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
QCOM
Qualcomm Inc

Technology
778
+ 6.33%
$145.84 - $173.55 $113K - $135K
13.1K $2.17B
MCD
Mcdonalds Corp

Consumer Cyclical
416
+ 5.82%
$291.67 - $316.99 $121K - $132K
7.56K $2.3B
WEC
Wec Energy Group, Inc.

Utilities
975
+ 10.89%
$103.66 - $114.59 $101K - $112K
9.93K $1.14B
DUK
Duke Energy Corp

Utilities
961
+ 6.89%
$116.31 - $125.93 $112K - $121K
14.9K $1.85B
MUB
Ishares National Muni Bond ETF

ETFs
744
+ 1.52%
$103.24 - $106.68 $76.8K - $79.4K
49.8K $5.31B
ORCL
Oracle Corp

Technology
301
+ 21.83%
$218.96 - $328.33 $65.9K - $98.8K
1.68K $472M
OC
Owens Corning

Industrials
941
+ 10.22%
$136.56 - $157.69 $129K - $148K
10.1K $1.44B
MET
Metlife Inc

Financial Services
1.46K
+ 6.32%
$73.82 - $82.37 $108K - $120K
24.5K $2.02B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
185
+ 1.03%
$132.9 - $142.03 $24.6K - $26.3K
18.1K $2.55B
IBDV
Ishares Tr

Technology
6.27K
+ 4.47%
$21.75 - $22.22 $136K - $139K
146K $3.24B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.71K
+ 4.34%
$23.13 - $23.54 $132K - $134K
137K $3.22B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.82K
+ 3.93%
$20.77 - $21.32 $121K - $124K
154K $3.27B
EOG
Eog Resources Inc

Energy
1.46K
+ 57.18%
$112.12 - $126.1 $163K - $184K
4.01K $449M
AMGN
Amgen Inc

Healthcare
433
+ 6.07%
$271.18 - $309.22 $117K - $134K
7.57K $2.14B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.98K
+ 4.12%
$25.24 - $25.56 $126K - $127K
126K $3.21B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.27K
+ 4.19%
$24.14 - $24.34 $127K - $128K
131K $3.19B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.28K
+ 4.23%
N/A
130K $3.16B
VZ
Verizon Communications Inc

Communication Services
2.56K
+ 8.66%
$40.84 - $45.06 $105K - $115K
32.1K $1.41B
ZTS
Zoetis Inc.

Healthcare
1.4K
+ 17.63%
$141.13 - $159.19 $198K - $223K
9.36K $1.37B
NKE
Nike, Inc.

Consumer Cyclical
2.03K
+ 10.92%
$69.24 - $79.24 $140K - $160K
20.6K $1.43B
VST
Vistra Corp.

Utilities
439
+ 31.58%
$182.0 - $217.92 $79.9K - $95.7K
1.83K $358M
APD
Air Products & Chemicals, Inc.

Basic Materials
474
+ 10.15%
$265.78 - $299.3 $126K - $142K
5.14K $1.4B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.31K
+ 1.03%
$24.97 - $25.78 $32.7K - $33.7K
128K $3.28B
AMZN
Amazon Com Inc

Consumer Cyclical
322
+ 5.32%
$211.65 - $238.24 $68.2K - $76.7K
6.37K $1.4B
META
Meta Platforms, Inc.

Communication Services
100
+ 8.35%
$695.21 - $791.73 $69.5K - $79.2K
1.3K $953M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.26K
+ 4.65%
$48.72 - $50.73 $61.2K - $63.7K
28.3K $1.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 7.7%
$459.11 - $506.91 $31.7K - $35K
965 $485M
KO
Coca Cola CO

Consumer Defensive
1.86K
+ 11.13%
$65.67 - $71.67 $122K - $133K
18.6K $1.23B
KR
Kroger CO

Consumer Defensive
2.43K
+ 8.94%
$64.52 - $74.35 $157K - $180K
29.6K $1.99B
ADP
Automatic Data Processing Inc

Industrials
472
+ 6.93%
$288.69 - $310.94 $136K - $147K
7.28K $2.14B
ABT
Abbott Laboratories

Healthcare
316
+ 10.79%
$120.51 - $136.62 $38.1K - $43.2K
3.25K $435M
AXON
Axon Enterprise, Inc.

Industrials
102
+ 29.91%
$698.02 - $870.97 $71.2K - $88.8K
443 $318M
XLK
Technology Sector Spdr

ETFs
20
+ 2.17%
$250.97 - $282.66 $5.02K - $5.65K
940 $265M
KMI
Kinder Morgan, Inc.

Energy
4.05K
+ 5.28%
$26.23 - $28.5 $106K - $116K
80.9K $2.29B
TGT
Target Corp

Consumer Defensive
1.31K
+ 9.89%
$86.56 - $107.43 $113K - $140K
14.5K $1.3B
LNG
Cheniere Energy, Inc.

Energy
33
+ 1.62%
$222.68 - $244.28 $7.35K - $8.06K
2.07K $486M
V
Visa Inc.

Financial Services
13
+ 0.82%
$332.09 - $358.86 $4.32K - $4.67K
1.6K $546M
NFLX
Netflix Inc

Communication Services
11
+ 4.66%
$1147.87 - $1297.18 $12.6K - $14.3K
247 $296M
INTU
Intuit Inc

Technology
251
+ 13.5%
$646.03 - $807.39 $162K - $203K
2.11K $1.44B
CMCSA
Comcast Corp

Communication Services
3.55K
+ 9.65%
$31.41 - $36.33 $111K - $129K
40.3K $1.27B
TXN
Texas Instruments Inc

Technology
717
+ 7.29%
N/A
10.6K $1.94B
ACN
Accenture PLC

Technology
435
+ 6.92%
$232.56 - $304.78 $101K - $133K
6.73K $1.66B
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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