13F HOLDINGS REPORT

PRECEDENT WEALTH PARTNERS, LLC

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0002008666-25-000004

Total Value

$408.2M

Positions

171

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (171)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908769	81,512	$24.8M	6.07%
2	VANGUARD TAX-MANAGED FDS	921943858	356,922	$20.3M	4.98%
3	WISDOMTREE TR	WT	279,484	$14.0M	3.43%
4	ISHARES TR	464287200	19,379	$12.0M	2.95%
5	FIRST TR EXCHNG TRADED FD VI	33740F771	243,657	$10.9M	2.66%
6	INVESCO EXCHANGE TRADED FD T	IVZ	207,801	$10.8M	2.65%
7	ISHARES TR	464287465	119,201	$10.7M	2.61%
8	SPDR SER TR	78464A763	76,372	$10.4M	2.54%
9	VANGUARD INDEX FDS	922908363	15,504	$8.8M	2.16%
10	FIRST TR EXCHNG TRADED FD VI	33740F631	217,641	$8.8M	2.15%
11	ISHARES TR	464287507	137,387	$8.5M	2.09%
12	INVESCO EXCHANGE TRADED FD T	IVZ	78,742	$7.7M	1.89%
13	FIRST TR EXCHANGE-TRADED FD	33741X102	214,049	$7.6M	1.85%
14	FIRST TR EXCHNG TRADED FD VI	33740U497	235,416	$7.4M	1.82%
15	INVESCO EXCHANGE TRADED FD T	IVZ	32,968	$6.0M	1.47%
16	WISDOMTREE TR	WT	60,052	$5.8M	1.41%
17	BROADCOM INC	AVGO	19,716	$5.4M	1.33%
18	ISHARES TR	464288414	49,077	$5.1M	1.26%
19	FIRST TR EXCHNG TRADED FD VI	33740F730	113,880	$4.9M	1.19%
20	MICROSOFT CORP	MSFT	9,791	$4.9M	1.19%
21	APPLE INC	AAPL	22,779	$4.7M	1.14%
22	VANGUARD WHITEHALL FDS	921946794	56,023	$4.5M	1.10%
23	INVESCO EXCHANGE TRADED FD T	IVZ	99,914	$4.2M	1.03%
24	ISHARES TR	464287622	12,223	$4.2M	1.02%
25	FIRST TR EXCHANGE-TRADED FD	33738R704	50,497	$4.1M	1.01%
26	EXXON MOBIL CORP	XOM	33,938	$3.7M	0.90%
27	WISDOMTREE TR	WT	30,841	$3.5M	0.86%
28	JPMORGAN CHASE & CO	VYLD	11,847	$3.4M	0.84%
29	SPDR S&P MIDCAP 400 ETF TR	MDY	5,951	$3.4M	0.83%
30	INVESCO EXCH TRD SLF IDX FD	IVZ	156,969	$3.2M	0.79%
31	FIRST TR EXCHNG TRADED FD VI	33740U612	100,722	$3.2M	0.79%
32	ISHARES TR	46436E312	126,582	$3.2M	0.78%
33	LAM RESEARCH CORP	LRCX	32,568	$3.2M	0.78%
34	ISHARES TR	46436E486	148,060	$3.1M	0.76%
35	ISHARES TR	46436E726	140,083	$3.1M	0.75%
36	ISHARES TR	46436E205	131,551	$3.1M	0.75%
37	ISHARES TR	46435U515	120,733	$3.1M	0.75%
38	ISHARES TR	46435UAA9	125,616	$3.0M	0.75%
39	ISHARES TR	46435GAA0	124,753	$3.0M	0.74%
40	INVESCO EXCH TRD SLF IDX FD	IVZ	128,734	$3.0M	0.74%
41	INVESCO EXCH TRD SLF IDX FD	IVZ	140,313	$3.0M	0.74%
42	INVESCO EXCH TRD SLF IDX FD	IVZ	128,670	$3.0M	0.73%
43	FIRST TR EXCHNG TRADED FD VI	33740U422	98,231	$2.9M	0.71%
44	INVESCO EXCH TRD SLF IDX FD	IVZ	117,137	$2.9M	0.70%
45	WILLIAMS SONOMA INC	WSM	17,061	$2.8M	0.68%
46	INVESCO EXCH TRD SLF IDX FD	IVZ	118,476	$2.7M	0.66%
47	FIRST TR EXCHNG TRADED FD VI	33740U455	83,724	$2.7M	0.65%
48	INVESCO EXCH TRD SLF IDX FD	IVZ	111,085	$2.6M	0.64%
49	ISHARES TR	464287598	13,204	$2.6M	0.63%
50	ISHARES TR	46434VBD1	101,510	$2.6M	0.63%
51	VANGUARD WHITEHALL FDS	921946406	17,887	$2.4M	0.58%
52	FIRST TR EXCHNG TRADED FD VI	33740U703	86,687	$2.3M	0.56%
