Concord Asset Management, Llc/Va Incresed Positions in Q1 2025

Concord Asset Management, Llc/Va

  • $454 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
561K
+ 577.38%
$33.84 - $37.77 $19M - $21.2M
659K $24.3B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
307K
+ 57.43%
$28.04 - $28.63 $8.62M - $8.8M
843K $23.3B
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
94.9K
+ 114.56%
$34.34 - $38.51 $3.26M - $3.65M
178K $7.17B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
39.6K
+ 512.59%
$78.97 - $85.82 $3.13M - $3.4M
47.3K $3.98B
IGRO
Ishares Tr International Divid

ETFs
44.6K
+ 467.46%
$66.91 - $73.87 $2.98M - $3.29M
54.1K $3.98B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
27.3K
+ 52.71%
$89.18 - $104.04 $2.43M - $2.84M
79K $7.07B
DUK
Duke Energy Corp

Utilities
12.2K
+ 227.93%
$105.87 - $121.97 $1.29M - $1.48M
17.5K $2.12B
MS
Morgan Stanley

Financial Services
12.6K
+ 105.8%
$111.68 - $141.08 $1.4M - $1.77M
24.4K $2.74B
SPIB
Spdr Portfolio Intermediate Te

ETFs
31.5K
+ 4.29%
$32.5 - $33.3 $1.02M - $1.05M
766K $25.2B
LMT
Lockheed Martin Corp

Industrials
2.64K
+ 48.13%
$423.19 - $506.29 $1.12M - $1.34M
8.13K $3.77B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.35K
+ 113.81%
$211.47 - $267.17 $1.13M - $1.43M
10K $2B
DVYA
Ishares Asia/Pacific Divid 30

ETFs
23.2K
+ 69.01%
$35.33 - $37.02 $819K - $859K
56.8K $2B
PFE
Pfizer Inc

Healthcare
35K
+ 265.09%
$25.01 - $27.13 $876K - $950K
48.2K $1.08B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
26K
+ 19.91%
$48.02 - $53.02 $1.25M - $1.38M
157K $7.31B
SO
Southern CO

Utilities
2.49K
+ 6.78%
$80.96 - $92.96 $201K - $231K
39.2K $3.57B
NEE
Nextera Energy Inc

Utilities
10.4K
+ 23.54%
$66.96 - $76.16 $700K - $796K
54.8K $3.69B
INTU
Intuit Inc

Technology
884
+ 47.05%
$555.63 - $630.23 $491K - $557K
2.76K $1.65B
CAT
Caterpillar Inc

Industrials
2.9K
+ 47.68%
$326.75 - $407.63 $949K - $1.18M
8.99K $2.66B
D
Dominion Energy, Inc

Utilities
8.47K
+ 130.35%
$52.85 - $57.43 $448K - $486K
15K $798M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.63K
+ 113.75%
$126.11 - $135.06 $458K - $491K
6.83K $832M
SRLN
Ssga Active Trust

ETFs
10.7K
+ 120.36%
$41.02 - $41.99 $437K - $447K
19.5K $793M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
972
+ 75.52%
$634.14 - $744.83 $616K - $724K
2.26K $1.33B
WFC
Wells Fargo & Company

Financial Services
6.03K
+ 89.78%
$66.78 - $81.42 $403K - $491K
12.8K $867M
VZ
Verizon Communications Inc

Communication Services
7.52K
+ 36.84%
$37.81 - $46.49 $284K - $350K
27.9K $1.19B
AFL
Aflac Inc

Financial Services
2.61K
+ 34.35%
$100.99 - $111.19 $263K - $290K
10.2K $1.1B
AMGN
Amgen Inc

Healthcare
526
+ 6.39%
$258.59 - $327.36 $136K - $172K
8.76K $2.43B
BAC
Bank Of America Corp

Financial Services
9.63K
+ 55.56%
$39.61 - $47.74 $381K - $460K
27K $1.04B
JPM
Jpmorgan Chase & CO

Financial Services
956
+ 3.7%
$225.19 - $279.95 $215K - $268K
26.8K $6.45B
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
26.6K
+ 35.38%
$13.81 - $14.82 $368K - $395K
102K $1.31B
PHM
Pultegroup Inc

Consumer Cyclical
2.26K
+ 43.68%
$101.09 - $118.51 $228K - $267K
7.42K $750M
CVX
Chevron Corp

Energy
1.46K
+ 22.91%
$146.71 - $167.97 $214K - $245K
7.84K $1.07B
GS
Goldman Sachs Group Inc

Financial Services
662
+ 13.79%
$524.81 - $672.19 $347K - $445K
5.46K $2.89B
CI
Cigna Corp

Healthcare
117
+ 7.63%
$274.49 - $329.0 $32.1K - $38.5K
1.65K $556M
ITW
Illinois Tool Works Inc

Industrials
729
+ 28.5%
$244.9 - $274.48 $179K - $200K
3.29K $778M
SPGI
S&P Global Inc.

Financial Services
173
+ 25.48%
$478.26 - $543.77 $82.7K - $94.1K
852 $401M
CMCSA
Comcast Corp

Communication Services
6.8K
+ 11.4%
$33.19 - $38.23 $226K - $260K
66.4K $2.29B
FANG
Diamondback Energy, Inc.

Energy
1.09K
+ 30.31%
$139.9 - $180.18 $153K - $197K
4.7K $637M
PANW
Palo Alto Networks Inc

Technology
605
+ 11.06%
$167.82 - $208.28 $102K - $126K
6.08K $1.02B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
323
+ 3.59%
$24.73 - $25.62 $7.99K - $8.28K
9.32K $235M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.55K
+ 10.31%
$64.88 - $72.1 $100K - $112K
16.6K $1.04B
CDNS
Cadence Design Systems Inc

Technology
600
+ 12.92%
$233.96 - $324.52 $140K - $195K
5.24K $1.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
133
+ 11.16%
$468.34 - $539.52 $62.3K - $71.8K
1.33K $602M
C
Citigroup Inc

Financial Services
543
+ 4.65%
$67.23 - $84.63 $36.5K - $46K
12.2K $811M
VGT
Vanguard Information Technolog

ETFs
42
+ 7.62%
$542.38 - $646.34 $22.8K - $27.1K
593 $308M
BMY
Bristol Myers Squibb CO

Healthcare
1.02K
+ 7.03%
$53.9 - $63.11 $55.1K - $64.5K
15.6K $755M
AVLV
American Centy ETF Tr Avantis
5.65K
+ 6.84%
$63.51 - $70.42 $359K - $398K
88.3K $5.41B
SNPS
Synopsys Inc

Technology
66
+ 2.88%
$428.58 - $551.54 $28.3K - $36.4K
2.36K $997M
AMAT
Applied Materials Inc

Technology
440
+ 3.64%
$145.06 - $195.51 $63.8K - $86K
12.5K $1.8B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.5K
+ 3.16%
$55.41 - $60.74 $305K - $334K
180K $9.74B
Activity Summary
Buys All Purchases 68 New Holdings 14 Increased Positions 54 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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