Precedent Wealth Partners, LLC Incresed Positions in Q3 2024

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
106K
+ 427.69%
$24.34 - $25.83 $2.59M - $2.74M
131K $3.37B
SPMD
Spdr Portfolio

ETFs
43K
+ 55.08%
$50.29 - $54.92 $2.16M - $2.36M
121K $6.62B
XLG
Invesco Exchange Traded Fd Tr

ETFs
31.7K
+ 23.65%
$42.54 - $47.97 $1.35M - $1.52M
166K $7.88B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.97K
+ 67.35%
$475.2 - $527.7 $1.41M - $1.57M
7.39K $3.9B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.9K
+ 105.23%
$41.02 - $46.01 $1.39M - $1.56M
66.1K $3.01B
VEA
Vanguard Ftse Developed Market

ETFs
15.2K
+ 7.41%
$47.6 - $53.31 $722K - $809K
220K $11.6B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.69K
+ 2.17%
$46.17 - $51.13 $263K - $291K
269K $13.7B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.77K
+ 45.97%
$283.28 - $314.39 $1.07M - $1.18M
12K $3.76B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.54K
+ 4.2%
$125.95 - $142.04 $320K - $360K
63K $8.94B
Invesco Exch Trd Slf Idx Fd
47K
+ 368.1%
N/A
59.8K $1.53B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.29K
+ 33.06%
$66.31 - $74.08 $616K - $688K
37.4K $2.75B
AAPL
Apple Inc.

Technology
1.73K
+ 9.35%
$207.23 - $234.82 $357K - $405K
20.2K $4.7B
IVV
Ishares Core S&P 500 ETF

ETFs
234
+ 1.12%
$520.18 - $576.82 $122K - $135K
21.2K $12.2B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
22.5K
+ 16.73%
$20.12 - $21.28 $453K - $479K
157K $3.34B
IBDV
Ishares Tr

Technology
21.5K
+ 16.79%
$21.11 - $22.24 $454K - $479K
150K $3.32B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
20.3K
+ 16.29%
$22.51 - $23.57 $457K - $479K
145K $3.41B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.7K
+ 16.33%
$24.62 - $25.59 $461K - $479K
133K $3.4B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.3K
+ 105.1%
$49.7 - $56.11 $514K - $581K
20.2K $1.11B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
4.8K
+ 207.43%
$102.5 - $112.27 $492K - $539K
7.12K $799M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.6K
+ 27.52%
$24.86 - $26.33 $463K - $491K
86.3K $2.26B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.4K
+ 16.25%
$23.63 - $24.42 $459K - $474K
139K $3.38B
PEY
Invesco Exchange Traded Fd Tr

ETFs
23.3K
+ 169.38%
$19.4 - $21.93 $452K - $510K
37K $812M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.6K
+ 16.6%
$23.75 - $23.75 $467K - $467K
138K $3.35B
LMT
Lockheed Martin Corp

Industrials
304
+ 12.31%
$460.3 - $584.56 $140K - $178K
2.77K $1.62B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15.1K
+ 13.74%
$24.78 - $25.11 $374K - $379K
125K $3.14B
MCD
Mcdonalds Corp

Consumer Cyclical
438
+ 8.3%
$245.82 - $304.51 $108K - $133K
5.72K $1.74B
ABBV
Abb Vie Inc.

Healthcare
965
+ 12.26%
$163.84 - $199.33 $158K - $192K
8.84K $1.75B
ADP
Automatic Data Processing Inc

Industrials
851
+ 20.65%
$233.44 - $279.45 $199K - $238K
4.97K $1.38B
AVGO
Broadcom Inc.

Technology
15.6K
+ 959.68%
$136.27 - $1745.86 $2.13M - $27.3M
17.2K $2.97B
CSCO
Cisco Systems, Inc.

Technology
3.72K
+ 13.88%
$44.74 - $53.22 $167K - $198K
30.6K $1.63B
MET
Metlife Inc

Financial Services
1.83K
+ 12.21%
$67.96 - $82.48 $124K - $151K
16.8K $1.39B
CLX
Clorox CO

Consumer Defensive
942
+ 13.87%
$131.73 - $166.97 $124K - $157K
7.74K $1.26B
CMI
Cummins Inc

Industrials
415
+ 10.06%
$266.63 - $326.4 $111K - $135K
4.54K $1.47B
WSM
Williams Sonoma Inc

Consumer Cyclical
7.27K
+ 113.56%
$128.47 - $280.94 $934K - $2.04M
13.7K $2.12B
ACN
Accenture PLC

Technology
286
+ 6.99%
$295.44 - $355.81 $84.5K - $102K
4.38K $1.55B
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.8K
+ 21.86%
$21.72 - $22.21 $278K - $284K
71.4K $1.58B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
13.4K
+ 23.29%
$20.92 - $21.41 $281K - $287K
71K $1.51B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
11.9K
+ 22.11%
$23.47 - $23.74 $280K - $284K
66K $1.57B
HD
Home Depot, Inc.

Consumer Cyclical
349
+ 13.79%
$333.64 - $405.2 $116K - $141K
2.88K $1.17B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
11.9K
+ 20.56%
$23.41 - $23.78 $279K - $283K
69.8K $1.66B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
11.6K
+ 19.88%
$22.87 - $23.34 $266K - $272K
70.2K $1.63B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
11.5K
+ 19.52%
$23.15 - $23.58 $266K - $271K
70.3K $1.66B
SBUX
Starbucks Corp

Consumer Cyclical
1.46K
+ 19.12%
$72.51 - $98.6 $106K - $143K
9.06K $884M
DUK
Duke Energy Corp

Utilities
1.41K
+ 16.63%
$99.35 - $117.71 $140K - $166K
9.88K $1.14B
XOM
Exxon Mobil Corp

Energy
2.09K
+ 10.52%
$109.72 - $119.0 $229K - $248K
21.9K $2.57B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.22K
+ 31.89%
$50.02 - $54.5 $211K - $230K
17.5K $952M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
11K
+ 20.72%
$24.29 - $24.63 $266K - $270K
63.9K $1.56B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.32K
+ 12.72%
$117.9 - $128.2 $156K - $169K
11.7K $1.5B
PNC
Pnc Financial Services Group, Inc.

Financial Services
735
+ 17.2%
$156.14 - $187.2 $115K - $138K
5.01K $926M
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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