Concord Asset Management, Llc/Va has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Corp with a value of $38.4B, Vaneck ETF Tr Investment Grade with a value of $18.8B, Ssga Active Trust with a value of $18.5B, Invesco ETF Tr Ii Sr Ln ETF with a value of $18.2B, and Ishares Tr with a value of $18.3B.
Examining the 13F form we can see an increase of $39.3B in the current position value, from $403B to 443B.
Also it can be appreciated an additional of 3 stocks purchases and 9 closed positions.
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
$443 Billion
ETFs: $217 Billion
Technology: $64.4 Billion
Healthcare: $31 Billion
Financial Services: $30.5 Billion
Consumer Cyclical: $21.4 Billion
Communication Services: $18.2 Billion
Consumer Defensive: $17.8 Billion
Industrials: $13 Billion
Other: $20.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
