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Home > Institutional Investor > Precedent Wealth Partners, Llc > Profile

Instuitional Investor - Precedent Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Precedent Wealth Partners, Llc
Portfolio Value $196,740,684
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 80,500 $19,096,225 9.7%
2.
Ishares Trust
 IEF 41,637 $11,539,621 5.86%
3.
Wisdomtree Trust
 249,523 $11,400,711 5.79%
4.
Vanguard Tax-Managed Fds
 212,315 $10,169,909 5.16%
5.
Ishares Trust
 IEF 20,422 $9,754,371 4.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)