Precedent Wealth Partners, LLC Portfolio Holdings

Precedent Wealth Partners, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $303 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $23.1B, Wisdomtree Tr U.S. Midcap Divi with a value of $13.7B, Ishares Core S&P Mid Cap ETF with a value of $13.6B, Ishares Core S&P 500 ETF with a value of $12.2B, and Vanguard Ftse Developed Market with a value of $11.6B.

Examining the 13F form we can see an increase of $54.9B in the current position value, from $248B to 303B.

Precedent Wealth Partners, LLC is based out at Houston, TX

Below you can find more details about Precedent Wealth Partners, LLC portfolio as well as his latest detailed transactions.