Founder, Chief Compliance Officer

0002008666-25-000001.txt : 20250121 0002008666-25-000001.hdr.sgml : 20250121 20250121142640 ACCESSION NUMBER: 0002008666-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250121 DATE AS OF CHANGE: 20250121 EFFECTIVENESS DATE: 20250121 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: 25542066 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 12-31-2024 12-31-2024 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 01-21-2025 0 148 306487482 false INFORMATION TABLE 2 precedent13fq42024.xml ABBOTT LABS COM 002824100 304945 2696 SH SOLE 0 0 2696 ABBVIE INC COM 00287Y109 1638828 9222 SH SOLE 0 0 9222 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1526936 4340 SH SOLE 0 0 4340 AIR PRODS & CHEMS INC COM 009158106 879406 3032 SH SOLE 0 0 3032 ALPHABET INC CAP STK CL A 02079K305 836163 4417 SH SOLE 0 0 4417 ALPHABET INC CAP STK CL C 02079K107 645298 3388 SH SOLE 0 0 3388 ALTRIA GROUP INC COM 02209S103 1201077 22970 SH SOLE 0 0 22970 AMAZON COM INC COM 023135106 1289355 5877 SH SOLE 0 0 5877 AMERICAN EXPRESS CO COM 025816109 612575 2064 SH SOLE 0 0 2064 AMERICAN TOWER CORP NEW COM 03027X100 234948 1281 SH SOLE 0 0 1281 AMGEN INC COM 031162100 1409324 5407 SH SOLE 0 0 5407 APPLE INC COM 037833100 5143517 20540 SH SOLE 0 0 20540 AUTOMATIC DATA PROCESSING IN COM 053015103 1466256 5009 SH SOLE 0 0 5009 BANK AMERICA CORP COM 060505104 1505915 34264 SH SOLE 0 0 34264 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 288739 637 SH SOLE 0 0 637 BLACKROCK INC COM 09290D101 1511157 1474 SH SOLE 0 0 1474 BROADCOM INC COM 11135F101 4045283 17449 SH SOLE 0 0 17449 CHENIERE ENERGY INC COM NEW 16411R208 575887 2680 SH SOLE 0 0 2680 CHEVRON CORP NEW COM 166764100 1687009 11647 SH SOLE 0 0 11647 CISCO SYS INC COM 17275R102 1864181 31490 SH SOLE 0 0 31490 CLOROX CO DEL COM 189054109 1251862 7708 SH SOLE 0 0 7708 COMCAST CORP NEW CL A 20030N101 825815 22004 SH SOLE 0 0 22004 COSTCO WHSL CORP NEW COM 22160K105 397661 434 SH SOLE 0 0 434 CUMMINS INC COM 231021106 1629573 4675 SH SOLE 0 0 4675 DOMINION ENERGY INC COM 25746U109 597937 11102 SH SOLE 0 0 11102 DOUBLELINE INCOME SOLUTIONS COM 258622109 125876 10014 SH SOLE 0 0 10014 DUKE ENERGY CORP NEW COM NEW 26441C204 1080446 10028 SH SOLE 0 0 10028 EXXON MOBIL CORP COM 30231G102 2376668 22094 SH SOLE 0 0 22094 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 532510 10663 SH SOLE 0 0 10663 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 216722 4830 SH SOLE 0 0 4830 FIDELITY NATL INFORMATION SV COM 31620M106 320172 3964 SH SOLE 0 0 3964 FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 33738R704 2137335 27743 SH SOLE 0 0 27743 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 4252656 118624 SH SOLE 0 0 118624 FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 894084 17807 SH SOLE 0 0 17807 FIRST TR EXCHANGE-TRADED FD FT VEST TEC 33738D812 708085 29385 SH SOLE 0 0 29385 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 1189034 39023 SH SOLE 0 0 39023 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 1770273 69368 SH SOLE 0 0 69368 FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 33740F854 6455952 162700 SH SOLE 0 0 162700 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F730 6537476 160471 SH SOLE 0 0 160471 FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 33740U406 649947 16192 SH SOLE 0 0 16192 HERSHEY CO COM 427866108 708349 4183 SH SOLE 0 0 4183 HOME DEPOT INC COM 437076102 1154163 2967 SH SOLE 0 0 2967 ILLINOIS TOOL WKS INC COM 452308109 882730 3481 SH SOLE 0 0 3481 INDEPENDENT BANK GROUP INC COM 45384B106 406064 6693 SH SOLE 0 0 6693 INTUIT COM 461202103 605361 963 SH SOLE 0 0 963 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 