0002008666-24-000002.txt : 20240423
0002008666-24-000002.hdr.sgml : 20240423
20240423135814
ACCESSION NUMBER: 0002008666-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240423
DATE AS OF CHANGE: 20240423
EFFECTIVENESS DATE: 20240423
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PRECEDENT WEALTH PARTNERS, LLC
CENTRAL INDEX KEY: 0002008666
ORGANIZATION NAME:
IRS NUMBER: 923323768
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23516
FILM NUMBER: 24863870
BUSINESS ADDRESS:
STREET 1: 1800 WEST LOOP SOUTH
STREET 2: SUITE 1400
CITY: HOUSTON
STATE: TX
ZIP: 77027
BUSINESS PHONE: 7132446450
MAIL ADDRESS:
STREET 1: 1800 WEST LOOP SOUTH
STREET 2: SUITE 1400
CITY: HOUSTON
STATE: TX
ZIP: 77027
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002008666
XXXXXXXX
03-31-2024
03-31-2024
PRECEDENT WEALTH PARTNERS, LLC
1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON
TX
77027
13F HOLDINGS REPORT
028-23516
N
Harold Williams
Founder, Chief Compliance Officer
(713)244-6450
Harold Williams
Houston
TX
04-23-2024
0
133
232693622
false
INFORMATION TABLE
2
precedent13fq12024.xml
ABBOTT LABS
COM
002824100
892597
7853
SH
SOLE
0
0
7853
ABBVIE INC
COM
00287Y109
1359487
7466
SH
SOLE
0
0
7466
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1185171
3419
SH
SOLE
0
0
3419
AIR PRODS & CHEMS INC
COM
009158106
455655
1881
SH
SOLE
0
0
1881
ALPHABET INC
CAP STK CL A
02079K305
521010
3452
SH
SOLE
0
0
3452
ALPHABET INC
CAP STK CL C
02079K107
520272
3417
SH
SOLE
0
0
3417
AMAZON COM INC
COM
023135106
1019688
5653
SH
SOLE
0
0
5653
AMERICAN EXPRESS CO
COM
025816109
400051
1757
SH
SOLE
0
0
1757
AMERICAN TOWER CORP NEW
COM
03027X100
266768
1350
SH
SOLE
0
0
1350
AMGEN INC
COM
031162100
1296977
4562
SH
SOLE
0
0
4562
APPLE INC
COM
037833100
2636193
15373
SH
SOLE
0
0
15373
AUTOMATIC DATA PROCESSING IN
COM
053015103
947264
3793
SH
SOLE
0
0
3793
BANK AMERICA CORP
COM
060505104
1026015
27057
SH
SOLE
0
0
27057
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
299831
713
SH
SOLE
0
0
713
BLACKROCK INC
COM
09247X101
1037035
1244
SH
SOLE
0
0
1244
BROADCOM INC
COM
11135F101
2089684
1577
SH
SOLE
0
0
1577
CAMPBELL SOUP CO
COM
134429109
590702
13289
SH
SOLE
0
0
13289
CHEVRON CORP NEW
COM
166764100
1493729
9470
SH
SOLE
0
0
9470
CISCO SYS INC
COM
17275R102
1132276
22686
SH
SOLE
0
0
22686
CLOROX CO DEL
COM
189054109
1048191
6846
SH
SOLE
0
0
6846
COMCAST CORP NEW
CL A
20030N101
696462
16066
SH
SOLE
0
0
16066
COSTCO WHSL CORP NEW
COM
22160K105
244026
333
SH
SOLE
0
0
333
CROWN CASTLE INC
COM
22822V101
636851
6018
SH
SOLE
0
0
6018
CUMMINS INC
COM
231021106
1149291
3901
SH
SOLE
0
0
3901
DOMINION ENERGY INC
COM
25746U109
383293
7792
SH
SOLE
0
0
7792
DOW INC
COM
260557103
721063
12447
SH
SOLE
0
0
12447
DUKE ENERGY CORP NEW
COM NEW
26441C204
729627
7544
SH
SOLE
0
0
7544
EXXON MOBIL CORP
COM
30231G102
2000191
17207
SH
SOLE
0
0
17207
FIDELITY NATL INFORMATION SV
COM
31620M106
418831
5646
SH
SOLE
0
0
5646
HERSHEY CO
COM
427866108
679389
3493
SH
SOLE
0
0
3493
HOME DEPOT INC
COM
437076102
918718
2395
SH
SOLE
0
0
2395
ILLINOIS TOOL WKS INC
COM
452308109
610182
2274
SH
SOLE
0
0
2274
INTEL CORP
COM
458140100
233922
5296
SH
SOLE
0
0
5296
INTERNATIONAL BUSINESS MACHS
COM
459200101
653275
3421
SH
SOLE
0
0
3421
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 MUNI
46138J536
909897
36719
SH
SOLE
0
0
36719
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 MUNI
46138J528
1094424
44964
SH
SOLE
0
0
44964
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
46138J510
1078645
