PRECEDENT WEALTH PARTNERS, LLC
CIK 2008666 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $601.4M
- Posisi
- 207
- Per tanggal
- 30 Juni 2026
#3.374 dari 9.443 berdasarkan nilai 13F · top 35.7%
Nilai portofolio QoQ: +20.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 31,57%
- Bobot 25 kepemilikan teratas
- 51,68%
- Posisi di atas 1%
- 23
- Jumlah posisi efektif
- 57,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,49% Perkiraan pembelian $87.438.091 · penjualan $30.239.642
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,5% masih dipegang
- Posisi baru
- 52
- Meningkat
- 114
- Menurun
- 35
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
8,3%
Industrials
3,2%
Healthcare
3,2%
Retail
3,0%
Financials
2,5%
Energy
1,7%
Financial Services
1,2%
Consumer Staples
1,1%
Consumer Discretionary
1,0%
Utilities
0,8%
Communication Services
0,7%
Telecommunication
0,5%
Materials
0,3%
Logistics & Transportation
0,3%
Communications
0,3%
Real Estate
0,2%
Consumer products
0,1%
Lainnya/Tidak terpetakan
71,6%
Portofolio lengkap 207 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VEA | $40.903.263 | 6,80% | 574.081 | $8.416.722 | Naik ×6 | ||
| VTI | $30.588.898 | 5,09% | 82.664 | $4.551.028 | Naik ×1 | ||
| VOO | $19.645.195 | 3,27% | 28.604 | $6.505.764 | Naik ×6 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $14.834.154 | 2,47% | 111.326 | $3.857.402 | Naik ×6 | ||
| IVV | $14.808.751 | 2,46% | 19.774 | $1.717.125 | Turun ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $14.777.554 | 2,46% | 34.102 | $8.001.167 | Naik ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $14.386.411 | 2,39% | 333.482 | $2.823.304 | Naik ×6 | ||
| DECM | $13.611.771 | 2,26% | 403.734 | $-4.081.675 | Turun ×1 | ||
| DXJ | $13.200.316 | 2,20% | 76.074 | $2.054.308 | Naik ×4 | ||
| EFA | $13.121.374 | 2,18% | 126.313 | $1.196.972 | Naik ×2 | ||
| DON | $12.629.193 | 2,10% | 223.446 | $482.412 | Turun ×4 | ||
| XLG | $10.614.732 | 1,77% | 173.358 | $1.062.905 | Turun ×3 | ||
| SDY | $9.644.233 | 1,60% | 63.374 | $364.280 | Turun ×3 | ||
| IJH | $9.470.132 | 1,57% | 122.813 | $935.933 | Turun ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $9.204.460 | 1,53% | 93.732 | $762.323 | Naik ×6 | ||
| FFSM | $8.297.887 | 1,38% | 217.165 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $8.225.753 | 1,37% | 21.776 | $2.317.120 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $7.763.956 | 1,29% | 26.831 | $1.730.565 | Naik ×6 | ||
| VONE Vanguard Russell 1000 ETF | $7.381.817 | 1,23% | 21.793 | $2.034.328 | Naik ×4 | ||
| BUFH | $6.920.848 | 1,15% | 323.253 | $-63.968 | Turun ×1 | ||
| RSP | $6.632.255 | 1,10% | 31.171 | $545.263 | Turun ×1 | ||
| DHS | $6.252.645 | 1,04% | 55.000 | $269.811 | Naik ×1 | ||
| MUB | $6.043.194 | 1,00% | 56.153 | $278.719 | Naik ×2 | ||
| XMHQ | $5.924.432 | 0,99% | 52.484 | $-5.297.578 | Turun ×1 | ||