46138J528 1624449 66277 SH SOLE 0 0 66277 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 46138J510 1619353 68704 SH SOLE 0 0 68704 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494 1710599 72483 SH SOLE 0 0 72483 INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 46138J486 1747884 74920 SH SOLE 0 0 74920 INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 46138J478 1673106 72934 SH SOLE 0 0 72934 INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 1613166 74271 SH SOLE 0 0 74271 INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN 46138J411 1553048 74202 SH SOLE 0 0 74202 INVESCO EXCH TRD SLF IDX FD BULLETSHS 32 MUN 46139W833 1603427 63907 SH SOLE 0 0 63907 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 4195565 104005 SH SOLE 0 0 104005 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 802841 37763 SH SOLE 0 0 37763 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3095591 17666 SH SOLE 0 0 17666 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 8401411 168163 SH SOLE 0 0 168163 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 4329129 43964 SH SOLE 0 0 43964 INVESCO QQQ TR UNIT SER 1 46090E103 540784 1058 SH SOLE 0 0 1058 ISHARES TR CORE S&P500 ETF 464287200 12231801 20778 SH SOLE 0 0 20778 ISHARES TR CORE S&P MCP ETF 464287507 10762656 172728 SH SOLE 0 0 172728 ISHARES TR IBONDS DEC25 ETF 46434VBD1 2907540 116069 SH SOLE 0 0 116069 ISHARES TR IBONDS DEC2026 46435GAA0 2991881 124299 SH SOLE 0 0 124299 ISHARES TR IBONDS 27 ETF 46435UAA9 3000658 125236 SH SOLE 0 0 125236 ISHARES TR IBDS DEC28 ETF 46435U515 2993169 120208 SH SOLE 0 0 120208 ISHARES TR IBONDS DEC 29 46436E205 2987691 131039 SH SOLE 0 0 131039 ISHARES TR IBONDS DEC 2030 46436E726 2977999 139419 SH SOLE 0 0 139419 ISHARES TR IBONDS DEC 2031 46436E486 2993802 147116 SH SOLE 0 0 147116 ISHARES TR IBONDS DEC 2032 46436E312 3142554 127850 SH SOLE 0 0 127850 ISHARES TR INTL SEL DIV ETF 464288448 1381345 50451 SH SOLE 0 0 50451 ISHARES TR MSCI EAFE ETF 464287465 9002934 119071 SH SOLE 0 0 119071 ISHARES TR NATIONAL MUN ETF 464288414 5560631 52188 SH SOLE 0 0 52188 ISHARES TR RUS 1000 ETF 464287622 4209610 13067 SH SOLE 0 0 13067 ISHARES TR RUS 1000 GRW ETF 464287614 331304 825 SH SOLE 0 0 825 ISHARES TR RUS 1000 VAL ETF 464287598 2481668 13405 SH SOLE 0 0 13405 ISHARES TR SELECT DIVID ETF 464287168 1458414 11108 SH SOLE 0 0 11108 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 855907 16497 SH SOLE 0 0 16497 JOHNSON & JOHNSON COM 478160104 1117115 7724 SH SOLE 0 0 7724 JPMORGAN CHASE & CO COM 46625H100 2287497 9543 SH SOLE 0 0 9543 KINDER MORGAN INC DEL COM 49456B101 1611452 58812 SH SOLE 0 0 58812 KNIFE RIVER CORP COMMON STOCK 498894104 360111 3543 SH SOLE 0 0 3543 KROGER CO COM 501044101 1218649 19929 SH SOLE 0 0 19929 LAM RESEARCH CORP COM NEW 512807306 1853638 25663 SH SOLE 0 0 25663 LOCKHEED MARTIN CORP COM 539830109 1405972 2893 SH SOLE 0 0 2893 MCDONALDS CORP COM 580135101 1666861 5750 SH SOLE 0 0 5750 MDU RES GROUP INC COM 552690109 255434 14175 SH SOLE 0 0 14175 MERCK & CO INC COM 58933Y105 1159879 11659 SH SOLE 0 0 11659 META PLATFORMS INC CL A 30303M102 604984 1033 SH SOLE 0 0 1033 METLIFE INC COM 59156R108 1402248 17126 SH SOLE 0 0 17126 MICROSOFT CORP COM 594918104 3536367 8390 SH SOLE 0 0 8390 MORGAN STANLEY COM NEW 617446448 232959 1853 SH SOLE 0 0 1853 NIKE INC CL B 654106103 813297 10748 SH SOLE 0 0 10748 NVIDIA CORPORATION COM 67066G104 1348005 10038 SH SOLE 0 0 10038 ORACLE CORP COM 68389X105 212709 1276 SH SOLE 0 0 1276 OWENS CORNING NEW COM 690742101 997565 5857 SH SOLE 0 0 5857 PEPSICO INC COM 713448108 1262594 8303 SH SOLE 0 0 8303 PNC FINL SVCS GROUP INC COM 693475105 972788 5044 SH SOLE 0 0 5044 PROCTER AND GAMBLE