Precedent Wealth Partners, LLC Reduced Holdings in Q4 2025

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-131K
- 59.35%
$46.1 - $47.01 $6.03M - $6.14M
89.5K $4.27B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-23.6K
- 8.59%
$50.22 - $52.54 $1.19M - $1.24M
251K $13B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-34.9K
- 16.2%
$41.81 - $42.69 $1.46M - $1.49M
181K $7.84B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.78K
- 17.96%
$185.12 - $192.11 $1.26M - $1.3M
31K $5.94B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.94K
- 8.82%
$136.06 - $140.64 $944K - $975K
71.7K $9.98B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.37K
- 12.08%
$358.39 - $376.54 $491K - $515K
9.97K $3.72B
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.45K
- 32.13%
$118.2 - $126.51 $289K - $310K
5.17K $629M
IDV
Ishares Tr

ETFs
-8.06K
- 26.93%
$35.91 - $38.56 $289K - $311K
21.9K $862M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.82K
- 3.7%
$63.25 - $66.24 $305K - $319K
125K $8.28B
COP
Conocophillips

Energy
-2.07K
- 18.59%
$85.66 - $95.46 $178K - $198K
9.08K $850M
ORCL
Oracle Corp

Technology
-234
- 13.93%
$217.57 - $313.0 $50.9K - $73.2K
1.45K $282M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-8.85K
- 4.21%
$56.5 - $60.52 $500K - $535K
201K $11.9B
NKE
Nike, Inc.

Consumer Cyclical
-458
- 2.23%
$60.8 - $74.57 $27.8K - $34.2K
20.1K $1.28B
VZ
Verizon Communications Inc

Communication Services
-1.07K
- 3.32%
$38.4 - $43.83 $40.9K - $46.7K
31K $1.26B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-6.29K
- 4.89%
$23.56 - $23.67 $148K - $149K
122K $2.89B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.5K
- 5.33%
$49.98 - $50.59 $125K - $126K
44.3K $2.23B
LNG
Cheniere Energy, Inc.

Energy
-124
- 5.99%
$205.63 - $235.74 $25.5K - $29.2K
1.95K $378M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-197
- 13.39%
$589.5 - $635.77 $116K - $125K
1.27K $783M
WMB
Williams Companies, Inc.

Energy
-953
- 10.8%
$56.51 - $64.48 $53.9K - $61.4K
7.87K $473M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.61K
- 16.41%
$44.53 - $47.25 $71.6K - $76K
8.19K $384M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.18K
- 6.87%
$48.06 - $50.58 $56.8K - $59.8K
16K $795M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.19K
- 4.22%
$47.97 - $49.62 $57.2K - $59.2K
27.1K $1.33B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.18K
- 9.11%
$20.16 - $21.33 $44K - $46.5K
21.8K $444M
MUB
Ishares National Muni Bond ETF

ETFs
-856
- 1.72%
$106.36 - $107.61 $91K - $92.1K
49K $5.24B
IVV
Ishares Core S&P 500 ETF

ETFs
-496
- 2.58%
$656.2 - $690.71 $325K - $343K
18.7K $12.8B
DHS
Wisdomtree Tr U.S

ETFs
-968
- 1.61%
$97.62 - $101.16 $94.5K - $97.9K
59K $6.01B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-711
- 9.97%
$53.25 - $56.36 $37.9K - $40.1K
6.42K $365M
PG
Procter & Gamble CO

Consumer Defensive
-60
- 3.66%
$145.5 - $153.18 $8.73K - $9.19K
1.58K $227M
VBR
Vanguard Small Cap Value ETF

ETFs
-138
- 5.28%
$201.42 - $211.15 $27.8K - $29.1K
2.48K $524M
SYK
Stryker Corp

Healthcare
-13
- 1.61%
$353.81 - $388.35 $4.6K - $5.05K
793 $279M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.79K
- 3.5%
$33.05 - $33.87 $59.2K - $60.7K
49.4K $1.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 3.52%
$475.68 - $513.11 $16.2K - $17.4K
931 $468M
STEL
Stellar Bancorp Inc
-662
- 4.14%
N/A
15.3K $475M
FIS
Fidelity National Information Services, Inc.

Technology
-108
- 3.24%
$61.5 - $68.57 $6.64K - $7.41K
3.23K $214M
JPEM
Jp Morgan Diversified Return

ETFs
-215
- 3.74%
$57.59 - $61.34 $12.4K - $13.2K
5.53K $336M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-102
- 3.52%
$72.17 - $75.74 $7.36K - $7.73K
2.79K $211M
AVGO
Broadcom Inc.

Technology
-930
- 4.67%
$324.63 - $385.98 $302K - $359K
19K $6.57B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-65
- 1.09%
$577.77 - $604.78 $37.6K - $39.3K
5.89K $3.55B
First Tr Exchng Traded Fd Vi
-1.21K
- 1.27%
N/A
94K $2.86B
First Tr Exchng Traded Fd Vi
-913
- 0.91%
N/A
99.8K $3.3B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3K
- 3.18%
$44.13 - $46.37 $132K - $139K
91.1K $4.28B
AMZN
Amazon Com Inc

Consumer Cyclical
-184
- 2.89%
$213.04 - $254.0 $39.2K - $46.7K
6.19K $1.43B
First Tr Exchng Traded Fd Vi
-138
- 0.17%
N/A
82.6K $2.73B
TGT
Target Corp

Consumer Defensive
-639
- 4.4%
$85.53 - $97.77 $54.7K - $62.5K
13.9K $1.36B
AMAT
Applied Materials Inc

Technology
-12
- 1.05%
$209.95 - $240.89 $2.52K - $2.89K
1.13K $290M
GOOG
Alphabet Inc.

Communication Services
-3
- 0.1%
$237.49 - $291.74 $712 - $875
3.05K $957M
CAT
Caterpillar Inc

Industrials
-58
- 1.3%
$480.82 - $585.49 $27.9K - $34K
4.41K $2.53B
VTI
Vanguard Total Stock Market Et

ETFs
-307
- 0.38%
$321.8 - $337.95 $98.8K - $104K
81.2K $27.2B
Lam Research Corp
-1.55K
- 4.61%
N/A
32.1K $5.5B
Activity Summary
Buys All Purchases 101 New Holdings 9 Increased Positions 92 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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