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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 :
24 |
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Page 1 of 1 |
Menu
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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 |
|
IWD |
iShares Russell 1000 Value |
20 |
- |
$175.05 |
$2,396,000 |
13,378 |
1.03% |
185,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
59 |
- |
$188.00 |
$1,020,000 |
5,653 |
0.44% |
161,000 |
0 |
0 |
Internet Software & S... |
|
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SPY |
Standard & Poors Depository... |
61 |
- |
$517.19 |
$1,007,000 |
1,924 |
0.43% |
92,000 |
0 |
0 |
Closed - End Fund - E... |
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VXF |
Vanguard Extended Market VI... |
72 |
- |
$169.69 |
$824,000 |
4,701 |
0.35% |
51,000 |
0 |
0.006 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
93 |
- |
$169.38 |
$521,000 |
3,452 |
0.22% |
39,000 |
0 |
0 |
Search Engines & Info... |
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GOOG |
Alphabet Inc |
94 |
- |
$171.16 |
$520,000 |
3,417 |
0.22% |
38,000 |
0 |
0 |
Search Engines & Info... |
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FIS |
Fidelity National Information |
100 |
- |
$74.05 |
$419,000 |
5,646 |
0.18% |
80,000 |
0 |
0.001 |
Business Services |
|
|
V |
Visa Inc |
101 |
- |
$277.19 |
$406,000 |
1,453 |
0.17% |
28,000 |
0 |
0 |
Business Services |
|
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AXP |
American Express Co |
102 |
- |
$236.24 |
$400,000 |
1,757 |
0.17% |
71,000 |
0 |
0 |
Credit Services |
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STEL |
Stellar Bancorp Ord Shs |
103 |
- |
$29.25 |
$390,000 |
16,000 |
0.17% |
-55,000 |
0 |
0.031 |
N/A |
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SYK |
Stryker Corp |
104 |
- |
$329.28 |
$385,000 |
1,077 |
0.17% |
62,000 |
0 |
0 |
Medical Instruments &... |
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XLK |
SPDR Technology Sector |
105 |
- |
$204.84 |
$383,000 |
1,840 |
0.16% |
29,000 |
0 |
0.002 |
Closed - End Fund - E... |
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TGT |
Target Corp |
110 |
- |
$159.59 |
$359,000 |
2,024 |
0.15% |
71,000 |
0 |
0 |
Discount, Variety Stores |
|
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XLV |
SPDR Select Sector Health |
112 |
- |
$142.08 |
$336,000 |
2,277 |
0.14% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
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XLY |
SPDR cnsmr discr sel sect |
113 |
- |
$177.85 |
$333,000 |
1,809 |
0.14% |
10,000 |
0 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
114 |
- |
$179.14 |
$313,000 |
1,714 |
0.13% |
21,000 |
0 |
0 |
Closed - End Fund - Debt |
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BRK.B |
Berkshire Hathaway B |
115 |
- |
$406.37 |
$300,000 |
713 |
0.13% |
46,000 |
0 |
0 |
Property & Casualty I... |
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DLN |
WisdomTree LargeCap Dividen... |
116 |
- |
$70.09 |
$280,000 |
3,881 |
0.12% |
22,000 |
0 |
0.002 |
Closed - End Fund - E... |
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CRM |
Salesforce.com Inc |
118 |
- |
$278.97 |
$272,000 |
904 |
0.12% |
34,000 |
0 |
0 |
Internet Software & S... |
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AMT |
American Tower Corp |
119 |
- |
$181.33 |
$267,000 |
1,350 |
0.11% |
-24,000 |
0 |
0 |
Integrated Telecommun... |
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TSCO |
Tractor Supply Co |
120 |
- |
$266.65 |
$265,000 |
1,014 |
0.11% |
47,000 |
0 |
0.001 |
Specialty Retail, Other |
|
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NKE |
Nike Inc B |
122 |
- |
$93.59 |
$246,000 |
2,620 |
0.11% |
-38,000 |
0 |
0 |
Textile - Apparel Foo... |
|
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COST |
Costco Wholesale Corp |
123 |
- |
$763.41 |
$244,000 |
333 |
0.1% |
24,000 |
0 |
0 |
Discount, Variety Stores |
|
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SCHB |
Schwab Strategic Trust |
125 |
- |
$60.21 |
$243,000 |
3,974 |
0.1% |
22,000 |
0 |
0 |
Closed - End Fund - Debt |
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