Precedent Wealth Partners, LLC Incresed Positions in Q1 2025

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
26.7K
+ 120.75%
$105.44 - $118.93 $2.81M - $3.17M
48.8K $5.8B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
81.6K
+ 68.82%
$32.49 - $37.99 $2.65M - $3.1M
200K $6.71B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
29.1K
+ 66.26%
$89.18 - $104.04 $2.6M - $3.03M
73.1K $6.69B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.8K
+ 18.15%
$128.74 - $138.67 $1.51M - $1.63M
76.6K $10.4B
XLG
Invesco Exchange Traded Fd Tr

ETFs
53.7K
+ 31.91%
$45.72 - $51.73 $2.45M - $2.78M
222K $10.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.61K
+ 54.39%
$169.43 - $182.84 $1.63M - $1.76M
27.3K $4.72B
VEA
Vanguard Ftse Developed Market

ETFs
16.8K
+ 7.39%
$47.4 - $52.99 $795K - $888K
244K $12.4B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
67.2K
+ 90.55%
$20.57 - $21.12 $1.38M - $1.42M
141K $2.93B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.92K
+ 28.59%
$507.05 - $563.67 $1.48M - $1.65M
13.1K $6.75B
BSMU
Invesco Exchange Self Ind Tr

ETFs
55.6K
+ 74.8%
$21.49 - $22.03 $1.19M - $1.22M
130K $2.8B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
42.7K
+ 58.93%
$23.49 - $23.77 $1M - $1.02M
115K $2.71B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
43.7K
+ 58.39%
$23.1 - $23.56 $1.01M - $1.03M
119K $2.75B
Invesco Exch Trd Slf Idx Fd
39.7K
+ 62.09%
N/A
104K $2.55B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.33K
+ 24.02%
$67.08 - $76.14 $626K - $711K
48.2K $3.55B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30K
+ 130.81%
$27.01 - $28.54 $810K - $856K
52.9K $1.48B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
36.4K
+ 49.94%
$22.66 - $23.19 $825K - $845K
109K $2.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
786
+ 0.66%
$74.85 - $84.89 $58.8K - $66.7K
120K $9.8B
FDVV
Fidelity High Dividend ETF

ETFs
15.6K
+ 145.9%
$48.86 - $52.28 $760K - $813K
26.2K $1.3B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
32.3K
+ 47.06%
$23.55 - $23.74 $761K - $768K
101K $2.39B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.61K
+ 47.88%
$126.11 - $135.06 $708K - $758K
17.3K $2.24B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.6K
+ 55.99%
$49.25 - $50.66 $718K - $739K
40.6K $2.02B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20.3K
+ 8.22%
$48.02 - $53.02 $977K - $1.08M
268K $13.3B
DHS
Wisdomtree Tr U.S

ETFs
3.05K
+ 5.15%
$91.55 - $99.74 $279K - $304K
62.3K $6.17B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
5.17K
+ 71.15%
$106.44 - $113.12 $550K - $585K
12.4K $1.36B
ABBV
Abb Vie Inc.

Healthcare
1.22K
+ 13.25%
$169.2 - $216.66 $207K - $265K
10.4K $2.19B
AMGN
Amgen Inc

Healthcare
852
+ 15.76%
$258.59 - $327.36 $220K - $279K
6.26K $1.95B
JNJ
Johnson & Johnson

Healthcare
1.84K
+ 23.77%
$142.06 - $167.7 $261K - $308K
9.56K $1.59B
VZ
Verizon Communications Inc

Communication Services
8.14K
+ 51.58%
$37.81 - $46.49 $308K - $379K
23.9K $1.09B
MO
Altria Group, Inc.

Consumer Defensive
4.3K
+ 18.73%
$50.81 - $60.02 $219K - $258K
27.3K $1.64B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
17.3K
+ 26.03%
$24.41 - $24.65 $421K - $425K
83.5K $2.04B
DUK
Duke Energy Corp

Utilities
2.22K
+ 22.09%
$105.87 - $121.97 $235K - $270K
12.2K $1.49B
ADP
Automatic Data Processing Inc

Industrials
1.08K
+ 21.54%
$286.85 - $318.64 $310K - $344K
6.09K $1.86B
KR
Kroger CO

Consumer Defensive
3.79K
+ 18.99%
$58.36 - $67.72 $221K - $256K
23.7K $1.61B
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
+ 14.19%
$225.19 - $279.95 $305K - $379K
10.9K $2.67B
KMI
Kinder Morgan, Inc.

Energy
10.8K
+ 18.36%
$26.1 - $31.22 $282K - $337K
69.6K $1.99B
MCD
Mcdonalds Corp

Consumer Cyclical
783
+ 13.62%
$279.74 - $321.29 $219K - $252K
6.53K $2.04B
UNH
Unitedhealth Group Inc

Healthcare
572
+ 31.81%
$461.52 - $548.18 $264K - $314K
2.37K $1.24B
INTU
Intuit Inc

Technology
523
+ 54.31%
$555.63 - $630.23 $291K - $330K
1.49K $913M
HSY
Hershey CO

Consumer Defensive
1.74K
+ 41.67%
$144.74 - $186.36 $252K - $325K
5.93K $1.01B
ZTS
Zoetis Inc.

Healthcare
1.67K
+ 33.63%
$156.48 - $175.67 $262K - $294K
6.65K $1.09B
QCOM
Qualcomm Inc

Technology
1.82K
+ 21.71%
$151.94 - $175.86 $277K - $320K
10.2K $1.57B
CMCSA
Comcast Corp

Communication Services
7.61K
+ 34.6%
$33.19 - $38.23 $253K - $291K
29.6K $1.09B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.05K
+ 28.38%
$49.22 - $51.73 $249K - $261K
22.9K $1.15B
PEP
Pepsico Inc

Consumer Defensive
1.84K
+ 22.15%
$142.64 - $156.42 $262K - $288K
10.1K $1.52B
APD
Air Products & Chemicals, Inc.

Basic Materials
785
+ 25.89%
$283.24 - $338.07 $222K - $265K
3.82K $1.13B
TXN
Texas Instruments Inc

Technology
1.61K
+ 24.62%
N/A
8.16K $1.47B
Lam Research Corp
3.09K
+ 12.06%
N/A
28.8K $2.09B
ITW
Illinois Tool Works Inc

Industrials
947
+ 27.2%
$244.9 - $274.48 $232K - $260K
4.43K $1.1B
MET
Metlife Inc

Financial Services
3K
+ 17.51%
$77.7 - $87.0 $233K - $261K
20.1K $1.62B
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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