45773
SH
SOLE
0
0
45773
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
46138J494
1150508
48637
SH
SOLE
0
0
48637
INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 MUNI
46138J486
1160640
49431
SH
SOLE
0
0
49431
INVESCO EXCH TRD SLF IDX FD
BULSHS 2029 MUNI
46138J478
1165044
50131
SH
SOLE
0
0
50131
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
46138J445
1106111
50005
SH
SOLE
0
0
50005
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 31 MUN
46138J411
1037371
48680
SH
SOLE
0
0
48680
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
4421715
114939
SH
SOLE
0
0
114939
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
5030507
119404
SH
SOLE
0
0
119404
INVESCO QQQ TR
UNIT SER 1
46090E103
513635
1157
SH
SOLE
0
0
1157
ISHARES TR
CORE S&P500 ETF
464287200
11079476
21074
SH
SOLE
0
0
21074
ISHARES TR
CORE S&P MCP ETF
464287507
13365584
220046
SH
SOLE
0
0
220046
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
1853886
74007
SH
SOLE
0
0
74007
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
2355260
94932
SH
SOLE
0
0
94932
ISHARES TR
IBONDS DEC2026
46435GAA0
2448472
102661
SH
SOLE
0
0
102661
ISHARES TR
IBONDS 27 ETF
46435UAA9
2461516
103425
SH
SOLE
0
0
103425
ISHARES TR
IBDS DEC28 ETF
46435U515
2477008
99458
SH
SOLE
0
0
99458
ISHARES TR
IBONDS DEC 29
46436E205
2473467
108390
SH
SOLE
0
0
108390
ISHARES TR
IBONDS DEC 2030
46436E726
2367159
110615
SH
SOLE
0
0
110615
ISHARES TR
IBONDS DEC 2031
46436E486
2375567
115938
SH
SOLE
0
0
115938
ISHARES TR
IBONDS DEC 2032
46436E312
411523
16587
SH
SOLE
0
0
16587
ISHARES TR
INTL SEL DIV ETF
464288448
1771790
63188
SH
SOLE
0
0
63188
ISHARES TR
MSCI EAFE ETF
464287465
10675671
133680
SH
SOLE
0
0
133680
ISHARES TR
NATIONAL MUN ETF
464288414
5491904
51040
SH
SOLE
0
0
51040
ISHARES TR
RUS 1000 ETF
464287622
1766800
6134
SH
SOLE
0
0
6134
ISHARES TR
RUS 1000 GRW ETF
464287614
278066
825
SH
SOLE
0
0
825
ISHARES TR
RUS 1000 VAL ETF
464287598
2396134
13378
SH
SOLE
0
0
13378
ISHARES TR
SELECT DIVID ETF
464287168
1519837
12338
SH
SOLE
0
0
12338
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
46641Q308
942255
17630
SH
SOLE
0
0
17630
JOHNSON & JOHNSON
COM
478160104
1028446
6501
SH
SOLE
0
0
6501
JPMORGAN CHASE & CO
COM
46625H100
1679962
8387
SH
SOLE
0
0
8387
KINDER MORGAN INC DEL
COM
49456B101
881675
48074
SH
SOLE
0
0
48074
KROGER CO
COM
501044101
891670
15608
SH
SOLE
0
0
15608
LAM RESEARCH CORP
COM
512807108
2219453
2284
SH
SOLE
0
0
2284
LOCKHEED MARTIN CORP
COM
539830109
1048857
2306
SH
SOLE
0
0
2306
MASTERCARD INCORPORATED
CL A
57636Q104
245918
511
SH
SOLE
0
0
511
MCDONALDS CORP
COM
580135101
1409112
4998
SH
SOLE
0
0
4998
MERCK & CO INC
COM
58933Y105
1099577
8333
SH
SOLE
0
0
8333
META PLATFORMS INC
CL A
30303M102
489500
1008
SH
SOLE
0
0
1008
METLIFE INC
COM
59156R108
1047834
14139
SH
SOLE
0
0
14139
MICROSOFT CORP
COM
594918104
3196467
7598
SH
SOLE
0
0
7598
NIKE INC
CL B
654106103
246228
2620
SH
SOLE
0
0
2620
NORFOLK SOUTHN CORP
COM
655844108
1000347
3925
SH
SOLE
0
0
3925
NVIDIA CORPORATION
COM
67066G104
1015601
1124
SH
SOLE
0
0
1124
OWENS CORNING NEW
COM
690742101
767875
4604
SH
SOLE
0
0
4604
OXFORD INDS INC
COM
691497309
375615
3342
SH
SOLE
0
0
3342
PEPSICO INC
COM
713448108
1143222
6532
SH
SOLE
0
0
6532
PHILIP MORRIS INTL INC
COM
718172109
726216
7926
SH
SOLE
0
0
7926
QUALCOMM INC
COM
747525103
1112471
6571
SH
SOLE
0
0
6571
SALESFORCE INC
COM
79466L302
272267
904
SH
SOLE
0
0
904
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
242613
3974
SH
SOLE
0
0
3974
