Stock Taper

PRECEDENT WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Palo Alto Networks, Inc.PANW1.73K$589.62K
Quest Diagnostics IncorporatedDGX1.75K$370K
Amgen Inc.AMGN1.79K$647.38K
Vistra Corp.VST1.8K$286.33K
Berkshire Hathaway Inc.BRK-B1.83K$916.71K
Oracle CorporationORCL1.86K$273.11K
The Toronto-Dominion BankTD1.93K$234.59K
Cummins Inc.CMI2.04K$1.45M
Advanced Micro Devices, Inc.AMD2.04K$1.19M
American Express CompanyAXP2.06K$696.12K
Morgan StanleyMS2.18K$456.33K
Aflac IncorporatedAFL2.26K$264.99K
International Business Machines CorporationIBM2.27K$638.16K
BlackRock, Inc.BLK2.47K$2.38M
Palantir Technologies Inc.PLTR2.5K$292.23K
Intuit Inc.INTU2.86K$745.95K
RTX CorporationRTX2.88K$545.6K
The Procter & Gamble CompanyPG2.96K$434.83K
Medtronic plcMDT3.07K$240.37K
Netflix, Inc.NFLX3.21K$229.19K