Titelia

Holdings of PRECEDENT WEALTH PARTNERS, LLC

147 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.9 % of the equity sleeve

Sector breakdown

  • Funds 17.1 %
  • Technology 7.5 %
  • Health care 3.5 %
  • Financials 3.5 %
  • Consumer discretionary 3.4 %
  • Industrials 2.9 %
  • Energy 2.8 %
  • Consumer staples 2.5 %
  • Communication 1.7 %
  • Utilities 0.9 %
  • Materials 0.4 %
  • Unattributed 53.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US147430.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard FTSE Developed Markets ETF 506,96832.5M $
2Vanguard Total Stock Market ETF 81,16226M $
3First Trust Exchange-Traded Fund VIII 541,61417.7M $
4Vanguard S&P 500 ETF 21,98813.1M $
5iShares Core S&P 500 ETF 20,04113.1M $
6WisdomTree Trust 231,19112.1M $
7iShares MSCI EAFE ETF 122,76711.9M $
8First Trust SMID Cap Rising Dividend Achievers ETF 293,25611.6M $
9WisdomTree Trust 70,28611.1M $
10Invesco Exchange-Traded Fund T 175,1029.6M $
11State Street SPDR S&P Dividend ETF 63,5879.3M $
12iShares Core S&P Mid-Cap ETF 126,3768.5M $
13Vanguard Whitehall Funds 89,5818.4M $
14Lam Research Corp 31,7156.8M $
15Invesco S&P 500 Equal Weight ETF 31,7166.1M $
16Apple Inc 23,7736M $
17WisdomTree US High Dividend Fund 54,7776M $
18Exxon Mobil Corp 34,9275.9M $
19Broadcom Inc 19,0905.9M $
20iShares National Muni Bond ETF 54,3055.8M $
21Vanguard Russell 1000 18,1195.3M $
22First Trust Exchange-Traded Fund VIII 124,4405.3M $
23Invesco RAFI US 1000 ETF 100,1374.8M $
24Microsoft Corp 10,5703.9M $
25JPMorgan Chase & Co 12,9333.8M $
26State Street SPDR S&P MidCap 400 ETF Trust 5,8803.6M $
27iShares iBonds Dec 2031 Term C 170,4103.6M $
28iShares iBonds Dec 2030 Term C 162,2993.6M $
29iShares iBonds Dec 2029 Term C 152,3403.5M $
30iShares iBonds Dec 2028 Term C 139,7793.5M $
31iShares iBonds Dec 2027 Term C 145,6283.5M $
32iShares iBonds Dec 2032 Term C 137,6423.5M $
33iShares iBonds Dec 2026 Term C 142,7383.5M $
34iShares Trust 9,6333.4M $
35Williams-Sonoma Inc 18,2523.3M $
36iShares iBonds Dec 2033 Term C 128,5413.3M $
37State Street SPDR Portfolio Ag 126,2473.2M $
38Chevron Corp 15,4873.2M $
39First Trust Exchange-Traded Fund VIII 66,6863.2M $
40Caterpillar Inc 4,4513.2M $
41Johnson & Johnson 12,8403.1M $
42Kinder Morgan, Inc. 86,5472.9M $
43Amgen Inc 8,1462.9M $
44iShares Trust 13,1782.8M $
45Merck & Co Inc 22,7502.7M $
46Vanguard High Dividend Yield E 18,4042.7M $
47AbbVie Inc 12,2742.7M $
48McDonald's Corp. 8,4482.6M $
49Lockheed Martin Corp 4,3302.6M $
50Bank of America Corp 51,2562.5M $
51Fidelity National Information Services Inc 51,8572.4M $
52Altria Group, Inc. 36,3312.4M $
53Invesco S&P 500 Equal Weight C 44,6102.4M $
54Kroger Co/The 32,6962.4M $
55Vanguard Tax-Exempt Bond Index ETF 46,4812.3M $
56Fidelity Covington Trust 41,7582.3M $
57Duke Energy Corp 16,9232.2M $
58ISHARES TRUST 27,6472.2M $
59Blackrock Inc 2,2562.2M $
60Verizon Communications Inc 42,6632.1M $
61Target Corp 17,1002.1M $
62FedEx Corp 5,8082.1M $
63Hershey Co/The 9,6552M $
64MetLife Inc 27,9622M $
65Dollar General Corp 16,4572M $
66PNC Financial Services Group Inc/The 9,2861.9M $
67Air Products and Chemicals Inc 6,5651.9M $
68First Trust Exchange-Traded Fund VIII 40,1901.9M $
69Home Depot Inc/The 5,7481.9M $
70QUALCOMM Inc 14,5261.9M $
71Illinois Tool Works Inc 7,0681.8M $
72A O Smith Corp 27,6771.8M $
73Coca-Cola Co/The 23,4821.8M $
74NVIDIA Corp 10,1871.8M $
75FT Vest Laddered Buffer ETF 51,4741.7M $
76First Trust Exchange-Traded Fund IV 33,8761.7M $
77Comcast Corp 57,0361.6M $
78First Trust Exchange-Traded Fund VIII 36,8761.6M $
79Automatic Data Processing Inc 7,9791.6M $
80iShares Select Dividend ETF 10,3211.6M $
81Schwab US Dividend Equity ETF 49,0351.5M $
82WEC Energy Group Inc 12,9631.5M $
83Owens Corning 13,8181.5M $
84Zoetis Inc 12,3471.5M $
85NIKE Inc 26,4461.4M $
86State Street SPDR S&P 500 ETF Trust 2,0491.3M $
87Alphabet Inc 4,5231.3M $
88Amazon.com Inc 6,0871.3M $
89Intuit Inc 2,8621.2M $
90EOG Resources Inc 8,5131.2M $
91UnitedHealth Group Inc 4,5021.2M $
92ConocoPhillips 8,4731.1M $
93First Trust Rising Dividend Achievers ETF 15,6811.1M $
94Vanguard Extended Market ETF 5,1901.1M $
95Cummins Inc 1,9231M $
96Walmart Inc 8,0711M $
97Alphabet Inc 3,045873.6K $
98WisdomTree Trust 16,225859.2K $
99iShares Trust 18,815800.8K $
100Vanguard Value ETF 3,793744.3K $