Precedent Wealth Partners, LLC Purchases in Q2 2025

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSMR
Invesco Bulletshares 2027 Muni

ETFs
13.5K
+ 11.75%
$23.03 - $23.64 $312K - $320K
129K $3.02B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
15.6K
+ 11.01%
$20.08 - $20.98 $313K - $327K
157K $3.24B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.82K
New
$39.59 - $44.69 $270K - $305K
6.82K $305M
EOG
Eog Resources Inc

Energy
2.55K
New
$104.61 - $129.97 $267K - $331K
2.55K $305M
ORCL
Oracle Corp

Technology
1.38K
New
$122.82 - $218.63 $169K - $301K
1.38K $301M
UPRO
Proshares Trust Proshares Ultr

ETFs
3.26K
New
$50.65 - $91.44 $165K - $298K
3.26K $298M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.59K
New
$82.96 - $110.1 $215K - $285K
2.59K $285M
AXON
Axon Enterprise, Inc.

Industrials
341
New
$497.13 - $827.94 $170K - $282K
341 $282M
KMI
Kinder Morgan, Inc.

Energy
7.23K
+ 10.39%
$25.21 - $29.4 $182K - $213K
76.8K $2.26B
VST
Vistra Corp.

Utilities
1.39K
New
$98.07 - $195.04 $136K - $271K
1.39K $269M
PM
Philip Morris International Inc.

Consumer Defensive
1.37K
New
$149.23 - $184.95 $204K - $253K
1.37K $250M
ITW
Illinois Tool Works Inc

Industrials
1K
+ 22.58%
$218.41 - $252.43 $218K - $252K
5.43K $1.34B
ACN
Accenture PLC

Technology
1.04K
+ 19.76%
$279.23 - $323.21 $290K - $335K
6.29K $1.88B
ADP
Automatic Data Processing Inc

Industrials
721
+ 11.84%
$276.76 - $326.81 $200K - $236K
6.81K $2.1B
MET
Metlife Inc

Financial Services
2.95K
+ 14.64%
$68.42 - $82.49 $202K - $243K
23.1K $1.86B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
10K
+ 8.43%
$22.66 - $23.35 $227K - $234K
129K $2.99B
META
Meta Platforms, Inc.

Communication Services
75
+ 6.68%
$484.66 - $738.09 $36.3K - $55.4K
1.2K $884M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
10K
+ 9.94%
$23.2 - $23.63 $233K - $237K
111K $2.62B
Everus Constr Group
3.54K
New
N/A
3.54K $225M
TGT
Target Corp

Consumer Defensive
2.87K
+ 27.75%
$88.76 - $105.77 $255K - $303K
13.2K $1.3B
CMCSA
Comcast Corp

Communication Services
7.16K
+ 24.17%
$32.84 - $36.72 $235K - $263K
36.8K $1.31B
BSMU
Invesco Exchange Self Ind Tr

ETFs
10.5K
+ 8.08%
$20.97 - $21.71 $220K - $228K
140K $3.02B
HSY
Hershey CO

Consumer Defensive
1.46K
+ 24.7%
$151.29 - $173.13 $221K - $253K
7.39K $1.23B
ISRG
Intuitive Surgical Inc

Healthcare
386
New
$451.58 - $565.94 $174K - $218K
386 $210M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
9.12K
+ 8.34%
$22.22 - $22.92 $203K - $209K
118K $2.69B
LMT
Lockheed Martin Corp

Industrials
315
+ 9.44%
$430.82 - $486.45 $136K - $153K
3.65K $1.69B
OC
Owens Corning

Industrials
1.74K
+ 23.37%
$126.32 - $147.75 $220K - $258K
9.21K $1.27B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.9K
New
$55.54 - $69.09 $161K - $200K
2.9K $200M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.44K
+ 9.69%
$24.98 - $25.66 $186K - $191K
84.3K $2.16B
VZ
Verizon Communications Inc

Communication Services
5.6K
+ 23.41%
$41.67 - $45.62 $233K - $256K
29.5K $1.28B
APD
Air Products & Chemicals, Inc.

Basic Materials
851
+ 22.29%
$248.61 - $294.96 $212K - $251K
4.67K $1.32B
First Tr Exchng Traded Fd Vi
3.6K
+ 4.49%
N/A
83.7K $2.66B
WEC
Wec Energy Group, Inc.

Utilities
2.13K
+ 31.26%
$102.24 - $109.76 $218K - $234K
8.95K $933M
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 5.21%
$496.48 - $617.85 $50.6K - $63K
2.06K $1.27B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.14K
+ 18.09%
$45.3 - $50.64 $187K - $209K
27K $1.33B
UPS
United Parcel Service Inc

Industrials
2.52K
+ 26.55%
$91.92 - $110.2 $232K - $278K
12K $1.21B
MO
Altria Group, Inc.

Consumer Defensive
3.48K
+ 12.75%
$55.56 - $60.91 $193K - $212K
30.7K $1.8B
DUK
Duke Energy Corp

Utilities
1.71K
+ 13.97%
$112.46 - $124.05 $192K - $212K
14K $1.65B
GOOGL
Alphabet Inc.

Communication Services
381
+ 9.98%
$144.7 - $178.6 $55.1K - $68K
4.2K $740M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
547
+ 3.15%
$114.78 - $133.31 $62.8K - $72.9K
17.9K $2.38B
ZTS
Zoetis Inc.

Healthcare
1.31K
+ 19.69%
$144.41 - $170.3 $189K - $223K
7.96K $1.24B
FSCO
Fs Cr Opportunities Corp Com
18.4K
New
N/A
18.4K $133M
AOS
Smith A O Corp

Industrials
1.53K
+ 6.35%
$59.63 - $70.52 $91.1K - $108K
25.6K $1.68B
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 15.58%
$146.36 - $159.82 $218K - $238K
11K $1.69B
MRK
Merck & Co., Inc.

Healthcare
3.26K
+ 21.9%
$73.47 - $87.12 $239K - $284K
18.1K $1.44B
VTHR
Vanguard Russell 3000 ETF

ETFs
163
+ 9.84%
$218.71 - $272.75 $35.6K - $44.5K
1.82K $496M
BIGZ
Black Rock Innovation & Growth Trust
10.9K
New
N/A
10.9K $80M
WMB
Williams Companies, Inc.

Energy
691
+ 7.97%
$54.33 - $62.87 $37.5K - $43.4K
9.37K $588M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.1%
$146.58 - $180.01 $440 - $540
3.05K $541M
Activity Summary
Buys All Purchases 116 New Holdings 24 Increased Positions 92 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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