Precedent-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "BLK",
  "AVGO",
  "CMI",
  "DUK",
  "D",
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  "QCOM",
  null,
  "ITW",
  "MUB",
  "META",
  "IJH",
  "KMI",
  "LRCX",
  "MA",
  "MSFT",
  "MS",
  "FIS",
  null,
  "DLN",
  "HSY",
  "IWD",
  "KR",
  null,
  null,
  "IWF",
  null,
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "AMT",
  null,
  "SYK",
  "TXN",
  "TGT",
  "UPS",
  "MET",
  "VXF",
  "MDU",
  null,
  null,
  "PRF",
  null,
  "VCIT",
  "DLY",
  "VIG",
  "TSCO",
  null,
  null,
  null,
  null,
  "VYM",
  "SDY",
  "WEC",
  "KNF",
  "AOS",
  "AMZN",
  "SCHB",
  "VLO",
  "VEA",
  "VYMI",
  "VONE",
  "VTEB",
  "VBR",
  null,
  "VOO",
  "V",
  "WMT",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "OC",
  "SCHD",
  "DVY",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "STEL",
  "CVX",
  "LNG",
  "CSCO",
  "CLX",
  "CMCSA",
  "COP",
  "COST",
  "RSP",
  "EFA",
  "IWB",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 155
Total Value: 360219910
Accession Number: 0002008666-25-000002
Form Type: 13F-HR
CIK: precedent-wealth-partners
Manager Name: Precedent-Wealth-Partners

Data Enrichment

67% identified

104 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $360.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:83.5K

Value:$22.9M

% of Portfolio:6.4% ($22.9M/$360.2M)

97717W505

Shares:267.7K

Value:$13.3M

% of Portfolio:3.7% ($13.3M/$360.2M)

921943858

VEA|921943858

Shares:243.8K

Value:$12.4M

% of Portfolio:3.4% ($12.4M/$360.2M)

464287200

IVV|464287200

Shares:21.7K

Value:$12.2M

% of Portfolio:3.4% ($12.2M/$360.2M)

78464A763

SDY|78464A763

Shares:76.6K

Value:$10.4M

% of Portfolio:2.9% ($10.4M/$360.2M)

46137V233

Shares:221.8K

Value:$10.2M

% of Portfolio:2.8% ($10.2M/$360.2M)

33740F771

Shares:236.8K

Value:$10.0M

% of Portfolio:2.8% ($10.0M/$360.2M)

464287465

EFA|464287465

Shares:119.9K

Value:$9.8M

% of Portfolio:2.7% ($9.8M/$360.2M)

464287507

IJH|464287507

Shares:146.8K

Value:$8.6M

% of Portfolio:2.4% ($8.6M/$360.2M)

33740F631

Shares:197.0K

Value:$7.5M

% of Portfolio:2.1% ($7.5M/$360.2M)

33740U497

Shares:237.1K

Value:$7.2M

% of Portfolio:2.0% ($7.2M/$360.2M)

922908363

VOO|922908363

Shares:13.1K

Value:$6.7M

% of Portfolio:1.9% ($6.7M/$360.2M)

33741X102

Shares:200.3K

Value:$6.7M

% of Portfolio:1.9% ($6.7M/$360.2M)

46137V472

Shares:73.1K

Value:$6.7M

% of Portfolio:1.9% ($6.7M/$360.2M)

33740F854

Shares:162.7K

Value:$6.3M

% of Portfolio:1.8% ($6.3M/$360.2M)

97717W208

Shares:62.3K

Value:$6.2M

% of Portfolio:1.7% ($6.2M/$360.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:48.8K

Value:$5.8M

% of Portfolio:1.6% ($5.8M/$360.2M)

464288414

MUB|464288414

Shares:54.4K

Value:$5.7M

% of Portfolio:1.6% ($5.7M/$360.2M)

Apple Inc.

AAPL|037833100

Shares:21.7K

Value:$4.8M

% of Portfolio:1.3% ($4.8M/$360.2M)

