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  Name: PRECEDENT WEALTH PARTNERS LLC
  City: HOUSTON
  State: TX
  Zip: 77027
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $232,694,000
  Total Value Change : $35,956,000
  Securities Held Change : 2
   
All Securities Held : 133
  New Positions : 13
  Closed Positions : 11
  Increased Positions : 80
  Unchanged Positions : 24
  Decreased Positions : 16

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 9 New $107.02 $5,492,000 51,040 2.36% 5,492,000 51,040 0.003    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 10 New $74.10 $5,250,000 69,635 2.26% 5,250,000 69,635 0.043    Closed - End Fund - Debt
   (CLX)1 Year Chart         CLX Clorox Co 53 New $140.42 $1,048,000 6,846 0.45% 1,048,000 6,846 0.007    Cleaning Products
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 63 New $242.94 $947,000 3,793 0.41% 947,000 3,793 0.001    Business Software & S...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 84 New $199.96 $679,000 3,493 0.29% 679,000 3,493 0.002    Confectioners
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 88 New $247.40 $610,000 2,274 0.26% 610,000 2,274 0.001    Diversified Machinery
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 89 New $573.64 $591,000 1,017 0.25% 591,000 1,017 0.005    Medical Laboratories ...
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 91 New $164.92 $556,000 3,284 0.24% 556,000 3,284 0.001    Drugs - Generic
   (VTHR)1 Year Chart         VTHR Vangard Russell 3000 124 New $229.61 $243,000 1,044 0.1% 243,000 1,044 0.025    N/A
   (INTC)1 Year Chart         INTC Intel Corp 126 New $30.00 $234,000 5,296 0.1% 234,000 5,296 0    Semiconductor- Broad...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 127 New $41.36 $221,000 5,244 0.09% 221,000 5,244 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 129 New $60.60 $205,000 3,403 0.09% 205,000 3,403 0.001    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 130 New $124.35 $203,000 1,612 0.09% 203,000 1,612 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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