Precedent Wealth Partners, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 133 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 $21.2B, Ishares Core S&P Mid Cap ETF with a value of $13.4B, Wisdomtree Tr U.S. Midcap Divi with a value of $12.5B, Ishares Core S&P 500 ETF with a value of $11.1B, and Ishares Tr Msci Eafe ETF with a value of $10.7B.
Examining the 13F form we can see an increase of $36B in the current position value, from $197B to 233B.
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.