| BUFD | $5.911.577 | 0,98% | 198.909 | $2.167.052 | Naik ×6 | ||
| DJAN | $5.565.151 | 0,93% | 122.246 | $272.718 | Turun ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $5.187.081 | 0,86% | 4.871 | $2.033.594 | Naik ×2 | ||
| PRF | $5.180.220 | 0,86% | 95.877 | $420.704 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.931.812 | 0,82% | 13.221 | $1.019.093 | Naik ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.884.059 | 0,81% | 14.921 | $1.079.535 | Naik ×6 | ||
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $4.812.822 | 0,80% | 35.202 | Naik ×1 | |||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4.724.832 | 0,79% | 20.270 | $1.396.860 | Naik ×6 | ||
| BSMV Invesco BulletShares 2031 Municipal Bond ETF | $4.533.390 | 0,75% | 216.030 | $315.758 | Naik ×6 | ||
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | $4.492.829 | 0,75% | 190.052 | $426.447 | Naik ×6 | ||
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | $4.376.730 | 0,73% | 199.682 | $313.003 | Naik ×6 | ||
| BSMW Invesco BulletShares 2032 Municipal Bond ETF | $4.353.268 | 0,72% | 173.161 | $342.984 | Naik ×6 | ||
| IBDU | $4.249.740 | 0,71% | 183.495 | $706.294 | Naik ×5 | ||
| IBDX | $4.243.259 | 0,71% | 168.450 | $765.029 | Naik ×5 | ||
| IBDW | $4.241.581 | 0,71% | 203.531 | $674.899 | Naik ×5 | ||
| IBDV | $4.234.037 | 0,70% | 194.222 | $681.301 | Naik ×5 | ||
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | $4.218.309 | 0,70% | 179.962 | $287.401 | Naik ×6 | ||
| MDY | $4.135.660 | 0,69% | 5.880 | $509.093 | |||
| IBDT | $4.128.844 | 0,69% | 163.519 | $588.234 | Naik ×5 | ||
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | $4.121.886 | 0,69% | 178.979 | $293.052 | Naik ×6 | ||
| IBDS | $4.103.281 | 0,68% | 169.417 | $573.239 | Naik ×5 | ||
| ABBV AbbVie Inc. Common Stock | $4.080.055 | 0,68% | 16.214 | $1.410.399 | Naik ×6 | ||
| BSSX Invesco BulletShares 2033 Municipal Bond ETF | $4.025.838 | 0,67% | 156.010 | $346.714 | Naik ×5 | ||
| IBDY | $3.895.756 | 0,65% | 151.321 | $572.960 | Naik ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3.875.332 | 0,64% | 15.259 | $736.636 | Naik ×6 | ||
| IWB | $3.868.009 | 0,64% | 9.446 | $433.262 | Turun ×5 | ||
| IWD | $3.737.543 | 0,62% | 15.417 | $921.800 | Naik ×3 | ||
| SPAB | $3.698.911 | 0,62% | 144.942 | $464.459 | Naik ×5 | ||
| IBDR | $3.583.910 | 0,60% | 147.912 | $123.919 | Naik ×5 | ||
| KMI Kinder Morgan, Inc. Common Stock | $3.328.325 | 0,55% | 104.108 | $426.372 | Naik ×6 | ||
| DNOV | $3.297.132 | 0,55% | 64.209 | $102.513 | Turun ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3.103.981 | 0,52% | 16.797 | $1.233.247 | Naik ×6 | ||
| BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $3.005.237 | 0,50% | 127.638 | $44.718 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2.996.883 | 0,50% | 23.322 | $260.283 | Naik ×6 | ||
| BAC Bank of America Corporation Common Stock | $2.980.896 | 0,50% | 52.315 | $482.151 | Naik ×6 | ||
