PRECEDENT WEALTH PARTNERS, LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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