Precedent Wealth Partners, LLC Purchases in Q4 2025

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
WEC
Wec Energy Group, Inc.

Utilities
1.69K
+ 16.98%
$110.61 - $117.5 $186K - $198K
11.6K $1.22B
Invesco Exch Trd Slf Idx Fd
3.11K
+ 17.77%
N/A
20.6K $507M
WMT
Walmart Inc.

Consumer Defensive
78
+ 0.95%
$101.18 - $109.03 $7.89K - $8.5K
8.32K $927M
CSCO
Cisco Systems, Inc.

Technology
80
+ 1.04%
$67.46 - $78.0 $5.4K - $6.24K
7.75K $597M
ABBV
Abb Vie Inc.

Healthcare
442
+ 3.76%
$211.96 - $244.38 $93.7K - $108K
12.2K $2.79B
First Tr Exchange Traded Fd
4.12K
+ 7.38%
N/A
60K $1.66B
MET
Metlife Inc

Financial Services
1.85K
+ 7.53%
$75.97 - $82.89 $140K - $153K
26.4K $2.08B
ITW
Illinois Tool Works Inc

Industrials
567
+ 9.42%
$242.03 - $260.73 $137K - $148K
6.59K $1.62B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.07%
$137.47 - $143.13 $1.79K - $1.86K
18.1K $2.6B
MS
Morgan Stanley

Financial Services
86
+ 5.21%
$151.86 - $169.92 $13.1K - $14.6K
1.74K $309M
DUK
Duke Energy Corp

Utilities
1.21K
+ 8.08%
$121.57 - $129.03 $146K - $155K
16.1K $1.89B
NVDA
Nvidia Corp

Technology
179
+ 1.73%
$179.83 - $207.04 $32.2K - $37.1K
10.5K $1.96B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
217
+ 1.72%
$109.53 - $114.14 $23.8K - $24.8K
12.8K $1.46B
V
Visa Inc.

Financial Services
27
+ 1.69%
$325.75 - $352.42 $8.8K - $9.52K
1.63K $571M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
655
+ 1.33%
$26.44 - $27.53 $17.3K - $18K
49.9K $1.37B
XLY
Select Sector Spdr Consumer Di

ETFs
1.1K
+ 121.68%
$228.75 - $242.18 $252K - $266K
2K $239M
KMI
Kinder Morgan, Inc.

Energy
3.2K
+ 3.95%
$25.84 - $28.46 $82.6K - $91K
84.1K $2.31B
MA
Mastercard Inc

Financial Services
26
+ 5.71%
$536.85 - $580.45 $14K - $15.1K
481 $275M
XLK
Technology Sector Spdr

ETFs
982
+ 104.47%
$278.39 - $304.13 $273K - $299K
1.92K $277M
VXF
Vanguard Extended Market ETF

ETFs
54
+ 1.05%
$204.22 - $215.05 $11K - $11.6K
5.2K $1.09B
DVY
Ishares Tr

ETFs
140
+ 1.25%
$138.1 - $143.11 $19.3K - $20K
11.3K $1.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.72%
$459.47 - $491.71 $2.3K - $2.46K
701 $332M
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 7.49%
$910.94 - $954.99 $29.2K - $30.6K
459 $396M
PLTR
Palantir Technologies Inc.

Technology
53
+ 1.43%
$172.14 - $207.18 $9.12K - $11K
3.76K $668M
NFLX
Netflix Inc

Communication Services
2.68K
+ 1085.83%
$110.29 - $1241.35 $296K - $3.33M
2.93K $275M
ABT
Abbott Laboratories

Healthcare
8
+ 0.25%
$123.62 - $134.59 $989 - $1.08K
3.25K $408M
CMCSA
Comcast Corp

Communication Services
600
+ 1.49%
$26.98 - $31.09 $16.2K - $18.7K
40.9K $1.22B
KR
Kroger CO

Consumer Defensive
1.62K
+ 5.47%
$63.15 - $69.15 $102K - $112K
31.2K $1.95B
META
Meta Platforms, Inc.

Communication Services
78
+ 6.01%
$609.01 - $751.67 $47.5K - $58.6K
1.38K $908M
CVX
Chevron Corp

Energy
62
+ 0.32%
$148.9 - $157.72 $9.23K - $9.78K
19.2K $2.93B
VST
Vistra Corp.

Utilities
28
+ 1.53%
$171.56 - $210.85 $4.8K - $5.9K
1.86K $300M
Blackrock Inc
112
+ 5.41%
N/A
2.18K $2.34B
AOS
Smith A O Corp

Industrials
1.25K
+ 4.94%
$64.74 - $73.54 $80.8K - $91.8K
26.5K $1.77B
APD
Air Products & Chemicals, Inc.

Basic Materials
117
+ 2.28%
$237.56 - $271.47 $27.8K - $31.8K
5.26K $1.3B
ZTS
Zoetis Inc.

Healthcare
432
+ 4.62%
$118.8 - $147.53 $51.3K - $63.7K
9.79K $1.23B
HD
Home Depot, Inc.

Consumer Cyclical
424
+ 8.75%
$358.03 - $397.02 $152K - $168K
5.27K $1.81B
MO
Altria Group, Inc.

Consumer Defensive
1.73K
+ 5.3%
$56.38 - $66.65 $97.8K - $116K
34.4K $1.99B
MSFT
Microsoft Corp

Technology
296
+ 2.94%
$496.82 - $542.07 $147K - $160K
10.4K $5.01B
ADP
Automatic Data Processing Inc

Industrials
130
+ 1.79%
$250.9 - $292.94 $32.6K - $38.1K
7.41K $1.91B
WSM
Williams Sonoma Inc

Consumer Cyclical
342
+ 1.96%
$181.45 - $199.63 $62.1K - $68.3K
17.8K $3.17B
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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