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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 $306,487,482
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 81,236 $23,543,023 7.68%
2.
Wisdomtree Trust
 247,317 $12,605,731 4.11%
3.
Ishares Trust
 IEF 20,778 $12,231,801 3.99%
4.
Vanguard Tax-Managed Fds
 226,988 $10,854,577 3.54%
5.
Ishares Trust
 IEF 172,728 $10,762,656 3.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)