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Portfolio (Quarterly) Guide ↗

PRECEDENT WEALTH PARTNERS, LLC

· CIK 0002008666
13F Portfolio $601M AUM 207 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 108 Added 31 Reduced 11 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDT MEDTRONIC PLC Healthcare 3,073.0 $240K 0.04% NEW $78.22 +19.3%
42 BEPC BROOKFIELD RENEWABLE CORP Utilities 6,397.0 $237K 0.04% NEW $37.12 -10.4%
43 TD TORONTO DOMINION BK ONT Financial Services 1,932.0 $235K 0.04% NEW $121.42 -3.5%
44 VCIT VANGUARD SCOTTSDALE FDS 2,826.0 $234K 0.04% NEW $82.66 -1.9%
45 MTB M & T BK CORP Financial Services 962.0 $229K 0.04% NEW $237.99 +1.0%
46 ANET ARISTA NETWORKS INC Technology 1,310.0 $222K 0.04% NEW $169.84 +11.1%
47 AXON AXON ENTERPRISE INC Industrials 390.0 $219K 0.04% NEW $560.61 +12.0%
48 EPD ENTERPRISE PRODS PARTNERS L 5,896.0 $217K 0.04% NEW $36.76
49 XLY SELECT SECTOR SPDR TR 1,808.0 $212K 0.04% NEW $117.28 +0.6%
50 DLN WISDOMTREE TR 2,182.0 $210K 0.04% NEW $96.32 +4.6%
51 GEV GE VERNOVA INC Utilities 174.0 $204K 0.03% NEW $1174.86 -18.6%
52 MARM FIRST TR EXCHNG TRADED FD VI 5,972.0 $204K 0.03% NEW $34.13 +0.9%
Page 3 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%