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
212541
2636
SH
SOLE
0
0
2636
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
332657
1809
SH
SOLE
0
0
1809
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
220877
5244
SH
SOLE
0
0
5244
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
336381
2277
SH
SOLE
0
0
2277
SELECT SECTOR SPDR TR
INDL
81369Y704
203048
1612
SH
SOLE
0
0
1612
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
383217
1840
SH
SOLE
0
0
1840
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1006513
1924
SH
SOLE
0
0
1924
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2610174
4691
SH
SOLE
0
0
4691
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1289387
51004
SH
SOLE
0
0
51004
SPDR SER TR
PORTFOLIO S&P400
78464A847
2412771
45234
SH
SOLE
0
0
45234
SPDR SER TR
PORTFOLIO S&P600
78468R853
837196
19452
SH
SOLE
0
0
19452
SPDR SER TR
S&P DIVID ETF
78464A763
7866987
59944
SH
SOLE
0
0
59944
STARBUCKS CORP
COM
855244109
613631
6714
SH
SOLE
0
0
6714
STELLAR BANCORP INC
COM
858927106
389760
16000
SH
SOLE
0
0
16000
STRYKER CORPORATION
COM
863667101
385480
1077
SH
SOLE
0
0
1077
TARGET CORP
COM
87612E106
358673
2024
SH
SOLE
0
0
2024
TEXAS INSTRS INC
COM
882508104
805379
4623
SH
SOLE
0
0
4623
THERMO FISHER SCIENTIFIC INC
COM
883556102
591091
1017
SH
SOLE
0
0
1017
TRACTOR SUPPLY CO
COM
892356106
265420
1014
SH
SOLE
0
0
1014
UNITED PARCEL SERVICE INC
CL B
911312106
772301
5196
SH
SOLE
0
0
5196
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
5250470
69635
SH
SOLE
0
0
69635
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
823996
4701
SH
SOLE
0
0
4701
VANGUARD INDEX FDS
GROWTH ETF
922908736
346265
1006
SH
SOLE
0
0
1006
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1607001
3343
SH
SOLE
0
0
3343
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
714688
3725
SH
SOLE
0
0
3725
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
21239824
81723
SH
SOLE
0
0
81723
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
812960
16066
SH
SOLE
0
0
16066
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
92206C599
243210
1044
SH
SOLE
0
0
1044
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
312994
1714
SH
SOLE
0
0
1714
VANGUARD STAR FDS
VG TL INTL STK F
921909768
205201
3403
SH
SOLE
0
0
3403
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
9874205
196815
SH
SOLE
0
0
196815
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
897746
7420
SH
SOLE
0
0
7420
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
1684362
24482
SH
SOLE
0
0
24482
VANGUARD WORLD FD
ENERGY ETF
92204A306
360595
2738
SH
SOLE
0
0
2738
VERIZON COMMUNICATIONS INC
COM
92343V104
469081
11179
SH
SOLE
0
0
11179
VISA INC
COM CL A
92826C839
405615
1453
SH
SOLE
0
0
1453
WILLIAMS COS INC
COM
969457100
377473
9686
SH
SOLE
0
0
9686
WILLIAMS SONOMA INC
COM
969904101
2033833
6405
SH
SOLE
0
0
6405
WISDOMTREE TR
EMER MKT HIGH FD
931142103
492792
8190
SH
SOLE
0
0
8190
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
821723
19640
SH
SOLE
0
0
19640
WISDOMTREE TR
ITL HIGH DIV FD
97717W802
521293
13154
SH
SOLE
0
0
13154
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
6140748
70860
SH
SOLE
0
0
70860
WISDOMTREE TR
US LARGECAP DIVD
97717W307
280169
3881
SH
SOLE
0
0
3881
WISDOMTREE TR
US MIDCAP DIVID
97717W505
12534174
257006
SH
SOLE
0
0
257006
WISDOMTREE TR
US SMALLCAP FUND
97717W562
714061
14247
SH
SOLE
0
0
14247
WISDOMTREE TR
US S CAP QTY DIV
97717X651
1465458
29522
SH
SOLE
0
0
29522
ZOETIS INC
CL A
98978V103
555686
3284
SH
SOLE
0
0
3284