PRECEDENT WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$360.2B
Holdings
155
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (155 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | INTUINTUIT | 1,486 | $912.6M | 0.25% | |
| 102 | DGRSWISDOMTREE TR | 19,425 | $903.3M | 0.25% | |
| 103 | TDVIFIRST TR EXCHANGE-TRADED FD | 40,084 | $895.5M | 0.25% | |
| 104 | NKENIKE INC | 14,083 | $894.0M | 0.25% | |
| 105 | VONGVANGUARD SCOTTSDALE FDS | 8,815 | $817.9M | 0.23% | |
| 106 | JPEMJ P MORGAN EXCHANGE TRADED F | 15,423 | $813.1M | 0.23% | |
| 107 | PEYINVESCO EXCHANGE TRADED FD T | 36,404 | $781.6M | 0.22% | |
| 108 | WMTWALMART INC | 8,554 | $751.0M | 0.21% | |
| 109 | SPSMSPDR SER TR | 18,293 | $745.6M | 0.21% | |
| 110 | WECWEC ENERGY GROUP INC | 6,821 | $743.4M | 0.21% | |
| 111 | NDQINVESCO QQQ TR | 1,493 | $700.0M | 0.19% | |
| 112 | METAMETA PLATFORMS INC | 1,123 | $647.4M | 0.18% | |
| 113 | DDECFIRST TR EXCHNG TRADED FD VI | 16,192 | $633.8M | 0.18% | |
| 114 | GOOGLALPHABET INC | 3,817 | $590.3M | 0.16% | |
| 115 | AXPAMERICAN EXPRESS CO | 2,117 | $569.6M | 0.16% | |
| 116 | SPMDSPDR SER TR | 11,111 | $568.7M | 0.16% | |
| 117 | CSCOCISCO SYS INC | 8,852 | $546.3M | 0.15% | |
| 118 | VBRVANGUARD INDEX FDS | 2,867 | $534.1M | 0.15% | |
| 119 | WMBWILLIAMS COS INC | 8,675 | $518.4M | 0.14% | |
| 120 | VVISA INC | 1,477 | $517.6M | 0.14% | |
| 121 | GOOGALPHABET INC | 3,049 | $476.4M | 0.13% | |
| 122 | LNGCHENIERE ENERGY INC | 2,037 | $471.4M | 0.13% | |
| 123 | COSTCOSTCO WHSL CORP NEW | 478 | $452.1M | 0.13% | |
| 124 | BRK/BBERKSHIRE HATHAWAY INC DEL | 834 | $444.2M | 0.12% | |
| 125 | STELSTELLAR BANCORP INC | 16,000 | $442.6M | 0.12% | |
| 126 | CVXCHEVRON CORP NEW | 2,486 | $415.9M | 0.12% | |
| 127 | VTHRVANGUARD SCOTTSDALE FDS | 1,657 | $408.9M | 0.11% | |
| 128 | SYKSTRYKER CORPORATION | 1,056 | $393.1M | 0.11% | |
| 129 | EESWISDOMTREE TR | 8,007 | $391.1M | 0.11% | |
| 130 | XLKSELECT SECTOR SPDR TR | 1,840 | $379.9M | 0.11% | |
| 131 | ABTABBOTT LABS | 2,708 | $359.2M | 0.10% | |
| 132 | XLYSELECT SECTOR SPDR TR | 1,809 | $357.2M | 0.10% | |
| 133 | BSSXINVESCO EXCH TRD SLF IDX FD | 14,045 | $355.6M | 0.10% | |
| 134 | XLVSELECT SECTOR SPDR TR | 2,277 | $332.5M | 0.09% | |
| 135 | VLOVALERO ENERGY CORP | 2,474 | $326.7M | 0.09% | |
| 136 | KNFKNIFE RIVER CORP | 3,543 | $319.6M | 0.09% | |
| 137 | SCHBSCHWAB STRATEGIC TR | 14,526 | $312.8M | 0.09% | |
| 138 | VIGVANGUARD SPECIALIZED FUNDS | 1,540 | $298.7M | 0.08% | |
| 139 | MAMASTERCARD INCORPORATED | 526 | $288.2M | 0.08% | |
| 140 | FISFIDELITY NATL INFORMATION SV | 3,699 | $276.2M | 0.08% | |
| 141 | AMTAMERICAN TOWER CORP NEW | 1,243 | $270.5M | 0.08% | |
| 142 | XLFSELECT SECTOR SPDR TR | 5,244 | $261.2M | 0.07% | |
| 143 | TSCOTRACTOR SUPPLY CO | 4,676 | $257.7M | 0.07% | |
| 144 | IWFISHARES TR | 696 | $251.3M | 0.07% | |
| 145 | DDOMINION ENERGY INC | 4,363 | $244.7M | 0.07% | |
| 146 | MDUMDU RES GROUP INC | 14,175 | $239.7M | 0.07% | |
| 147 | VCITVANGUARD SCOTTSDALE FDS | 2,876 | $235.1M | 0.07% | |
| 148 | PGPROCTER AND GAMBLE CO | 1,294 | $220.5M | 0.06% | |
| 149 | IWMISHARES TR | 1,086 | $216.6M | 0.06% | |
| 150 | XLISELECT SECTOR SPDR TR | 1,612 | $211.3M | 0.06% | |
| 151 | LLYELI LILLY & CO | 255 | $210.6M | 0.06% | |
| 152 | DEMWISDOMTREE TR | 4,896 | $206.0M | 0.06% | |
| 153 | DLNWISDOMTREE TR | 2,561 | $203.3M | 0.06% | |
| 154 | DWDMORGAN STANLEY | 1,729 | $201.7M | 0.06% | |
| 155 | DLYDOUBLELINE YIELD OPPORTUNITI | 12,479 | $200.9M | 0.06% |
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