Precedent Wealth Partners, LLC Reduced Holdings in Q4 2024

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-97.8K
- 80.78%
$54.13 - $59.56 $5.29M - $5.83M
23.3K $1.27B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-45.1K
- 20.7%
$61.68 - $67.87 $2.78M - $3.06M
173K $10.8B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-37.9K
- 57.26%
$44.33 - $49.55 $1.68M - $1.88M
28.3K $1.27B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.46K
- 6.63%
$75.1 - $82.99 $635K - $702K
119K $9B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-21.3K
- 7.91%
$50.53 - $55.55 $1.07M - $1.18M
247K $12.6B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.84K
- 10.2%
$74.5 - $78.37 $509K - $536K
60.2K $4.5B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-6.37K
- 23.12%
$47.63 - $52.63 $304K - $335K
21.2K $1.02B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-14K
- 9.64%
$22.71 - $23.47 $318K - $328K
131K $2.99B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-13.1K
- 9.83%
$24.82 - $25.48 $325K - $334K
120K $2.99B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-13.7K
- 9.83%
$23.88 - $24.32 $326K - $332K
125K $3B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-10.1K
- 6.4%
$20.28 - $21.2 $204K - $213K
147K $2.99B
IBDV
Ishares Tr

Technology
-10.3K
- 6.88%
$21.24 - $22.15 $219K - $228K
139K $2.98B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.75K
- 5.24%
$40.15 - $42.9 $231K - $247K
104K $4.2B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-8.84K
- 7.08%
$25.0 - $25.11 $221K - $222K
116K $2.91B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-3.2K
- 2.44%
$24.5 - $25.72 $78.5K - $82.4K
128K $3.14B
DVY
Ishares Tr

ETFs
-1.2K
- 9.74%
$129.55 - $143.41 $155K - $172K
11.1K $1.46B
D
Dominion Energy, Inc

Utilities
-1.99K
- 15.17%
$52.63 - $60.92 $104K - $121K
11.1K $598M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.6K
- 1.86%
$24.94 - $26.14 $40K - $41.9K
84.7K $2.12B
VZ
Verizon Communications Inc

Communication Services
-1.26K
- 7.38%
$39.6 - $45.21 $49.8K - $56.9K
15.8K $631M
CMCSA
Comcast Corp

Communication Services
-426
- 1.9%
$37.39 - $45.14 $15.9K - $19.2K
22K $826M
UPS
United Parcel Service Inc

Industrials
-301
- 4.35%
$122.65 - $138.35 $36.9K - $41.6K
6.63K $835M
JPEM
Jp Morgan Diversified Return

ETFs
-500
- 2.94%
$51.88 - $57.84 $25.9K - $28.9K
16.5K $856M
VIG
Vanguard Dividend Appreciation

ETFs
-497
- 29.12%
N/A
1.21K $237M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-2.08K
- 18.2%
$51.33 - $58.78 $107K - $122K
9.35K $504M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-797
- 3.3%
$50.34 - $56.61 $40.1K - $45.1K
23.3K $1.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-88
- 12.14%
$442.29 - $483.08 $38.9K - $42.5K
637 $289M
OC
Owens Corning

Industrials
-26
- 0.44%
$169.41 - $210.81 $4.4K - $5.48K
5.86K $998M
SYK
Stryker Corp

Healthcare
-109
- 9.54%
$345.14 - $392.15 $37.6K - $42.7K
1.03K $372M
FIS
Fidelity National Information Services, Inc.

Technology
-313
- 7.32%
$80.14 - $90.95 $25.1K - $28.5K
3.96K $320M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-452
- 8.56%
$44.87 - $46.86 $20.3K - $21.2K
4.83K $217M
ACN
Accenture PLC

Technology
-40
- 0.91%
$343.9 - $376.86 $13.8K - $15.1K
4.34K $1.53B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-235
- 6.5%
$77.23 - $82.11 $18.1K - $19.3K
3.38K $263M
VTHR
Vanguard Russell 3000 ETF

ETFs
-121
- 6.74%
$251.33 - $271.45 $30.4K - $32.8K
1.67K $435M
IBTX
Independent Bank Group, Inc.

Financial Services
-500
- 6.95%
$55.72 - $67.74 $27.9K - $33.9K
6.69K $406M
CLX
Clorox CO

Consumer Defensive
-28
- 0.36%
$156.51 - $169.74 $4.38K - $4.75K
7.71K $1.25B
LNG
Cheniere Energy, Inc.

Energy
-552
- 17.08%
$181.07 - $225.92 $100K - $125K
2.68K $576M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-49
- 4.43%
$481.22 - $538.17 $23.6K - $26.4K
1.06K $541M
IVV
Ishares Core S&P 500 ETF

ETFs
-417
- 1.97%
$570.51 - $610.59 $238K - $255K
20.8K $12.2B
META
Meta Platforms, Inc.

Communication Services
-5
- 0.48%
$554.08 - $632.68 $2.77K - $3.16K
1.03K $605M
MO
Altria Group, Inc.

Consumer Defensive
-331
- 1.42%
$49.06 - $57.74 $16.2K - $19.1K
23K $1.2B
V
Visa Inc.

Financial Services
-141
- 9.84%
$273.87 - $320.91 $38.6K - $45.2K
1.29K $408M
GOOG
Alphabet Inc.

Communication Services
-204
- 5.68%
$163.08 - $198.16 $33.3K - $40.4K
3.39K $645M
WMB
Williams Companies, Inc.

Energy
-394
- 4.25%
$46.37 - $59.74 $18.3K - $23.5K
8.88K $480M
NVDA
Nvidia Corp

Technology
-93
- 0.92%
$117.0 - $148.88 $10.9K - $13.8K
10K $1.35B
AMZN
Amazon Com Inc

Consumer Cyclical
-115
- 1.92%
$180.88 - $232.93 $20.8K - $26.8K
5.88K $1.29B
KMI
Kinder Morgan, Inc.

Energy
-399
- 0.67%
$22.59 - $28.54 $9.01K - $11.4K
58.8K $1.61B
VTI
Vanguard Total Stock Market Et

ETFs
-481
- 0.59%
$280.04 - $302.45 $135K - $145K
81.2K $23.5B
Activity Summary
Buys All Purchases 88 New Holdings 10 Increased Positions 78 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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