Concord Asset Management, Llc/Va has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $665 Billion distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.6B, Spdr Portfolio Short Term Corp with a value of $29.2B, Ssga Active Tr Spdr Blackstone with a value of $28.9B, Ishares Tr with a value of $28.9B, and Spdr Portfolio Intermediate Te with a value of $27.7B.
Examining the 13F form we can see an increase of $211B in the current position value, from $454B to 665B.
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
$665 Billion
ETFs: $373 Billion
Technology: $97.5 Billion
Financial Services: $42.8 Billion
Consumer Cyclical: $23.9 Billion
Healthcare: $23.8 Billion
Communication Services: $21.9 Billion
Industrials: $19.9 Billion
Consumer Defensive: $16.6 Billion
Other: $24.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
