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:

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.2K

Value:$270.5K

% of Portfolio:0.1% ($270.5K/$360.2M)

81369Y605

Shares:5.2K

Value:$261.2K

% of Portfolio:0.1% ($261.2K/$360.2M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.7K

Value:$257.7K

% of Portfolio:0.1% ($257.7K/$360.2M)

464287614

IWF|464287614

Shares:696

Value:$251.3K

% of Portfolio:0.1% ($251.3K/$360.2M)

DOMINION ENERGY, INC

D|25746U109

Shares:4.4K

Value:$244.7K

% of Portfolio:0.1% ($244.7K/$360.2M)

MDU RESOURCES GROUP INC

MDU|552690109

Shares:14.2K

Value:$239.7K

% of Portfolio:0.1% ($239.7K/$360.2M)

92206C870

VCIT|92206C870

Shares:2.9K

Value:$235.1K

% of Portfolio:0.1% ($235.1K/$360.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$360.2M)

464287655

IWM|464287655

Shares:1.1K

Value:$216.6K

% of Portfolio:0.1% ($216.6K/$360.2M)

81369Y704

Shares:1.6K

Value:$211.3K

% of Portfolio:0.1% ($211.3K/$360.2M)

ELI LILLY & Co

LLY|532457108

Shares:255

Value:$210.6K

% of Portfolio:0.1% ($210.6K/$360.2M)

97717W315

Shares:4.9K

Value:$206.0K

% of Portfolio:0.1% ($206.0K/$360.2M)

97717W307

DLN|97717W307

Shares:2.6K

Value:$203.3K

% of Portfolio:0.1% ($203.3K/$360.2M)

MORGAN STANLEY

MS|617446448

Shares:1.7K

Value:$201.7K

% of Portfolio:0.1% ($201.7K/$360.2M)

DoubleLine Yield Opportunities Fund

DLY|25862D105

Shares:12.5K

Value:$200.9K

% of Portfolio:0.1% ($200.9K/$360.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.2K	QoQ -2.96% (-38) YoY -7.92% (-107)	All Managers (Combined)	$270.5K	0.1% ($270.5K/$360.2M)	QoQ +15.12% (-$35.5K) YoY +1.39% (-$3.7K)
(cusip81369Y605)✕	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$261.2K	0.1% ($261.2K/$360.2M)	QoQ +3.06% (+$7.8K) YoY +18.25% (+$40.3K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.7K	QoQ -4.72% (-232) YoY +361.14% (-3.7K)	All Managers (Combined)	$257.7K	0.1% ($257.7K/$360.2M)	QoQ -1.06% (-$2.8K) YoY -2.92% (-$7.8K)
(IWFcusip464287614)	696	QoQ -15.63% (-129) YoY -15.63% (-129)	All Managers (Combined)	$251.3K	0.1% ($251.3K/$360.2M)	QoQ -24.14% (-$80.0K) YoY -9.61% (-$26.7K)
DOMINION ENERGY, INC(Dcusip25746U109)	4.4K	QoQ -60.70% (-6.7K) YoY -44.00% (-3.4K)	All Managers (Combined)	$244.7K	0.1% ($244.7K/$360.2M)	QoQ -59.08% (-$353.3K) YoY -36.17% (-$138.6K)
MDU RESOURCES GROUP INC(MDUcusip552690109)	14.2K	QoQ 0.00% (-0) YoY NEW(+14.2K)	All Managers (Combined)	$239.7K	0.1% ($239.7K/$360.2M)	QoQ -6.16% (-$15.7K) YoY NEW(+$239.7K)
(VCITcusip92206C870)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$235.1K	0.1% ($235.1K/$360.2M)	QoQ NEW(+$235.1K) YoY NEW(+$235.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ +0.77% (+10) YoY NEW(+1.3K)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$360.2M)	QoQ +2.44% (+$5.3K) YoY NEW(+$220.5K)
(IWMcusip464287655)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$216.6K	0.1% ($216.6K/$360.2M)	QoQ NEW(+$216.6K) YoY NEW(+$216.6K)
(cusip81369Y704)✕	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$211.3K	0.1% ($211.3K/$360.2M)	QoQ -0.52% (-$1.1K) YoY +4.05% (+$8.2K)
ELI LILLY & Co(LLYcusip532457108)	255	QoQ NEW(+255) YoY NEW(+255)	All Managers (Combined)	$210.6K	0.1% ($210.6K/$360.2M)	QoQ NEW(+$210.6K) YoY NEW(+$210.6K)
(cusip97717W315)✕	4.9K	QoQ -71.68% (-12.4K) YoY -75.07% (-14.7K)	All Managers (Combined)	$206.0K	0.1% ($206.0K/$360.2M)	QoQ -70.57% (-$494.2K) YoY -74.92% (-$615.7K)
(DLNcusip97717W307)	2.6K	QoQ -24.29% (-822) YoY -34.01% (-1.3K)	All Managers (Combined)	$203.3K	0.1% ($203.3K/$360.2M)	QoQ -22.76% (-$59.9K) YoY -27.44% (-$76.9K)
MORGAN STANLEY(MScusip617446448)	1.7K	QoQ -6.69% (-124) YoY NEW(+1.7K)	All Managers (Combined)	$201.7K	0.1% ($201.7K/$360.2M)	QoQ -13.40% (-$31.2K) YoY NEW(+$201.7K)
DoubleLine Yield Opportunities Fund(DLYcusip25862D105)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$200.9K	0.1% ($200.9K/$360.2M)	QoQ NEW(+$200.9K) YoY NEW(+$200.9K)