Precedent Wealth Partners, LLC Incresed Positions in Q4 2025

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
48.6K
+ 11.95%
$59.18 - $62.09 $2.88M - $3.02M
456K $28.5B
Ishares Tr
92K
+ 306.19%
N/A
122K $3.19B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
10.3K
+ 22.09%
$126.92 - $139.12 $1.31M - $1.44M
57.2K $8.24B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
20.6K
+ 32.74%
$93.79 - $100.35 $1.93M - $2.06M
83.3K $8.19B
Invesco Exch Trd Slf Idx Fd
79.4K
+ 142.77%
N/A
135K $3.49B
First Tr Exchng Traded Fd Vi
58.3K
+ 24.35%
N/A
298K $9.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.27K
+ 12.27%
$600.51 - $631.95 $1.36M - $1.44M
20.8K $13B
VONE
Vanguard Russell 1000 ETF

ETFs
4.96K
+ 47.88%
$296.54 - $311.51 $1.47M - $1.54M
15.3K $4.73B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.2K
+ 17.59%
$82.92 - $88.2 $927K - $986K
74.8K $6.73B
MRK
Merck & Co., Inc.

Healthcare
1.95K
+ 9.72%
$82.49 - $92.93 $161K - $181K
22K $2.31B
AAPL
Apple Inc.

Technology
652
+ 2.86%
$245.27 - $275.25 $160K - $179K
23.5K $6.38B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.9K
+ 5.25%
$36.47 - $38.19 $469K - $491K
258K $9.87B
FDX
Fedex Corp

Industrials
749
+ 15.68%
$224.63 - $268.67 $168K - $201K
5.53K $1.6B
AMGN
Amgen Inc

Healthcare
371
+ 4.9%
$290.13 - $341.71 $108K - $127K
7.94K $2.6B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.2K
+ 18.75%
$25.75 - $26.12 $468K - $475K
115K $2.96B
XOM
Exxon Mobil Corp

Energy
902
+ 2.58%
$110.64 - $119.78 $99.8K - $108K
35.9K $4.32B
Invesco Exch Trd Slf Idx Fd
13.1K
+ 9.61%
N/A
150K $3.76B
GOOGL
Alphabet Inc.

Communication Services
105
+ 2.34%
$236.57 - $291.31 $24.8K - $30.6K
4.59K $1.44B
JNJ
Johnson & Johnson

Healthcare
380
+ 3.21%
$185.98 - $199.58 $70.7K - $75.8K
12.2K $2.53B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
14K
+ 10.0%
$23.01 - $23.18 $321K - $323K
153K $3.55B
BSMU
Invesco Exchange Self Ind Tr

ETFs
13.4K
+ 8.26%
$21.93 - $22.06 $294K - $295K
176K $3.87B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.14K
+ 5.71%
$100.68 - $106.15 $518K - $546K
95.3K $9.76B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
11.8K
+ 8.04%
$23.34 - $23.51 $275K - $277K
158K $3.71B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
11.7K
+ 8.04%
$23.58 - $23.73 $277K - $279K
158K $3.74B
KO
Coca Cola CO

Consumer Defensive
2.94K
+ 15.84%
$66.1 - $71.61 $195K - $211K
21.5K $1.51B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
11.8K
+ 6.64%
$21.03 - $21.18 $249K - $250K
190K $4.01B
FDVV
Fidelity High Dividend ETF

ETFs
4.18K
+ 16.4%
$54.66 - $56.68 $229K - $237K
29.7K $1.68B
EOG
Eog Resources Inc

Energy
2.73K
+ 68.24%
$105.0 - $111.92 $287K - $306K
6.74K $708M
UNH
Unitedhealth Group Inc

Healthcare
865
+ 30.39%
$320.52 - $369.92 $277K - $320K
3.71K $1.23B
BAC
Bank Of America Corp

Financial Services
1.34K
+ 2.74%
$48.65 - $54.11 $65K - $72.3K
50.1K $2.76B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.9K
+ 6.8%
$24.24 - $24.37 $216K - $217K
140K $3.39B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.43K
+ 6.71%
$25.38 - $25.57 $214K - $216K
134K $3.41B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.04K
+ 6.58%
$23.35 - $23.55 $211K - $213K
146K $3.42B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.55K
+ 6.58%
N/A
139K $3.36B
IBDV
Ishares Tr

Technology
9.44K
+ 6.45%
$22.03 - $22.24 $208K - $210K
156K $3.44B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.77K
+ 6.35%
$21.09 - $21.35 $206K - $209K
164K $3.46B
QCOM
Qualcomm Inc

Technology
719
+ 5.5%
$153.59 - $187.68 $110K - $135K
13.8K $2.36B
MCD
Mcdonalds Corp

Consumer Cyclical
496
+ 6.56%
$293.81 - $310.11 $146K - $154K
8.06K $2.46B
PNC
Pnc Financial Services Group, Inc.

Financial Services
457
+ 5.38%
$178.37 - $198.46 $81.5K - $90.7K
8.96K $1.87B
ACN
Accenture PLC

Technology
46
+ 0.68%
$234.02 - $253.35 $10.8K - $11.7K
6.77K $1.82B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.56K
+ 3.81%
$27.41 - $27.93 $97.7K - $99.5K
97.2K $2.74B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
6.31K
+ 4.94%
$25.43 - $25.82 $161K - $163K
134K $3.43B
LLY
Eli Lilly & CO

Healthcare
58
+ 21.01%
$799.57 - $1025.28 $46.4K - $59.5K
334 $359M
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 1.35%
$294.11 - $320.41 $50K - $54.5K
12.7K $4.1B
INTU
Intuit Inc

Technology
247
+ 11.71%
$641.79 - $683.39 $159K - $169K
2.36K $1.56B
AMD
Advanced Micro Devices Inc

Technology
79
+ 4.45%
$164.01 - $264.33 $13K - $20.9K
1.86K $397M
HSY
Hershey CO

Consumer Defensive
827
+ 9.93%
$162.31 - $195.56 $134K - $162K
9.16K $1.67B
LMT
Lockheed Martin Corp

Industrials
324
+ 8.3%
$452.1 - $514.24 $146K - $167K
4.23K $2.05B
IWD
Ishares Russell 1000 Val ETF

ETFs
13
+ 0.1%
$199.44 - $208.01 $2.59K - $2.7K
13.1K $2.77B
Activity Summary
Buys All Purchases 101 New Holdings 9 Increased Positions 92 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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