Precedent Wealth Partners, LLC Incresed Positions in Q2 2025

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
113K
+ 46.43%
$45.65 - $57.01 $5.17M - $6.45M
357K $20.3B
AVGO
Broadcom Inc.

Technology
1.65K
+ 9.15%
$146.29 - $275.65 $242K - $456K
19.7K $5.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.38K
+ 18.09%
$456.74 - $568.03 $1.08M - $1.35M
15.5K $8.81B
MSFT
Microsoft Corp

Technology
671
+ 7.36%
$354.56 - $497.45 $238K - $334K
9.79K $4.87B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
20.6K
+ 10.45%
$36.05 - $40.34 $742K - $831K
218K $8.78B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.69K
+ 20.88%
$152.93 - $181.74 $871K - $1.03M
33K $5.99B
First Tr Exchng Traded Fd Vi
34.8K
+ 52.75%
N/A
101K $3.24B
Lam Research Corp
3.81K
+ 13.25%
N/A
32.6K $3.17B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.65K
+ 7.73%
$82.17 - $99.96 $464K - $565K
78.7K $7.74B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.83K
+ 16.25%
$65.84 - $80.81 $516K - $633K
56K $4.49B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.83K
+ 2.89%
$39.94 - $44.64 $273K - $305K
244K $10.9B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.6K
+ 120.76%
$37.24 - $41.76 $728K - $817K
35.7K $1.49B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.8K
+ 6.89%
$29.52 - $35.31 $407K - $487K
214K $7.55B
JPM
Jpmorgan Chase & CO

Financial Services
950
+ 8.72%
$210.28 - $289.91 $200K - $275K
11.8K $3.43B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
11.8K
+ 4.42%
$43.28 - $50.37 $512K - $596K
279K $14B
TXN
Texas Instruments Inc

Technology
1.67K
+ 20.44%
N/A
9.83K $2.04B
INTU
Intuit Inc

Technology
373
+ 25.1%
$544.07 - $787.63 $203K - $294K
1.86K $1.46B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
15.5K
+ 21.81%
$23.45 - $26.56 $364K - $412K
86.7K $2.3B
NVDA
Nvidia Corp

Technology
57
+ 0.56%
$94.31 - $157.99 $5.38K - $9.01K
10.3K $1.63B
BAC
Bank Of America Corp

Financial Services
6K
+ 14.95%
$34.39 - $47.46 $206K - $285K
46.2K $2.18B
First Tr Exchange Traded Fd
11.4K
+ 28.36%
N/A
51.5K $1.38B
Invesco Exch Trd Slf Idx Fd
17.5K
+ 124.51%
N/A
31.5K $791M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.13K
+ 14.29%
$137.62 - $174.44 $294K - $372K
17.1K $2.79B
NKE
Nike, Inc.

Consumer Cyclical
4.46K
+ 31.65%
$53.27 - $72.04 $237K - $321K
18.5K $1.32B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.3K
+ 26.69%
$27.3 - $31.8 $281K - $327K
48.8K $1.55B
Blackrock Inc
206
+ 11.84%
N/A
1.95K $2.04B
QCOM
Qualcomm Inc

Technology
2.08K
+ 20.34%
$124.66 - $159.48 $259K - $331K
12.3K $1.96B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.1K
+ 11.33%
$20.23 - $21.04 $305K - $317K
148K $3.12B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
12.7K
+ 11.17%
$24.31 - $25.29 $309K - $322K
127K $3.2B
IBDV
Ishares Tr

Technology
14.4K
+ 11.44%
$21.28 - $21.98 $306K - $316K
140K $3.08B
KR
Kroger CO

Consumer Defensive
3.42K
+ 14.42%
$64.62 - $74.0 $221K - $253K
27.1K $1.95B
HD
Home Depot, Inc.

Consumer Cyclical
928
+ 26.03%
$335.24 - $380.78 $311K - $353K
4.49K $1.65B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
13.5K
+ 11.45%
$22.7 - $23.33 $307K - $315K
132K $3.07B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
+ 11.32%
$24.94 - $25.42 $306K - $312K
121K $3.07B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.8K
+ 11.39%
$23.96 - $24.27 $308K - $312K
126K $3.05B
Invesco Exch Trd Slf Idx Fd
13.5K
+ 13.08%
N/A
117K $2.87B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.32K
+ 20.78%
$149.76 - $186.42 $198K - $247K
7.69K $1.43B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.8K
+ 11.4%
N/A
125K $3.03B
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
KMI
Kinder Morgan, Inc.

Energy
7.23K
+ 10.39%
$25.21 - $29.4 $182K - $213K
76.8K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
399
+ 7.06%
$167.32 - $223.3 $66.8K - $89.1K
6.05K $1.33B
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
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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