Concord Asset Management, Llc/Va Reduced Holdings in Q3 2024

Concord Asset Management, Llc/Va

  • $443 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-5.3K
- 80.03%
$156.12 - $209.64 $827K - $1.11M
1.32K $225M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-29.2K
- 78.38%
$37.61 - $41.72 $1.1M - $1.22M
8.04K $336M
UPS
United Parcel Service Inc

Industrials
-6.46K
- 52.53%
$123.32 - $147.38 $796K - $951K
5.83K $795M
DGRO
Ishares Core Dividend Growth E

ETFs
-31.8K
- 13.8%
$57.47 - $62.76 $1.83M - $1.99M
199K $12.4B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-6.69K
- 65.34%
$97.81 - $108.79 $654K - $728K
3.55K $386M
NUE
Nucor Corp

Basic Materials
-3.58K
- 66.64%
$137.77 - $166.14 $493K - $595K
1.79K $269M
EOG
Eog Resources Inc

Energy
-4.29K
- 53.01%
$117.9 - $132.65 $506K - $570K
3.81K $468M
AFL
Aflac Inc

Financial Services
-7.09K
- 63.85%
$88.52 - $111.8 $628K - $793K
4.02K $449M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.84K
- 22.5%
$77.02 - $85.06 $681K - $752K
30.4K $2.57B
SPYG
Spdr Portfolio

ETFs
-6.24K
- 4.78%
$73.38 - $84.1 $458K - $525K
124K $10.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-39
- 3.24%
$434.77 - $502.96 $17K - $19.6K
1.16K $568M
VGT
Vanguard Information Technolog

ETFs
-8
- 1.43%
$514.43 - $606.85 $4.12K - $4.85K
551 $323M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-87
- 2.86%
$117.9 - $128.2 $10.3K - $11.2K
2.96K $379M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-281
- 1.46%
$69.59 - $79.2 $19.6K - $22.3K
19K $1.47B
Spdr Ser Tr
-1.12K
- 2.84%
N/A
38.1K $1.45B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.95K
- 4.08%
$95.1 - $106.76 $185K - $208K
45.8K $4.89B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-821
- 0.74%
$46.17 - $51.13 $37.9K - $42K
110K $5.63B
Activity Summary
Buys All Purchases 104 New Holdings 3 Increased Positions 101 Sells All Sells 27 Reductions 18 Sold out 9 Options Calls 0 Puts 0
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