Precedent Wealth Partners, LLC Portfolio Holdings

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025

Precedent Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $360 Billion distributed in 155 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 $22.9B, Wisdomtree Tr U.S. Midcap Divi with a value of $13.3B, Vanguard Ftse Developed Market with a value of $12.4B, Ishares Core S&P 500 ETF with a value of $12.2B, and Spdr Series Tr Spdr S&P Divide with a value of $10.4B.

Examining the 13F form we can see an increase of $53.7B in the current position value, from $306B to 360B.

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 $360 Billion
ETFs: $240 Billion
Technology: $18.8 Billion
Energy: $11.1 Billion
Healthcare: $10.4 Billion
Industrials: $10 Billion
Consumer Defensive: $9.67 Billion
Financial Services: $9.11 Billion
Consumer Cyclical: $7.93 Billion
Other: $7.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$202 Million 0.06% of portfolio
1,729
Q1 2025 Reduced 6.69%
$0
$201 Million 0.06% of portfolio
12,479
Q1 2025 New
$0
$217 Million 0.06% of portfolio
1,086
Q1 2025 New
$404B
$221 Million 0.06% of portfolio
1,294
Q1 2025 Added 0.78%
$798B
$211 Million 0.06% of portfolio
255
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $360 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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