Precedent Wealth Partners, LLC Purchases in Q3 2024

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
13.4K
+ 23.29%
$20.92 - $21.41 $281K - $287K
71K $1.51B
VONG
Vanguard Russell 1000 Growth E

ETFs
3.11K
New
$85.48 - $98.39 $266K - $306K
3.11K $300M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
11.9K
+ 22.11%
$23.47 - $23.74 $280K - $284K
66K $1.57B
HD
Home Depot, Inc.

Consumer Cyclical
349
+ 13.79%
$333.64 - $405.2 $116K - $141K
2.88K $1.17B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
11.9K
+ 20.56%
$23.41 - $23.78 $279K - $283K
69.8K $1.66B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
11.6K
+ 19.88%
$22.87 - $23.34 $266K - $272K
70.2K $1.63B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
11.5K
+ 19.52%
$23.15 - $23.58 $266K - $271K
70.3K $1.66B
SBUX
Starbucks Corp

Consumer Cyclical
1.46K
+ 19.12%
$72.51 - $98.6 $106K - $143K
9.06K $884M
DUK
Duke Energy Corp

Utilities
1.41K
+ 16.63%
$99.35 - $117.71 $140K - $166K
9.88K $1.14B
XOM
Exxon Mobil Corp

Energy
2.09K
+ 10.52%
$109.72 - $119.0 $229K - $248K
21.9K $2.57B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
11K
+ 20.72%
$24.29 - $24.63 $266K - $270K
63.9K $1.56B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.32K
+ 12.72%
$117.9 - $128.2 $156K - $169K
11.7K $1.5B
PNC
Pnc Financial Services Group, Inc.

Financial Services
735
+ 17.2%
$156.14 - $187.2 $115K - $138K
5.01K $926M
KR
Kroger CO

Consumer Defensive
2.28K
+ 13.35%
$50.43 - $57.3 $115K - $131K
19.4K $1.11B
FDVV
Fidelity High Dividend ETF

ETFs
4.6K
+ 89.0%
$46.26 - $50.65 $213K - $233K
9.76K $494M
ITW
Illinois Tool Works Inc

Industrials
694
+ 26.04%
$233.14 - $263.97 $162K - $183K
3.36K $880M
APD
Air Products & Chemicals, Inc.

Basic Materials
522
+ 22.2%
$247.34 - $300.11 $129K - $157K
2.87K $855M
TXN
Texas Instruments Inc

Technology
876
+ 15.63%
$194.6 - $194.6 $170K - $170K
6.48K $1.34B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.28K
New
$44.65 - $47.21 $236K - $249K
5.28K $247M
ZTS
Zoetis Inc.

Healthcare
807
+ 20.39%
$172.58 - $196.48 $139K - $159K
4.77K $931M
CMCSA
Comcast Corp

Communication Services
4.66K
+ 26.22%
$37.33 - $41.78 $174K - $195K
22.4K $937M
D
Dominion Energy, Inc

Utilities
2.35K
+ 21.83%
$48.01 - $58.53 $113K - $137K
13.1K $756M
KMI
Kinder Morgan, Inc.

Energy
4.45K
+ 8.13%
$19.72 - $22.22 $87.8K - $98.9K
59.2K $1.31B
XLI
Industrial Sector Spdr

ETFs
1.61K
New
$120.56 - $135.44 $194K - $218K
1.61K $218M
ORCL
Oracle Corp

Technology
1.25K
New
$125.9 - $170.35 $158K - $213K
1.25K $214M
IWD
Ishares Russell 1000 Val ETF

ETFs
27
+ 0.2%
$173.36 - $189.8 $4.68K - $5.12K
13.4K $2.54B
INTU
Intuit Inc

Technology
360
+ 70.31%
$602.97 - $670.49 $217K - $241K
872 $542M
BAC
Bank Of America Corp

Financial Services
5.22K
+ 18.23%
$36.65 - $44.13 $191K - $230K
33.9K $1.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.88K
+ 28.5%
$77.02 - $85.06 $145K - $160K
8.48K $717M
VZ
Verizon Communications Inc

Communication Services
3.39K
+ 24.82%
$38.89 - $45.0 $132K - $153K
17K $766M
JNJ
Johnson & Johnson

Healthcare
470
+ 6.59%
$145.48 - $167.38 $68.4K - $78.7K
7.6K $1.23B
JPM
Jpmorgan Chase & CO

Financial Services
518
+ 5.94%
$194.9 - $224.8 $101K - $116K
9.24K $1.95B
AMGN
Amgen Inc

Healthcare
421
+ 8.75%
$309.38 - $337.38 $130K - $142K
5.23K $1.69B
PEP
Pepsico Inc

Consumer Defensive
772
+ 10.63%
$161.9 - $179.3 $125K - $138K
8.04K $1.37B
MRK
Merck & Co., Inc.

Healthcare
2.23K
+ 24.75%
$111.15 - $128.97 $248K - $288K
11.3K $1.28B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.77K
+ 14.65%
$49.93 - $51.15 $138K - $142K
21.7K $1.11B
UPS
United Parcel Service Inc

Industrials
1.1K
+ 18.82%
$123.32 - $147.38 $135K - $162K
6.93K $944M
MUB
Ishares National Muni Bond ETF

ETFs
366
+ 0.71%
$106.13 - $108.7 $38.8K - $39.8K
51.6K $5.61B
OC
Owens Corning

Industrials
533
+ 9.96%
$154.02 - $186.38 $82.1K - $99.3K
5.88K $1.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
125
+ 20.83%
$405.19 - $478.57 $50.6K - $59.8K
725 $334M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.08K
+ 27.25%
$59.93 - $66.52 $64.9K - $72K
5.06K $336M
HSY
Hershey CO

Consumer Defensive
289
+ 7.63%
$182.45 - $203.25 $52.7K - $58.7K
4.08K $782M
WMB
Williams Companies, Inc.

Energy
729
+ 8.54%
$41.24 - $46.22 $30.1K - $33.7K
9.27K $423M
CVX
Chevron Corp

Energy
945
+ 9.52%
$137.88 - $161.97 $130K - $153K
10.9K $1.6B
VTHR
Vanguard Russell 3000 ETF

ETFs
96
+ 5.65%
$228.55 - $253.74 $21.9K - $24.4K
1.79K $455M
AMT
American Tower Corp

Real Estate
4
+ 0.33%
$192.27 - $242.73 $769 - $971
1.22K $284M
FIS
Fidelity National Information Services, Inc.

Technology
87
+ 2.08%
$72.8 - $85.04 $6.33K - $7.4K
4.28K $358M
TGT
Target Corp

Consumer Defensive
160
+ 7.85%
$133.47 - $159.25 $21.4K - $25.5K
2.2K $343M
TSCO
Tractor Supply CO

Consumer Cyclical
19
+ 1.68%
$251.95 - $290.93 $4.79K - $5.53K
1.15K $334M
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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