Precedent Wealth Partners, LLC Purchases in Q1 2025

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
1.74K
+ 41.67%
$144.74 - $186.36 $252K - $325K
5.93K $1.01B
MA
Mastercard Inc

Financial Services
526
New
$504.67 - $576.31 $265K - $303K
526 $288M
ZTS
Zoetis Inc.

Healthcare
1.67K
+ 33.63%
$156.48 - $175.67 $262K - $294K
6.65K $1.09B
QCOM
Qualcomm Inc

Technology
1.82K
+ 21.71%
$151.94 - $175.86 $277K - $320K
10.2K $1.57B
CMCSA
Comcast Corp

Communication Services
7.61K
+ 34.6%
$33.19 - $38.23 $253K - $291K
29.6K $1.09B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.05K
+ 28.38%
$49.22 - $51.73 $249K - $261K
22.9K $1.15B
PEP
Pepsico Inc

Consumer Defensive
1.84K
+ 22.15%
$142.64 - $156.42 $262K - $288K
10.1K $1.52B
APD
Air Products & Chemicals, Inc.

Basic Materials
785
+ 25.89%
$283.24 - $338.07 $222K - $265K
3.82K $1.13B
TXN
Texas Instruments Inc

Technology
1.61K
+ 24.62%
N/A
8.16K $1.47B
Lam Research Corp
3.09K
+ 12.06%
N/A
28.8K $2.09B
IWM
Ishares Russell 2000 ETF

ETFs
1.09K
New
$198.1 - $229.79 $215K - $250K
1.09K $217M
ITW
Illinois Tool Works Inc

Industrials
947
+ 27.2%
$244.9 - $274.48 $232K - $260K
4.43K $1.1B
MET
Metlife Inc

Financial Services
3K
+ 17.51%
$77.7 - $87.0 $233K - $261K
20.1K $1.62B
LLY
Eli Lilly & CO

Healthcare
255
New
$725.72 - $929.72 $185K - $237K
255 $211M
UPS
United Parcel Service Inc

Industrials
2.86K
+ 43.2%
$109.66 - $136.26 $314K - $390K
9.49K $1.04B
DLY
Double Line Yield Opportunities Fund

N/A
12.5K
New
$15.8 - $16.38 $197K - $204K
12.5K $201M
First Tr Exchange Traded Fd
10.7K
+ 36.41%
N/A
40.1K $895M
MUB
Ishares National Muni Bond ETF

ETFs
2.26K
+ 4.33%
$104.71 - $107.69 $236K - $243K
54.4K $5.74B
MRK
Merck & Co., Inc.

Healthcare
3.22K
+ 27.63%
$83.01 - $101.02 $267K - $325K
14.9K $1.34B
BAC
Bank Of America Corp

Financial Services
5.9K
+ 17.21%
$39.61 - $47.74 $234K - $282K
40.2K $1.68B
QQQ
Invesco Qqq Trust, Series 1

ETFs
435
+ 41.12%
$468.34 - $539.52 $204K - $235K
1.49K $700M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 30.93%
$442.66 - $534.52 $87.2K - $105K
834 $444M
HD
Home Depot, Inc.

Consumer Cyclical
598
+ 20.16%
$347.25 - $424.87 $208K - $254K
3.57K $1.31B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.32K
+ 26.21%
$168.84 - $202.89 $223K - $268K
6.37K $1.12B
Blackrock Inc
266
+ 18.05%
N/A
1.74K $1.65B
CLX
Clorox CO

Consumer Defensive
1.71K
+ 22.24%
$141.76 - $162.89 $243K - $279K
9.42K $1.39B
ACN
Accenture PLC

Technology
912
+ 21.01%
$300.91 - $398.25 $274K - $363K
5.25K $1.64B
V
Visa Inc.

Financial Services
185
+ 14.32%
$306.92 - $362.71 $56.8K - $67.1K
1.48K $518M
LMT
Lockheed Martin Corp

Industrials
443
+ 15.31%
$423.19 - $506.29 $187K - $224K
3.34K $1.49B
NKE
Nike, Inc.

Consumer Cyclical
3.34K
+ 31.03%
$63.29 - $81.72 $211K - $273K
14.1K $894M
OC
Owens Corning

Industrials
1.61K
+ 27.42%
$137.83 - $191.19 $221K - $307K
7.46K $1.07B
IWB
Ishares Tr Russell 1000 ETF

ETFs
867
+ 6.64%
$302.31 - $337.54 $262K - $293K
13.9K $4.27B
VIG
Vanguard Dividend Appreciation

ETFs
330
+ 27.27%
N/A
1.54K $299M
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 10.14%
$890.62 - $1076.86 $39.2K - $47.4K
478 $452M
ABT
Abbott Laboratories

Healthcare
12
+ 0.45%
$111.1 - $140.22 $1.33K - $1.68K
2.71K $359M
CMI
Cummins Inc

Industrials
666
+ 14.25%
$312.92 - $386.07 $208K - $257K
5.34K $1.67B
META
Meta Platforms, Inc.

Communication Services
90
+ 8.71%
$576.36 - $736.67 $51.9K - $66.3K
1.12K $647M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
429
+ 7.77%
$522.96 - $601.18 $224K - $258K
5.95K $3.17B
SYK
Stryker Corp

Healthcare
22
+ 2.13%
$355.18 - $399.9 $7.81K - $8.8K
1.06K $393M
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.78%
$158.56 - $176.26 $1.59K - $1.76K
1.29K $221M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.8K
+ 2.59%
$24.66 - $26.1 $44.3K - $46.8K
71.2K $1.78B
TGT
Target Corp

Consumer Defensive
2.34K
+ 29.17%
$103.65 - $142.5 $242K - $333K
10.3K $1.08B
WMT
Walmart Inc.

Consumer Defensive
197
+ 2.36%
$84.5 - $105.05 $16.6K - $20.7K
8.55K $751M
IVV
Ishares Core S&P 500 ETF

ETFs
969
+ 4.66%
$554.06 - $615.85 $537K - $597K
21.7K $12.2B
VONG
Vanguard Russell 1000 Growth E

ETFs
755
+ 9.37%
$92.71 - $107.38 $70K - $81.1K
8.82K $818M
AXP
American Express CO

Financial Services
53
+ 2.57%
$255.39 - $325.87 $13.5K - $17.3K
2.12K $570M
MSFT
Microsoft Corp

Technology
730
+ 8.7%
$375.39 - $447.2 $274K - $326K
9.12K $3.42B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.15K
+ 8.32%
$158.1 - $217.71 $181K - $249K
14.9K $2.36B
NVDA
Nvidia Corp

Technology
223
+ 2.22%
$106.98 - $149.43 $23.9K - $33.3K
10.3K $1.11B
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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