PRECEDENT WEALTH PARTNERS, LLC Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$408.2B

Holdings

171

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (171 positions)

#	Stock	Shares	Value	% Portfolio
1	VTIVANGUARD INDEX FDS	81,512	$24.8B	6.07%
2	VEAVANGUARD TAX-MANAGED FDS	356,922	$20.3B	4.98%
3	DONWISDOMTREE TR	279,484	$14.0B	3.43%
4	IVVISHARES TR	19,379	$12.0B	2.95%
5	DFEBFIRST TR EXCHNG TRADED FD VI	243,657	$10.9B	2.66%
6	XLGINVESCO EXCHANGE TRADED FD T	207,801	$10.8B	2.65%
7	EFAISHARES TR	119,201	$10.7B	2.61%
8	SDYSPDR SER TR	76,372	$10.4B	2.54%
9	VOOVANGUARD INDEX FDS	15,504	$8.8B	2.16%
10	DJANFIRST TR EXCHNG TRADED FD VI	217,641	$8.8B	2.15%
11	IJHISHARES TR	137,387	$8.5B	2.09%
12	XMHQINVESCO EXCHANGE TRADED FD T	78,742	$7.7B	1.89%
13	SDVYFIRST TR EXCHANGE-TRADED FD	214,049	$7.6B	1.85%
14	DECMFIRST TR EXCHNG TRADED FD VI	235,416	$7.4B	1.82%
15	RSPINVESCO EXCHANGE TRADED FD T	32,968	$6.0B	1.47%
16	DHSWISDOMTREE TR	60,052	$5.8B	1.41%
17	AVGOBROADCOM INC	19,716	$5.4B	1.33%
18	MUBISHARES TR	49,077	$5.1B	1.26%
19	DMAYFIRST TR EXCHNG TRADED FD VI	113,880	$4.9B	1.19%
20	MSFTMICROSOFT CORP	9,791	$4.9B	1.19%
21	AAPLAPPLE INC	22,779	$4.7B	1.14%
22	VYMIVANGUARD WHITEHALL FDS	56,023	$4.5B	1.10%
23	PRFINVESCO EXCHANGE TRADED FD T	99,914	$4.2B	1.03%
24	IWBISHARES TR	12,223	$4.2B	1.02%
25	AIRRFIRST TR EXCHANGE-TRADED FD	50,497	$4.1B	1.01%
26	XOMEXXON MOBIL CORP	33,938	$3.7B	0.90%
27	DXJWISDOMTREE TR	30,841	$3.5B	0.86%
28	JPMJPMORGAN CHASE & CO	11,847	$3.4B	0.84%
29	MDYSPDR S&P MIDCAP 400 ETF TR	5,951	$3.4B	0.83%
30	BSMVINVESCO EXCH TRD SLF IDX FD	156,969	$3.2B	0.79%
31	MARMFIRST TR EXCHNG TRADED FD VI	100,722	$3.2B	0.79%
32	IBDXISHARES TR	126,582	$3.2B	0.78%
33	LRCXLAM RESEARCH CORP	32,568	$3.2B	0.78%
34	IBDWISHARES TR	148,060	$3.1B	0.76%
35	IBDVISHARES TR	140,083	$3.1B	0.75%
36	IBDUISHARES TR	131,551	$3.1B	0.75%
37	IBDTISHARES TR	120,733	$3.1B	0.75%
38	IBDSISHARES TR	125,616	$3.0B	0.75%
39	IBDRISHARES TR	124,753	$3.0B	0.74%
40	BSMRINVESCO EXCH TRD SLF IDX FD	128,734	$3.0B	0.74%
41	BSMUINVESCO EXCH TRD SLF IDX FD	140,313	$3.0B	0.74%
42	BSMYINVESCO EXCH TRD SLF IDX FD	128,670	$3.0B	0.73%
43	FEBMFIRST TR EXCHNG TRADED FD VI	98,231	$2.9B	0.71%
44	BSMWINVESCO EXCH TRD SLF IDX FD	117,137	$2.9B	0.70%
45	WSMWILLIAMS SONOMA INC	17,061	$2.8B	0.68%
46	BSMTINVESCO EXCH TRD SLF IDX FD	118,476	$2.7B	0.66%
47	JANMFIRST TR EXCHNG TRADED FD VI	83,724	$2.7B	0.65%
