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

Instuitional Investor - Precedent Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Precedent Wealth Partners, Llc
Portfolio Value	$454,095,747

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds		81,470	$26,735,978	5.89%
2.	Vanguard Tax-Managed Fds		407,066	$24,391,421	5.37%
3.	Watford Holdings Ltd.	WTRE	274,941	$14,379,398	3.17%
4.	Ishares Trust	IEF	19,189	$12,842,899	2.83%
5.	Invesco Exchange Traded Fd T - S&P 500 TOP 50		209,932	$12,075,277	2.66%