| CVX Chevron Corporation Common Stock | $2.963.404 | 0,49% | 17.878 | $-241.020 | Naik ×1 | ||
| IGV | $2.930.320 | 0,49% | 32.343 | $717.178 | Naik ×1 | ||
| MO Altria Group, Inc. | $2.836.367 | 0,47% | 39.421 | $438.870 | Naik ×6 | ||
| MCD McDonald's Corporation Common Stock | $2.762.930 | 0,46% | 10.221 | $137.293 | Naik ×6 | ||
| ABT Abbott Laboratories Common Stock | $2.733.069 | 0,45% | 30.120 | $2.373.519 | Naik ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $2.699.688 | 0,45% | 21.328 | $483.753 | Naik ×6 | ||
| VYM | $2.676.181 | 0,45% | 16.935 | $-49.562 | Turun ×1 | ||
| FDVV | $2.669.315 | 0,44% | 44.275 | $362.604 | Naik ×3 | ||
| MET MetLife, Inc. Common Stock | $2.615.038 | 0,43% | 30.907 | $637.517 | Naik ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.565.675 | 0,43% | 12.823 | $788.917 | Naik ×1 | ||
| TGT Target Corporation Common Stock | $2.552.002 | 0,42% | 19.539 | $479.419 | Naik ×2 | ||
| VTEB | $2.508.389 | 0,42% | 49.593 | $189.452 | Naik ×2 | ||
| RSPD | $2.492.275 | 0,41% | 44.502 | $104.363 | Turun ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2.447.256 | 0,41% | 30.113 | $661.390 | Naik ×4 | ||
| LMT Lockheed Martin Corporation Common Stock | $2.421.941 | 0,40% | 4.754 | $-195.455 | Naik ×6 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $2.416.270 | 0,40% | 9.813 | $483.888 | Naik ×6 | ||
| BLK BlackRock, Inc. Common Stock | $2.376.508 | 0,40% | 2.472 | $206.457 | Naik ×6 | ||
| OC Owens Corning Inc Common Stock New | $2.357.295 | 0,39% | 14.829 | $861.862 | Naik ×6 | ||
| VZ Verizon Communications Inc. Common Stock | $2.281.953 | 0,38% | 53.896 | $140.228 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $2.279.859 | 0,38% | 6.464 | $389.375 | Naik ×6 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2.196.447 | 0,37% | 27.097 | $1.125.749 | Naik ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $2.161.286 | 0,36% | 7.991 | $321.485 | Naik ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2.120.919 | 0,35% | 5.103 | $902.589 | Naik ×3 | ||
| VXF | $2.097.027 | 0,35% | 8.517 | $1.028.865 | Naik ×1 | ||
| DG Dollar General Corporation Common Stock | $2.087.171 | 0,35% | 18.132 | $133.155 | Naik ×3 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $2.068.184 | 0,34% | 7.054 | $160.873 | Naik ×6 | ||
| DFEB | $2.055.091 | 0,34% | 40.701 | $151.291 | Naik ×1 | ||
| FIS Fidelity National Information Services, Inc. Common Stock | $2.022.967 | 0,34% | 52.031 | $-409.648 | Naik ×2 | ||
| FDX FedEx Corporation Common Stock | $1.985.870 | 0,33% | 6.342 | $-82.823 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.939.724 | 0,32% | 8.138 | $671.985 | Naik ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $1.919.548 | 0,32% | 8.571 | $298.261 | Naik ×6 | ||
| KR Kroger Company (The) Common Stock | $1.884.388 | 0,31% | 33.935 | $-481.519 | Naik ×6 | ||