53	KINDER MORGAN INC DEL	EP-PC	76,841	$2.3M	0.55%
54	BANK AMERICA CORP	060505104	46,166	$2.2M	0.54%
55	SPDR SER TR	78464A649	84,269	$2.2M	0.53%
56	ABBVIE INC	ABBV	11,593	$2.2M	0.53%
57	AUTOMATIC DATA PROCESSING IN	ADP	6,809	$2.1M	0.51%
58	MCDONALDS CORP	MCD	7,143	$2.1M	0.51%
59	BLACKROCK INC	BLK	1,946	$2.0M	0.50%
60	TEXAS INSTRS INC	882508104	9,833	$2.0M	0.50%
61	AMGEN INC	AMGN	7,136	$2.0M	0.49%
62	QUALCOMM INC	QCOM	12,287	$2.0M	0.48%
63	KROGER CO	KR	27,134	$1.9M	0.48%
64	INVESCO EXCH TRD SLF IDX FD	IVZ	77,108	$1.9M	0.46%
65	VANGUARD MUN BD FDS	922907746	38,348	$1.9M	0.46%
66	ACCENTURE PLC IRELAND	ACN	6,290	$1.9M	0.46%
67	METLIFE INC	MET-PF	23,071	$1.9M	0.45%
68	ALTRIA GROUP INC	MO	30,748	$1.8M	0.44%
69	VANGUARD SCOTTSDALE FDS	92206C730	6,278	$1.8M	0.43%
70	LOCKHEED MARTIN CORP	LMT	3,651	$1.7M	0.41%
71	JOHNSON & JOHNSON	JNJ	11,049	$1.7M	0.41%
72	SMITH A O CORP	AOS	25,592	$1.7M	0.41%
73	HOME DEPOT INC	HD	4,493	$1.6M	0.40%
74	DUKE ENERGY CORP NEW	DUKB	13,953	$1.6M	0.40%
75	NVIDIA CORPORATION	NVDA	10,318	$1.6M	0.40%
76	CATERPILLAR INC	CAT	4,136	$1.6M	0.39%
77	FIRST TR EXCHNG TRADED FD VI	33740F755	48,829	$1.6M	0.38%
78	FIRST TR EXCHNG TRADED FD VI	33740U406	35,745	$1.5M	0.37%
79	ISHARES TR	464287168	11,185	$1.5M	0.36%
80	INTUIT	INTU	1,859	$1.5M	0.36%
81	MERCK & CO INC	MRK	18,139	$1.4M	0.35%
82	PNC FINL SVCS GROUP INC	693475105	7,689	$1.4M	0.35%
83	SCHWAB STRATEGIC TR	808524797	52,168	$1.4M	0.34%
84	FIRST TR EXCHANGE-TRADED FD	33738D812	51,452	$1.4M	0.34%
85	CLOROX CO DEL	CLX	11,303	$1.4M	0.33%
86	FIDELITY COVINGTON TRUST	316092840	25,894	$1.3M	0.33%
87	ILLINOIS TOOL WKS INC	452308109	5,428	$1.3M	0.33%
88	AMAZON COM INC	AMZN	6,049	$1.3M	0.33%
89	FIRST TR EXCHANGE-TRADED FD	33739Q705	26,997	$1.3M	0.32%
90	NIKE INC	NKE	18,540	$1.3M	0.32%
91	AIR PRODS & CHEMS INC	AIIR	4,668	$1.3M	0.32%
92	COMCAST CORP NEW	CCZ	36,774	$1.3M	0.32%
93	TARGET CORP	TGT	13,208	$1.3M	0.32%
94	VERIZON COMMUNICATIONS INC	VZ	29,534	$1.3M	0.31%
95	SPDR S&P 500 ETF TR	SPY	2,059	$1.3M	0.31%
96	OWENS CORNING NEW	OC	9,207	$1.3M	0.31%
97	ZOETIS INC	ZTS	7,957	$1.2M	0.30%
98	HERSHEY CO	HSY	7,390	$1.2M	0.30%
99	CONOCOPHILLIPS	COP	13,653	$1.2M	0.30%
100	UNITED PARCEL SERVICE INC	UPS	12,006	$1.2M	0.30%
101	COCA COLA CO	KO	16,728	$1.2M	0.29%
102	SPDR SER TR	78468R770	10,395	$1.1M	0.28%
103	ISHARES TR	464288448	32,218	$1.1M	0.27%
104	VANGUARD INDEX FDS	922908652	5,302	$1.0M	0.25%
105	UNITEDHEALTH GROUP INC	UNH	3,145	$981,014	0.24%
106	FIRST TR EXCHNG TRADED FD VI	33740F615	24,379	$964,677	0.24%
107	WEC ENERGY GROUP INC	WEC	8,953	$932,852	0.23%
108	META PLATFORMS INC	META	1,198	$884,424	0.22%
109	WISDOMTREE TR	WT	18,897	$879,655	0.22%
110	VANGUARD SCOTTSDALE FDS	92206C680	7,980	$871,416	0.21%
111	J P MORGAN EXCHANGE TRADED F	46641Q308	15,262	$860,972	0.21%
112	WALMART INC	WMT	8,424	$823,699	0.20%
113	INVESCO QQQ TR	IVZ	1,490	$821,839	0.20%
114	INVESCO EXCH TRD SLF IDX FD	IVZ	31,532	$790,507	0.19%
