Precedent Wealth Partners, LLC Sells in Q3 2025

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-26K
- 72.7%
$41.73 - $43.77 $1.08M - $1.14M
9.76K $427M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-23.4K
- 9.62%
$44.57 - $46.53 $1.04M - $1.09M
220K $10.2B
JPEM
Jp Morgan Diversified Return

ETFs
-9.52K
- 62.37%
$56.25 - $59.87 $535K - $570K
5.74K $339M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-15.4K
- 15.16%
$25.09 - $25.19 $386K - $388K
86.1K $2.17B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-7.04K
- 9.13%
$24.45 - $24.58 $172K - $173K
70.1K $1.72B
COP
Conocophillips

Energy
-2.5K
- 18.3%
$91.0 - $98.99 $227K - $247K
11.2K $1.06B
SYK
Stryker Corp

Healthcare
-229
- 22.13%
$368.57 - $403.53 $84.4K - $92.4K
806 $298M
COST
Costco Wholesale Corp

Consumer Defensive
-65
- 13.21%
$915.95 - $994.57 $59.5K - $64.6K
427 $395M
FIS
Fidelity National Information Services, Inc.

Technology
-394
- 10.57%
$63.37 - $82.35 $25K - $32.4K
3.33K $220M
AMT
American Tower Corp

Real Estate
-169
- 13.6%
$192.32 - $232.35 $32.5K - $39.3K
1.07K $207M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.9K
- 5.56%
$26.38 - $27.95 $76.4K - $81K
49.3K $1.35B
First Tr Exchng Traded Fd Vi
-3.02K
- 3.07%
N/A
95.2K $2.85B
WMB
Williams Companies, Inc.

Energy
-542
- 5.79%
$56.52 - $64.01 $30.6K - $34.7K
8.82K $559M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.17K
- 5.22%
$62.09 - $66.51 $445K - $477K
130K $8.5B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.69K
- 8.95%
$46.4 - $51.49 $78.5K - $87.1K
17.2K $860M
PG
Procter & Gamble CO

Consumer Defensive
-61
- 3.58%
$150.47 - $161.22 $9.18K - $9.83K
1.64K $252M
LLY
Eli Lilly & CO

Healthcare
-18
- 6.12%
$625.65 - $812.69 $11.3K - $14.6K
276 $211M
IDV
Ishares Tr

ETFs
-2.3K
- 7.15%
$34.54 - $37.28 $79.5K - $85.8K
29.9K $1.09B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-950
- 11.76%
$50.48 - $57.12 $48K - $54.3K
7.13K $398M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-888
- 7.26%
$339.37 - $366.46 $301K - $325K
11.3K $4.14B
MA
Mastercard Inc

Financial Services
-18
- 3.81%
$550.18 - $598.96 $9.9K - $10.8K
455 $259M
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 4.99%
N/A
1.14K $246M
UNH
Unitedhealth Group Inc

Healthcare
-299
- 9.51%
$237.77 - $353.61 $71.1K - $106K
2.85K $983M
TSCO
Tractor Supply CO

Consumer Cyclical
-145
- 3.45%
$54.08 - $62.65 $7.84K - $9.08K
4.06K $231M
MS
Morgan Stanley

Financial Services
-77
- 4.45%
$139.09 - $161.16 $10.7K - $12.4K
1.65K $263M
First Tr Exchng Traded Fd Vi
-1.02K
- 1.22%
N/A
82.7K $2.68B
WMT
Walmart Inc.

Consumer Defensive
-178
- 2.11%
$94.4 - $104.27 $16.8K - $18.6K
8.25K $850M
VBR
Vanguard Small Cap Value ETF

ETFs
-21
- 0.8%
$195.41 - $212.37 $4.1K - $4.46K
2.61K $546M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.79K
- 5.79%
$42.04 - $45.23 $243K - $262K
94.1K $4.26B
VONG
Vanguard Russell 1000 Growth E

ETFs
-362
- 4.54%
$108.08 - $121.73 $39.1K - $44.1K
7.62K $918M
VXF
Vanguard Extended Market ETF

ETFs
-155
- 2.92%
$193.58 - $213.07 $30K - $33K
5.15K $1.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-19
- 1.28%
$546.99 - $602.2 $10.4K - $11.4K
1.47K $883M
FDVV
Fidelity High Dividend ETF

ETFs
-395
- 1.53%
$52.42 - $55.71 $20.7K - $22K
25.5K $1.42B
CMI
Cummins Inc

Industrials
-245
- 11.5%
$327.85 - $426.39 $80.3K - $104K
1.89K $796M
DVY
Ishares Tr

ETFs
-1
- 0.01%
$133.88 - $142.57 $134 - $143
11.2K $1.59B
IWD
Ishares Russell 1000 Val ETF

ETFs
-68
- 0.51%
$192.76 - $203.86 $13.1K - $13.9K
13.1K $2.67B
AOS
Smith A O Corp

Industrials
-330
- 1.29%
$67.24 - $74.3 $22.2K - $24.5K
25.3K $1.85B
DHS
Wisdomtree Tr U.S

ETFs
-76
- 0.13%
$96.42 - $101.82 $7.33K - $7.74K
60K $6.04B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-2.18K
- 1.0%
$40.28 - $42.14 $87.9K - $91.9K
215K $9.08B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.54K
- 1.63%
$50.02 - $53.28 $227K - $242K
275K $14.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-190
- 0.98%
$620.67 - $670.08 $118K - $127K
19.2K $12.8B
VTI
Vanguard Total Stock Market Et

ETFs
-42
- 0.05%
$303.93 - $329.86 $12.8K - $13.9K
81.5K $26.7B
Activity Summary
Buys All Purchases 101 New Holdings 8 Increased Positions 93 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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