PRECEDENT WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$360.2B
Holdings
155
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (155 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 83,455 | $22.9B | 6.37% | |
| 2 | DONWISDOMTREE TR | 267,655 | $13.3B | 3.68% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 243,752 | $12.4B | 3.44% | |
| 4 | IVVISHARES TR | 21,747 | $12.2B | 3.39% | |
| 5 | SDYSPDR SER TR | 76,561 | $10.4B | 2.88% | |
| 6 | XLGINVESCO EXCHANGE TRADED FD T | 221,824 | $10.2B | 2.83% | |
| 7 | DFEBFIRST TR EXCHNG TRADED FD VI | 236,824 | $10.0B | 2.77% | |
| 8 | EFAISHARES TR | 119,857 | $9.8B | 2.72% | |
| 9 | IJHISHARES TR | 146,764 | $8.6B | 2.38% | |
| 10 | DJANFIRST TR EXCHNG TRADED FD VI | 197,048 | $7.5B | 2.08% | |
| 11 | DECMFIRST TR EXCHNG TRADED FD VI | 237,102 | $7.2B | 2.01% | |
| 12 | VOOVANGUARD INDEX FDS | 13,129 | $6.7B | 1.87% | |
| 13 | SDVYFIRST TR EXCHANGE-TRADED FD | 200,256 | $6.7B | 1.86% | |
| 14 | XMHQINVESCO EXCHANGE TRADED FD T | 73,093 | $6.7B | 1.86% | |
| 15 | DAUGFIRST TR EXCHNG TRADED FD VI | 162,700 | $6.3B | 1.75% | |
| 16 | DHSWISDOMTREE TR | 62,258 | $6.2B | 1.71% | |
| 17 | XOMEXXON MOBIL CORP | 48,773 | $5.8B | 1.61% | |
| 18 | MUBISHARES TR | 54,446 | $5.7B | 1.59% | |
| 19 | AAPLAPPLE INC | 21,725 | $4.8B | 1.34% | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 27,274 | $4.7B | 1.31% | |
| 21 | IWBISHARES TR | 13,934 | $4.3B | 1.19% | |
| 22 | PRFINVESCO EXCHANGE TRADED FD T | 103,817 | $4.2B | 1.16% | |
| 23 | VYMIVANGUARD WHITEHALL FDS | 48,190 | $3.6B | 0.99% | |
| 24 | MSFTMICROSOFT CORP | 9,120 | $3.4B | 0.95% | |
| 25 | AIRRFIRST TR EXCHANGE-TRADED FD | 46,609 | $3.2B | 0.88% | |
| 26 | MDYSPDR S&P MIDCAP 400 ETF TR | 5,951 | $3.2B | 0.88% | |
| 27 | AVGOBROADCOM INC | 18,063 | $3.0B | 0.84% | |
| 28 | BSMVINVESCO EXCH TRD SLF IDX FD | 141,395 | $2.9B | 0.81% | |
| 29 | IBDXISHARES TR | 113,865 | $2.8B | 0.79% | |
| 30 | FEBMFIRST TR EXCHNG TRADED FD VI | 99,543 | $2.8B | 0.79% | |
| 31 | BSMUINVESCO EXCH TRD SLF IDX FD | 129,822 | $2.8B | 0.78% | |
| 32 | IBDWISHARES TR | 132,989 | $2.8B | 0.77% | |
| 33 | BSMYINVESCO EXCH TRD SLF IDX FD | 118,665 | $2.8B | 0.76% | |
| 34 | IBDTISHARES TR | 108,460 | $2.7B | 0.76% | |
| 35 | IBDVISHARES TR | 125,702 | $2.7B | 0.76% | |
| 36 | IBDUISHARES TR | 118,036 | $2.7B | 0.76% | |
| 37 | IBDSISHARES TR | 112,768 | $2.7B | 0.76% | |
| 38 | BSMRINVESCO EXCH TRD SLF IDX FD | 115,196 | $2.7B | 0.75% | |
| 39 | IBDRISHARES TR | 111,983 | $2.7B | 0.75% | |
| 40 | JPMJPMORGAN CHASE & CO | 10,897 | $2.7B | 0.74% | |
| 41 | IBDQISHARES TR | 102,498 | $2.6B | 0.72% | |
| 42 | BSMWINVESCO EXCH TRD SLF IDX FD | 103,589 | $2.5B | 0.71% | |
| 43 | BSMTINVESCO EXCH TRD SLF IDX FD | 109,355 | $2.5B | 0.69% | |
| 44 | IWDISHARES TR | 13,204 | $2.5B | 0.69% | |
| 45 | JANMFIRST TR EXCHNG TRADED FD VI | 80,124 | $2.5B | 0.68% | |
| 46 | BSMQINVESCO EXCH TRD SLF IDX FD | 101,039 | $2.4B | 0.66% | |
| 47 | WSMWILLIAMS SONOMA INC | 14,928 | $2.4B | 0.66% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 17,340 | $2.2B | 0.62% | |
