Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTI) | 81,723 | +1,223 | $21,240 |
VTI | 81,723 | +1,223 | $21,240 |
ISHARES TR (IJH) | 220,046 | +178,409 | $13,366 |
IJH | 220,046 | +178,409 | $13,366 |
WISDOMTREE TR | 257,006 | +7,483 | $12,534 |
DON | 257,006 | +7,483 | $12,534 |
ISHARES TR (IVV) | 21,074 | +652 | $11,079 |
IVV | 21,074 | +652 | $11,079 |
ISHARES TR (EFA) | 133,680 | +6,351 | $10,676 |
EFA | 133,680 | +6,351 | $10,676 |
VANGUARD TAX MANAGED FDS (VEA) | 196,815 | -15,500 | $9,874 |
VEA | 196,815 | -15,500 | $9,874 |
SPDR SER TR (SDY) | 59,944 | -1,262 | $7,867 |
SDY | 59,944 | -1,262 | $7,867 |
WISDOMTREE TR | 70,860 | -290 | $6,141 |
DHS | 70,860 | -290 | $6,141 |
ISHARES TR (MUB) | 51,040 | +51,040 | $5,492 |
MUB | 51,040 | +51,040 | $5,492 |
VANGUARD BD INDEX FDS (BIV) | 69,635 | +69,635 | $5,250 |
BIV | 69,635 | +69,635 | $5,250 |
INVESCO EXCHANGE TRADED FD T (XLG) | 119,404 | +43,134 | $5,031 |
XLG | 119,404 | +43,134 | $5,031 |
INVESCO EXCHANGE TRADED FD T (PRF) | 114,939 | -23,024 | $4,422 |
PRF | 114,939 | -23,024 | $4,422 |
MICROSOFT CORP | 7,598 | +177 | $3,196 |
MSFT | 7,598 | +177 | $3,196 |
APPLE INC | 15,373 | -300 | $2,636 |
AAPL | 15,373 | -300 | $2,636 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 4,691 | +118 | $2,610 |
MDY | 4,691 | +118 | $2,610 |
ISHARES TR (IBDT) | 99,458 | +16,166 | $2,477 |
IBDT | 99,458 | +16,166 | $2,477 |
ISHARES TR (IBDU) | 108,390 | +16,097 | $2,473 |
IBDU | 108,390 | +16,097 | $2,473 |
ISHARES TR (IBDS) | 103,425 | +16,695 | $2,462 |
IBDS | 103,425 | +16,695 | $2,462 |
ISHARES TR (IBDR) | 102,661 | +16,909 | $2,448 |
IBDR | 102,661 | +16,909 | $2,448 |
SPDR SER TR (SPMD) | 45,234 | +21,590 | $2,413 |
SPMD | 45,234 | +21,590 | $2,413 |
ISHARES TR (IWD) | 13,378 | UNCH | $2,396 |
IWD | 13,378 | UNCH | $2,396 |
ISHARES TR (IBDW) | 115,938 | +15,285 | $2,376 |
IBDW | 115,938 | +15,285 | $2,376 |
ISHARES TR (IBDV) | 110,615 | +14,271 | $2,367 |
IBDV | 110,615 | +14,271 | $2,367 |
ISHARES TR (IBDQ) | 94,932 | +11,179 | $2,355 |
IBDQ | 94,932 | +11,179 | $2,355 |
LAM RESEARCH CORP | 2,284 | +100 | $2,219 |
LRCX | 2,284 | +100 | $2,219 |
BROADCOM INC | 1,577 | +78 | $2,090 |
AVGO | 1,577 | +78 | $2,090 |
WILLIAMS SONOMA INC | 6,405 | +375 | $2,034 |
WSM | 6,405 | +375 | $2,034 |
EXXON MOBIL CORP | 17,207 | +869 | $2,000 |
XOM | 17,207 | +869 | $2,000 |
ISHARES TR (IBDP) | 74,007 | +3,853 | $1,854 |
IBDP | 74,007 | +3,853 | $1,854 |
ISHARES TR (IDV) | 63,188 | -3,563 | $1,772 |
IDV | 63,188 | -3,563 | $1,772 |
ISHARES TR (IWB) | 6,134 | +2,062 | $1,767 |
IWB | 6,134 | +2,062 | $1,767 |
VANGUARD WHITEHALL FDS (VYMI) | 24,482 | +138 | $1,684 |
VYMI | 24,482 | +138 | $1,684 |
JPMORGAN CHASE & CO | 8,387 | +508 | $1,680 |
JPM | 8,387 | +508 | $1,680 |
VANGUARD INDEX FDS (VOO) | 3,343 | +1,040 | $1,607 |
VOO | 3,343 | +1,040 | $1,607 |
ISHARES TR (DVY) | 12,338 | -1,780 | $1,520 |
DVY | 12,338 | -1,780 | $1,520 |
CHEVRON CORP NEW | 9,470 | +566 | $1,494 |
CVX | 9,470 | +566 | $1,494 |
WISDOMTREE TR | 29,522 | +656 | $1,465 |
DGRS | 29,522 | +656 | $1,465 |
MCDONALDS CORP | 4,998 | +307 | $1,409 |
MCD | 4,998 | +307 | $1,409 |
ABBVIE INC | 7,466 | +521 | $1,359 |
ABBV | 7,466 | +521 | $1,359 |
AMGEN INC | 4,562 | +307 | $1,297 |
AMGN | 4,562 | +307 | $1,297 |
SPDR SER TR (SPAB) | 51,004 | +3,215 | $1,289 |
SPAB | 51,004 | +3,215 | $1,289 |
ACCENTURE PLC IRELAND | 3,419 | +247 | $1,185 |
ACN | 3,419 | +247 | $1,185 |
INVESCO EXCH TRD SLF IDX FD | 50,131 | +11,080 | $1,165 |
BSMT | 50,131 | +11,080 | $1,165 |
INVESCO EXCH TRD SLF IDX FD | 49,431 | +11,130 | $1,161 |
BSMS | 49,431 | +11,130 | $1,161 |
INVESCO EXCH TRD SLF IDX FD | 48,637 | +10,021 | $1,151 |
BSMR | 48,637 | +10,021 | $1,151 |
CUMMINS INC | 3,901 | +426 | $1,149 |
CMI | 3,901 | +426 | $1,149 |
PEPSICO INC | 6,532 | +442 | $1,143 |
PEP | 6,532 | +442 | $1,143 |
CISCO SYS INC | 22,686 | +1,669 | $1,132 |
CSCO | 22,686 | +1,669 | $1,132 |
QUALCOMM INC | 6,571 | +568 | $1,112 |
QCOM | 6,571 | +568 | $1,112 |
INVESCO EXCH TRD SLF IDX FD | 50,005 | +12,169 | $1,106 |
BSMU | 50,005 | +12,169 | $1,106 |
See Full List: All Stocks Held By Precedent Wealth Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Precedent Wealth Partners LLC
Size ($ in 1000's)
At 03/31/2024: $232,694 At 12/31/2023: $196,738 Precedent Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Precedent Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |