PRECEDENT WEALTH PARTNERS, LLC

13F filer, CIK 2008666, HOUSTON, TX

PRECEDENT WEALTH PARTNERS, LLC reported $303,210,108 across 142 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-17. Its ten largest share positions make up 37.85% of the portfolio.

Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002008666-24-000005

Period: 2024-09-30
Reported value: $303M
Holdings: 142
Top 10 weight: 37.85%
New: 17
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DMAYnew	+159,800	$6.39M
DAUGnew	+162,700	$6.37M
RSPnew	+16,138	$2.89M
IBDXadded	+106,218	$2.73M
AVGOadded	+15,614	$2.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-2,267	-$2.41M
XLEexited	-24,953	-$2.27M
ISHARESexited	-83,493	-$2.1M
BLACKROCK INCexited	-1,329	-$1.05M
INVESCOexited	-37,404	-$928K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002008666-24-000005, largest first. % of portfolio is the value over $303,210,108, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VTIVANGUARD INDEX FDS	81,717	$23.1M	7.63%	-6	Timeline
DONWISDOMTREE TR	268,570	$13.7M	4.53%	+5,693	Timeline
IJHISHARES TR	217,805	$13.6M	4.48%	-1,930	Timeline
IVVISHARES TR	21,195	$12.2M	4.03%	+234	Timeline
VEAVANGUARD TAX-MANAGED FDS	219,803	$11.6M	3.83%	+15,169	Timeline
EFAISHARES TR	127,532	$10.7M	3.52%	-2,943	Timeline
SDYSPDR SERIES TRUST	62,965	$8.94M	2.95%	+2,538	Timeline
XLGINVESCO EXCHANGE TRADED FD T	165,706	$7.88M	2.6%	+31,691	Timeline
SPMDSPDR SERIES TRUST	121,081	$6.62M	2.18%	+43,005	Timeline
DMAYFIRST TR EXCHNG TRADED FD VI	159,800	$6.39M	2.11%	new	Timeline
DAUGFIRST TR EXCHNG TRADED FD VI	162,700	$6.37M	2.1%	new	Timeline
MUBISHARES TR	51,616	$5.61M	1.85%	+366	Timeline
DHSWISDOMTREE TR	58,578	$5.49M	1.81%	-3,361	Timeline
BIVVANGUARD BD INDEX FDS	67,013	$5.25M	1.73%	-4,051	Timeline
AAPLAPPLE INC	20,174	$4.7M	1.55%	+1,725	Timeline
PRFINVESCO EXCHANGE TRADED FD T	109,754	$4.46M	1.47%	-12,371	Timeline
VOOVANGUARD INDEX FDS	7,390	$3.9M	1.29%	+2,974	Timeline
IWBISHARES TR	11,956	$3.76M	1.24%	+3,765	Timeline
MSFTMICROSOFT CORP	8,349	$3.59M	1.18%	+372	Timeline
IBDUISHARES TR	145,022	$3.41M	1.12%	+20,314	Timeline
IBDTISHARES TR	133,312	$3.4M	1.12%	+18,713	Timeline
IBDSISHARES TR	138,888	$3.38M	1.12%	+19,412	Timeline
IBDXISHARES TR	131,053	$3.37M	1.11%	+106,218	Timeline
IBDRISHARES TR	138,006	$3.35M	1.11%	+19,645	Timeline
IBDWISHARES TR	157,176	$3.34M	1.1%	+22,527	Timeline
IBDVISHARES TR	149,727	$3.32M	1.09%	+21,520	Timeline
ISHARES TRISHARES TR	124,913	$3.14M	1.03%	+15,085
SPSMSPDR SERIES TRUST	66,140	$3.01M	0.99%	+33,913	Timeline
AVGOBROADCOM INC	17,241	$2.97M	0.98%	+15,614	Timeline
RSPINVESCO EXCHANGE TRADED FD T	16,138	$2.89M	0.95%	new	Timeline
VYMIVANGUARD WHITEHALL FDS	37,395	$2.75M	0.91%	+9,292	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	4,691	$2.67M	0.88%	0	Timeline
XOMEXXON MOBIL CORP	21,912	$2.57M	0.85%	+2,085	Timeline
IWDISHARES TR	13,405	$2.54M	0.84%	+27	Timeline
SPABSPDR SERIES TRUST	86,341	$2.26M	0.74%	+18,635	Timeline
WSMWILLIAMS SONOMA INC	13,668	$2.12M	0.7%	+7,268	Timeline
JPMJPMORGAN CHASE & CO	9,242	$1.95M	0.64%	+518	Timeline
ABBVABBVIE INC	8,839	$1.75M	0.58%	+965	Timeline
MCDMCDONALDS CORP	5,716	$1.74M	0.57%	+438	Timeline
AMGNAMGEN INC	5,231	$1.69M	0.56%	+421	Timeline
