Concord Asset Management, Llc/Va Incresed Positions in Q2 2025

Concord Asset Management, Llc/Va

  • $665 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
111K
+ 115.38%
$94.31 - $157.99 $10.4M - $17.5M
206K $32.6B
MSFT
Microsoft Corp

Technology
10.8K
+ 38.33%
$354.56 - $497.45 $3.83M - $5.37M
39K $19.4B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
170K
+ 20.17%
$27.01 - $28.59 $4.59M - $4.86M
1.01M $28.9B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
80.5K
+ 51.37%
$43.28 - $50.37 $3.48M - $4.05M
237K $11.9B
AVGO
Broadcom Inc.

Technology
1.48K
+ 4.96%
$146.29 - $275.65 $216K - $407K
31.3K $8.62B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
+ 3.72%
$32.66 - $40.75 $801K - $1M
683K $27.7B
AVEM
American Centy ETF Tr Avantis

ETFs
26K
+ 17.69%
$53.08 - $68.54 $1.38M - $1.78M
173K $11.9B
AMZN
Amazon Com Inc

Consumer Cyclical
7.12K
+ 19.26%
$167.32 - $223.3 $1.19M - $1.59M
44.1K $9.68B
TFC
Truist Financial Corp

Financial Services
59.4K
+ 568.46%
$34.79 - $42.99 $2.07M - $2.55M
69.8K $3B
SPYG
Spdr Portfolio

ETFs
3.19K
+ 2.5%
$71.83 - $95.32 $229K - $304K
131K $12.5B
SHV
Ishares Tr

ETFs
22.1K
+ 9.24%
$110.06 - $110.46 $2.43M - $2.44M
261K $28.9B
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
50.6K
+ 28.45%
$36.45 - $42.47 $1.84M - $2.15M
228K $9.62B
DGRO
Ishares Core Dividend Growth E

ETFs
27K
+ 30.7%
$55.22 - $63.94 $1.49M - $1.73M
115K $7.35B
JPM
Jpmorgan Chase & CO

Financial Services
2.38K
+ 8.89%
$210.28 - $289.91 $500K - $690K
29.1K $8.45B
SPSB
Spdr Portfolio Short Term Corp

ETFs
55.6K
+ 6.11%
$29.82 - $30.19 $1.66M - $1.68M
966K $29.2B
SRLN
Ssga Active Trust

ETFs
44.3K
+ 227.01%
$39.47 - $41.59 $1.75M - $1.84M
63.8K $2.65B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16.6K
+ 35.02%
$75.29 - $91.16 $1.25M - $1.51M
63.9K $5.76B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
51.7K
+ 5.69%
$28.21 - $28.85 $1.46M - $1.49M
959K $27.6B
IGRO
Ishares Tr International Divid

ETFs
15.6K
+ 28.87%
$66.32 - $80.17 $1.04M - $1.25M
69.8K $5.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
52.8K
+ 67.14%
$24.32 - $27.87 $1.28M - $1.47M
131K $3.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.01K
+ 151.47%
$416.06 - $551.64 $835K - $1.11M
3.33K $1.84B
CAT
Caterpillar Inc

Industrials
684
+ 7.61%
$273.94 - $388.21 $187K - $266K
9.68K $3.76B
AVLV
American Centy ETF Tr Avantis
5.74K
+ 6.5%
$56.85 - $68.21 $326K - $391K
94K $6.41B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.8K
+ 56.64%
$91.43 - $91.74 $990K - $993K
29.9K $2.75B
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 25.92%
$221.86 - $362.89 $383K - $626K
8.39K $2.66B
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 6.51%
$144.7 - $178.6 $276K - $341K
31.2K $5.5B
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
FLTR
Vaneck ETF Tr Investment Grade

ETFs
28.9K
+ 165.87%
$24.96 - $25.5 $721K - $737K
46.3K $1.18B
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
MA
Mastercard Inc

Financial Services
815
+ 16.45%
$479.92 - $590.74 $391K - $481K
5.77K $3.24B
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
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
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
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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