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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 : 16     View All Holdings Currently Viewing:  Decreased 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
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 6 - $49.56 $9,874,000 196,815 4.24% -296,000 -15,500 0.009    Closed - End Fund - F...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 7 - $129.90 $7,867,000 59,944 3.38% 218,000 -1,262 0.038    Closed - End Fund - E...
   (DHS)1 Year Chart         DHS WisdomTree Trust High-Yield... 8 - $82.50 $6,141,000 70,860 2.64% 294,000 -290 0.641    Closed - End Fund - E...
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 12 - $36.69 $4,422,000 114,939 1.9% -434,000 -23,024 0.064    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 14 - $182.74 $2,636,000 15,373 1.13% -382,000 -300 0    Personal Computers
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 28 - $0.00 $1,772,000 63,188 0.76% -96,000 -3,563 0.05    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 33 - $122.90 $1,520,000 12,338 0.65% -135,000 -1,780 0.008    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 60 - $904.12 $1,016,000 1,124 0.44% 179,000 -566 0    Semiconductor - Speci...
   (JPEM)1 Year Chart         JPEM Jpmorgan Diversified Return... 64 - $55.57 $942,000 17,630 0.4% -28,000 -917 0.383    N/A
   (DEM)1 Year Chart         DEM WisdomTree Emerging Markets... 73 - $43.25 $822,000 19,640 0.35% -274,000 -7,310 0.043    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 81 - $186.44 $715,000 3,725 0.31% 27,000 -97 0.003    Closed - End Fund - E...
   (DTH)1 Year Chart         DTH WisdomTree Defa High-Yieldi... 92 - $39.93 $521,000 13,154 0.22% 9,000 -11 0.029    Closed - End Fund - E...
   (WMB)1 Year Chart         WMB Williams Companies Inc 107 - $39.32 $377,000 9,686 0.16% 26,000 -380 0.001    Oil & Gas Pipelines &...
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 109 - $130.04 $361,000 2,738 0.16% 32,000 -65 0.005    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 111 - $342.82 $346,000 1,006 0.15% 2,000 -101 0    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 128 - $78.51 $213,000 2,636 0.09% -10,000 -294 0.001    N/A
      16 Records Found
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