PRECEDENT WEALTH PARTNERS, LLC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$476.8B
Holdings
171
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NKENIKE INC | 20,107 | $1.3B | 0.27% | |
| 102 | BACVERIZON COMMUNICATIONS INC | 31,028 | $1.3B | 0.26% | |
| 103 | ZTSZOETIS INC | 9,792 | $1.2B | 0.26% | |
| 104 | UNHUNITEDHEALTH GROUP INC | 3,711 | $1.2B | 0.26% | |
| 105 | WECWEC ENERGY GROUP INC | 11,614 | $1.2B | 0.26% | |
| 106 | CMCSACOMCAST CORP NEW | 40,921 | $1.2B | 0.26% | |
| 107 | OCOWENS CORNING NEW | 10,614 | $1.2B | 0.25% | |
| 108 | VXFVANGUARD INDEX FDS | 5,201 | $1.1B | 0.23% | |
| 109 | DMARFIRST TR EXCHNG TRADED FD VI | 24,379 | $1.0B | 0.21% | |
| 110 | CMICUMMINS INC | 1,885 | $962.0M | 0.20% | |
| 111 | GOOGALPHABET INC | 3,049 | $956.0M | 0.20% | |
| 112 | WMTWALMART INC | 8,324 | $927.0M | 0.19% | |
| 113 | METAMETA PLATFORMS INC | 1,376 | $908.0M | 0.19% | |
| 114 | IDV*ISHARES TR | 21,860 | $862.0M | 0.18% | |
| 115 | COPCONOCOPHILLIPS | 9,081 | $850.0M | 0.18% | |
| 116 | DGRSWISDOMTREE TR | 16,024 | $795.0M | 0.17% | |
| 117 | NDQINVESCO QQQ TR | 1,274 | $782.0M | 0.16% | |
| 118 | AXPAMERICAN EXPRESS CO | 2,033 | $752.0M | 0.16% | |
| 119 | DSEPFIRST TR EXCHNG TRADED FD VI | 16,571 | $744.0M | 0.16% | |
| 120 | EOGEOG RES INC | 6,738 | $707.0M | 0.15% | |
| 121 | PLTRPALANTIR TECHNOLOGIES INC | 3,760 | $668.0M | 0.14% | |
| 122 | VONGVANGUARD SCOTTSDALE FDS | 5,170 | $629.0M | 0.13% | |
| 123 | CSCOCISCO SYS INC | 7,745 | $596.0M | 0.12% | |
| 124 | VVISA INC | 1,628 | $570.0M | 0.12% | |
| 125 | VTHRVANGUARD SCOTTSDALE FDS | 1,820 | $546.0M | 0.11% | |
| 126 | VBRVANGUARD INDEX FDS | 2,476 | $524.0M | 0.11% | |
| 127 | BSMYINVESCO EXCH TRD SLF IDX FD | 20,633 | $507.0M | 0.11% | |
| 128 | STELSTELLAR BANCORP INC | 15,338 | $474.0M | 0.10% | |
| 129 | WMBWILLIAMS COS INC | 7,871 | $473.0M | 0.10% | |
| 130 | BRK/BBERKSHIRE HATHAWAY INC DEL | 931 | $467.0M | 0.10% | |
| 131 | PEYINVESCO EXCHANGE TRADED FD T | 21,781 | $444.0M | 0.09% | |
| 132 | DDECFIRST TR EXCHNG TRADED FD VI | 9,757 | $439.0M | 0.09% | |
| 133 | PEPPEPSICO INC | 2,951 | $423.0M | 0.09% | |
| 134 | ABTABBOTT LABS | 3,253 | $407.0M | 0.09% | |
| 135 | VLOVALERO ENERGY CORP | 2,474 | $402.0M | 0.08% | |
| 136 | AMDADVANCED MICRO DEVICES INC | 1,855 | $397.0M | 0.08% | |
| 137 | PAAPLAINS ALL AMERN PIPELINE L | 22,049 | $396.0M | 0.08% | |
| 138 | COSTCOSTCO WHSL CORP NEW | 459 | $395.0M | 0.08% | |
| 139 | SPSMSPDR SER TR | 8,190 | $383.0M | 0.08% | |
| 140 | SCHBSCHWAB STRATEGIC TR | 14,526 | $381.0M | 0.08% | |
| 141 | MAYMFIRST TR EXCHNG TRADED FD VI | 11,796 | $379.0M | 0.08% | |
| 142 | LNGCHENIERE ENERGY INC | 1,946 | $378.0M | 0.08% | |
| 143 | EESWISDOMTREE TR | 6,418 | $365.0M | 0.08% | |
| 144 | VUGVANGUARD INDEX FDS | 744 | $363.0M | 0.08% | |
| 145 | LLYELI LILLY & CO | 334 | $358.0M | 0.08% | |
| 146 | JPEMJ P MORGAN EXCHANGE TRADED F | 5,528 | $335.0M | 0.07% | |
| 147 | IWFISHARES TR | 701 | $331.0M | 0.07% | |
| 148 | SPMDSPDR SER TR | 5,638 | $326.0M | 0.07% | |
| 149 | DWDMORGAN STANLEY | 1,738 | $308.0M | 0.06% | |
| 150 | ECGEVERUS CONSTR GROUP | 3,543 | $303.0M | 0.06% | |
| 151 | VSTVISTRA CORP | 1,857 | $299.0M | 0.06% | |
| 152 | AMATAPPLIED MATLS INC | 1,127 | $289.0M | 0.06% | |
| 153 | ORCLORACLE CORP | 1,446 | $281.0M | 0.06% | |
| 154 | BUFHFIRST TR EXCHNG TRADED FD VI | 13,467 | $280.0M | 0.06% | |
| 155 | SYKSTRYKER CORPORATION | 793 | $278.0M | 0.06% | |
| 156 | MDUMDU RES GROUP INC | 14,175 | $276.0M | 0.06% | |
| 157 | XLKSELECT SECTOR SPDR TR | 1,922 | $276.0M | 0.06% | |
| 158 | MAMASTERCARD INCORPORATED | 481 | $274.0M | 0.06% | |
| 159 | NFLXNETFLIX INC | 2,929 | $274.0M | 0.06% | |
| 160 | VIGVANGUARD SPECIALIZED FUNDS | 1,142 | $250.0M | 0.05% | |
| 161 | AQLTISHARES TR | 2,795 | $250.0M | 0.05% | |
| 162 | KNFKNIFE RIVER CORP | 3,543 | $249.0M | 0.05% | |
| 163 | XLYSELECT SECTOR SPDR TR | 2,004 | $239.0M | 0.05% | |
| 164 | PGPROCTER AND GAMBLE CO | 1,581 | $226.0M | 0.05% | |
| 165 | GQ9SPDR GOLD TR | 556 | $220.0M | 0.05% | |
| 166 | FISFIDELITY NATL INFORMATION SV | 3,226 | $214.0M | 0.04% | |
| 167 | VXUSVANGUARD STAR FDS | 2,794 | $210.0M | 0.04% | |
| 168 | TMEDT ROWE PRICE ETF INC | 4,206 | $209.0M | 0.04% | |
| 169 | EUADSPINNAKER ETF SERIES | 4,871 | $205.0M | 0.04% | |
| 170 | XLVSELECT SECTOR SPDR TR | 1,302 | $201.0M | 0.04% | |
| 171 | NZFNUVEEN MUNICIPAL CREDIT INC | 10,951 | $137.0M | 0.03% |
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