46137V357

RSP|46137V357

Shares:27.3K

Value:$4.7M

% of Portfolio:1.3% ($4.7M/$360.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	83.5K	QoQ +2.73% (-2.2K) YoY +2.11% (+1.7K)	All Managers (Combined)	$22.9M	6.4% ($22.9M/$360.2M)	QoQ -2.57% (-$606.3K) YoY +7.98% (+$1.7M)
(cusip97717W505)✕	267.7K	QoQ +8.22% (+20.3K) YoY +4.14% (+10.6K)	All Managers (Combined)	$13.3M	3.7% ($13.3M/$360.2M)	QoQ +5.14% (+$648.5K) YoY +5.74% (+$720.1K)
(VEAcusip921943858)	243.8K	QoQ +7.38% (+16.8K) YoY +23.84% (+46.9K)	All Managers (Combined)	$12.4M	3.4% ($12.4M/$360.2M)	QoQ +14.14% (+$1.5M) YoY +25.47% (+$2.5M)
(IVVcusip464287200)	21.7K	QoQ +4.66% (-969) YoY +3.19% (+673)	All Managers (Combined)	$12.2M	3.4% ($12.2M/$360.2M)	QoQ -0.09% (-$12.0K) YoY +10.29% (+$1.1M)
(SDYcusip78464A763)	76.6K	QoQ +18.14% (+11.8K) YoY +27.72% (+16.6K)	All Managers (Combined)	$10.4M	2.9% ($10.4M/$360.2M)	QoQ +21.34% (+$1.8M) YoY +32.04% (+$2.5M)
(cusip46137V233)✕	221.8K	QoQ +31.91% (+53.7K) YoY +85.77% (+102.4K)	All Managers (Combined)	$10.2M	2.8% ($10.2M/$360.2M)	QoQ +21.50% (+$1.8M) YoY +102.92% (+$5.2M)
(cusip33740F771)✕	236.8K	QoQ NEW(+236.8K) YoY NEW(+236.8K)	All Managers (Combined)	$10.0M	2.8% ($10.0M/$360.2M)	QoQ NEW(+$10.0M) YoY NEW(+$10.0M)
(EFAcusip464287465)	119.9K	QoQ +0.66% (+786) YoY -10.34% (-13.8K)	All Managers (Combined)	$9.8M	2.7% ($9.8M/$360.2M)	QoQ +8.80% (+$793.0K) YoY -8.24% (-$879.8K)
(IJHcusip464287507)	146.8K	QoQ -15.03% (-26.0K) YoY -33.30% (-73.3K)	All Managers (Combined)	$8.6M	2.4% ($8.6M/$360.2M)	QoQ -20.43% (-$2.2M) YoY -35.92% (-$4.8M)
(cusip33740F631)✕	197.0K	QoQ NEW(+197.0K) YoY NEW(+197.0K)	All Managers (Combined)	$7.5M	2.1% ($7.5M/$360.2M)	QoQ NEW(+$7.5M) YoY NEW(+$7.5M)
(cusip33740U497)✕	237.1K	QoQ NEW(+237.1K) YoY NEW(+237.1K)	All Managers (Combined)	$7.2M	2.0% ($7.2M/$360.2M)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
(VOOcusip922908363)	13.1K	QoQ +28.58% (+2.9K) YoY +292.73% (+9.8K)	All Managers (Combined)	$6.7M	1.9% ($6.7M/$360.2M)	QoQ +22.64% (+$1.2M) YoY +319.87% (+$5.1M)
(cusip33741X102)✕	200.3K	QoQ +68.81% (+81.6K) YoY NEW(+200.3K)	All Managers (Combined)	$6.7M	1.9% ($6.7M/$360.2M)	QoQ +57.75% (+$2.5M) YoY NEW(+$6.7M)
(cusip46137V472)✕	73.1K	QoQ +66.25% (+29.1K) YoY NEW(+73.1K)	All Managers (Combined)	$6.7M	1.9% ($6.7M/$360.2M)	QoQ +54.53% (+$2.4M) YoY NEW(+$6.7M)
(cusip33740F854)✕	162.7K	QoQ 0.00% (-0) YoY NEW(+162.7K)	All Managers (Combined)	$6.3M	1.8% ($6.3M/$360.2M)	QoQ -2.22% (-$143.6K) YoY NEW(+$6.3M)
(cusip97717W208)✕	62.3K	QoQ +5.15% (+3.0K) YoY -12.13% (-8.6K)	All Managers (Combined)	$6.2M	1.7% ($6.2M/$360.2M)	QoQ +11.68% (+$645.9K) YoY +0.53% (-$32.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	48.8K	QoQ +120.75% (+26.7K) YoY +183.44% (+31.6K)	All Managers (Combined)	$5.8M	1.6% ($5.8M/$360.2M)	QoQ +144.06% (+$3.4M) YoY +190.00% (+$3.8M)
(MUBcusip464288414)	54.4K	QoQ +4.32% (+2.3K) YoY +6.67% (+3.4K)	All Managers (Combined)	$5.7M	1.6% ($5.7M/$360.2M)	QoQ +3.23% (+$180.2K) YoY +4.53% (+$248.9K)
Apple Inc.(AAPLcusip037833100)	21.7K	QoQ +5.76% (-1.2K) YoY +41.31% (+6.4K)	All Managers (Combined)	$4.8M	1.3% ($4.8M/$360.2M)	QoQ -6.17% (-$317.8K) YoY +83.05% (+$2.2M)
(RSPcusip46137V357)	27.3K	QoQ +54.38% (+9.6K) YoY NEW(+27.3K)	All Managers (Combined)	$4.7M	1.3% ($4.7M/$360.2M)	QoQ +52.62% (+$1.6M) YoY NEW(+$4.7M)