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 | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 16,728 | $1.2B | 0.29% | |
| 102 | ONEYSPDR SER TR | 10,395 | $1.1B | 0.28% | |
| 103 | IDV*ISHARES TR | 32,218 | $1.1B | 0.27% | |
| 104 | VXFVANGUARD INDEX FDS | 5,302 | $1.0B | 0.25% | |
| 105 | UNHUNITEDHEALTH GROUP INC | 3,145 | $981.0M | 0.24% | |
| 106 | DMARFIRST TR EXCHNG TRADED FD VI | 24,379 | $964.7M | 0.24% | |
| 107 | WECWEC ENERGY GROUP INC | 8,953 | $932.9M | 0.23% | |
| 108 | METAMETA PLATFORMS INC | 1,198 | $884.4M | 0.22% | |
| 109 | DGRSWISDOMTREE TR | 18,897 | $879.7M | 0.22% | |
| 110 | VONGVANGUARD SCOTTSDALE FDS | 7,980 | $871.4M | 0.21% | |
| 111 | JPEMJ P MORGAN EXCHANGE TRADED F | 15,262 | $861.0M | 0.21% | |
| 112 | WMTWALMART INC | 8,424 | $823.7M | 0.20% | |
| 113 | NDQINVESCO QQQ TR | 1,490 | $821.8M | 0.20% | |
| 114 | BSSXINVESCO EXCH TRD SLF IDX FD | 31,532 | $790.5M | 0.19% | |
| 115 | GOOGLALPHABET INC | 4,198 | $739.8M | 0.18% | |
| 116 | CMICUMMINS INC | 2,130 | $697.6M | 0.17% | |
| 117 | AXPAMERICAN EXPRESS CO | 2,002 | $638.6M | 0.16% | |
| 118 | WMBWILLIAMS COS INC | 9,366 | $588.3M | 0.14% | |
| 119 | VVISA INC | 1,588 | $563.7M | 0.14% | |
| 120 | GOOGALPHABET INC | 3,052 | $541.5M | 0.13% | |
| 121 | CSCOCISCO SYS INC | 7,665 | $531.8M | 0.13% | |
| 122 | VBRVANGUARD INDEX FDS | 2,635 | $513.9M | 0.13% | |
| 123 | SPSMSPDR SER TR | 11,708 | $498.8M | 0.12% | |
| 124 | VTHRVANGUARD SCOTTSDALE FDS | 1,820 | $496.4M | 0.12% | |
| 125 | LNGCHENIERE ENERGY INC | 2,037 | $496.1M | 0.12% | |
| 126 | PEYINVESCO EXCHANGE TRADED FD T | 23,963 | $489.1M | 0.12% | |
| 127 | COSTCOSTCO WHSL CORP NEW | 492 | $487.1M | 0.12% | |
| 128 | STELSTELLAR BANCORP INC | 16,000 | $447.7M | 0.11% | |
| 129 | BRK/BBERKSHIRE HATHAWAY INC DEL | 896 | $435.3M | 0.11% | |
| 130 | BSMYINVESCO EXCH TRD SLF IDX FD | 17,519 | $415.5M | 0.10% | |
| 131 | EESWISDOMTREE TR | 8,079 | $411.7M | 0.10% | |
| 132 | SYKSTRYKER CORPORATION | 1,035 | $409.5M | 0.10% | |
| 133 | ABTABBOTT LABS | 2,929 | $398.4M | 0.10% | |
| 134 | PEPPEPSICO INC | 2,951 | $389.6M | 0.10% | |
| 135 | MAYMFIRST TR EXCHNG TRADED FD VI | 11,796 | $368.8M | 0.09% | |
| 136 | PLTRPALANTIR TECHNOLOGIES INC | 2,699 | $367.9M | 0.09% | |
| 137 | CVXCHEVRON CORP NEW | 2,548 | $364.8M | 0.09% | |
| 138 | SCHBSCHWAB STRATEGIC TR | 14,526 | $346.2M | 0.08% | |
| 139 | VLOVALERO ENERGY CORP | 2,474 | $332.6M | 0.08% | |
| 140 | VUGVANGUARD INDEX FDS | 744 | $326.2M | 0.08% | |
| 141 | IBDYISHARES TR | 12,301 | $318.7M | 0.08% | |
| 142 | NFLXNETFLIX INC | 236 | $316.0M | 0.08% | |
| 143 | SPMDSPDR SER TR | 5,638 | $306.6M | 0.08% | |
| 144 | DNOVFIRST TR EXCHNG TRADED FD VI | 6,823 | $304.9M | 0.07% | |
| 145 | EOGEOG RES INC | 2,548 | $304.8M | 0.07% | |
| 146 | FISFIDELITY NATL INFORMATION SV | 3,728 | $303.5M | 0.07% | |
| 147 | ORCLORACLE CORP | 1,379 | $301.4M | 0.07% | |
| 148 | UPROPROSHARES TR | 3,264 | $298.5M | 0.07% | |
| 149 | IWFISHARES TR | 696 | $295.5M | 0.07% | |
| 150 | KNFKNIFE RIVER CORP | 3,543 | $289.3M | 0.07% | |
| 151 | IVWISHARES TR | 2,588 | $284.9M | 0.07% | |
| 152 | AXONAXON ENTERPRISE INC | 341 | $282.3M | 0.07% | |
| 153 | AMTAMERICAN TOWER CORP NEW | 1,243 | $274.7M | 0.07% | |
| 154 | PGPROCTER AND GAMBLE CO | 1,702 | $271.2M | 0.07% | |
| 155 | VSTVISTRA CORP | 1,390 | $269.4M | 0.07% | |
| 156 | MAMASTERCARD INCORPORATED | 473 | $265.7M | 0.07% | |
| 157 | 4I1PHILIP MORRIS INTL INC | 1,370 | $249.6M | 0.06% | |
| 158 | VIGVANGUARD SPECIALIZED FUNDS | 1,202 | $246.0M | 0.06% | |
| 159 | DWDMORGAN STANLEY | 1,729 | $243.5M | 0.06% | |
| 160 | MDUMDU RES GROUP INC | 14,175 | $236.3M | 0.06% | |
| 161 | XLKSELECT SECTOR SPDR TR | 920 | $233.0M | 0.06% | |
| 162 | LLYELI LILLY & CO | 294 | $229.2M | 0.06% | |
| 163 | ECGEVERUS CONSTR GROUP | 3,543 | $225.1M | 0.06% | |
| 164 | TSCOTRACTOR SUPPLY CO | 4,201 | $221.7M | 0.05% | |
| 165 | DEMWISDOMTREE TR | 4,803 | $217.5M | 0.05% | |
| 166 | DDOMINION ENERGY INC | 3,802 | $214.9M | 0.05% | |
| 167 | ISRGINTUITIVE SURGICAL INC | 386 | $209.8M | 0.05% | |
| 168 | VXUSVANGUARD STAR FDS | 2,896 | $200.1M | 0.05% | |
| 169 | DLYDOUBLELINE YIELD OPPORTUNITI | 11,828 | $184.4M | 0.05% | |
| 170 | FSCOFS CREDIT OPPORTUNITIES CORP | 18,363 | $133.3M | 0.03% | |
| 171 | BTXBLACKROCK TECH AND PRIVATE E | 10,900 | $80.0M | 0.02% |
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