CO COM 742718109 215263 1284 SH SOLE 0 0 1284 QUALCOMM INC COM 747525103 1288723 8389 SH SOLE 0 0 8389 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 344390 15171 SH SOLE 0 0 15171 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 218913 7855 SH SOLE 0 0 7855 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 626081 22917 SH SOLE 0 0 22917 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 405849 1809 SH SOLE 0 0 1809 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 253443 5244 SH SOLE 0 0 5244 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 313247 2277 SH SOLE 0 0 2277 SELECT SECTOR SPDR TR INDL 81369Y704 212397 1612 SH SOLE 0 0 1612 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 427837 1840 SH SOLE 0 0 1840 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 1020795 21200 SH SOLE 0 0 21200 SPDR S&P 500 ETF TR TR UNIT 78462F103 1147137 1957 SH SOLE 0 0 1957 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 3145324 5522 SH SOLE 0 0 5522 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2117614 84738 SH SOLE 0 0 84738 SPDR SER TR PORTFOLIO S&P400 78464A847 1272524 23268 SH SOLE 0 0 23268 SPDR SER TR PORTFOLIO S&P600 78468R853 1269753 28267 SH SOLE 0 0 28267 SPDR SER TR RUSSELL YIELD 78468R770 791214 7268 SH SOLE 0 0 7268 SPDR SER TR S&P DIVID ETF 78464A763 8560247 64801 SH SOLE 0 0 64801 STELLAR BANCORP INC COM 858927106 453600 16000 SH SOLE 0 0 16000 STRYKER CORPORATION COM 863667101 372292 1034 SH SOLE 0 0 1034 TARGET CORP COM 87612E106 1081981 8004 SH SOLE 0 0 8004 TEXAS INSTRS INC COM 882508104 1228403 6551 SH SOLE 0 0 6551 TRACTOR SUPPLY CO COM 892356106 260426 4908 SH SOLE 0 0 4908 UNITED PARCEL SERVICE INC CL B 911312106 835436 6625 SH SOLE 0 0 6625 UNITEDHEALTH GROUP INC COM 91324P102 909658 1798 SH SOLE 0 0 1798 VALERO ENERGY CORP COM 91913Y100 310153 2530 SH SOLE 0 0 2530 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4497129 60178 SH SOLE 0 0 60178 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1012459 5329 SH SOLE 0 0 5329 VANGUARD INDEX FDS GROWTH ETF 922908736 412903 1006 SH SOLE 0 0 1006 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5501441 10210 SH SOLE 0 0 10210 VANGUARD INDEX FDS SM CP VAL ETF 922908611 729698 3682 SH SOLE 0 0 3682 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23543023 81236 SH SOLE 0 0 81236 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1305907 26050 SH SOLE 0 0 26050 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 832598 8060 SH SOLE 0 0 8060 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 434545 1673 SH SOLE 0 0 1673 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 236954 1210 SH SOLE 0 0 1210 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10854577 226988 SH SOLE 0 0 226988 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1496120 11726 SH SOLE 0 0 11726 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2637545 38856 SH SOLE 0 0 38856 VERIZON COMMUNICATIONS INC COM 92343V104 631379 15788 SH SOLE 0 0 15788 VISA INC COM CL A 92826C839 408258 1292 SH SOLE 0 0 1292 WALMART INC COM 931142103 755055 8357 SH SOLE 0 0 8357 WILLIAMS COS INC COM 969457100 480315 8875 SH SOLE 0 0 8875 WILLIAMS SONOMA INC COM 969904101 2552170 13782 SH SOLE 0 0 13782 WISDOMTREE TR EMER MKT HIGH FD 97717W315 700194 17293 SH SOLE 0 0 17293 WISDOMTREE TR US HIGH DIVIDEND 97717W208 5527643 59208 SH SOLE 0 0 59208 WISDOMTREE TR US LARGECAP DIVD 97717W307 263164 3383 SH SOLE 0 0 3383 WISDOMTREE TR US MIDCAP DIVID 97717W505 12605731 247317 SH SOLE 0 0 247317 WISDOMTREE TR US SMALLCAP FUND 97717W562 504177 9347 SH SOLE 0 0 9347 WISDOMTREE TR US S CAP QTY DIV 97717X651 1195555 23337 SH SOLE 0 0 23337 ZOETIS INC CL A 98978V103 810651 4975 SH SOLE 0 0 4975