PRECEDENT WEALTH PARTNERS, LLC
Q1 2025 13F Holdings Report, Stock Holdings
- Signature - Title
- Harold Williams - Founder, Chief Compliance Officer
- Location
- Houston, TX
- Holdings as of
- 31 Mar 2025
- Value $
- $360,219,910
- Num holdings
- 155
- Filing time
- 17 Apr 2025, 13:06:37 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included VTI, DON, VEA, IVV, and SDY.
- Previous filing
- Q4 2024 - 21 Jan 2025
- Next filing
- Q2 2025 - 21 Jul 2025
- SEC
- View on sec.gov
PRECEDENT WEALTH PARTNERS, LLC Q1 2025 Portfolio
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Harold Williams | Founder, Chief Compliance Officer | Houston, Texas | 17 Apr 2025 |