Precedent Wealth Partners, LLC Portfolio Holdings by Sector

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA DON IVV DFEB XLG EFA SDY VOO 70 stocks	$244 Million 66.34% of portfolio	37	29	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$24.8 Million 6.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TXN QCOM NVDA 4 stocks	$11.1 Million 3.01% of portfolio	4	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN JNJ MRK LLY 5 stocks	$7.5 Million 2.04% of portfolio	5	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$5.62 Million 1.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$5.54 Million 1.51% of portfolio	3	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.67 Million 1.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$4.02 Million 1.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AOS ITW CMI 3 stocks	$3.72 Million 1.01% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI WMB LNG 3 stocks	$3.34 Million 0.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM TSCO 2 stocks	$3.01 Million 0.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK WEC D 3 stocks	$2.79 Million 0.76% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT WMT COST 3 stocks	$2.61 Million 0.71% of portfolio	2	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$2.59 Million 0.7% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN FIS 2 stocks	$2.18 Million 0.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$2.17 Million 0.59% of portfolio	3	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$2.1 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2.09 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$2.05 Million 0.56% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT AXON 2 stocks	$1.97 Million 0.54% of portfolio	2	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$1.95 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$1.86 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.65 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CLX PG 2 stocks	$1.63 Million 0.44% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1.61 Million 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.57 Million 0.43% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG 2 stocks	$1.53 Million 0.42% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V MA 3 stocks	$1.47 Million 0.4% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$1.46 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$1.43 Million 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.33 Million 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.32 Million 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$1.32 Million 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials OC 1 stocks	$1.27 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.24 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$1.23 Million 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1.21 Million 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$981,014 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT 2 stocks	$807,850 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$531,798 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$435,250 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$332,555 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$316,035 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$274,728 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$269,396 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$243,547 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MDU 1 stocks	$236,297 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$209,756 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
N/A \| N/A DLY 1 stocks	$184,399 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts

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Precedent Wealth Partners, LLC Portfolio Holdings by Sector

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