Precedent Wealth Partners, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $306 Billion distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $23.5B, Wisdomtree Tr U.S. Midcap Divi with a value of $12.6B, Ishares Core S&P 500 ETF with a value of $12.2B, Vanguard Ftse Developed Market with a value of $10.9B, and Ishares Core S&P Mid Cap ETF with a value of $10.8B.
Examining the 13F form we can see an increase of $3.28B in the current position value, from $303B to 306B.
Precedent Wealth Partners, LLC is based out at Houston, TX
Below you can find more details about Precedent Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$306 Billion
ETFs: $207 Billion
Technology: $21.1 Billion
Financial Services: $8.24 Billion
Consumer Defensive: $8.09 Billion
Consumer Cyclical: $7.74 Billion
Healthcare: $7.72 Billion
Industrials: $7.47 Billion
Energy: $7.04 Billion
Other: $6.34 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
