Precedent Wealth Partners, LLC Reduced Holdings in Q2 2025

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-14.8K
- 30.42%
$99.93 - $119.04 $1.48M - $1.77M
33.9K $3.66B
PEP
Pepsico Inc

Consumer Defensive
-7.19K
- 70.9%
$128.02 - $151.37 $921K - $1.09M
2.95K $390M
CMI
Cummins Inc

Industrials
-3.21K
- 60.12%
$267.12 - $336.65 $858K - $1.08M
2.13K $698M
MUB
Ishares National Muni Bond ETF

ETFs
-5.37K
- 9.86%
$102.31 - $105.8 $549K - $568K
49.1K $5.13B
DHS
Wisdomtree Tr U.S

ETFs
-2.21K
- 3.54%
$87.71 - $98.37 $193K - $217K
60.1K $5.76B
COP
Conocophillips

Energy
-1.74K
- 11.32%
$82.66 - $106.1 $144K - $185K
13.7K $1.23B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 34.17%
$18.68 - $21.54 $232K - $268K
24K $489M
SPMD
Spdr Portfolio

ETFs
-5.47K
- 49.26%
$44.89 - $54.38 $246K - $298K
5.64K $307M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.59K
- 36.0%
$35.35 - $42.68 $233K - $281K
11.7K $499M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-2.04K
- 16.43%
$95.52 - $109.98 $195K - $225K
10.4K $1.13B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-6.42K
- 7.69%
$24.37 - $24.56 $156K - $158K
77.1K $1.89B
XLK
Technology Sector Spdr

ETFs
-920
- 50.0%
$179.73 - $253.23 $165K - $233K
920 $233M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.29K
- 5.63%
$48.13 - $49.85 $110K - $114K
38.3K $1.88B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.71K
- 12.28%
$272.36 - $339.57 $466K - $581K
12.2K $4.15B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-727
- 1.37%
$24.32 - $27.87 $17.7K - $20.3K
52.2K $1.38B
VIG
Vanguard Dividend Appreciation

ETFs
-338
- 21.95%
N/A
1.2K $246M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.38K
- 6.39%
$51.16 - $62.02 $480K - $582K
137K $8.52B
TSCO
Tractor Supply CO

Consumer Cyclical
-475
- 10.16%
$47.86 - $55.77 $22.7K - $26.5K
4.2K $222M
D
Dominion Energy, Inc

Utilities
-561
- 12.86%
$49.66 - $58.0 $27.9K - $32.5K
3.8K $215M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-528
- 2.72%
$40.64 - $47.27 $21.5K - $25K
18.9K $880M
MA
Mastercard Inc

Financial Services
-53
- 10.08%
$479.92 - $590.74 $25.4K - $31.3K
473 $266M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-189
- 0.25%
$121.58 - $136.74 $23K - $25.8K
76.4K $10.4B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-988
- 0.96%
$25.04 - $25.18 $24.7K - $24.9K
102K $2.56B
VBR
Vanguard Small Cap Value ETF

ETFs
-232
- 8.09%
$162.76 - $195.77 $37.8K - $45.4K
2.64K $514M
DLY
Double Line Yield Opportunities Fund

N/A
-651
- 5.22%
$14.45 - $16.11 $9.41K - $10.5K
11.8K $184M
CSCO
Cisco Systems, Inc.

Technology
-1.19K
- 13.41%
$53.19 - $69.38 $63.1K - $82.4K
7.67K $532M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-93
- 1.9%
$37.51 - $45.52 $3.49K - $4.23K
4.8K $218M
SYK
Stryker Corp

Healthcare
-21
- 1.99%
$337.37 - $395.63 $7.08K - $8.31K
1.04K $409M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.9K
- 3.76%
$35.77 - $42.27 $140K - $165K
99.9K $4.22B
First Tr Exchng Traded Fd Vi
-1.31K
- 1.32%
N/A
98.2K $2.88B
FDVV
Fidelity High Dividend ETF

ETFs
-326
- 1.24%
$43.6 - $52.02 $14.2K - $17K
25.9K $1.35B
JPEM
Jp Morgan Diversified Return

ETFs
-161
- 1.04%
$48.41 - $56.7 $7.79K - $9.13K
15.3K $861M
VONG
Vanguard Russell 1000 Growth E

ETFs
-835
- 9.47%
$82.51 - $109.2 $68.9K - $91.2K
7.98K $871M
AXP
American Express CO

Financial Services
-115
- 5.43%
$231.39 - $318.98 $26.6K - $36.7K
2K $639M
WMT
Walmart Inc.

Consumer Defensive
-130
- 1.52%
$81.79 - $99.98 $10.6K - $13K
8.42K $824M
IDV
Ishares Tr

ETFs
-973
- 2.93%
$27.79 - $34.84 $27K - $33.9K
32.2K $1.11B
VXF
Vanguard Extended Market ETF

ETFs
-27
- 0.51%
$150.43 - $192.71 $4.06K - $5.2K
5.3K $1.02B
VONE
Vanguard Russell 1000 ETF

ETFs
-259
- 3.96%
$225.48 - $280.86 $58.4K - $72.7K
6.28K $1.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.2%
$416.06 - $551.64 $1.25K - $1.65K
1.49K $822M
First Tr Exchng Traded Fd Vi
-1.69K
- 0.71%
N/A
235K $7.42B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-14K
- 6.32%
$40.94 - $52.1 $574K - $731K
208K $10.8B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-656
- 0.55%
$72.96 - $90.39 $47.9K - $59.3K
119K $10.7B
VTI
Vanguard Total Stock Market Et

ETFs
-1.94K
- 2.33%
$243.75 - $303.93 $474K - $591K
81.5K $24.8B
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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