Precedent Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $360 Billion distributed in 155 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 $22.9B, Wisdomtree Tr U.S. Midcap Divi with a value of $13.3B, Vanguard Ftse Developed Market with a value of $12.4B, Ishares Core S&P 500 ETF with a value of $12.2B, and Spdr Series Tr Spdr S&P Divide with a value of $10.4B.
Examining the 13F form we can see an increase of $53.7B in the current position value, from $306B to 360B.
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
$360 Billion
ETFs: $240 Billion
Technology: $18.8 Billion
Energy: $11.1 Billion
Healthcare: $10.4 Billion
Industrials: $10 Billion
Consumer Defensive: $9.67 Billion
Financial Services: $9.11 Billion
Consumer Cyclical: $7.93 Billion
Other: $7.97 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