| SCHD | $1.883.278 | 0,31% | 59.391 | $378.875 | Naik ×1 | ||
| AOS A.O. Smith Corporation Common Stock | $1.858.243 | 0,31% | 29.628 | $33.219 | Naik ×3 | ||
| BUFR | $1.809.955 | 0,30% | 49.547 | $71.675 | Turun ×1 | ||
| KNG | $1.808.271 | 0,30% | 35.807 | $158.167 | Naik ×2 | ||
| DRI Darden Restaurants, Inc. Common Stock | $1.793.523 | 0,30% | 8.706 | Naik ×1 | |||
| DDEC | $1.747.001 | 0,29% | 36.876 | $114.132 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $1.746.311 | 0,29% | 14.867 | $1.139.558 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.730.163 | 0,29% | 4.841 | $429.491 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.717.363 | 0,29% | 4.861 | $843.742 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VEA | $40.903.263 | 6,80% | naik ×6 |
| VOO | $19.645.195 | 3,27% | naik ×6 |
| AIRR | $14.834.154 | 2,47% | naik ×6 |
| SDVY | $14.386.411 | 2,39% | naik ×6 |
| DXJ | $13.200.316 | 2,20% | naik ×4 |
| VYMI | $9.204.460 | 1,53% | naik ×6 |
| AAPL | $7.763.956 | 1,29% | naik ×6 |
| VONE | $7.381.817 | 1,23% | naik ×4 |
| BUFD | $5.911.577 | 0,98% | naik ×6 |
| MSFT | $4.931.812 | 0,82% | naik ×6 |
| JPM | $4.884.059 | 0,81% | naik ×6 |
| WSM | $4.724.832 | 0,79% | naik ×6 |
| BSMV | $4.533.390 | 0,75% | naik ×6 |
| BSMR | $4.492.829 | 0,75% | naik ×6 |
| BSMU | $4.376.730 | 0,73% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| FFSM | $8.297.887 | 217.165 | 1,38% |
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $4.812.822 | 35.202 | 0,80% |
| DRI | $1.793.523 | 8.706 | 0,30% |
| DPZ | $1.195.827 | 4.039 | 0,20% |
| TMUS | $1.022.999 | 6.099 | 0,17% |
| PM | $874.052 | 4.831 | 0,15% |
| C | $758.642 | 5.420 | 0,13% |
| TSM | $648.258 | 1.357 | 0,11% |
| IBM | $638.164 | 2.269 | 0,11% |
| PANW | $589.624 | 1.729 | 0,10% |
| IBDZ | $566.405 | 21.743 | 0,09% |
| RTX | $545.600 | 2.876 | 0,09% |
| MU | $541.362 | 469 | 0,09% |
| TJX | $530.669 | 3.503 | 0,09% |
| VGT | $523.020 | 4.376 | 0,09% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VEA | Beli lebih banyak | +67K | +$8.4M |
| LRCX | Beli lebih banyak | +2K | +$8.0M |
| VOO | Beli lebih banyak | +7K | +$6.5M |
| XMHQ | Dipangkas | -56K | -$5.3M |
| VTI | Beli lebih banyak | +2K | +$4.6M |
| DECM | Dipangkas | -138K | -$4.1M |
| AIRR | Beli lebih banyak | +12K | +$3.9M |
| SDVY | Beli lebih banyak | +40K | +$2.8M |
| AVGO | Beli lebih banyak | +3K | +$2.3M |
| AMGN | Dipangkas | -6K | -$2.2M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| DMAY | 31 Maret 2025 | 160.471 | $6.537.476 | Tidak lagi dilacak |
| DAUG | 30 Juni 2025 | 162.700 | $6.312.337 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 34.927 | $5.925.742 | 22,8% |
| DMAY | 31 Maret 2026 | 113.880 | $5.151.840 | Tidak lagi dilacak |
| BIV | 31 Maret 2025 | 60.178 | $4.497.129 | Tidak lagi dilacak |
| MARM | 31 Maret 2026 | 99.809 | $3.299.167 | Tidak lagi dilacak |
| FEBM | 31 Maret 2026 | 94.006 | $2.855.583 | Tidak lagi dilacak |
