Concord Asset Management, Llc/Va Portfolio Holdings
Concord Asset Management, Llc/Va
- $443 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 125
- Current Value $443 Billion
- Prior Value $403 Billion
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 3 stocks
- Additional Purchases 101 stocks
- Sold out of 9 stocks
- Reduced holdings in 18 stocks