PRECEDENT WEALTH PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0002008666
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 142 303,210 VTI, DON, IJH, IVV 13F-HR 10/17/2024 000200866624000005
Q2 2024 134 248,335 VTI, IJH, DON, IVV 13F-HR 7/23/2024 000200866624000003
Q1 2024 133 232,693 VTI, IJH, DON, IVV 13F-HR 4/23/2024 000200866624000002
Q4 2023 131 196,740 VTI, IJH, DON, VEA 13F-HR 1/18/2024 000200866624000001