Precedent Wealth Partners, LLC Sells in Q1 2025

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-26K
- 15.03%
$57.21 - $65.8 $1.49M - $1.71M
147K $8.56B
CSCO
Cisco Systems, Inc.

Technology
-22.6K
- 71.89%
$58.74 - $64.87 $1.33M - $1.47M
8.85K $546M
CVX
Chevron Corp

Energy
-9.16K
- 78.66%
$146.71 - $167.97 $1.34M - $1.54M
2.49K $416M
SPMD
Spdr Portfolio

ETFs
-12.2K
- 52.25%
$50.21 - $57.73 $610K - $702K
11.1K $569M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.97K
- 35.28%
$40.03 - $46.81 $399K - $467K
18.3K $746M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-12.4K
- 71.69%
$39.65 - $43.35 $492K - $537K
4.9K $206M
D
Dominion Energy, Inc

Utilities
-6.74K
- 60.7%
$52.85 - $57.43 $356K - $387K
4.36K $245M
IDV
Ishares Tr

ETFs
-17.3K
- 34.21%
$27.0 - $31.7 $466K - $547K
33.2K $1.03B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.6K
- 11.69%
$25.05 - $25.16 $340K - $341K
102K $2.58B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-14K
- 10.94%
$24.21 - $25.09 $339K - $351K
114K $2.85B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-12.3K
- 9.91%
N/A
112K $2.71B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-12.5K
- 9.96%
$23.9 - $24.18 $298K - $301K
113K $2.73B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-13K
- 9.92%
$22.61 - $23.14 $294K - $301K
118K $2.73B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-11.7K
- 9.77%
$24.79 - $25.26 $291K - $297K
108K $2.74B
IBDV
Ishares Tr

Technology
-13.7K
- 9.84%
$21.11 - $21.73 $290K - $298K
126K $2.73B
GOOGL
Alphabet Inc.

Communication Services
-600
- 13.58%
$154.33 - $206.19 $92.6K - $124K
3.82K $590M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-14.1K
- 9.6%
$20.1 - $20.8 $284K - $294K
133K $2.76B
AMZN
Amazon Com Inc

Consumer Cyclical
-227
- 3.86%
$190.26 - $242.06 $43.2K - $54.9K
5.65K $1.07B
VBR
Vanguard Small Cap Value ETF

ETFs
-815
- 22.13%
$183.02 - $207.75 $149K - $169K
2.87K $534M
GOOG
Alphabet Inc.

Communication Services
-339
- 10.01%
$156.06 - $207.71 $52.9K - $70.4K
3.05K $476M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-7.91K
- 9.34%
$24.73 - $25.62 $196K - $203K
76.8K $1.96B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.34K
- 14.34%
$48.37 - $55.84 $64.8K - $74.8K
8.01K $391M
LNG
Cheniere Energy, Inc.

Energy
-643
- 23.99%
$209.32 - $253.66 $135K - $163K
2.04K $471M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-129
- 15.64%
$360.07 - $417.26 $46.4K - $53.8K
696 $251M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-822
- 24.3%
$76.77 - $82.22 $63.1K - $67.6K
2.56K $203M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-481
- 1.23%
$29.34 - $31.31 $14.1K - $15.1K
38.5K $1.14B
FIS
Fidelity National Information Services, Inc.

Technology
-265
- 6.69%
$68.12 - $83.42 $18.1K - $22.1K
3.7K $276M
JPEM
Jp Morgan Diversified Return

ETFs
-1.07K
- 6.51%
$50.81 - $54.04 $54.6K - $58K
15.4K $813M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-645
- 4.25%
$21.23 - $23.75 $13.7K - $15.3K
14.5K $313M
MS
Morgan Stanley

Financial Services
-124
- 6.69%
$111.68 - $141.08 $13.8K - $17.5K
1.73K $202M
VTHR
Vanguard Russell 3000 ETF

ETFs
-16
- 0.96%
$243.2 - $272.04 $3.89K - $4.35K
1.66K $409M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.36K
- 3.6%
$20.82 - $22.08 $28.3K - $30K
36.4K $782M
TSCO
Tractor Supply CO

Consumer Cyclical
-232
- 4.73%
$51.66 - $57.94 $12K - $13.4K
4.68K $258M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-188
- 0.18%
$39.4 - $42.61 $7.41K - $8.01K
104K $4.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
-201
- 1.5%
$182.82 - $196.21 $36.7K - $39.4K
13.2K $2.48B
VLO
Valero Energy Corp

Energy
-56
- 2.21%
$121.76 - $142.99 $6.82K - $8.01K
2.47K $327M
AMT
American Tower Corp

Real Estate
-38
- 2.97%
$173.46 - $217.6 $6.59K - $8.27K
1.24K $270M
WMB
Williams Companies, Inc.

Energy
-200
- 2.25%
$54.02 - $61.09 $10.8K - $12.2K
8.68K $518M
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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