48	BSMQINVESCO EXCH TRD SLF IDX FD	111,085	$2.6B	0.64%
49	IWDISHARES TR	13,204	$2.6B	0.63%
50	IBDQISHARES TR	101,510	$2.6B	0.63%
51	VYMVANGUARD WHITEHALL FDS	17,887	$2.4B	0.58%
52	BUFDFIRST TR EXCHNG TRADED FD VI	86,687	$2.3B	0.56%
53	KMIKINDER MORGAN INC DEL	76,841	$2.3B	0.55%
54	BACBANK AMERICA CORP	46,166	$2.2B	0.54%
55	SPABSPDR SER TR	84,269	$2.2B	0.53%
56	ABBVABBVIE INC	11,593	$2.2B	0.53%
57	ADPAUTOMATIC DATA PROCESSING IN	6,809	$2.1B	0.51%
58	MCDMCDONALDS CORP	7,143	$2.1B	0.51%
59	BLKBLACKROCK INC	1,946	$2.0B	0.50%
60	TXNTEXAS INSTRS INC	9,833	$2.0B	0.50%
61	AMGNAMGEN INC	7,136	$2.0B	0.49%
62	QCOMQUALCOMM INC	12,287	$2.0B	0.48%
63	KRKROGER CO	27,134	$1.9B	0.48%
64	QQQINVESCO EXCH TRD SLF IDX FD	77,108	$1.9B	0.46%
65	VTEBVANGUARD MUN BD FDS	38,348	$1.9B	0.46%
66	ACNACCENTURE PLC IRELAND	6,290	$1.9B	0.46%
67	METMETLIFE INC	23,071	$1.9B	0.45%
68	MOALTRIA GROUP INC	30,748	$1.8B	0.44%
69	VONEVANGUARD SCOTTSDALE FDS	6,278	$1.8B	0.43%
70	LMTLOCKHEED MARTIN CORP	3,651	$1.7B	0.41%
71	JNJJOHNSON & JOHNSON	11,049	$1.7B	0.41%
72	AOSSMITH A O CORP	25,592	$1.7B	0.41%
73	HDHOME DEPOT INC	4,493	$1.6B	0.40%
74	DUKDUKE ENERGY CORP NEW	13,953	$1.6B	0.40%
75	NVDANVIDIA CORPORATION	10,318	$1.6B	0.40%
76	CATCATERPILLAR INC	4,136	$1.6B	0.39%
77	BUFRFIRST TR EXCHNG TRADED FD VI	48,829	$1.6B	0.38%
78	DDECFIRST TR EXCHNG TRADED FD VI	35,745	$1.5B	0.37%
79	AQLTISHARES TR	11,185	$1.5B	0.36%
80	INTUINTUIT	1,859	$1.5B	0.36%
81	MRKMERCK & CO INC	18,139	$1.4B	0.35%
82	PNCPNC FINL SVCS GROUP INC	7,689	$1.4B	0.35%
83	SCHDSCHWAB STRATEGIC TR	52,168	$1.4B	0.34%
84	TDVIFIRST TR EXCHANGE-TRADED FD	51,452	$1.4B	0.34%
85	CLXCLOROX CO DEL	11,303	$1.4B	0.33%
86	FDVVFIDELITY COVINGTON TRUST	25,894	$1.3B	0.33%
87	ITWILLINOIS TOOL WKS INC	5,428	$1.3B	0.33%
88	AMZNAMAZON COM INC	6,049	$1.3B	0.33%
89	KNGFIRST TR EXCHANGE-TRADED FD	26,997	$1.3B	0.32%
90	NKENIKE INC	18,540	$1.3B	0.32%
91	APDAIR PRODS & CHEMS INC	4,668	$1.3B	0.32%
92	CMCSACOMCAST CORP NEW	36,774	$1.3B	0.32%
93	DYHTARGET CORP	13,208	$1.3B	0.32%
94	BACVERIZON COMMUNICATIONS INC	29,534	$1.3B	0.31%
95	SPYSPDR S&P 500 ETF TR	2,059	$1.3B	0.31%
96	OCOWENS CORNING NEW	9,207	$1.3B	0.31%
97	ZTSZOETIS INC	7,957	$1.2B	0.30%
98	HSYHERSHEY CO	7,390	$1.2B	0.30%
99	COPCONOCOPHILLIPS	13,653	$1.2B	0.30%
100	UPSUNITED PARCEL SERVICE INC	12,006	$1.2B	0.30%

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