DVYISHARES TR	12,306	$1.66M	0.55%	0	Timeline
BSMSINVESCO EXCH TRD SLF IDX FD	70,339	$1.66M	0.55%	+11,490	Timeline
BSMRINVESCO EXCH TRD SLF IDX FD	69,835	$1.66M	0.55%	+11,909	Timeline
BSMTINVESCO EXCH TRD SLF IDX FD	70,220	$1.63M	0.54%	+11,643	Timeline
CSCOCISCO SYS INC	30,558	$1.63M	0.54%	+3,724	Timeline
LMTLOCKHEED MARTIN CORP	2,774	$1.62M	0.53%	+304	Timeline
CVXCHEVRON CORPORATION	10,872	$1.6M	0.53%	+945	Timeline
BSMUINVESCO EXCH TRD SLF IDX FD	71,393	$1.58M	0.52%	+12,807	Timeline
BSMQINVESCO EXCH TRD SLF IDX FD	65,964	$1.57M	0.52%	+11,943	Timeline
INVESCOINVESCO	63,891	$1.56M	0.52%	+10,965
ACNACCENTURE PLC IRELAND	4,380	$1.55M	0.51%	+286	Timeline
BSMWINVESCO EXCH TRD SLF IDX FD	59,781	$1.53M	0.51%	+47,010	Timeline
BSMVINVESCO EXCH TRD SLF IDX FD	71,031	$1.51M	0.5%	+13,419	Timeline
VYMVANGUARD WHITEHALL FDS	11,715	$1.5M	0.5%	+1,322	Timeline
CMICUMMINS INC	4,539	$1.47M	0.48%	+415	Timeline
FEZSPDR INDEX SHS FDS	27,574	$1.47M	0.48%	+14,715	Timeline
IDVISHARES TR	46,543	$1.41M	0.46%	-5,426	Timeline
METMETLIFE INC	16,826	$1.39M	0.46%	+1,831	Timeline
QCOMQUALCOMM INC	8,142	$1.38M	0.46%	+841	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,973	$1.38M	0.45%	+851	Timeline
PEPPEPSICO INC	8,036	$1.37M	0.45%	+772	Timeline
BACBANK OF AMER CORP	33,864	$1.34M	0.44%	+5,222	Timeline
TXNTEXAS INSTRS INC	6,481	$1.34M	0.44%	+876	Timeline
KMIKINDER MORGAN INC DEL	59,211	$1.31M	0.43%	+4,453	Timeline
MRKMERCK & CO INC	11,260	$1.28M	0.42%	+2,234	Timeline
CLXCLOROX CO DEL	7,736	$1.26M	0.42%	+942	Timeline
DGRSWISDOMTREE TR	24,134	$1.24M	0.41%	-1,580	Timeline
JNJJOHNSON & JOHNSON	7,601	$1.23M	0.41%	+470	Timeline
NVDANVIDIA CORPORATION	10,131	$1.23M	0.41%	-1,051	Timeline
MOALTRIA GROUP INC	23,301	$1.19M	0.39%	new	Timeline
HDHOME DEPOT INC	2,880	$1.17M	0.38%	+349	Timeline
DUKDUKE ENERGY CORP NEW	9,884	$1.14M	0.38%	+1,409	Timeline
AMZNAMAZON COM INC	5,992	$1.12M	0.37%	+154	Timeline
KRKROGER CO	19,382	$1.11M	0.37%	+2,283	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	20,190	$1.11M	0.37%	+10,346	Timeline
VTEBVANGUARD MUN BD FDS	21,693	$1.11M	0.37%	+2,772	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,927	$1.11M	0.36%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,791	$1.05M	0.35%	new	Timeline
OCOWENS CORNING NEW	5,883	$1.04M	0.34%	+533	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	32,454	$970K	0.32%	new	Timeline
JPEMJ P MORGAN EXCHANGE TRADED F	16,997	$963K	0.32%	-384	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	38,138	$955K	0.31%	new	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	17,469	$952K	0.31%	+4,224	Timeline
UPSUNITED PARCEL SVCS INC	6,926	$944K	0.31%	+1,097	Timeline
CMCSACOMCAST CORP NEW	22,430	$937K	0.31%	+4,660	Timeline
ZTSZOETIS INC	4,765	$931K	0.31%	+807	Timeline
PNCPNC FINL SVCS GROUP INC	5,009	$926K	0.31%	+735	Timeline
NKENIKE INC	10,046	$888K	0.29%	new	Timeline
SBUXSTARBUCKS CORP	9,064	$884K	0.29%	+1,455	Timeline
ITWILLINOIS TOOL WKS INC	3,359	$880K	0.29%	+694	Timeline
VXFVANGUARD INDEX FDS	4,723	$860K	0.28%	-8	Timeline
APDAIR PRODUCTS AND CHEMICALS I	2,873	$855K	0.28%	+522	Timeline
PEYINVESCO EXCHANGE TRADED FD T	37,018	$812K	0.27%	+23,276	Timeline
