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
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 3.02%
$385.02 - $431.37 $33.5K - $37.5K
2.97K $1.15B
VLO
Valero Energy Corp

Energy
56
+ 2.26%
$118.59 - $144.02 $6.64K - $8.07K
2.53K $310M
IDV
Ishares Tr

ETFs
3.91K
+ 8.4%
$27.03 - $29.92 $106K - $117K
50.5K $1.38B
MUB
Ishares National Muni Bond ETF

ETFs
572
+ 1.11%
$105.78 - $108.7 $60.5K - $62.2K
52.2K $5.56B
AMT
American Tower Corp

Real Estate
58
+ 4.74%
$179.4 - $232.01 $10.4K - $13.5K
1.28K $235M
MSFT
Microsoft Corp

Technology
41
+ 0.49%
$406.35 - $454.46 $16.7K - $18.6K
8.39K $3.54B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
338
+ 1.93%
$50.06 - $55.0 $16.9K - $18.6K
17.8K $894M
DUK
Duke Energy Corp

Utilities
144
+ 1.46%
$105.76 - $120.76 $15.2K - $17.4K
10K $1.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.13K
+ 187.83%
$25.93 - $105.3 $133K - $540K
7.86K $219M
TSCO
Tractor Supply CO

Consumer Cyclical
3.76K
+ 327.53%
$52.59 - $303.74 $198K - $1.14M
4.91K $260M
HSY
Hershey CO

Consumer Defensive
105
+ 2.57%
$168.67 - $193.65 $17.7K - $20.3K
4.18K $708M
NKE
Nike, Inc.

Consumer Cyclical
702
+ 6.99%
$73.36 - $89.13 $51.5K - $62.6K
10.7K $813M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4K
+ 170.18%
$26.93 - $84.95 $389K - $1.23M
22.9K $626M
QCOM
Qualcomm Inc

Technology
247
+ 3.03%
$150.4 - $178.04 $37.1K - $44K
8.39K $1.29B
PEP
Pepsico Inc

Consumer Defensive
267
+ 3.32%
$151.29 - $176.1 $40.4K - $47K
8.3K $1.26B
ABBV
Abb Vie Inc.

Healthcare
383
+ 4.33%
$164.99 - $203.87 $63.2K - $78.1K
9.22K $1.64B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.46K
+ 3.91%
$67.29 - $73.38 $98.3K - $107K
38.9K $2.64B
TXN
Texas Instruments Inc

Technology
70
+ 1.08%
N/A
6.55K $1.23B
JNJ
Johnson & Johnson

Healthcare
123
+ 1.62%
$143.34 - $165.86 $17.6K - $20.4K
7.72K $1.12B
MRK
Merck & Co., Inc.

Healthcare
399
+ 3.54%
$96.31 - $114.76 $38.4K - $45.8K
11.7K $1.16B
ZTS
Zoetis Inc.

Healthcare
210
+ 4.41%
$162.24 - $194.42 $34.1K - $40.8K
4.98K $811M
UNH
Unitedhealth Group Inc

Healthcare
7
+ 0.39%
$485.52 - $625.25 $3.4K - $4.38K
1.8K $910M
XOM
Exxon Mobil Corp

Energy
182
+ 0.83%
$105.51 - $125.37 $19.2K - $22.8K
22.1K $2.38B
LMT
Lockheed Martin Corp

Industrials
119
+ 4.29%
$479.66 - $614.62 $57.1K - $73.1K
2.89K $1.41B
AMGN
Amgen Inc

Healthcare
176
+ 3.36%
$258.78 - $328.31 $45.5K - $57.8K
5.41K $1.41B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.84K
+ 2.92%
$131.66 - $144.0 $242K - $264K
64.8K $8.56B
VEA
Vanguard Ftse Developed Market

ETFs
7.19K
+ 3.27%
$47.57 - $52.44 $342K - $377K
227K $10.9B
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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