Precedent Wealth Partners, LLC Portfolio Holdings by Sector

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA VOO DON IVV XLG EFA SDY SDVY 72 stocks	$278 Million 65.87% of portfolio	36	27	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$27.2 Million 6.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO QCOM NVDA TXN AMD 5 stocks	$13 Million 3.08% of portfolio	3	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN JNJ MRK LLY 5 stocks	$10.6 Million 2.5% of portfolio	5	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$7.25 Million 1.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$6.86 Million 1.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.38 Million 1.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$5.96 Million 1.41% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG TGT WMT COST 4 stocks	$4.77 Million 1.13% of portfolio	3	1	-	-	0 Calls 0 Puts

Specialty Industrial Machinery \| Industrials AOS ITW CMI 3 stocks	$4.36 Million 1.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI WMB PAA LNG 4 stocks	$3.56 Million 0.84% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$3.3 Million 0.78% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$3.17 Million 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK WEC 2 stocks	$3.11 Million 0.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$2.53 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA 2 stocks	$2.49 Million 0.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2.46 Million 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$2.08 Million 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$2.05 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN FIS 2 stocks	$2.03 Million 0.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$1.99 Million 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$1.95 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts

Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.93 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1.91 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$1.87 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.81 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$1.67 Million 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V MA 3 stocks	$1.6 Million 0.38% of portfolio	3	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$1.6 Million 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$1.56 Million 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG 2 stocks	$1.56 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.43 Million 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts

Specialty Chemicals \| Basic Materials APD 1 stocks	$1.3 Million 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.28 Million 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.23 Million 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.23 Million 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials OC 1 stocks	$1.19 Million 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK 2 stocks	$686,284 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$596,597 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$467,967 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$402,742 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$308,547 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$299,590 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$289,636 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MDU 1 stocks	$276,696 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$274,623 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$226,573 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NZF 1 stocks	$137,764 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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Precedent Wealth Partners, LLC Portfolio Holdings by Sector

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