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| Name: |
PRECEDENT WEALTH PARTNERS LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77027 |
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data |
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| Holdings
Found :
11 |
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Closed Positions |
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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 |
|
SJNK |
Spdr Barclays Capital Short... |
133 |
Closed |
$24.91 |
$0 |
0 |
0% |
-1,476,000 |
-58,695 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
139 |
Closed |
$28.27 |
$0 |
0 |
0% |
-518,000 |
-17,990 |
0 |
Drug Manufacturers - ... |
|
|
GIS |
General Mills Inc |
132 |
Closed |
$69.53 |
$0 |
0 |
0% |
-589,000 |
-9,035 |
0 |
Food - Major Diversified |
|
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RTX |
RTX Corp |
138 |
Closed |
$101.02 |
$0 |
0 |
0% |
-910,000 |
-10,816 |
0 |
Conglomerates |
|
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MDT |
Medtronic Plc |
131 |
Closed |
$81.55 |
$0 |
0 |
0% |
-573,000 |
-6,955 |
0 |
Medical Appliances & ... |
|
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BBT |
Truist Financial Corp |
137 |
Closed |
$35.64 |
$0 |
0 |
0% |
-218,000 |
-5,914 |
0 |
Domestic Regional Banks |
|
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CVS |
CVS/Caremark Corp |
136 |
Closed |
$54.91 |
$0 |
0 |
0% |
-384,000 |
-4,864 |
0 |
Drug Stores |
|
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CADE |
Cadence Bancorporation |
135 |
Closed |
$20.10 |
$0 |
0 |
0% |
-223,000 |
-7,539 |
0 |
N/A |
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MS |
Morgan Stanley |
141 |
Closed |
$95.64 |
$0 |
0 |
0% |
-245,000 |
-2,626 |
0 |
Investment Brokerage ... |
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HON |
Honeywell International Inc |
134 |
Closed |
$198.05 |
$0 |
0 |
0% |
-696,000 |
-3,317 |
0 |
Conglomerates |
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PG |
Procter & Gamble Co |
140 |
Closed |
$165.07 |
$0 |
0 |
0% |
-1,066,000 |
-7,272 |
0 |
Cleaning Products |
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