| 49 | ABBVABBVIE INC | 10,444 | $2.2B | 0.61% | |
| 50 | LRCXLAM RESEARCH CORP | 28,757 | $2.1B | 0.58% | |
| 51 | MARMFIRST TR EXCHNG TRADED FD VI | 65,940 | $2.1B | 0.57% | |
| 52 | QQQINVESCO EXCH TRD SLF IDX FD | 83,529 | $2.0B | 0.57% | |
| 53 | MCDMCDONALDS CORP | 6,533 | $2.0B | 0.57% | |
| 54 | VTEBVANGUARD MUN BD FDS | 40,635 | $2.0B | 0.56% | |
| 55 | KMIKINDER MORGAN INC DEL | 69,611 | $2.0B | 0.55% | |
| 56 | SPABSPDR SER TR | 76,826 | $2.0B | 0.54% | |
| 57 | AMGNAMGEN INC | 6,259 | $2.0B | 0.54% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 6,088 | $1.9B | 0.52% | |
| 59 | BUFDFIRST TR EXCHNG TRADED FD VI | 71,163 | $1.8B | 0.49% | |
| 60 | BACBANK AMERICA CORP | 40,162 | $1.7B | 0.47% | |
| 61 | CMICUMMINS INC | 5,341 | $1.7B | 0.46% | |
| 62 | VONEVANGUARD SCOTTSDALE FDS | 6,537 | $1.7B | 0.46% | |
| 63 | BLKBLACKROCK INC | 1,740 | $1.6B | 0.46% | |
| 64 | ACNACCENTURE PLC IRELAND | 5,252 | $1.6B | 0.45% | |
| 65 | MOALTRIA GROUP INC | 27,272 | $1.6B | 0.45% | |
| 66 | COPCONOCOPHILLIPS | 15,396 | $1.6B | 0.45% | |
| 67 | METMETLIFE INC | 20,125 | $1.6B | 0.45% | |
| 68 | KRKROGER CO | 23,714 | $1.6B | 0.45% | |
| 69 | JNJJOHNSON & JOHNSON | 9,560 | $1.6B | 0.44% | |
| 70 | AOSSMITH A O CORP | 24,065 | $1.6B | 0.44% | |
| 71 | QCOMQUALCOMM INC | 10,210 | $1.6B | 0.44% | |
| 72 | PEPPEPSICO INC | 10,142 | $1.5B | 0.42% | |
| 73 | DUKDUKE ENERGY CORP NEW | 12,243 | $1.5B | 0.41% | |
| 74 | AQLTISHARES TR | 11,108 | $1.5B | 0.41% | |
| 75 | LMTLOCKHEED MARTIN CORP | 3,336 | $1.5B | 0.41% | |
| 76 | SCHDSCHWAB STRATEGIC TR | 52,895 | $1.5B | 0.41% | |
| 77 | TXNTEXAS INSTRS INC | 8,164 | $1.5B | 0.41% | |
| 78 | CLXCLOROX CO DEL | 9,422 | $1.4B | 0.39% | |
| 79 | ONEYSPDR SER TR | 12,439 | $1.4B | 0.38% | |
| 80 | MRKMERCK & CO INC | 14,880 | $1.3B | 0.37% | |
| 81 | HDHOME DEPOT INC | 3,565 | $1.3B | 0.36% | |
| 82 | FDVVFIDELITY COVINGTON TRUST | 26,220 | $1.3B | 0.36% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 2,370 | $1.2B | 0.34% | |
| 84 | KNGFIRST TR EXCHANGE-TRADED FD | 22,861 | $1.2B | 0.32% | |
| 85 | BUFRFIRST TR EXCHNG TRADED FD VI | 38,542 | $1.1B | 0.32% | |
| 86 | APDAIR PRODS & CHEMS INC | 3,817 | $1.1B | 0.31% | |
| 87 | PNCPNC FINL SVCS GROUP INC | 6,366 | $1.1B | 0.31% | |
| 88 | NVDANVIDIA CORPORATION | 10,261 | $1.1B | 0.31% | |
| 89 | ITWILLINOIS TOOL WKS INC | 4,428 | $1.1B | 0.30% | |
| 90 | SPYSPDR S&P 500 ETF TR | 1,957 | $1.1B | 0.30% | |
| 91 | ZTSZOETIS INC | 6,648 | $1.1B | 0.30% | |
| 92 | CMCSACOMCAST CORP NEW | 29,617 | $1.1B | 0.30% | |
| 93 | BACVERIZON COMMUNICATIONS INC | 23,932 | $1.1B | 0.30% | |
| 94 | DYHTARGET CORP | 10,339 | $1.1B | 0.30% | |
| 95 | AMZNAMAZON COM INC | 5,650 | $1.1B | 0.30% | |
| 96 | OCOWENS CORNING NEW | 7,463 | $1.1B | 0.30% | |
| 97 | UPSUNITED PARCEL SERVICE INC | 9,487 | $1.0B | 0.29% | |
| 98 | IDV*ISHARES TR | 33,191 | $1.0B | 0.29% | |
| 99 | HSYHERSHEY CO | 5,926 | $1.0B | 0.28% | |
| 100 | VXFVANGUARD INDEX FDS | 5,329 | $918.0M | 0.25% |
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