Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
Fund Holdings Sector Distribution
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
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)