Precedent Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
+$10.2M |
| 2 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
+$7.68M |
| 3 |
DECM
FT Vest U.S. Equity Max Buffer ETF - December
DECM
|
+$7.31M |
| 4 |
ExxonMobil
XOM
|
+$2.95M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$2.91M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
+$6.54M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$4.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.61M |
| 4 |
Chevron
CVX
|
+$1.43M |
| 5 |
Cisco
CSCO
|
+$1.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.31% |
| 2 | Financials | 3.11% |
| 3 | Energy | 3.09% |
| 4 | Healthcare | 2.88% |
| 5 | Consumer Staples | 2.68% |
Similar funds
Precedent Wealth Partners's Q1 2025 Portfolio in Review
As of Q1 2025, Precedent Wealth Partners held 164 positions worth $360M, up 18% from $306M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Precedent Wealth Partners deployed $61.1M of net new capital in Q1 2025, opening 16 new positions and adding to 87 existing holdings. Its largest new stake was FT Vest US Equity Deep Buffer ETF February: 236,824 shares worth $9.98M.
By sector, the portfolio is most concentrated in Technology at 6.3% of assets, down from 8% a quarter earlier, followed by Financials and Energy.
On the sell side, the largest reduction was iShares Core S&P Mid-Cap ETF, an estimated $1.61M trimmed.
- Precedent Wealth Partners's largest Q1 2025 buy was FT Vest US Equity Deep Buffer ETF February: 236,824 shares worth $9.98M.
- Precedent Wealth Partners added most to ExxonMobil in Q1 2025, an estimated $2.95M increase.
- Precedent Wealth Partners's biggest Q1 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $1.61M.
- Precedent Wealth Partners fully exited FT Vest US Equity Deep Buffer ETF May in Q1 2025, selling an estimated $6.54M.
- Precedent Wealth Partners's ten largest holdings make up 33% of its $360M portfolio in Q1 2025.
- Precedent Wealth Partners opened 16 new positions and closed 9 in Q1 2025.
- Precedent Wealth Partners's portfolio value rose 18% quarter-over-quarter to $360M.
Based on Precedent Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.