PRECEDENT WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 81K | $2.29M |
 | BAC | 49K | $2.52M |
 | CMCSA | 40K | $1.27M |
 | XOM | 35K | $3.94M |
 | LRCX | 34K | $4.51M |
 | MO | 33K | $2.16M |
 | VZ | 32K | $1.41M |
 | KR | 30K | $1.99M |
 | AOS | 25K | $1.85M |
 | MET | 25K | $2.02M |
 | AAPL | 23K | $5.81M |
 | NKE | 21K | $1.43M |
 | MRK | 20K | $1.68M |
 | AVGO | 20K | $6.57M |
 | CVX | 19K | $2.98M |
 | KO | 19K | $1.23M |
 | FSCO | 18K | $126.89K |
 | WSM | 17K | $3.40M |
 | STEL | 16K | $485.44K |
 | DUK | 15K | $1.85M |
Kinder Morgan, Inc.
KMI
Shares Held
81K
Value
$2.29M
Bank of America Corporation
BAC
Shares Held
49K
Value
$2.52M
Comcast Corporation
CMCSA
Shares Held
40K
Value
$1.27M
Exxon Mobil Corporation
XOM
Shares Held
35K
Value
$3.94M
Lam Research Corporation
LRCX
Shares Held
34K
Value
$4.51M
Altria Group, Inc.
MO
Shares Held
33K
Value
$2.16M
Verizon Communications Inc.
VZ
Shares Held
32K
Value
$1.41M
The Kroger Co.
KR
Shares Held
30K
Value
$1.99M
A. O. Smith Corporation
AOS
Shares Held
25K
Value
$1.85M
MetLife, Inc.
MET
Shares Held
25K
Value
$2.02M
Apple Inc.
AAPL
Shares Held
23K
Value
$5.81M
NIKE, Inc.
NKE
Shares Held
21K
Value
$1.43M
Merck & Co., Inc.
MRK
Shares Held
20K
Value
$1.68M
Broadcom Inc.
AVGO
Shares Held
20K
Value
$6.57M
Chevron Corporation
CVX
Shares Held
19K
Value
$2.98M
The Coca-Cola Company
KO
Shares Held
19K
Value
$1.23M
FS Credit Opportunities Corp.
FSCO
Shares Held
18K
Value
$126.89K
Williams-Sonoma, Inc.
WSM
Shares Held
17K
Value
$3.40M
Stellar Bancorp, Inc.
STEL
Shares Held
16K
Value
$485.44K
Duke Energy Corporation
DUK
Shares Held
15K
Value
$1.85M