13F HOLDINGS REPORT

PRECEDENT WEALTH PARTNERS, LLC

Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0002008666-25-000002

Total Value

$360.2M

Positions

155

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (155)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908769	83,455	$22.9M	6.37%
2	WISDOMTREE TR	WT	267,655	$13.3M	3.68%
3	VANGUARD TAX-MANAGED FDS	921943858	243,752	$12.4M	3.44%
4	ISHARES TR	464287200	21,747	$12.2M	3.39%
5	SPDR SER TR	78464A763	76,561	$10.4M	2.88%
6	INVESCO EXCHANGE TRADED FD T	IVZ	221,824	$10.2M	2.83%
7	FIRST TR EXCHNG TRADED FD VI	33740F771	236,824	$10.0M	2.77%
8	ISHARES TR	464287465	119,857	$9.8M	2.72%
9	ISHARES TR	464287507	146,764	$8.6M	2.38%
10	FIRST TR EXCHNG TRADED FD VI	33740F631	197,048	$7.5M	2.08%
11	FIRST TR EXCHNG TRADED FD VI	33740U497	237,102	$7.2M	2.01%
12	VANGUARD INDEX FDS	922908363	13,129	$6.7M	1.87%
13	FIRST TR EXCHANGE-TRADED FD	33741X102	200,256	$6.7M	1.86%
14	INVESCO EXCHANGE TRADED FD T	IVZ	73,093	$6.7M	1.86%
15	FIRST TR EXCHNG TRADED FD VI	33740F854	162,700	$6.3M	1.75%
16	WISDOMTREE TR	WT	62,258	$6.2M	1.71%
17	EXXON MOBIL CORP	XOM	48,773	$5.8M	1.61%
18	ISHARES TR	464288414	54,446	$5.7M	1.59%
19	APPLE INC	AAPL	21,725	$4.8M	1.34%
20	INVESCO EXCHANGE TRADED FD T	IVZ	27,274	$4.7M	1.31%
21	ISHARES TR	464287622	13,934	$4.3M	1.19%
22	INVESCO EXCHANGE TRADED FD T	IVZ	103,817	$4.2M	1.16%
23	VANGUARD WHITEHALL FDS	921946794	48,190	$3.6M	0.99%
24	MICROSOFT CORP	MSFT	9,120	$3.4M	0.95%
25	FIRST TR EXCHANGE-TRADED FD	33738R704	46,609	$3.2M	0.88%
26	SPDR S&P MIDCAP 400 ETF TR	MDY	5,951	$3.2M	0.88%
27	BROADCOM INC	AVGO	18,063	$3.0M	0.84%
28	INVESCO EXCH TRD SLF IDX FD	IVZ	141,395	$2.9M	0.81%
29	ISHARES TR	46436E312	113,865	$2.8M	0.79%
30	FIRST TR EXCHNG TRADED FD VI	33740U422	99,543	$2.8M	0.79%
31	INVESCO EXCH TRD SLF IDX FD	IVZ	129,822	$2.8M	0.78%
32	ISHARES TR	46436E486	132,989	$2.8M	0.77%
33	INVESCO EXCH TRD SLF IDX FD	IVZ	118,665	$2.8M	0.76%
34	ISHARES TR	46435U515	108,460	$2.7M	0.76%
35	ISHARES TR	46436E726	125,702	$2.7M	0.76%
36	ISHARES TR	46436E205	118,036	$2.7M	0.76%
37	ISHARES TR	46435UAA9	112,768	$2.7M	0.76%
38	INVESCO EXCH TRD SLF IDX FD	IVZ	115,196	$2.7M	0.75%
39	ISHARES TR	46435GAA0	111,983	$2.7M	0.75%
40	JPMORGAN CHASE & CO	VYLD	10,897	$2.7M	0.74%
41	ISHARES TR	46434VBD1	102,498	$2.6M	0.72%
42	INVESCO EXCH TRD SLF IDX FD	IVZ	103,589	$2.5M	0.71%
43	INVESCO EXCH TRD SLF IDX FD	IVZ	109,355	$2.5M	0.69%
44	ISHARES TR	464287598	13,204	$2.5M	0.69%
45	FIRST TR EXCHNG TRADED FD VI	33740U455	80,124	$2.5M	0.68%
46	INVESCO EXCH TRD SLF IDX FD	IVZ	101,039	$2.4M	0.66%
47	WILLIAMS SONOMA INC	WSM	14,928	$2.4M	0.66%
