PRECEDENT WEALTH PARTNERS, LLC
CIK 2008666 · Holdings on Dec 31, 2023 · First reported Jan 18, 2024
Top ten holdings
Q4 2023- VTI9.71%
- IJH5.87%
- DON5.79%
- VEA5.17%
- IVV4.96%
- EFA4.88%
- SDY3.89%
- DHS2.97%
- PRF2.47%
- AAPL1.53%
Share classes counted separately47.24%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $19.10M | 9.71% | 80.50K shares | Prior unavailable — | — | ↗▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $11.54M | 5.87% | 41.64K shares | Prior unavailable — | — | ↗▾ |
| 03 | DONWISDOMTREE US MIDCAP DIVIDENUS MIDCAP DIVID View history and evidence | $11.40M | 5.79% | 249.52K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.17M | 5.17% | 212.31K shares | Prior unavailable — | — | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $9.75M | 4.96% | 20.42K shares | Prior unavailable — | — | ↗▾ |
| 06 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $9.59M | 4.88% | 127.33K shares | Prior unavailable — | — | ↗▾ |
| 07 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $7.65M | 3.89% | 61.21K shares | Prior unavailable — | — | ↗▾ |
| 08 | DHSWISDOMTREE US HIGH DIVIDENDUS HIGH DIVIDEND View history and evidence | $5.85M | 2.97% | 71.15K shares | Prior unavailable — | — | ↗▾ |
| 09 | PRFINVESCO RAFI US 1000 ETFFTSE RAFI 1000 View history and evidence | $4.86M | 2.47% | 137.96K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $3.02M | 1.53% | 15.67K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2008666 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 18, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 196740684
}Research all 131 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.