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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46434VBD1

Shares:102.5K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$360.2M)

46139W833

Shares:103.6K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.2M)

46138J478

Shares:109.4K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.2M)

464287598

IWD|464287598

Shares:13.2K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.2M)

33740U455

Shares:80.1K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.2M)

46138J510

Shares:101.0K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$360.2M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:14.9K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$360.2M)

921946406

VYM|921946406

Shares:17.3K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$360.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:10.4K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$360.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:28.8K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$360.2M)

33740U612

Shares:65.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$360.2M)

46138J528

Shares:83.5K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$360.2M)

MCDONALDS CORP

MCD|580135101

Shares:6.5K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$360.2M)

922907746

VTEB|922907746

Shares:40.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$360.2M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:69.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$360.2M)

78464A649

Shares:76.8K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$360.2M)

AMGEN INC

AMGN|031162100

Shares:6.3K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$360.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.1K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$360.2M)

33740U703

Shares:71.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$360.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:40.2K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$360.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434VBD1)✕	102.5K	QoQ -11.69% (-13.6K) YoY +7.96% (+7.6K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$360.2M)	QoQ -11.34% (-$329.7K) YoY +9.44% (+$222.6K)
(cusip46139W833)✕	103.6K	QoQ +62.09% (+39.7K) YoY NEW(+103.6K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.2M)	QoQ +58.92% (+$944.9K) YoY NEW(+$2.5M)
(cusip46138J478)✕	109.4K	QoQ +49.93% (+36.4K) YoY +118.13% (+59.2K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.2M)	QoQ +48.62% (+$813.6K) YoY +113.44% (+$1.3M)
(IWDcusip464287598)	13.2K	QoQ -1.49% (-201) YoY -1.30% (-174)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.2M)	QoQ +0.11% (-$2.8K) YoY +3.68% (-$88.3K)
(cusip33740U455)✕	80.1K	QoQ NEW(+80.1K) YoY NEW(+80.1K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.2M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
(cusip46138J510)✕	101.0K	QoQ +47.06% (+32.3K) YoY +120.73% (+55.3K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$360.2M)	QoQ +47.31% (+$766.2K) YoY +121.15% (+$1.3M)
WILLIAMS SONOMA INC(WSMcusip969904101)	14.9K	QoQ +8.31% (-1.1K) YoY +133.06% (+8.5K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$360.2M)	QoQ -7.52% (-$192.0K) YoY +16.04% (+$326.3K)
(VYMcusip921946406)	17.3K	QoQ +47.87% (+5.6K) YoY +133.69% (+9.9K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$360.2M)	QoQ +49.46% (+$740.0K) YoY +149.08% (+$1.3M)
AbbVie Inc.(ABBVcusip00287Y109)	10.4K	QoQ +13.25% (+1.2K) YoY +39.88% (+3.0K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$360.2M)	QoQ +33.52% (+$549.3K) YoY +60.95% (+$828.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	28.8K	QoQ +12.05% (+3.1K) YoY NEW(+28.8K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$360.2M)	QoQ +12.78% (+$237.0K) YoY NEW(+$2.1M)
(cusip33740U612)✕	65.9K	QoQ NEW(+65.9K) YoY NEW(+65.9K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$360.2M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip46138J528)✕	83.5K	QoQ +26.03% (+17.3K) YoY +85.76% (+38.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$360.2M)	QoQ +25.87% (+$420.3K) YoY +86.83% (+$950.4K)
MCDONALDS CORP(MCDcusip580135101)	6.5K	QoQ +13.61% (+783) YoY +30.71% (+1.5K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$360.2M)	QoQ +22.42% (+$373.8K) YoY +44.82% (+$631.6K)
(VTEBcusip922907746)	40.6K	QoQ +55.98% (+14.6K) YoY +152.92% (+24.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$360.2M)	QoQ +54.39% (+$710.4K) YoY +148.02% (+$1.2M)
KINDER MORGAN, INC.(KMIcusip49456B101)	69.6K	QoQ +18.36% (+10.8K) YoY +44.79% (+21.5K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$360.2M)	QoQ +23.24% (+$374.6K) YoY +125.25% (+$1.1M)
(cusip78464A649)✕	76.8K	QoQ -9.33% (-7.9K) YoY +50.62% (+25.8K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$360.2M)	QoQ -7.34% (-$155.5K) YoY +52.17% (+$672.7K)
AMGEN INC(AMGNcusip031162100)	6.3K	QoQ +15.75% (+852) YoY +37.19% (+1.7K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$360.2M)	QoQ +38.37% (+$540.8K) YoY +50.35% (+$653.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	6.1K	QoQ +21.54% (+1.1K) YoY +60.50% (+2.3K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$360.2M)	QoQ +26.85% (+$393.8K) YoY +96.35% (+$912.8K)
(cusip33740U703)✕	71.2K	QoQ +2.58% (+1.8K) YoY NEW(+71.2K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$360.2M)	QoQ +0.29% (+$5.2K) YoY NEW(+$1.8M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	40.2K	QoQ +17.21% (+5.9K) YoY +48.43% (+13.1K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$360.2M)	QoQ +11.29% (+$170.0K) YoY +63.34% (+$649.9K)