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PRECEDENT WEALTH PARTNERS, LLC

13F
PRECEDENT WEALTH PARTNERS, LLC
Last update 2024-10-17 141 Stocks (16 new)
Value $297.00 Mil Turnover 16 %
Countries:
Top Holdings: VTI(7.80%)DON(4.63%)IJH(4.57%)IVV(4.12%)VEA(3.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
PRECEDENT WEALTH PARTNERS, LLC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
81,717
23139.000
-0.01%
7.800
0%
0.010
+12.80%
+24.93%
418831.491
 
DON 		WisdomTree U.S. MidCap Dividend Fund
268,570
13731.970
+2.17%
4.630
+0.10%
0.370
+13.39%
+17.53%
3938.895
 
IJH 		iShares Core S&P Mid-Cap ETF
217,805
13573.600
-0.88%
4.570
-0.05%
0.010
+12.84%
+18.73%
97616.316
 
IVV 		iShares Core S&P 500 ETF
21,195
12225.800
+1.12%
4.120
+0.05%
0.000
+11.87%
+25.57%
565718.602
 
VEA 		Vanguard FTSE Developed Markets ETF
219,803
11607.790
+7.41%
3.910
+0.27%
0.010
+1.00%
+3.15%
135058.590
 
EFA 		iShares MSCI EAFE ETF
127,532
10665.480
-2.26%
3.590
-0.09%
0.020
+0.52%
+3.13%
54180.273
 
SDY 		SPDR Dividend ETF
62,965
8943.610
+4.20%
3.010
+0.12%
0.040
+6.16%
+12.72%
21347.151
 
XLG 		Invesco S&P 500 Top 50 ETF
165,706
7875.990
+23.65%
2.650
+0.51%
0.120
+12.65%
+31.71%
7392.881
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
121,081
6620.740
+55.08%
2.230
+0.79%
0.060
+12.80%
+18.49%
12320.391
 
DMAY 		FT Vest U.S. Equity Deep Buffer ETF - May
159,800
6387.210
New Holding
2.150
+2.15%
2.410
+7.09%
+13.02%
268.330
 

PRECEDENT WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

PRECEDENT WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DMAY 		FT Vest U.S. Equity Deep Buffer ETF - May2024-09-30New Buy
+2.15%
●
37.43 ($38.93) 39.97
$40.81
4.83%
New holding
159,800
159,800
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30New Buy
+0.97%
●
162.83 ($170.84) 179.16
$183.61
7.47%
New holding
16,138
16,138
LRCX 		Lam Research Corp2024-09-30Sold Out
-0.97%
●
73.16 ($86.94) 112.73
$75.70
-12.93%
Sold Out
0
-22,670
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF2024-09-30Add
+0.92%
●
24.34 ($25.25) 25.83
$24.82
-1.70%
Add 427.69%
131,053
106,218
XLE 		The Energy Select Sector SPDR Fund2024-09-30Sold Out
-0.92%
●
84.35 ($89.4) 93.39
$93.78
4.90%
Sold Out
0
-24,953
IBDP 		iShares iBonds Dec 2024 Term Corporate ETF2024-09-30Sold Out
-0.84%
●
25.04 ($25.13) 25.21
$25.15
0.08%
Sold Out
0
-83,493
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2024-09-30Add
+0.79%
●
50.29 ($52.88) 54.92
$57.73
9.17%
Add 55.08%
121,081
43,005
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.53%
●
496.64 ($516.09) 527.7
$548.76
6.33%
Add 67.35%
7,390
2,974
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2024-09-30Add
+0.52%
●
41.02 ($43.93) 46.01
$48.31
9.97%
Add 105.23%
66,140
33,913
XLG 		Invesco S&P 500 Top 50 ETF2024-09-30Add
+0.51%
●
42.54 ($45.95) 47.97
$49.68
8.12%
Add 23.65%
165,706
31,691

PRECEDENT WEALTH PARTNERS, LLC Total Holding History ($B)

To

PRECEDENT WEALTH PARTNERS, LLC's Asset Allocation

To

PRECEDENT WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PRECEDENT WEALTH PARTNERS, LLC's Hypothetical Growth since 2024-09-30

PRECEDENT WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PRECEDENT WEALTH PARTNERS, LLC's Holdings Heat Map

Size field:

PRECEDENT WEALTH PARTNERS, LLC's Holdings Bubble Chart

PRECEDENT WEALTH PARTNERS, LLC News

  • 1

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