Precedent Wealth Partners, LLC Incresed Positions in Q4 2024

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 38.16%
$521.84 - $558.82 $1.47M - $1.58M
10.2K $5.5B
AVGO
Broadcom Inc.

Technology
208
+ 1.21%
$159.67 - $250.0 $33.2K - $52K
17.4K $4.05B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
31.2K
+ 81.89%
$24.94 - $25.74 $779K - $804K
69.4K $1.77B
TGT
Target Corp

Consumer Defensive
5.81K
+ 263.98%
$121.59 - $160.69 $706K - $933K
8K $1.08B
VONG
Vanguard Russell 1000 Growth E

ETFs
4.95K
+ 159.25%
$95.27 - $107.82 $472K - $534K
8.06K $833M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.46K
+ 1.48%
$46.94 - $51.62 $115K - $127K
168K $8.4B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
831
+ 17.71%
$563.99 - $620.12 $469K - $515K
5.52K $3.15B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.11K
+ 9.29%
$311.11 - $335.64 $346K - $373K
13.1K $4.21B
AAPL
Apple Inc.

Technology
366
+ 1.81%
$221.69 - $259.02 $81.1K - $94.8K
20.5K $5.14B
WSM
Williams Sonoma Inc

Consumer Cyclical
114
+ 0.83%
$129.13 - $198.21 $14.7K - $22.6K
13.8K $2.55B
GOOGL
Alphabet Inc.

Communication Services
965
+ 27.95%
$161.86 - $196.66 $156K - $190K
4.42K $836M
CSCO
Cisco Systems, Inc.

Technology
932
+ 3.05%
$52.45 - $60.02 $48.9K - $55.9K
31.5K $1.86B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.57K
+ 20.24%
$29.73 - $30.81 $195K - $202K
39K $1.19B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
+ 9.47%
$174.22 - $187.62 $266K - $287K
17.7K $3.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.36K
+ 20.08%
$49.79 - $51.14 $217K - $223K
26.1K $1.31B
BAC
Bank Of America Corp

Financial Services
400
+ 1.18%
$39.22 - $47.77 $15.7K - $19.1K
34.3K $1.51B
CMI
Cummins Inc

Industrials
136
+ 3.0%
$324.93 - $383.42 $44.2K - $52.1K
4.68K $1.63B
VXF
Vanguard Extended Market ETF

ETFs
606
+ 12.83%
$179.17 - $207.15 $109K - $126K
5.33K $1.01B
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
671
+ 0.42%
$39.69 - $41.26 $26.6K - $27.7K
160K $6.54B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.15K
+ 31.61%
$40.41 - $45.12 $168K - $187K
17.3K $700M
WMT
Walmart Inc.

Consumer Defensive
493
+ 6.27%
$79.1 - $95.7 $39K - $47.2K
8.36K $755M
KR
Kroger CO

Consumer Defensive
547
+ 2.82%
$55.21 - $63.3 $30.2K - $34.6K
19.9K $1.22B
ADP
Automatic Data Processing Inc

Industrials
36
+ 0.72%
$280.08 - $307.97 $10.1K - $11.1K
5.01K $1.47B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
4.58K
+ 6.51%
$23.26 - $23.6 $107K - $108K
74.9K $1.75B
CVX
Chevron Corp

Energy
775
+ 7.13%
$141.15 - $162.53 $109K - $126K
11.6K $1.69B
Invesco Exch Trd Slf Idx Fd
4.13K
+ 6.9%
N/A
63.9K $1.6B
AXP
American Express CO

Financial Services
43
+ 2.13%
$267.35 - $305.57 $11.5K - $13.1K
2.06K $613M
INTU
Intuit Inc

Technology
91
+ 10.44%
$602.01 - $706.25 $54.8K - $64.3K
963 $605M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.39K
+ 3.73%
$24.45 - $24.62 $58.3K - $58.7K
66.3K $1.62B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.65K
+ 3.79%
$23.55 - $23.9 $62.4K - $63.3K
72.5K $1.71B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.74K
+ 4.15%
$23.48 - $23.73 $64.3K - $65K
68.7K $1.62B
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 0.7%
$178.39 - $215.0 $6.24K - $7.53K
5.04K $973M
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 8.5%
$873.59 - $994.69 $29.7K - $33.8K
434 $398M
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 1.56%
$567.81 - $607.81 $17K - $18.2K
1.96K $1.15B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
3.17K
+ 4.46%
$20.78 - $21.38 $65.9K - $67.8K
74.2K $1.55B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.71K
+ 3.86%
$22.83 - $23.36 $62K - $63.4K
72.9K $1.67B
FDVV
Fidelity High Dividend ETF

ETFs
901
+ 9.23%
$49.66 - $52.63 $44.7K - $47.4K
10.7K $533M
DHS
Wisdomtree Tr U.S

ETFs
630
+ 1.08%
$92.66 - $100.58 $58.4K - $63.4K
59.2K $5.53B
BSMU
Invesco Exchange Self Ind Tr

ETFs
2.88K
+ 4.03%
$21.63 - $22.25 $62.3K - $64K
74.3K $1.61B
ABT
Abbott Laboratories

Healthcare
249
+ 10.18%
$111.93 - $119.39 $27.9K - $29.7K
2.7K $305M
VBR
Vanguard Small Cap Value ETF

ETFs
172
+ 4.9%
$197.36 - $217.3 $33.9K - $37.4K
3.68K $730M
APD
Air Products & Chemicals, Inc.

Basic Materials
159
+ 5.53%
$285.5 - $335.62 $45.4K - $53.4K
3.03K $879M
MET
Metlife Inc

Financial Services
300
+ 1.78%
$78.15 - $88.25 $23.4K - $26.5K
17.1K $1.4B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.1K
+ 200.0%
$22.01 - $66.82 $223K - $676K
15.2K $344M
ITW
Illinois Tool Works Inc

Industrials
122
+ 3.63%
$253.56 - $278.5 $30.9K - $34K
3.48K $883M
ORCL
Oracle Corp

Technology
23
+ 1.84%
$165.41 - $192.43 $3.8K - $4.43K
1.28K $213M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.09%
$126.68 - $134.74 $1.39K - $1.48K
11.7K $1.5B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
148
+ 2.08%
$108.28 - $117.54 $16K - $17.4K
7.27K $791M
PEY
Invesco Exchange Traded Fd Tr

ETFs
745
+ 2.01%
$21.1 - $23.08 $15.7K - $17.2K
37.8K $803M
Activity Summary
Buys All Purchases 88 New Holdings 10 Increased Positions 78 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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