Holdings
Precedent Wealth Partners, LLC
As of Jun 30, 2026, Precedent Wealth Partners, LLC reported 103 positions worth US$170M. Largest: Lam Research Corporation, Broadcom Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 34,102 | US$14.8M | +2,387 | Jun 30, 2026 |
| Broadcom Inc. | 21,776 | US$8.23M | +2,686 | Jun 30, 2026 |
| Apple Inc | 26,831 | US$7.76M | +3,058 | Jun 30, 2026 |
| Caterpillar, Inc. | 4,871 | US$5.19M | +420 | Jun 30, 2026 |
| Microsoft Corp. | 13,221 | US$4.93M | +2,651 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 14,921 | US$4.88M | +1,988 | Jun 30, 2026 |
| Williams-sonoma, Inc. | 20,270 | US$4.72M | +2,018 | Jun 30, 2026 |
| Abbvie Inc. | 16,214 | US$4.08M | +3,940 | Jun 30, 2026 |
| Johnson & Johnson | 15,259 | US$3.88M | +2,419 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,647 | US$3.45M | +2,086 | Jun 30, 2026 |