| IBDQ | 31 Des. 2025 | 86.121 | $2.169.397 | Tidak lagi dilacak |
| HSY | 30 Juni 2026 | 9.655 | $2.007.371 | 6,9% |
| TXN | 31 Maret 2026 | 10.018 | $1.738.027 | 38,9% |
| BSMP | 31 Des. 2025 | 70.070 | $1.718.467 | Tidak lagi dilacak |
| TDVI | 31 Maret 2026 | 59.958 | $1.663.245 | Tidak lagi dilacak |
| CMCSA | 30 Juni 2026 | 57.036 | $1.637.508 | 9,0% |
| NKE | 30 Juni 2026 | 26.446 | $1.396.924 | -0,2% |
| CLX | 30 Sep. 2025 | 11.303 | $1.357.191 | -12,5% |
| UPS | 30 Sep. 2025 | 12.006 | $1.211.842 | 24,4% |
| FEZ | 31 Maret 2025 | 21.200 | $1.020.795 | Tidak lagi dilacak |
| DMAR | 31 Maret 2026 | 24.379 | $1.015.500 | Tidak lagi dilacak |
| VLO | 30 Juni 2026 | 2.000 | $494.160 | 32,3% |
| ECG | 30 Juni 2026 | 3.543 | $418.286 | -23,2% |
| VUG | 31 Maret 2025 | 1.006 | $412.903 | Tidak lagi dilacak |
| IBTX | 31 Maret 2025 | 6.693 | $406.064 | Tidak lagi dilacak |
| PAA | 31 Maret 2026 | 22.049 | $396.000 | 7,2% |
| LNG | 31 Maret 2026 | 1.946 | $378.315 | -4,1% |
| T | 30 Juni 2026 | 12.575 | $364.549 | 22,3% |
| XLY | 30 Juni 2025 | 1.809 | $357.205 | Tidak lagi dilacak |
| XLV | 30 Juni 2025 | 2.277 | $332.465 | Tidak lagi dilacak |
| AXON | 31 Des. 2025 | 443 | $317.915 | 11,4% |
| DNOV | 30 Sep. 2025 | 6.823 | $304.912 | Tidak lagi dilacak |
| UPRO | 30 Sep. 2025 | 3.264 | $298.460 | Tidak lagi dilacak |
| MDU | 30 Juni 2026 | 14.175 | $293.706 | -3,3% |
| KNF | 30 Juni 2026 | 3.543 | $289.285 | -20,2% |
| IVW | 30 Sep. 2025 | 2.588 | $284.939 | Tidak lagi dilacak |
| XLF | 30 Juni 2025 | 5.244 | $261.204 | Tidak lagi dilacak |
| IEFA | 31 Maret 2026 | 2.795 | $250.041 | Tidak lagi dilacak |
| PM | 30 Sep. 2025 | 1.370 | $249.606 | 15,6% |
| XLY | 31 Maret 2026 | 2.004 | $239.298 | Tidak lagi dilacak |
| VCIT | 30 Juni 2025 | 2.876 | $235.142 | |
| TSCO | 31 Des. 2025 | 4.056 | $230.665 | -28,7% |
| IQLT | 30 Juni 2026 | 4.895 | $226.295 | Tidak lagi dilacak |
| SCHG | 31 Maret 2025 | 7.855 | $218.913 | Tidak lagi dilacak |
| DEM | 30 Sep. 2025 | 4.803 | $217.528 | Tidak lagi dilacak |
| FBND | 31 Maret 2025 | 4.830 | $216.722 | Tidak lagi dilacak |
| IWM | 30 Juni 2025 | 1.086 | $216.646 | Tidak lagi dilacak |
| D | 30 Sep. 2025 | 3.802 | $214.875 | 12,7% |
| ORCL | 31 Maret 2025 | 1.276 | $212.709 | -0,5% |
| XLI | 30 Juni 2025 | 1.612 | $211.285 | Tidak lagi dilacak |
| ISRG | 30 Sep. 2025 | 386 | $209.756 | -10,0% |
| AMT | 31 Des. 2025 | 1.074 | $206.552 | -0,5% |
| EUAD | 31 Maret 2026 | 4.871 | $205.215 | Tidak lagi dilacak |
| DLN | 30 Juni 2025 | 2.561 | $203.267 | Tidak lagi dilacak |
| XLV | 31 Maret 2026 | 1.302 | $201.550 | Tidak lagi dilacak |
| DLY | 30 Sep. 2025 | 11.828 | $184.399 | -6,9% |
| NZF | 30 Juni 2026 | 10.951 | $133.383 | -2,5% |
| FSCO | 31 Des. 2025 | 18.363 | $126.888 | -18,1% |
| DSL | 31 Maret 2025 | 10.014 | $125.876 | -15,2% |
| BTX | 30 Sep. 2025 | 10.900 | $80.006 | 32,5% |