ONEYSPDR SERIES TRUST	7,120	$799K	0.26%	+4,804	Timeline
HSYHERSHEY CO	4,078	$782K	0.26%	+289	Timeline
VZVERIZON COMMUNICATIONS INC	17,046	$766K	0.25%	+3,389	Timeline
DDOMINION ENERGY INC	13,087	$756K	0.25%	+2,345	Timeline
SCHDSCHWAB STRATEGIC TR	8,482	$717K	0.24%	+1,881	Timeline
VBRVANGUARD INDEX FDS	3,510	$705K	0.23%	-212	Timeline
WMTWALMART INC	7,864	$635K	0.21%	0	Timeline
EESWISDOMTREE TR	11,427	$603K	0.2%	-2,339	Timeline
GOOGALPHABET INC	3,592	$601K	0.2%	-22	Timeline
METAMETA PLATFORMS INC	1,038	$594K	0.2%	-57	Timeline
LNGCHENIERE ENERGY INC	3,232	$581K	0.19%	new	Timeline
DEMWISDOMTREE TR	13,140	$578K	0.19%	-755	Timeline
GOOGLALPHABET INC	3,452	$573K	0.19%	0	Timeline
AXPAMERICAN EXPRESS CO	2,021	$548K	0.18%	0	Timeline
INTUINTUIT	872	$542K	0.18%	+360	Timeline
QQQINVESCO QQQ TR	1,107	$540K	0.18%	-50	Timeline
FDVVFIDELITY COVINGTON TRUST	9,762	$494K	0.16%	+4,597	Timeline
VTHRVANGUARD SCOTTSDALE FDS	1,794	$455K	0.15%	+96	Timeline
WMBWILLIAMS COS INC	9,269	$423K	0.14%	+729	Timeline
XLKSELECT SECTOR SPDR TR	1,840	$415K	0.14%	0	Timeline
INDEPENDENT BANK GROUP INCINDEPENDENT BANK GROUP INC	7,193	$415K	0.14%	new
STELSTELLAR BANCORP INC	16,000	$414K	0.14%	0	Timeline
SYKSTRYKER CORPORATION	1,143	$413K	0.14%	-46	Timeline
VVISA INC	1,433	$394K	0.13%	-28	Timeline
MDUMDU RES GROUP INC	14,175	$389K	0.13%	new	Timeline
VUGVANGUARD INDEX FDS	1,006	$386K	0.13%	0	Timeline
XLYSELECT SECTOR SPDR TR	1,809	$362K	0.12%	0	Timeline
FISFIDELITY NATL INFORMATION SV	4,277	$358K	0.12%	+87	Timeline
COSTCOSTCO WHOLESALE CORPORATION	400	$355K	0.12%	-19	Timeline
XLVSELECT SECTOR SPDR TR	2,277	$351K	0.12%	0	Timeline
TGTTARGET CORP	2,199	$343K	0.11%	+160	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,707	$338K	0.11%	-17	Timeline
SCHBSCHWAB STRATEGIC TR	5,057	$336K	0.11%	+1,083	Timeline
VLOVALERO ENERGY CORP	2,474	$334K	0.11%	new	Timeline
TSCOTRACTOR SUPPLY CO	1,148	$334K	0.11%	+19	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	725	$334K	0.11%	+125	Timeline
KNFKNIFE RIVER CORP	3,543	$317K	0.1%	new	Timeline
IWFISHARES TR	825	$310K	0.1%	0	Timeline
VONGVANGUARD SCOTTSDALE FDS	3,109	$300K	0.1%	new	Timeline
AMTAMERICAN TOWER CORP	1,223	$284K	0.09%	+4	Timeline
SCHGSCHWAB STRATEGIC TR	2,729	$284K	0.09%	-417	Timeline
DLNWISDOMTREE TR	3,618	$284K	0.09%	-263	Timeline
ABTABBOTT LABORATORIES	2,447	$279K	0.09%	-6,211	Timeline
VDEVANGUARD WORLD FD	2,246	$275K	0.09%	-430	Timeline
FBNDFIDELITY MERRIMACK STR TR	5,282	$247K	0.08%	new	Timeline
XLFSELECT SECTOR SPDR TR	5,244	$238K	0.08%	0	Timeline
MAMASTERCARD INCORPORATED	475	$235K	0.08%	-40	Timeline
XLISELECT SECTOR SPDR TR	1,612	$218K	0.07%	new	Timeline
ORCLORACLE CORP	1,253	$214K	0.07%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	2,267	$2.41M	shares
XLESELECT SECTOR SPDR TR	24,953	$2.27M	shares
ISHARESISHARES	83,493	$2.1M	shares
BLACKROCK INCBLACKROCK INC	1,329	$1.05M	shares
INVESCOINVESCO	37,404	$928K	shares
PMPHILIP MORRIS INTL INC	8,884	$900K	shares
NSCNORFOLK SOUTHN CORP	2,314	$497K	shares
OXMOXFORD INDS INC	4,445	$445K	shares
IBMINTERNATIONAL BUSINESS MACHS	1,166	$202K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002008666-24-000005	base		2024-10-17	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC