Precedent Wealth Partners, LLC Portfolio Holdings

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

Precedent Wealth Partners, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $303 Billion distributed in 142 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 $23.1B, Wisdomtree Tr U.S. Midcap Divi with a value of $13.7B, Ishares Core S&P Mid Cap ETF with a value of $13.6B, Ishares Core S&P 500 ETF with a value of $12.2B, and Vanguard Ftse Developed Market with a value of $11.6B.

Examining the 13F form we can see an increase of $54.9B in the current position value, from $248B to 303B.

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.

Portfolio value $303 Billion
ETFs: $210 Billion
Technology: $19.5 Billion
Healthcare: $8.61 Billion
Consumer Cyclical: $8.25 Billion
Industrials: $7.72 Billion
Financial Services: $7.53 Billion
Consumer Defensive: $7.04 Billion
Energy: $6.82 Billion
Other: $6.51 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.7 Billion 1.55% of portfolio
20,174
Q3 2024 Added 9.35%
$3.11T
$3.59 Billion 1.18% of portfolio
8,349
Q3 2024 Added 4.66%
$508B
$2.57 Billion 0.85% of portfolio
21,912
Q3 2024 Added 10.52%
$729B
$1.95 Billion 0.64% of portfolio
9,242
Q3 2024 Added 5.94%
$313B
$1.75 Billion 0.58% of portfolio
8,839
Q3 2024 Added 12.26%
$214B
$1.74 Billion 0.57% of portfolio
5,716
Q3 2024 Added 8.3%
$240B
$1.63 Billion 0.54% of portfolio
30,558
Q3 2024 Added 13.88%
$318B
$1.6 Billion 0.53% of portfolio
10,872
Q3 2024 Added 9.52%
$226B
$1.55 Billion 0.51% of portfolio
4,380
Q3 2024 Added 6.99%
$223B
$1.37 Billion 0.45% of portfolio
8,036
Q3 2024 Added 10.63%
$377B
$1.34 Billion 0.44% of portfolio
33,864
Q3 2024 Added 18.23%
$251B
$1.28 Billion 0.42% of portfolio
11,260
Q3 2024 Added 24.75%
$354B
$1.23 Billion 0.41% of portfolio
10,131
Q3 2024 Reduced 9.4%
$406B
$1.23 Billion 0.41% of portfolio
7,601
Q3 2024 Added 6.59%
$430B
$1.17 Billion 0.38% of portfolio
2,880
Q3 2024 Added 13.79%
$2.01T
$1.12 Billion 0.37% of portfolio
5,992
Q3 2024 Added 2.64%
$245B
$635 Million 0.21% of portfolio
7,864
Q2 2024 Reduced 3.98%
$1.26T
$594 Million 0.2% of portfolio
1,038
Q3 2024 Reduced 5.21%
$1.01T
$601 Million 0.2% of portfolio
3,592
Q3 2024 Reduced 0.61%
$984B
$573 Million 0.19% of portfolio
3,452
Q4 2023 New
$225B
$548 Million 0.18% of portfolio
2,021
Q2 2024 Added 15.03%
$507B
$394 Million 0.13% of portfolio
1,433
Q3 2024 Reduced 1.92%
$427B
$355 Million 0.12% of portfolio
400
Q3 2024 Reduced 4.53%
$620B
$334 Million 0.11% of portfolio
725
Q3 2024 Added 20.83%
$206B
$279 Million 0.09% of portfolio
2,447
Q3 2024 Reduced 71.74%
$497B
$235 Million 0.08% of portfolio
475
Q3 2024 Reduced 7.77%
$518B
$214 Million 0.07% of portfolio
1,253
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $303 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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