Concord Asset Management, Llc/Va Purchases 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
AVUV
American Centy ETF Tr Avantis

ETFs
82.4K
New
$84.95 - $100.62 $7M - $8.29M
82.4K $6.72B
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
SMIN
Ishares Msci India Small Cap I

ETFs
46.1K
New
$61.54 - $77.16 $2.84M - $3.55M
46.1K $3.25B
MCK
Mckesson Corp

Healthcare
4.5K
New
$566.21 - $672.99 $2.55M - $3.03M
4.5K $3.11B
INDA
Ishares Msci India Index Fund

ETFs
55.1K
New
$47.8 - $53.4 $2.64M - $2.94M
55.1K $2.93B
STLD
Steel Dynamics Inc

Basic Materials
16.6K
New
N/A
16.6K $2.04B
ETN
Eaton Corp PLC

Industrials
7.11K
New
$271.83 - $371.23 $1.93M - $2.64M
7.11K $1.96B
TSLA
Tesla, Inc.

Consumer Cyclical
6.66K
New
$222.15 - $428.22 $1.48M - $2.85M
6.66K $1.67B
DUK
Duke Energy Corp

Utilities
12.2K
+ 227.93%
$105.87 - $121.97 $1.29M - $1.48M
17.5K $2.12B
ISRG
Intuitive Surgical Inc

Healthcare
2.91K
New
$476.63 - $610.45 $1.39M - $1.78M
2.91K $1.42B
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
DIS
Walt Disney CO

Communication Services
13K
New
$96.87 - $114.0 $1.26M - $1.49M
13K $1.14B
LMT
Lockheed Martin Corp

Industrials
2.64K
+ 48.13%
$423.19 - $506.29 $1.12M - $1.34M
8.13K $3.77B
Lam Research Corp
15.7K
New
N/A
15.7K $1.05B
IBM
International Business Machines Corp

Technology
3.86K
New
$217.4 - $264.74 $839K - $1.02M
3.86K $947M
DVYE
Ishares Emerging Markets Divid

ETFs
31.3K
+ 66.33%
$25.08 - $27.99 $785K - $876K
78.5K $2.09B
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
QCOM
Qualcomm Inc

Technology
5.34K
New
$151.94 - $175.86 $812K - $939K
5.34K $750M
CSCO
Cisco Systems, Inc.

Technology
13.3K
New
$58.74 - $64.87 $783K - $864K
13.3K $741M
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
Blackrock Inc
674
New
N/A
674 $602M
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
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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