48	VANGUARD WHITEHALL FDS	921946406	17,340	$2.2M	0.62%
49	ABBVIE INC	ABBV	10,444	$2.2M	0.61%
50	LAM RESEARCH CORP	LRCX	28,757	$2.1M	0.58%
51	FIRST TR EXCHNG TRADED FD VI	33740U612	65,940	$2.1M	0.57%
52	INVESCO EXCH TRD SLF IDX FD	IVZ	83,529	$2.0M	0.57%
53	MCDONALDS CORP	MCD	6,533	$2.0M	0.57%
54	VANGUARD MUN BD FDS	922907746	40,635	$2.0M	0.56%
55	KINDER MORGAN INC DEL	EP-PC	69,611	$2.0M	0.55%
56	SPDR SER TR	78464A649	76,826	$2.0M	0.54%
57	AMGEN INC	AMGN	6,259	$2.0M	0.54%
58	AUTOMATIC DATA PROCESSING IN	ADP	6,088	$1.9M	0.52%
59	FIRST TR EXCHNG TRADED FD VI	33740U703	71,163	$1.8M	0.49%
60	BANK AMERICA CORP	060505104	40,162	$1.7M	0.47%
61	CUMMINS INC	CMI	5,341	$1.7M	0.46%
62	VANGUARD SCOTTSDALE FDS	92206C730	6,537	$1.7M	0.46%
63	BLACKROCK INC	BLK	1,740	$1.6M	0.46%
64	ACCENTURE PLC IRELAND	ACN	5,252	$1.6M	0.45%
65	ALTRIA GROUP INC	MO	27,272	$1.6M	0.45%
66	CONOCOPHILLIPS	COP	15,396	$1.6M	0.45%
67	METLIFE INC	MET-PF	20,125	$1.6M	0.45%
68	KROGER CO	KR	23,714	$1.6M	0.45%
69	JOHNSON & JOHNSON	JNJ	9,560	$1.6M	0.44%
70	SMITH A O CORP	AOS	24,065	$1.6M	0.44%
71	QUALCOMM INC	QCOM	10,210	$1.6M	0.44%
72	PEPSICO INC	PEP	10,142	$1.5M	0.42%
73	DUKE ENERGY CORP NEW	DUKB	12,243	$1.5M	0.41%
74	ISHARES TR	464287168	11,108	$1.5M	0.41%
75	LOCKHEED MARTIN CORP	LMT	3,336	$1.5M	0.41%
76	SCHWAB STRATEGIC TR	808524797	52,895	$1.5M	0.41%
77	TEXAS INSTRS INC	882508104	8,164	$1.5M	0.41%
78	CLOROX CO DEL	CLX	9,422	$1.4M	0.39%
79	SPDR SER TR	78468R770	12,439	$1.4M	0.38%
80	MERCK & CO INC	MRK	14,880	$1.3M	0.37%
81	HOME DEPOT INC	HD	3,565	$1.3M	0.36%
82	FIDELITY COVINGTON TRUST	316092840	26,220	$1.3M	0.36%
83	UNITEDHEALTH GROUP INC	UNH	2,370	$1.2M	0.34%
84	FIRST TR EXCHANGE-TRADED FD	33739Q705	22,861	$1.2M	0.32%
85	FIRST TR EXCHNG TRADED FD VI	33740F755	38,542	$1.1M	0.32%
86	AIR PRODS & CHEMS INC	AIIR	3,817	$1.1M	0.31%
87	PNC FINL SVCS GROUP INC	693475105	6,366	$1.1M	0.31%
88	NVIDIA CORPORATION	NVDA	10,261	$1.1M	0.31%
89	ILLINOIS TOOL WKS INC	452308109	4,428	$1.1M	0.30%
90	SPDR S&P 500 ETF TR	SPY	1,957	$1.1M	0.30%
91	ZOETIS INC	ZTS	6,648	$1.1M	0.30%
92	COMCAST CORP NEW	CCZ	29,617	$1.1M	0.30%
93	VERIZON COMMUNICATIONS INC	VZ	23,932	$1.1M	0.30%
94	TARGET CORP	TGT	10,339	$1.1M	0.30%
95	AMAZON COM INC	AMZN	5,650	$1.1M	0.30%
96	OWENS CORNING NEW	OC	7,463	$1.1M	0.30%
97	UNITED PARCEL SERVICE INC	UPS	9,487	$1.0M	0.29%
98	ISHARES TR	464288448	33,191	$1.0M	0.29%
99	HERSHEY CO	HSY	5,926	$1.0M	0.28%
100	VANGUARD INDEX FDS	922908652	5,329	$918,024	0.25%
101	INTUIT	INTU	1,486	$912,574	0.25%
102	WISDOMTREE TR	WT	19,425	$903,263	0.25%
103	FIRST TR EXCHANGE-TRADED FD	33738D812	40,084	$895,471	0.25%
104	NIKE INC	NKE	14,083	$894,010	0.25%
