PRECEDENT WEALTH PARTNERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW PRECEDENT WEALTH PARTNERS, LLC | Institutional Filer | ▲ 4.78% | $499.6M | 166 |
Current Portfolio Holdings
Showing all 166 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 507K | $32.5M | 6.50% |
| 2 | VTI | VANGUARD INDEX FDS | — | 81K | $26.0M | 5.21% |
| 3 | DECM | FIRST TR EXCHNG TRADED FD VI | — | 542K | $17.7M | 3.54% |
| 4 | VOO | VANGUARD INDEX FDS | — | 22K | $13.1M | 2.63% |
| 5 | IVV | ISHARES TR | — | 20K | $13.1M | 2.62% |
| 6 | DON | WISDOMTREE TR | — | 231K | $12.1M | 2.43% |
| 7 | EFA | ISHARES TR | — | 123K | $11.9M | 2.39% |
| 8 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 293K | $11.6M | 2.31% |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 109K | $11.2M | 2.25% |
| 10 | DXJ | WISDOMTREE TR | — | 70K | $11.1M | 2.23% |
| 11 | AIRR | FIRST TR EXCHANGE-TRADED FD | — | 99K | $11.0M | 2.20% |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | — | 175K | $9.6M | 1.91% |
| 13 | SDY | SPDR SER TR | — | 64K | $9.3M | 1.86% |
| 14 | IJH | ISHARES TR | — | 126K | $8.5M | 1.71% |
| 15 | VYMI | VANGUARD WHITEHALL FDS | — | 90K | $8.4M | 1.69% |
Showing 1 to 15 of 166 holdings