed
DMAY
前期市值: $6.5M
During Q1 2025, Precedent Wealth Partners, LLC's top holdings by market value included VTI (6.4%)、DON (3.7%)、VEA (3.4%). The largest single position, VTI, represented 6.4% of total portfolio value.
In Q1 2025, Precedent Wealth Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 31 positions, trimming 6 holdings, and fully liquidating 3 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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