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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Precedent-Wealth-Partners
Data Enrichment
67% identified104 identified51 unidentified
Holdings
155 positions • $360.2M total value
Manager:
Search and click to pin securities to the top
Page 2 of 8
33738R704
Shares:46.6K
Value:$3.2M
% of Portfolio:0.9% ($3.2M/$360.2M)
46138J411
Shares:141.4K
Value:$2.9M
% of Portfolio:0.8% ($2.9M/$360.2M)
46436E312
Shares:113.9K
Value:$2.8M
% of Portfolio:0.8% ($2.8M/$360.2M)
33740U422
Shares:99.5K
Value:$2.8M
% of Portfolio:0.8% ($2.8M/$360.2M)
46138J445
Shares:129.8K
Value:$2.8M
% of Portfolio:0.8% ($2.8M/$360.2M)
46436E486
Shares:133.0K
Value:$2.8M
% of Portfolio:0.8% ($2.8M/$360.2M)
46138J486
Shares:118.7K
Value:$2.8M
% of Portfolio:0.8% ($2.8M/$360.2M)
46435U515
Shares:108.5K
Value:$2.7M
% of Portfolio:0.8% ($2.7M/$360.2M)
46436E726
Shares:125.7K
Value:$2.7M
% of Portfolio:0.8% ($2.7M/$360.2M)
46436E205
Shares:118.0K
Value:$2.7M
% of Portfolio:0.8% ($2.7M/$360.2M)
46435UAA9
Shares:112.8K
Value:$2.7M
% of Portfolio:0.8% ($2.7M/$360.2M)
46138J494
Shares:115.2K
Value:$2.7M
% of Portfolio:0.8% ($2.7M/$360.2M)
46435GAA0
Shares:112.0K
Value:$2.7M
% of Portfolio:0.8% ($2.7M/$360.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 13.9K | All Managers (Combined) | $4.3M | 1.2% ($4.3M/$360.2M) | |||
| 103.8K | All Managers (Combined) | $4.2M | 1.2% ($4.2M/$360.2M) | |||
| 48.2K | All Managers (Combined) | $3.6M | 1.0% ($3.6M/$360.2M) | |||
MICROSOFT CORP(MSFTcusip594918104) | 9.1K | All Managers (Combined) | $3.4M | 1.0% ($3.4M/$360.2M) | ||
(cusip33738R704)✕ | 46.6K | YoY NEW(+46.6K) | All Managers (Combined) | $3.2M | 0.9% ($3.2M/$360.2M) | YoY NEW(+$3.2M) |
| 6.0K | All Managers (Combined) | $3.2M | 0.9% ($3.2M/$360.2M) | |||
Broadcom Inc.(AVGOcusip11135F101) | 18.1K | All Managers (Combined) | $3.0M | 0.8% ($3.0M/$360.2M) | ||
(cusip46138J411)✕ | 141.4K | All Managers (Combined) | $2.9M | 0.8% ($2.9M/$360.2M) | ||
(cusip46436E312)✕ | 113.9K | All Managers (Combined) | $2.8M | 0.8% ($2.8M/$360.2M) | ||
(cusip33740U422)✕ | 99.5K | QoQ NEW(+99.5K) YoY NEW(+99.5K) | All Managers (Combined) | $2.8M | 0.8% ($2.8M/$360.2M) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
(cusip46138J445)✕ | 129.8K | All Managers (Combined) | $2.8M | 0.8% ($2.8M/$360.2M) | ||
(cusip46436E486)✕ | 133.0K | All Managers (Combined) | $2.8M | 0.8% ($2.8M/$360.2M) | ||
(cusip46138J486)✕ | 118.7K | All Managers (Combined) | $2.8M | 0.8% ($2.8M/$360.2M) | ||
(cusip46435U515)✕ | 108.5K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$360.2M) | ||
(cusip46436E726)✕ | 125.7K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$360.2M) | ||
(cusip46436E205)✕ | 118.0K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$360.2M) | ||
(cusip46435UAA9)✕ | 112.8K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$360.2M) | ||
(cusip46138J494)✕ | 115.2K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$360.2M) | ||
(cusip46435GAA0)✕ | 112.0K | All Managers (Combined) | $2.7M | 0.8% ($2.7M/$360.2M) | ||
| 10.9K | All Managers (Combined) | $2.7M | 0.7% ($2.7M/$360.2M) |