Portfolio (Quarterly)
Guide ↗
PRECEDENT WEALTH PARTNERS, LLC
· CIK 0002008666| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 34,927 | $5.9M | 1.19% | SOLD |
| 2 | HSY | HERSHEY CO | Consumer Defensive | 9,655 | $2.0M | 0.40% | SOLD |
| 3 | CMCSA | COMCAST CORP NEW | Communication Services | 57,036 | $1.6M | 0.33% | SOLD |
| 4 | NKE | NIKE INC | Consumer Cyclical | 26,446 | $1.4M | 0.28% | SOLD |
| 5 | VLO | VALERO ENERGY CORP | Energy | 2,000 | $494K | 0.10% | SOLD |
| 6 | ECG | EVERUS CONSTR GROUP | Industrials | 3,543 | $418K | 0.08% | SOLD |
| 7 | T | AT&T INC | Communication Services | 12,575 | $365K | 0.07% | SOLD |
| 8 | MDU | MDU RES GROUP INC | Industrials | 14,175 | $294K | 0.06% | SOLD |
| 9 | KNF | KNIFE RIVER CORP | Basic Materials | 3,543 | $289K | 0.06% | SOLD |
| 10 | — | ISHARES TR | — | 4,895 | $226K | 0.04% | SOLD |
| 11 | NZF | NUVEEN MUNICIPAL CREDIT INC | Financial Services | 10,951 | $133K | 0.03% | SOLD |
Sector Allocation
Technology
30.5%
Financial Services
15.5%
Industrials
12.0%
Healthcare
11.1%
Consumer Cyclical
8.9%
Consumer Defensive
8.5%
Energy
5.7%
Communication Services
3.4%
Utilities
2.9%
Basic Materials
1.2%