Holdings of PRECEDENT WEALTH PARTNERS, LLC
147 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 36.9 % of the equity sleeve
Sector breakdown
- Funds 17.1 %
- Technology 7.5 %
- Health care 3.5 %
- Financials 3.5 %
- Consumer discretionary 3.4 %
- Industrials 2.9 %
- Energy 2.8 %
- Consumer staples 2.5 %
- Communication 1.7 %
- Utilities 0.9 %
- Materials 0.4 %
- Unattributed 53.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 147 | 430.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Invesco QQQ Trust Series 1 | 1,274 | 735.3K $ | |
| 102 | Meta Platforms Inc | 1,256 | 718.7K $ | |
| 103 | First Trust Exchange-Traded Fund VIII | 14,814 | 651.2K $ | |
| 104 | TRP BLUE CHIP GROWTH ETF | 14,387 | 635.6K $ | |
| 105 | American Express Co | 2,033 | 614.9K $ | |
| 106 | Cisco Systems, Inc. | 7,820 | 606.8K $ | |
| 107 | Stellar Bancorp Inc | 15,338 | 561.5K $ | |
| 108 | Williams Cos Inc/The | 7,284 | 530.1K $ | |
| 109 | Vanguard Index Funds | 2,418 | 525.5K $ | |
| 110 | Palantir Technologies Inc | 3,590 | 525.1K $ | |
| 111 | Vanguard Russell 1000 Growth ETF | 4,696 | 515.1K $ | |
| 112 | Valero Energy Corp | 2,000 | 494.2K $ | |
| 113 | Vanguard Russell 3000 | 1,639 | 471.3K $ | |
| 114 | Visa Inc | 1,547 | 467.8K $ | |
| 115 | PepsiCo Inc | 2,978 | 462.5K $ | |
| 116 | Costco Wholesale Corp | 453 | 451.4K $ | |
| 117 | Berkshire Hathaway Inc | 926 | 443.7K $ | |
| 118 | Aflac Inc | 3,885 | 426.2K $ | |
| 119 | Everus Construction Group Inc | 3,543 | 418.3K $ | |
| 120 | Applied Materials Inc | 1,213 | 414.6K $ | |
| 121 | Advanced Micro Devices Inc | 1,848 | 375.9K $ | |
| 122 | Schwab US Broad Market ETF | 14,526 | 364.6K $ | |
| 123 | AT&T Inc | 12,575 | 364.5K $ | |
| 124 | Abbott Laboratories | 3,502 | 359.6K $ | |
| 125 | First Trust Exchange-Traded Fund VIII | 10,892 | 351.6K $ | |
| 126 | SPDR Series Trust | 5,495 | 325.4K $ | |
| 127 | SPDR Series Trust | 6,731 | 325.2K $ | |
| 128 | iShares Russell 1000 Growth ETF | 699 | 298.1K $ | |
| 129 | Eli Lilly & Co | 321 | 295.2K $ | |
| 130 | MDU Resources Group Inc | 14,175 | 293.7K $ | |
| 131 | Knife River Corp | 3,543 | 289.3K $ | |
| 132 | Vanguard Growth ETF | 656 | 286.7K $ | |
| 133 | Morgan Stanley | 1,738 | 286K $ | |
| 134 | First Trust Exchange-Traded Fund VIII | 8,479 | 278.2K $ | |
| 135 | Stryker Corp | 793 | 260.6K $ | |
| 136 | Netflix Inc | 2,663 | 256K $ | |
| 137 | Vistra Corp | 1,643 | 247K $ | |
| 138 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 1,142 | 245.6K $ | |
| 139 | SELECT SECTOR SPDR TRUST (THE) | 1,840 | 244.5K $ | |
| 140 | Mastercard Inc | 482 | 241.3K $ | |
| 141 | SPDR Gold Shares | 551 | 237.1K $ | |
| 142 | Procter & Gamble Co/The | 1,581 | 228.4K $ | |
| 143 | iShares MSCI International Quality Factor ETF | 4,895 | 226.3K $ | |
| 144 | Oracle Corp | 1,479 | 217.7K $ | |
| 145 | Vanguard Total International S | 2,773 | 213.8K $ | |
| 146 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 2,649 | 210.1K $ | |
| 147 | Nuveen Municipal Credit Income | 10,951 | 133.4K $ | |