Long-term investor
Precedent Wealth Partners, LLC @precedentwealthpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008666).
Record
- Tracked since 2025-06-30 (434 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months +10.4% · 1 year +16.8% · all +16.8%
- Max drawdown 0.0% · Sharpe 1.50 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 6.8% · long · since 2025-06-30
- 922908769 · 5.1% · long · since 2025-06-30
- 922908363 · 3.3% · long · since 2025-06-30
- 33738R704 · 2.5% · long · since 2025-06-30
- 464287200 · 2.5% · long · since 2025-06-30
- 512807306 · 2.5% · long · since 2025-06-30
- 33741X102 · 2.4% · long · since 2025-06-30
- 33740U497 · 2.3% · long · since 2025-06-30
- 97717W851 · 2.2% · long · since 2025-06-30
- 464287465 · 2.2% · long · since 2025-06-30
- 97717W505 · 2.1% · long · since 2025-06-30
- 46137V233 · 1.8% · long · since 2025-06-30
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