Concord Asset Management, Llc/Va Purchases in Q2 2025

Concord Asset Management, Llc/Va

  • $665 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 6.51%
$144.7 - $178.6 $276K - $341K
31.2K $5.5B
IYW
Ishares Dj Us Tech ETF

ETFs
5.43K
New
$122.57 - $173.27 $666K - $941K
5.43K $941M
IBM
International Business Machines Corp

Technology
2.35K
+ 60.77%
$221.03 - $294.78 $518K - $691K
6.2K $1.83B
V
Visa Inc.

Financial Services
1.96K
+ 26.7%
$308.27 - $373.31 $604K - $731K
9.3K $3.3B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.4K
+ 1.77%
$82.17 - $99.96 $115K - $140K
80.4K $7.89B
PG
Procter & Gamble CO

Consumer Defensive
5.73K
+ 35.99%
$157.66 - $172.39 $904K - $988K
21.7K $3.45B
DIS
Walt Disney CO

Communication Services
2.62K
+ 20.09%
$81.72 - $124.01 $214K - $325K
15.7K $1.94B
LOW
Lowes Companies Inc

Consumer Cyclical
3.34K
New
$210.83 - $235.28 $704K - $785K
3.34K $741M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
28.9K
+ 165.87%
$24.96 - $25.5 $721K - $737K
46.3K $1.18B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $729M
IVV
Ishares Core S&P 500 ETF

ETFs
1.11K
New
$498.8 - $620.9 $553K - $689K
1.11K $688M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.07K
New
$186.58 - $225.78 $573K - $694K
3.07K $670M
RPV
Invesco Exchange Traded Fd Tr

ETFs
7.06K
New
$81.66 - $93.76 $576K - $661K
7.06K $662M
DFSB
Dimensional ETF Tr Dimensional
12.6K
New
N/A
12.6K $661M
Lam Research Corp
1.78K
+ 11.31%
N/A
17.5K $1.7B
GOOG
Alphabet Inc.

Communication Services
2.8K
+ 35.69%
$146.58 - $180.01 $410K - $503K
10.6K $1.89B
HD
Home Depot, Inc.

Consumer Cyclical
1.48K
+ 17.1%
$335.24 - $380.78 $496K - $563K
10.1K $3.71B
Tcw ETF Trust
15.8K
New
N/A
15.8K $625M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
29.8K
New
$20.12 - $21.0 $600K - $627K
29.8K $624M
CTRA
Coterra Energy Inc.

Energy
24.4K
New
$22.6 - $29.07 $551K - $709K
24.4K $619M
MA
Mastercard Inc

Financial Services
815
+ 16.45%
$479.92 - $590.74 $391K - $481K
5.77K $3.24B
VGIT
Vanguard Intermediate Term Tre

ETFs
10.2K
New
$58.63 - $59.9 $598K - $611K
10.2K $610M
CRM
Salesforce, Inc.

Technology
1.48K
+ 18.5%
$236.26 - $291.15 $350K - $431K
9.48K $2.58B
INTU
Intuit Inc

Technology
48
+ 1.74%
$544.07 - $787.63 $26.1K - $37.8K
2.81K $2.21B
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
36K
+ 35.32%
$12.13 - $13.94 $437K - $502K
138K $1.86B
DUK
Duke Energy Corp

Utilities
5.12K
+ 29.31%
$112.46 - $124.05 $576K - $636K
22.6K $2.67B
MO
Altria Group, Inc.

Consumer Defensive
9.03K
New
$55.56 - $60.91 $501K - $550K
9.03K $529M
ORCL
Oracle Corp

Technology
2.39K
New
$122.82 - $218.63 $293K - $522K
2.39K $522M
SO
Southern CO

Utilities
5.32K
+ 13.59%
$84.91 - $92.56 $452K - $493K
44.5K $4.09B
BAC
Bank Of America Corp

Financial Services
5.96K
+ 22.12%
$34.39 - $47.46 $205K - $283K
32.9K $1.56B
AMAT
Applied Materials Inc

Technology
89
+ 0.71%
$126.95 - $183.52 $11.3K - $16.3K
12.6K $2.31B
VZ
Verizon Communications Inc

Communication Services
11.2K
+ 40.04%
$41.67 - $45.62 $466K - $510K
39.1K $1.69B
AAPL
Apple Inc.

Technology
2.25K
+ 3.38%
$172.42 - $223.89 $388K - $503K
68.8K $14.1B
ISRG
Intuitive Surgical Inc

Healthcare
604
+ 20.73%
$451.58 - $565.94 $273K - $342K
3.52K $1.91B
IWM
Ishares Russell 2000 ETF

ETFs
2.23K
New
$174.82 - $215.79 $391K - $482K
2.23K $482M
XOM
Exxon Mobil Corp

Energy
4.24K
+ 12.98%
$99.93 - $119.04 $424K - $505K
36.9K $3.98B
SPY
Spdr S&P 500 ETF Trust

ETFs
606
+ 52.06%
$496.48 - $617.85 $301K - $374K
1.77K $1.09B
VGT
Vanguard Information Technolog

ETFs
524
+ 88.36%
$470.37 - $663.28 $246K - $348K
1.12K $741M
CSCO
Cisco Systems, Inc.

Technology
3.43K
+ 25.76%
$53.19 - $69.38 $183K - $238K
16.8K $1.16B
MPC
Marathon Petroleum Corp

Energy
2.48K
New
$118.55 - $170.08 $294K - $422K
2.48K $412M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.8K
New
$171.4 - $227.1 $308K - $408K
1.8K $408M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.39K
+ 20.46%
$58.41 - $72.69 $198K - $246K
20K $1.45B
WMT
Walmart Inc.

Consumer Defensive
3.35K
+ 13.66%
$81.79 - $99.98 $274K - $335K
27.9K $2.72B
ADP
Automatic Data Processing Inc

Industrials
899
+ 11.26%
$276.76 - $326.81 $249K - $294K
8.88K $2.74B
DVYA
Ishares Asia/Pacific Divid 30

ETFs
5.34K
+ 9.4%
$31.18 - $38.55 $166K - $206K
62.1K $2.39B
SYK
Stryker Corp

Healthcare
966
New
$337.37 - $395.63 $326K - $382K
966 $382M
KKR
Kkr & Co. Inc.

Financial Services
2.85K
New
$92.79 - $134.29 $265K - $383K
2.85K $379M
NOW
Service Now, Inc.

Technology
54
+ 3.66%
$721.65 - $1040.18 $39K - $56.2K
1.53K $1.57B
ABBV
Abb Vie Inc.

Healthcare
1.69K
+ 27.87%
$170.16 - $206.27 $288K - $349K
7.76K $1.44B
Activity Summary
Buys All Purchases 179 New Holdings 82 Increased Positions 97 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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