105	VANGUARD SCOTTSDALE FDS	92206C680	8,815	$817,944	0.23%
106	J P MORGAN EXCHANGE TRADED F	46641Q308	15,423	$813,113	0.23%
107	INVESCO EXCHANGE TRADED FD T	IVZ	36,404	$781,594	0.22%
108	WALMART INC	WMT	8,554	$750,956	0.21%
109	SPDR SER TR	78468R853	18,293	$745,636	0.21%
110	WEC ENERGY GROUP INC	WEC	6,821	$743,353	0.21%
111	INVESCO QQQ TR	IVZ	1,493	$700,008	0.19%
112	META PLATFORMS INC	META	1,123	$647,402	0.18%
113	FIRST TR EXCHNG TRADED FD VI	33740U406	16,192	$633,756	0.18%
114	ALPHABET INC	GOOG	3,817	$590,281	0.16%
115	AMERICAN EXPRESS CO	AXP	2,117	$569,579	0.16%
116	SPDR SER TR	78464A847	11,111	$568,661	0.16%
117	CISCO SYS INC	CSCO	8,852	$546,257	0.15%
118	VANGUARD INDEX FDS	922908611	2,867	$534,093	0.15%
119	WILLIAMS COS INC	969457100	8,675	$518,418	0.14%
120	VISA INC	V	1,477	$517,557	0.14%
121	ALPHABET INC	GOOG	3,049	$476,417	0.13%
122	CHENIERE ENERGY INC	LNG	2,037	$471,400	0.13%
123	COSTCO WHSL CORP NEW	22160K105	478	$452,083	0.13%
124	BERKSHIRE HATHAWAY INC DEL	BRK-A	834	$444,172	0.12%
125	STELLAR BANCORP INC	STEL	16,000	$442,560	0.12%
126	CHEVRON CORP NEW	CVX	2,486	$415,883	0.12%
127	VANGUARD SCOTTSDALE FDS	92206C599	1,657	$408,881	0.11%
128	STRYKER CORPORATION	SYK	1,056	$393,096	0.11%
129	WISDOMTREE TR	WT	8,007	$391,062	0.11%
130	SELECT SECTOR SPDR TR	81369Y803	1,840	$379,923	0.11%
131	ABBOTT LABS	ABLZF	2,708	$359,216	0.10%
132	SELECT SECTOR SPDR TR	81369Y407	1,809	$357,205	0.10%
133	INVESCO EXCH TRD SLF IDX FD	IVZ	14,045	$355,619	0.10%
134	SELECT SECTOR SPDR TR	81369Y209	2,277	$332,465	0.09%
135	VALERO ENERGY CORP	VLO	2,474	$326,741	0.09%
136	KNIFE RIVER CORP	KNF	3,543	$319,614	0.09%
137	SCHWAB STRATEGIC TR	808524102	14,526	$312,753	0.09%
138	VANGUARD SPECIALIZED FUNDS	921908844	1,540	$298,745	0.08%
139	MASTERCARD INCORPORATED	MA	526	$288,220	0.08%
140	FIDELITY NATL INFORMATION SV	31620M106	3,699	$276,241	0.08%
141	AMERICAN TOWER CORP NEW	03027X100	1,243	$270,477	0.08%
142	SELECT SECTOR SPDR TR	81369Y605	5,244	$261,204	0.07%
143	TRACTOR SUPPLY CO	TSCO	4,676	$257,655	0.07%
144	ISHARES TR	464287614	696	$251,319	0.07%
145	DOMINION ENERGY INC	D	4,363	$244,653	0.07%
146	MDU RES GROUP INC	552690109	14,175	$239,699	0.07%
147	VANGUARD SCOTTSDALE FDS	92206C870	2,876	$235,142	0.07%
148	PROCTER AND GAMBLE CO	742718109	1,294	$220,523	0.06%
149	ISHARES TR	464287655	1,086	$216,646	0.06%
150	SELECT SECTOR SPDR TR	81369Y704	1,612	$211,285	0.06%
151	ELI LILLY & CO	LLY	255	$210,607	0.06%
152	WISDOMTREE TR	WT	4,896	$206,024	0.06%
153	WISDOMTREE TR	WT	2,561	$203,267	0.06%
154	MORGAN STANLEY	MS-PQ	1,729	$201,722	0.06%
155	DOUBLELINE YIELD OPPORTUNITI	DLY	12,479	$200,912	0.06%