Concord Asset Management, Llc/Va has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Corp with a value of $38.4B, Vaneck ETF Tr Investment Grade with a value of $18.8B, Ssga Active Trust with a value of $18.5B, Invesco ETF Tr Ii Sr Ln ETF with a value of $18.2B, and Ishares Tr with a value of $18.3B.

Examining the 13F form we can see an increase of $39.3B in the current position value, from $403B to 443B. Also it can be appreciated an additional of 3 stocks purchases and 9 closed positions.

Concord Asset Management, Llc/Va is based out at Abingdon, VA

Below you can find more details about Concord Asset Management, Llc/Va portfolio as well as his latest detailed transactions.

Portfolio value $443 Billion
ETFs: $217 Billion
Technology: $64.4 Billion
Healthcare: $31 Billion
Financial Services: $30.5 Billion
Consumer Cyclical: $21.4 Billion
Communication Services: $18.2 Billion
Consumer Defensive: $17.8 Billion
Industrials: $13 Billion
Other: $20.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $443 Billion
  • Prior Value $403 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 101 stocks
  • Sold out of 9 stocks
  • Reduced holdings in 18 stocks
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