Precedent Wealth Partners, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $21.9B, Ishares Core S&P Mid Cap ETF with a value of $12.9B, Wisdomtree Tr U.S. Midcap Divi with a value of $12.3B, Ishares Core S&P 500 ETF with a value of $11.5B, and Ishares Tr Msci Eafe ETF with a value of $10.2B.
Examining the 13F form we can see an increase of $15.6B in the current position value, from $233B to 248B.
Precedent Wealth Partners, LLC is based out at Houston, TX
Below you can find more details about Precedent Wealth Partners, LLC portfolio as well as his latest detailed transactions.
