PRECEDENT WEALTH PARTNERS, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$454.1B
Holdings
168
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (168 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 18,590 | $1.2B | 0.27% | |
| 102 | WECWEC ENERGY GROUP INC | 9,928 | $1.1B | 0.25% | |
| 103 | FDXFEDEX CORP | 4,776 | $1.1B | 0.25% | |
| 104 | IDV*ISHARES TR | 29,916 | $1.1B | 0.24% | |
| 105 | GOOGLALPHABET INC | 4,482 | $1.1B | 0.24% | |
| 106 | VXFVANGUARD INDEX FDS | 5,147 | $1.1B | 0.24% | |
| 107 | COPCONOCOPHILLIPS | 11,154 | $1.1B | 0.23% | |
| 108 | DMARFIRST TR EXCHNG TRADED FD VI | 24,379 | $993.9M | 0.22% | |
| 109 | UNHUNITEDHEALTH GROUP INC | 2,846 | $982.6M | 0.22% | |
| 110 | METAMETA PLATFORMS INC | 1,298 | $953.4M | 0.21% | |
| 111 | VONGVANGUARD SCOTTSDALE FDS | 7,618 | $918.0M | 0.20% | |
| 112 | NDQINVESCO QQQ TR | 1,471 | $883.1M | 0.19% | |
| 113 | DGRSWISDOMTREE TR | 17,206 | $860.0M | 0.19% | |
| 114 | WMTWALMART INC | 8,246 | $849.8M | 0.19% | |
| 115 | CMICUMMINS INC | 1,885 | $796.2M | 0.18% | |
| 116 | IBDYISHARES TR | 30,040 | $787.9M | 0.17% | |
| 117 | GOOGALPHABET INC | 3,052 | $743.4M | 0.16% | |
| 118 | DSEPFIRST TR EXCHNG TRADED FD VI | 16,571 | $732.4M | 0.16% | |
| 119 | PLTRPALANTIR TECHNOLOGIES INC | 3,707 | $676.2M | 0.15% | |
| 120 | AXPAMERICAN EXPRESS CO | 2,002 | $665.0M | 0.15% | |
| 121 | WMBWILLIAMS COS INC | 8,824 | $559.0M | 0.12% | |
| 122 | VVISA INC | 1,601 | $546.5M | 0.12% | |
| 123 | VBRVANGUARD INDEX FDS | 2,614 | $545.5M | 0.12% | |
| 124 | VTHRVANGUARD SCOTTSDALE FDS | 1,820 | $535.7M | 0.12% | |
| 125 | CSCOCISCO SYS INC | 7,665 | $524.4M | 0.12% | |
| 126 | PEYINVESCO EXCHANGE TRADED FD T | 23,963 | $504.8M | 0.11% | |
| 127 | LNGCHENIERE ENERGY INC | 2,070 | $486.4M | 0.11% | |
| 128 | STELSTELLAR BANCORP INC | 16,000 | $485.4M | 0.11% | |
| 129 | BRK/BBERKSHIRE HATHAWAY INC DEL | 965 | $485.1M | 0.11% | |
| 130 | ORCLORACLE CORP | 1,680 | $472.5M | 0.10% | |
| 131 | SPSMSPDR SER TR | 9,798 | $453.9M | 0.10% | |
| 132 | EOGEOG RES INC | 4,005 | $449.0M | 0.10% | |
| 133 | ABTABBOTT LABS | 3,245 | $434.6M | 0.10% | |
| 134 | DDECFIRST TR EXCHNG TRADED FD VI | 9,757 | $427.1M | 0.09% | |
| 135 | BSMYINVESCO EXCH TRD SLF IDX FD | 17,519 | $426.2M | 0.09% | |
| 136 | VLOVALERO ENERGY CORP | 2,474 | $421.2M | 0.09% | |
| 137 | PEPPEPSICO INC | 2,951 | $414.4M | 0.09% | |
| 138 | EESWISDOMTREE TR | 7,129 | $398.3M | 0.09% | |
| 139 | COSTCOSTCO WHSL CORP NEW | 427 | $395.2M | 0.09% | |
| 140 | MAYMFIRST TR EXCHNG TRADED FD VI | 11,796 | $375.1M | 0.08% | |
| 141 | SCHBSCHWAB STRATEGIC TR | 14,526 | $373.5M | 0.08% | |
| 142 | VSTVISTRA CORP | 1,829 | $358.3M | 0.08% | |
| 143 | VUGVANGUARD INDEX FDS | 744 | $356.9M | 0.08% | |
| 144 | JPEMJ P MORGAN EXCHANGE TRADED F | 5,743 | $338.8M | 0.07% | |
| 145 | IWFISHARES TR | 696 | $326.0M | 0.07% | |
| 146 | SPMDSPDR SER TR | 5,638 | $322.4M | 0.07% | |
| 147 | AXONAXON ENTERPRISE INC | 443 | $317.9M | 0.07% | |
| 148 | ECGEVERUS CONSTR GROUP | 3,543 | $303.8M | 0.07% | |
| 149 | SYKSTRYKER CORPORATION | 806 | $298.0M | 0.07% | |
| 150 | NFLXNETFLIX INC | 247 | $296.1M | 0.07% | |
| 151 | AMDADVANCED MICRO DEVICES INC | 1,776 | $287.3M | 0.06% | |
| 152 | KNFKNIFE RIVER CORP | 3,543 | $272.4M | 0.06% | |
| 153 | XLKSELECT SECTOR SPDR TR | 940 | $264.9M | 0.06% | |
| 154 | DWDMORGAN STANLEY | 1,652 | $262.6M | 0.06% | |
| 155 | MAMASTERCARD INCORPORATED | 455 | $258.7M | 0.06% | |
| 156 | MDUMDU RES GROUP INC | 14,175 | $252.5M | 0.06% | |
| 157 | PGPROCTER AND GAMBLE CO | 1,641 | $252.1M | 0.06% | |
| 158 | VIGVANGUARD SPECIALIZED FUNDS | 1,142 | $246.4M | 0.05% | |
| 159 | AMATAPPLIED MATLS INC | 1,139 | $233.2M | 0.05% | |
| 160 | TSCOTRACTOR SUPPLY CO | 4,056 | $230.7M | 0.05% | |
| 161 | EUADSPINNAKER ETF SERIES | 4,871 | $228.8M | 0.05% | |
| 162 | FISFIDELITY NATL INFORMATION SV | 3,334 | $219.8M | 0.05% | |
| 163 | XLYSELECT SECTOR SPDR TR | 904 | $216.6M | 0.05% | |
| 164 | VXUSVANGUARD STAR FDS | 2,896 | $212.7M | 0.05% | |
| 165 | LLYELI LILLY & CO | 276 | $210.6M | 0.05% | |
| 166 | AMTAMERICAN TOWER CORP NEW | 1,074 | $206.6M | 0.05% | |
| 167 | NZFNUVEEN MUNICIPAL CREDIT INC | 10,951 | $137.5M | 0.03% | |
| 168 | FSCOFS CREDIT OPPORTUNITIES CORP | 18,363 | $126.9M | 0.03% |
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