PRECEDENT WEALTH PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 87K | $2.90M |
 | CMCSA | 57K | $1.64M |
 | FIS | 52K | $2.43M |
 | BAC | 51K | $2.50M |
 | RCD | 45K | $2.39M |
 | VZ | 43K | $2.14M |
 | MO | 36K | $2.40M |
 | XOM | 35K | $5.93M |
 | KR | 33K | $2.37M |
 | LRCX | 32K | $6.78M |
 | MET | 28K | $1.98M |
 | AOS | 28K | $1.83M |
 | NKE | 26K | $1.40M |
 | AAPL | 24K | $6.03M |
 | KO | 23K | $1.79M |
 | MRK | 23K | $2.74M |
 | AVGO | 19K | $5.91M |
 | WSM | 18K | $3.33M |
 | TGT | 17K | $2.07M |
 | DUK | 17K | $2.22M |
Kinder Morgan, Inc.
KMI
Shares Held
87K
Value
$2.90M
Comcast Corporation
CMCSA
Shares Held
57K
Value
$1.64M
Fidelity National Information Services, Inc.
FIS
Shares Held
52K
Value
$2.43M
Bank of America Corporation
BAC
Shares Held
51K
Value
$2.50M
Ready Capital Corporation Notes -15.12.29
RCD
Shares Held
45K
Value
$2.39M
Verizon Communications Inc.
VZ
Shares Held
43K
Value
$2.14M
Altria Group, Inc.
MO
Shares Held
36K
Value
$2.40M
Exxon Mobil Corporation
XOM
Shares Held
35K
Value
$5.93M
The Kroger Co.
KR
Shares Held
33K
Value
$2.37M
Lam Research Corporation
LRCX
Shares Held
32K
Value
$6.78M
MetLife, Inc.
MET
Shares Held
28K
Value
$1.98M
A. O. Smith Corporation
AOS
Shares Held
28K
Value
$1.83M
NIKE, Inc.
NKE
Shares Held
26K
Value
$1.40M
Apple Inc.
AAPL
Shares Held
24K
Value
$6.03M
The Coca-Cola Company
KO
Shares Held
23K
Value
$1.79M
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$2.74M
Broadcom Inc.
AVGO
Shares Held
19K
Value
$5.91M
Williams-Sonoma, Inc.
WSM
Shares Held
18K
Value
$3.33M
Target Corporation
TGT
Shares Held
17K
Value
$2.07M
Duke Energy Corporation
DUK
Shares Held
17K
Value
$2.22M