115	ALPHABET INC	GOOG	4,198	$739,837	0.18%
116	CUMMINS INC	CMI	2,130	$697,575	0.17%
117	AMERICAN EXPRESS CO	AXP	2,002	$638,598	0.16%
118	WILLIAMS COS INC	969457100	9,366	$588,278	0.14%
119	VISA INC	V	1,588	$563,746	0.14%
120	ALPHABET INC	GOOG	3,052	$541,476	0.13%
121	CISCO SYS INC	CSCO	7,665	$531,798	0.13%
122	VANGUARD INDEX FDS	922908611	2,635	$513,851	0.13%
123	SPDR SER TR	78468R853	11,708	$498,775	0.12%
124	VANGUARD SCOTTSDALE FDS	92206C599	1,820	$496,405	0.12%
125	CHENIERE ENERGY INC	LNG	2,037	$496,091	0.12%
126	INVESCO EXCHANGE TRADED FD T	IVZ	23,963	$489,085	0.12%
127	COSTCO WHSL CORP NEW	22160K105	492	$487,050	0.12%
128	STELLAR BANCORP INC	STEL	16,000	$447,680	0.11%
129	BERKSHIRE HATHAWAY INC DEL	BRK-A	896	$435,250	0.11%
130	INVESCO EXCH TRD SLF IDX FD	IVZ	17,519	$415,484	0.10%
131	WISDOMTREE TR	WT	8,079	$411,706	0.10%
132	STRYKER CORPORATION	SYK	1,035	$409,477	0.10%
133	ABBOTT LABS	ABLZF	2,929	$398,373	0.10%
134	PEPSICO INC	PEP	2,951	$389,650	0.10%
135	FIRST TR EXCHNG TRADED FD VI	33740U356	11,796	$368,803	0.09%
136	PALANTIR TECHNOLOGIES INC	PLTR	2,699	$367,928	0.09%
137	CHEVRON CORP NEW	CVX	2,548	$364,848	0.09%
138	SCHWAB STRATEGIC TR	808524102	14,526	$346,164	0.08%
139	VALERO ENERGY CORP	VLO	2,474	$332,555	0.08%
140	VANGUARD INDEX FDS	922908736	744	$326,225	0.08%
141	ISHARES TR	46436E130	12,301	$318,657	0.08%
142	NETFLIX INC	NFLX	236	$316,035	0.08%
143	SPDR SER TR	78464A847	5,638	$306,594	0.08%
144	FIRST TR EXCHNG TRADED FD VI	33740F839	6,823	$304,912	0.07%
145	EOG RES INC	EOG	2,548	$304,766	0.07%
146	FIDELITY NATL INFORMATION SV	31620M106	3,728	$303,496	0.07%
147	ORACLE CORP	ORCL-PD	1,379	$301,411	0.07%
148	PROSHARES TR	74347X864	3,264	$298,460	0.07%
149	ISHARES TR	464287614	696	$295,508	0.07%
150	KNIFE RIVER CORP	KNF	3,543	$289,251	0.07%
151	ISHARES TR	464287309	2,588	$284,939	0.07%
152	AXON ENTERPRISE INC	AXON	341	$282,328	0.07%
153	AMERICAN TOWER CORP NEW	03027X100	1,243	$274,728	0.07%
154	PROCTER AND GAMBLE CO	742718109	1,702	$271,163	0.07%
155	VISTRA CORP	VST	1,390	$269,396	0.07%
156	MASTERCARD INCORPORATED	MA	473	$265,705	0.07%
157	PHILIP MORRIS INTL INC	718172109	1,370	$249,606	0.06%
158	VANGUARD SPECIALIZED FUNDS	921908844	1,202	$246,013	0.06%
159	MORGAN STANLEY	MS-PQ	1,729	$243,547	0.06%
160	MDU RES GROUP INC	552690109	14,175	$236,297	0.06%
161	SELECT SECTOR SPDR TR	81369Y803	920	$232,972	0.06%
162	ELI LILLY & CO	LLY	294	$229,182	0.06%
163	EVERUS CONSTR GROUP	EVEX-WT	3,543	$225,087	0.06%
164	TRACTOR SUPPLY CO	TSCO	4,201	$221,694	0.05%
165	WISDOMTREE TR	WT	4,803	$217,528	0.05%
166	DOMINION ENERGY INC	D	3,802	$214,875	0.05%
167	INTUITIVE SURGICAL INC	ISRG	386	$209,756	0.05%
168	VANGUARD STAR FDS	921909768	2,896	$200,085	0.05%
169	DOUBLELINE YIELD OPPORTUNITI	DLY	11,828	$184,399	0.05%
170	FS CREDIT OPPORTUNITIES CORP	FSCO	18,363	$133,315	0.03%
171	BLACKROCK TECH AND PRIVATE E	BLK	10,900	$80,006	0.02%