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
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
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
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
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
408
+ 31.53%
$157.66 - $172.39 $64.3K - $70.3K
1.7K $271M
V
Visa Inc.

Financial Services
111
+ 7.52%
$308.27 - $373.31 $34.2K - $41.4K
1.59K $564M
MCD
Mcdonalds Corp

Consumer Cyclical
610
+ 9.34%
$285.55 - $321.23 $174K - $196K
7.14K $2.09B
AMGN
Amgen Inc

Healthcare
877
+ 14.01%
$262.28 - $309.85 $230K - $272K
7.14K $1.99B
ABT
Abbott Laboratories

Healthcare
221
+ 8.16%
$123.95 - $138.08 $27.4K - $30.5K
2.93K $398M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 2.93%
$908.13 - $1056.85 $12.7K - $14.8K
492 $487M
FIS
Fidelity National Information Services, Inc.

Technology
29
+ 0.78%
$68.14 - $82.13 $1.98K - $2.38K
3.73K $303M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
72
+ 0.9%
$42.54 - $50.99 $3.06K - $3.67K
8.08K $412M
LLY
Eli Lilly & CO

Healthcare
39
+ 15.29%
$713.71 - $898.95 $27.8K - $35.1K
294 $229M
DVY
Ishares Tr

ETFs
77
+ 0.69%
$118.37 - $134.86 $9.11K - $10.4K
11.2K $1.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 7.43%
$483.48 - $539.8 $30K - $33.5K
896 $435M
CLX
Clorox CO

Consumer Defensive
1.88K
+ 19.96%
$118.01 - $148.69 $222K - $280K
11.3K $1.36B
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 11.0%
$170.16 - $206.27 $196K - $237K
11.6K $2.15B
CVX
Chevron Corp

Energy
62
+ 2.49%
$133.73 - $168.51 $8.29K - $10.4K
2.55K $365M
AAPL
Apple Inc.

Technology
1.05K
+ 4.85%
$172.42 - $223.89 $182K - $236K
22.8K $4.67B
UNH
Unitedhealth Group Inc

Healthcare
775
+ 32.7%
$274.35 - $599.47 $213K - $465K
3.15K $981M
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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