Precedent Wealth Partners, LLC Portfolio Holdings by Sector

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA DON IVV XLG VOO EFA SDY DFEB 68 stocks	$269 Million 65.91% of portfolio	34	25	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$26.7 Million 6.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO QCOM TXN NVDA AMD 5 stocks	$12.9 Million 3.16% of portfolio	5	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ AMGN MRK LLY 5 stocks	$8.94 Million 2.19% of portfolio	4	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$6.92 Million 1.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$6.48 Million 1.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$6.36 Million 1.56% of portfolio	3	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.81 Million 1.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AOS ITW CMI 3 stocks	$4.22 Million 1.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG TGT WMT COST 4 stocks	$4.05 Million 0.99% of portfolio	2	2	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM TSCO 2 stocks	$3.64 Million 0.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI WMB LNG 3 stocks	$3.34 Million 0.82% of portfolio	2	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK WEC 2 stocks	$2.98 Million 0.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$2.79 Million 0.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA 2 stocks	$2.68 Million 0.66% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2.3 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT AXON 2 stocks	$2.27 Million 0.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$2.16 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$2.14 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$2.13 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$2.02 Million 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$1.99 Million 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.96 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN FIS 2 stocks	$1.88 Million 0.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$1.71 Million 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.65 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$1.56 Million 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG 2 stocks	$1.5 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V MA 3 stocks	$1.47 Million 0.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$1.44 Million 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials OC 1 stocks	$1.44 Million 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.43 Million 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$1.4 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.4 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.37 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$1.13 Million 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$982,559 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK 2 stocks	$732,589 0.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$524,439 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$485,144 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$421,223 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$358,338 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$296,133 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$262,602 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MDU 1 stocks	$252,457 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$252,140 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$233,187 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$206,552 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NZF 1 stocks	$137,545 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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Precedent Wealth Partners, LLC Portfolio Holdings by Sector

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