Concord Asset Management, Llc/Va Purchases in Q2 2025

Concord Asset Management, Llc/Va

  • $665 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
111K
+ 115.38%
$94.31 - $157.99 $10.4M - $17.5M
206K $32.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
211K
New
$47.09 - $48.01 $9.92M - $10.1M
211K $10.1B
DFUS
Dimensional ETF Tr U S Equity

ETFs
149K
New
$53.65 - $67.02 $7.99M - $9.98M
149K $9.98B
MSFT
Microsoft Corp

Technology
10.8K
+ 38.33%
$354.56 - $497.45 $3.83M - $5.37M
39K $19.4B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
116K
New
$59.24 - $71.39 $6.85M - $8.25M
116K $8.24B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
182K
New
$41.1 - $42.37 $7.5M - $7.73M
182K $7.71B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
170K
+ 20.17%
$27.01 - $28.59 $4.59M - $4.86M
1.01M $28.9B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
80.5K
+ 51.37%
$43.28 - $50.37 $3.48M - $4.05M
237K $11.9B
DFAX
Dimensional ETF Tr
141K
New
$23.37 - $29.39 $3.31M - $4.16M
141K $4.15B
Dimensional ETF Trust
68.7K
New
N/A
68.7K $3.49B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
+ 3.72%
$32.66 - $40.75 $801K - $1M
683K $27.7B
AVEM
American Centy ETF Tr Avantis

ETFs
26K
+ 17.69%
$53.08 - $68.54 $1.38M - $1.78M
173K $11.9B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
84.1K
New
$29.12 - $35.84 $2.45M - $3.02M
84.1K $3.02B
AMZN
Amazon Com Inc

Consumer Cyclical
7.12K
+ 19.26%
$167.32 - $223.3 $1.19M - $1.59M
44.1K $9.68B
TFC
Truist Financial Corp

Financial Services
59.4K
+ 568.46%
$34.79 - $42.99 $2.07M - $2.55M
69.8K $3B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
41.8K
New
$48.22 - $60.41 $2.01M - $2.52M
41.8K $2.49B
SPYG
Spdr Portfolio

ETFs
3.19K
+ 2.5%
$71.83 - $95.32 $229K - $304K
131K $12.5B
SPIB
Spdr Portfolio Intermediate Te

ETFs
58.2K
+ 7.59%
$32.62 - $33.58 $1.9M - $1.95M
824K $27.7B
SHV
Ishares Tr

ETFs
22.1K
+ 9.24%
$110.06 - $110.46 $2.43M - $2.44M
261K $28.9B
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
50.6K
+ 28.45%
$36.45 - $42.47 $1.84M - $2.15M
228K $9.62B
CVS
Cvs Health Corp

Healthcare
34.1K
New
$60.04 - $70.18 $2.05M - $2.39M
34.1K $2.35B
FNDE
Schwab Fundamental Emerging Mk

ETFs
70.5K
New
$26.66 - $33.09 $1.88M - $2.33M
70.5K $2.33B
DFAU
Dimensional ETF Tr

ETFs
54.4K
New
$34.04 - $42.36 $1.85M - $2.31M
54.4K $2.31B
DGRO
Ishares Core Dividend Growth E

ETFs
27K
+ 30.7%
$55.22 - $63.94 $1.49M - $1.73M
115K $7.35B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17.4K
New
$116.93 - $119.39 $2.04M - $2.08M
17.4K $2.07B
DFAS
Dimensional ETF Tr U S Small C

ETFs
31.6K
New
$52.31 - $63.72 $1.65M - $2.01M
31.6K $2.01B
JPM
Jpmorgan Chase & CO

Financial Services
2.38K
+ 8.89%
$210.28 - $289.91 $500K - $690K
29.1K $8.45B
SPSB
Spdr Portfolio Short Term Corp

ETFs
55.6K
+ 6.11%
$29.82 - $30.19 $1.66M - $1.68M
966K $29.2B
HDV
Ishares Core High Dividend ETF

ETFs
16.1K
New
$108.41 - $120.51 $1.74M - $1.94M
16.1K $1.88B
SRLN
Ssga Active Trust

ETFs
44.3K
+ 227.01%
$39.47 - $41.59 $1.75M - $1.84M
63.8K $2.65B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
18.3K
New
$100.35 - $100.71 $1.84M - $1.85M
18.3K $1.84B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16.6K
+ 35.02%
$75.29 - $91.16 $1.25M - $1.51M
63.9K $5.76B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
51.7K
+ 5.69%
$28.21 - $28.85 $1.46M - $1.49M
959K $27.6B
VTI
Vanguard Total Stock Market Et

ETFs
5.52K
New
$243.75 - $303.93 $1.35M - $1.68M
5.52K $1.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.85K
New
$456.74 - $568.03 $1.3M - $1.62M
2.85K $1.62B
IGRO
Ishares Tr International Divid

ETFs
15.6K
+ 28.87%
$66.32 - $80.17 $1.04M - $1.25M
69.8K $5.5B
DFAI
Dimensional ETF Tr

ETFs
43.2K
New
$28.02 - $34.71 $1.21M - $1.5M
43.2K $1.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
52.8K
+ 67.14%
$24.32 - $27.87 $1.28M - $1.47M
131K $3.48B
IDV
Ishares Tr

ETFs
40.2K
New
$27.79 - $34.84 $1.12M - $1.4M
40.2K $1.39B
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.6K
New
$51.14 - $57.0 $1.21M - $1.34M
23.6K $1.34B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
27.9K
New
$46.77 - $47.89 $1.3M - $1.33M
27.9K $1.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.01K
+ 151.47%
$416.06 - $551.64 $835K - $1.11M
3.33K $1.84B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.8K
New
$45.88 - $54.4 $956K - $1.13M
20.8K $1.13B
CAT
Caterpillar Inc

Industrials
684
+ 7.61%
$273.94 - $388.21 $187K - $266K
9.68K $3.76B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.38K
New
$376.48 - $440.65 $895K - $1.05M
2.38K $1.05B
AVLV
American Centy ETF Tr Avantis
5.74K
+ 6.5%
$56.85 - $68.21 $326K - $391K
94K $6.41B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.8K
+ 56.64%
$91.43 - $91.74 $990K - $993K
29.9K $2.75B
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 25.92%
$221.86 - $362.89 $383K - $626K
8.39K $2.66B
VCIT
Vanguard Intermediate Term Cor

ETFs
11.6K
New
$79.56 - $82.92 $921K - $960K
11.6K $960M
Activity Summary
Buys All Purchases 179 New Holdings 82 Increased Positions 97 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Concord Asset Management, Llc/Va Portfolio

Follow Concord Asset Management, Llc/Va and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Asset Management, Llc/Va, based on Form 13F filings with the SEC.

News

Stay updated on Concord Asset Management, Llc/Va with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email