Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- Latest filing
- Jul 21, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 18, 2024. Long positions only.
- Positions
- 131
- No filing for Q3 2023
- Portfolio value
- $196.7M
- No filing for Q3 2023
Precedent Wealth Partners, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 80,500 | $19.1M | 9.7% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 41,637 | $11.5M | 5.9% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 249,523 | $11.4M | 5.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 212,315 | $10.2M | 5.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,422 | $9.75M | 5.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 127,329 | $9.59M | 4.9% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 61,206 | $7.65M | 3.9% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 71,150 | $5.85M | 3.0% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 137,963 | $4.86M | 2.5% | – | – | – |
| AAPLApple Inc. | Stock | 15,673 | $3.02M | 1.5% | – | – | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 76,270 | $2.88M | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,421 | $2.79M | 1.4% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,573 | $2.32M | 1.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,378 | $2.21M | 1.1% | – | – | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 92,293 | $2.13M | 1.1% | – | – | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 100,653 | $2.09M | 1.1% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 83,292 | $2.09M | 1.1% | – | – | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 96,344 | $2.08M | 1.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 86,730 | $2.08M | 1.1% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 83,753 | $2.07M | 1.1% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 85,752 | $2.05M | 1.0% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 66,751 | $1.87M | 0.9% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 70,154 | $1.75M | 0.9% | – | – | – |
| LRCXLam Research Corp | COM | 2,184 | $1.71M | 0.9% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,499 | $1.67M | 0.9% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 14,118 | $1.65M | 0.8% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 16,338 | $1.63M | 0.8% | – | – | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 24,344 | $1.62M | 0.8% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 58,695 | $1.48M | 0.8% | – | – | – |
| MCDMcDonalds Corp | Stock | 4,691 | $1.39M | 0.7% | – | – | History |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 28,866 | $1.37M | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,879 | $1.34M | 0.7% | – | – | History |
| CVXChevron Corp | Stock | 8,904 | $1.33M | 0.7% | – | – | History |
| AMGNAmgen Inc | Stock | 4,255 | $1.23M | 0.6% | – | – | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 47,789 | $1.23M | 0.6% | – | – | – |
| WSMWilliams Sonoma Inc | COM | 6,030 | $1.22M | 0.6% | – | – | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,644 | $1.15M | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 3,172 | $1.11M | 0.6% | – | – | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 26,950 | $1.10M | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 6,945 | $1.08M | 0.5% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 4,072 | $1.07M | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,272 | $1.07M | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 21,017 | $1.06M | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 6,090 | $1.03M | 0.5% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,303 | $1.01M | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 18,547 | $969.8K | 0.5% | – | – | – |
| LMTLockheed Martin Corp | Stock | 2,109 | $956.1K | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,937 | $930.6K | 0.5% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 38,616 | $923.0K | 0.5% | – | – | – |
| BLKBlackRock, Inc. | COM | 1,132 | $919.2K | 0.5% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 39,051 | $917.5K | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,924 | $914.6K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 10,816 | $910.1K | 0.5% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 38,301 | $909.8K | 0.5% | – | – | – |
| QCOMQualcomm Inc | Stock | 6,003 | $868.2K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,653 | $858.9K | 0.4% | – | – | History |
| METMetlife Inc | Stock | 12,939 | $855.7K | 0.4% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 37,836 | $848.3K | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 34,345 | $842.7K | 0.4% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,558 | $841.0K | 0.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,690 | $836.9K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 7,651 | $834.1K | 0.4% | – | – | History |
| CMICummins Inc | Stock | 3,475 | $832.5K | 0.4% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 34,663 | $823.4K | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 24,404 | $821.7K | 0.4% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 32,841 | $818.2K | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 37,624 | $814.2K | 0.4% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,701 | $773.0K | 0.4% | – | – | – |
| ABTAbbott Laboratories | Stock | 7,014 | $772.0K | 0.4% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 42,899 | $756.7K | 0.4% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,552 | $731.4K | 0.4% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 4,627 | $727.5K | 0.4% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 14,071 | $718.3K | 0.4% | – | – | – |
| TXNTexas Instruments Inc | Stock | 4,184 | $713.3K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 7,529 | $708.3K | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 3,317 | $695.6K | 0.4% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,822 | $687.9K | 0.3% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 13,113 | $653.3K | 0.3% | – | – | – |
| DUKDuke Energy CORP | Stock | 6,658 | $646.1K | 0.3% | – | – | History |
| CMCSAComcast Corp | Stock | 14,463 | $634.2K | 0.3% | – | – | History |
| CCICrown Castle Inc. | REIT | 5,188 | $597.6K | 0.3% | – | – | History |
| DOWDow Inc. | Stock | 10,809 | $592.8K | 0.3% | – | – | History |
| GISGeneral Mills Inc | Stock | 9,035 | $588.5K | 0.3% | – | – | History |
| MDTMedtronic plc | Stock | 6,955 | $572.9K | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 5,729 | $550.1K | 0.3% | – | – | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 12,338 | $520.4K | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 17,990 | $517.9K | 0.3% | – | – | History |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 13,165 | $512.0K | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,106 | $507.9K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 3,452 | $482.2K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 3,417 | $481.6K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,322 | $458.2K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,107 | $453.2K | 0.2% | – | – | – |
| STELStellar Bancorp, Inc. | COM | 16,000 | $445.4K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,557 | $426.4K | 0.2% | – | – | History |
| OCOwens Corning | Stock | 2,847 | $422.0K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 2,565 | $404.4K | 0.2% | – | – | History |
| CVSCVS Health Corp | Stock | 4,864 | $384.1K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 1,453 | $378.4K | 0.2% | – | – | History |
| KRKroger Co | Stock | 8,049 | $367.9K | 0.2% | – | – | History |