Latest PRECEDENT WEALTH PARTNERS, LLC Stock Portfolio

PRECEDENT WEALTH PARTNERS, LLC Performance:

2025 Q2: 2.13%YTD: 0.96%2024: 1.95%

Performance for 2025 Q2 is 2.13%, and YTD is 0.96%, and 2024 is 1.95%.

About PRECEDENT WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PRECEDENT WEALTH PARTNERS, LLC reported an equity portfolio of $408.2 Millions as of 30 Jun, 2025.

The top stock holdings of PRECEDENT WEALTH PARTNERS, LLC are VB, VEA, AGZD. The fund has invested 6.1% of it's portfolio in VANGUARD INDEX FDS and 5% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), SELECT SECTOR SPDR TR (XLB) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in PEPSICO INC (PEP), CUMMINS INC (CMI) and SELECT SECTOR SPDR TR (XLB). PRECEDENT WEALTH PARTNERS, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), WISDOMTREE TR (AGZD) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRD SLF IDX FD (IIGD), FIRST TR EXCHNG TRADED FD VI (BUFD) and VANGUARD TAX-MANAGED FDS (VEA).

PRECEDENT WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PRECEDENT WEALTH PARTNERS, LLC made a return of 2.13% in the last quarter. In trailing 12 months, it's portfolio return was 3.27%.

New Buys

Ticker	$ Bought
first tr exchng traded fd vi	4,875,200
wisdomtree tr	3,524,240
caterpillar inc	1,605,720
coca cola co	1,183,510
first tr exchng traded fd vi	964,677
invesco exch trd slf idx fd	415,484
first tr exchng traded fd vi	368,803
palantir technologies inc	367,928

New stocks bought by PRECEDENT WEALTH PARTNERS, LLC

Additions

Ticker	% Inc.
invesco exch trd slf idx fd	124
first tr exchng traded fd vi	120
first tr exchng traded fd vi	52.75
vanguard tax-managed fds	46.43
unitedhealth group inc	32.7
nike inc	31.65
procter and gamble co	31.53
wec energy group inc	31.26

Additions to existing portfolio by PRECEDENT WEALTH PARTNERS, LLC

Reductions

Ticker	% Reduced
pepsico inc	-70.9
cummins inc	-60.12
select sector spdr tr	-50.00
spdr ser tr	-49.26
spdr ser tr	-36.00
invesco exchange traded fd t	-34.17
exxon mobil corp	-30.42
vanguard specialized funds	-21.95

PRECEDENT WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-6,312,340
select sector spdr tr	-261,204
vanguard scottsdale fds	-235,142
wisdomtree tr	-203,267
select sector spdr tr	-332,465
select sector spdr tr	-357,205
select sector spdr tr	-211,285
ishares tr	-216,646

PRECEDENT WEALTH PARTNERS, LLC got rid off the above stocks

Sector Distribution

PRECEDENT WEALTH PARTNERS, LLC has about 74.7% of it's holdings in Others sector.

Sector	%
Others	74.7
Technology	7.4
Industrials	3
Consumer Defensive	2.8
Healthcare	2.7
Financial Services	2.7
Energy	2.3
Consumer Cyclical	2.3

Market Cap. Distribution

PRECEDENT WEALTH PARTNERS, LLC has about 23.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.7
LARGE-CAP	12.8
MEGA-CAP	11.1
MID-CAP	1.4

Stocks belong to which Index?

About 24% of the stocks held by PRECEDENT WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.7
S&P 500	24

Top 5 Winners (%)		%
AVGO	broadcom inc	59.8 %
NVDA	nvidia corporation	45.6 %
ORCL	oracle corp	40.1 %
LRCX	lam research corp	32.2 %
MSFT	microsoft corp	30.7 %

Top 5 Winners ($)		$
AVGO	broadcom inc	2.0 M
MSFT	microsoft corp	1.1 M
IJR	ishares tr	1.1 M
IJR	ishares tr	0.9 M
LRCX	lam research corp	0.8 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-33.9 %
CLX	clorox co del	-17.3 %
COP	conocophillips	-14.6 %
CVX	chevron corp new	-14.1 %
PEP	pepsico inc	-12.0 %

Top 5 Losers ($)		$
XOM	exxon mobil corp	-0.6 M
UNH	unitedhealth group inc	-0.5 M
AAPL	apple inc	-0.4 M
CLX	clorox co del	-0.3 M
ABBV	abbvie inc	-0.2 M

PRECEDENT WEALTH PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRECEDENT WEALTH PARTNERS, LLC

PRECEDENT WEALTH PARTNERS, LLC has 168 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for PRECEDENT WEALTH PARTNERS, LLC last quarter.

Last Reported on: 21 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	6.07	81,512	24,773,900	reduced	-2.33
Historical Trend of VANGUARD INDEX FDS Position Held By PRECEDENT WEALTH PARTNERS, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	VEA	vanguard tax-managed fds	4.98	356,922	20,348,100	added	46.43

	AGZD	wisdomtree tr	3.43	279,484	14,007,700	added	4.42

	IJR	ishares tr	2.95	19,379	12,032,300	reduced	-10.89

	AFLG	first tr exchng traded fd vi	2.66	243,657	10,877,900	added	2.89

	CSD	invesco exchange traded fd t	2.65	207,801	10,826,400	reduced	-6.32

	IJR	ishares tr	2.61	119,201	10,655,400	reduced	-0.55

	BIL	spdr ser tr	2.54	76,372	10,366,000	reduced	-0.25

	VB	vanguard index fds	2.16	15,504	8,806,460	added	18.09

	AFLG	first tr exchng traded fd vi	2.15	217,641	8,778,830	added	10.45

	IJR	ishares tr	2.09	137,387	8,520,730	reduced	-6.39

	CSD	invesco exchange traded fd t	1.90	78,742	7,735,600	added	7.73

	LEGR	first tr exchange-traded fd	1.85	214,049	7,551,640	added	6.89

	BUFD	first tr exchng traded fd vi	1.82	235,416	7,422,670	reduced	-0.71

	CSD	invesco exchange traded fd t	1.47	32,968	5,991,610	added	20.88

	AGZD	wisdomtree tr	1.41	60,052	5,763,790	reduced	-3.54

	AVGO	broadcom inc	1.33	19,716	5,434,770	added	9.15

	AAXJ	ishares tr	1.26	49,077	5,127,560	reduced	-9.86

	AFLG	first tr exchng traded fd vi	1.19	113,880	4,875,200	new

	MSFT	microsoft corp	1.19	9,791	4,870,030	added	7.36