Precedent Wealth Partners, LLC Incresed Positions in Q3 2025

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
50.1K
+ 14.05%
$56.02 - $60.3 $2.81M - $3.02M
407K $24.4B
CVX
Chevron Corp

Energy
16.6K
+ 652.55%
$145.57 - $161.83 $2.42M - $2.69M
19.2K $2.98B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.01K
+ 19.39%
$567.77 - $614.76 $1.71M - $1.85M
18.5K $11.3B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
16K
+ 51.78%
$112.94 - $129.99 $1.8M - $2.08M
46.8K $5.99B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.3K
+ 24.31%
$82.22 - $96.68 $1.01M - $1.19M
62.8K $6.07B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
30.7K
+ 14.33%
$35.42 - $38.65 $1.09M - $1.19M
245K $9.3B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 14.47%
$98.53 - $107.1 $1.12M - $1.22M
90.1K $9.46B
VONE
Vanguard Russell 1000 ETF

ETFs
4.07K
+ 64.83%
$280.68 - $303.97 $1.14M - $1.24M
10.3K $3.13B
Lam Research Corp
1.1K
+ 3.37%
N/A
33.7K $4.51B
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 1.03%
$51.78 - $57.89 $110K - $123K
210K $12.1B
AVGO
Broadcom Inc.

Technology
207
+ 1.05%
$264.74 - $369.57 $54.8K - $76.5K
19.9K $6.57B
AAPL
Apple Inc.

Technology
29
+ 0.13%
$202.38 - $256.87 $5.87K - $7.45K
22.8K $5.81B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.56K
+ 13.49%
$79.76 - $85.78 $603K - $648K
63.6K $5.38B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.3K
+ 3.01%
$136.48 - $142.97 $314K - $329K
78.7K $11B
Invesco Exch Trd Slf Idx Fd
24.1K
+ 76.41%
N/A
55.6K $1.42B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.56K
+ 1.31%
$87.29 - $93.61 $136K - $146K
121K $11.3B
WSM
Williams Sonoma Inc

Consumer Cyclical
360
+ 2.11%
$163.62 - $210.2 $58.9K - $75.7K
17.4K $3.4B
ABBV
Abb Vie Inc.

Healthcare
159
+ 1.37%
$184.85 - $231.54 $29.4K - $36.8K
11.8K $2.72B
Invesco Exch Trd Slf Idx Fd
19.5K
+ 16.61%
N/A
137K $3.41B
BSMU
Invesco Exchange Self Ind Tr

ETFs
21.8K
+ 15.54%
$21.43 - $22.06 $467K - $481K
162K $3.55B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
21K
+ 17.74%
$22.71 - $23.24 $477K - $488K
139K $3.22B
JPM
Jpmorgan Chase & CO

Financial Services
717
+ 6.05%
$282.78 - $316.06 $203K - $227K
12.6K $3.96B
CAT
Caterpillar Inc

Industrials
334
+ 8.08%
$390.92 - $477.15 $131K - $159K
4.47K $2.13B
JNJ
Johnson & Johnson

Healthcare
782
+ 7.08%
$155.17 - $185.42 $121K - $145K
11.8K $2.19B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
21.1K
+ 13.46%
$20.52 - $21.16 $433K - $447K
178K $3.74B
Ishares Tr
17.7K
+ 144.21%
N/A
30K $788M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.47K
+ 22.08%
$48.5 - $50.19 $411K - $425K
46.8K $2.34B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
17.6K
+ 13.7%
$23.12 - $23.59 $408K - $416K
146K $3.43B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
17.4K
+ 13.53%
$23.46 - $23.77 $408K - $414K
146K $3.46B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
17.6K
+ 15.84%
$23.48 - $23.7 $413K - $417K
129K $3.04B
Blackrock Inc
125
+ 6.42%
N/A
2.07K $2.41B
MO
Altria Group, Inc.

Consumer Defensive
1.95K
+ 6.35%
$57.75 - $67.68 $113K - $132K
32.7K $2.16B
GOOGL
Alphabet Inc.

Communication Services
284
+ 6.77%
$174.36 - $254.72 $49.5K - $72.3K
4.48K $1.09B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.6K
+ 14.99%
$25.21 - $25.99 $318K - $328K
96.9K $2.5B
MSFT
Microsoft Corp

Technology
271
+ 2.77%
$491.09 - $535.64 $133K - $145K
10.1K $5.21B
HSY
Hershey CO

Consumer Defensive
940
+ 12.72%
$161.95 - $193.45 $152K - $182K
8.33K $1.56B
BAC
Bank Of America Corp

Financial Services
2.59K
+ 5.62%
$44.92 - $52.42 $117K - $136K
48.8K $2.52B
HD
Home Depot, Inc.

Consumer Cyclical
351
+ 7.81%
$357.4 - $423.42 $125K - $149K
4.84K $1.96B
PLTR
Palantir Technologies Inc.

Technology
1.01K
+ 37.35%
$130.68 - $186.97 $132K - $188K
3.71K $676M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.24K
+ 21.5%
$108.77 - $115.6 $243K - $258K
12.6K $1.43B
First Tr Exchng Traded Fd Vi
4.04K
+ 1.71%
N/A
239K $7.72B
NVDA
Nvidia Corp

Technology
10
+ 0.1%
$153.3 - $186.58 $1.53K - $1.87K
10.3K $1.93B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.93K
+ 8.0%
$26.52 - $27.64 $184K - $192K
93.6K $2.59B
XOM
Exxon Mobil Corp

Energy
1.04K
+ 3.06%
$105.83 - $117.22 $110K - $122K
35K $3.94B
PNC
Pnc Financial Services Group, Inc.

Financial Services
809
+ 10.52%
$185.88 - $207.44 $150K - $168K
8.5K $1.71B
LMT
Lockheed Martin Corp

Industrials
253
+ 6.93%
$410.74 - $499.21 $104K - $126K
3.9K $1.95B
MRK
Merck & Co., Inc.

Healthcare
1.89K
+ 10.41%
$77.6 - $87.37 $147K - $165K
20K $1.68B
ITW
Illinois Tool Works Inc

Industrials
593
+ 10.92%
$252.31 - $269.41 $150K - $160K
6.02K $1.57B
First Tr Exchange Traded Fd
4.39K
+ 8.52%
N/A
55.8K $1.6B
Activity Summary
Buys All Purchases 101 New Holdings 8 Increased Positions 93 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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