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
JPI
Nuveen Preferred & Income Term Fund

Financial Services
10.6K
New
$17.58 - $21.07 $186K - $223K
10.6K $221M
AFL
Aflac Inc

Financial Services
2.37K
+ 23.25%
$99.77 - $112.45 $236K - $266K
12.6K $1.32B
GE
General Electric CO

Industrials
844
New
$166.81 - $257.39 $141K - $217K
844 $217M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$141.87 - $164.49 $187K - $216K
1.32K $216M
AMGN
Amgen Inc

Healthcare
705
+ 8.05%
$262.28 - $309.85 $185K - $218K
9.47K $2.64B
GLD
Spdr Gold Trust

ETFs
679
New
$273.71 - $316.29 $186K - $215K
679 $207M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
522
New
$299.15 - $396.54 $156K - $207K
522 $207M
MUB
Ishares National Muni Bond ETF

ETFs
1.98K
New
$102.31 - $105.8 $202K - $209K
1.98K $207M
ACN
Accenture PLC

Technology
685
New
$279.23 - $323.21 $191K - $221K
685 $205M
PEP
Pepsico Inc

Consumer Defensive
2.02K
+ 29.37%
$128.02 - $151.37 $258K - $305K
8.88K $1.17B
TRV
Travelers Companies, Inc.

Financial Services
504
+ 7.51%
$233.83 - $276.34 $118K - $139K
7.22K $1.93B
NEE
Nextera Energy Inc

Utilities
1.03K
+ 1.88%
$64.11 - $75.0 $66.1K - $77.3K
55.9K $3.88B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
523
+ 1.38%
$90.85 - $102.31 $47.5K - $53.5K
38.4K $3.87B
DSI
Ishares Msci Kld 400 Social Et

ETFs
910
+ 25.66%
$91.62 - $116.16 $83.4K - $106K
4.46K $518M
Spdr Series Trust
1.51K
+ 4.89%
N/A
32.4K $1.26B
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
+ 17.92%
$285.55 - $321.23 $317K - $357K
7.31K $2.14B
SPGI
S&P Global Inc.

Financial Services
180
+ 21.13%
$438.31 - $527.29 $78.9K - $94.9K
1.03K $544M
CI
Cigna Corp

Healthcare
456
+ 27.62%
$301.89 - $340.04 $138K - $155K
2.11K $696M
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 5.7%
$146.36 - $159.82 $165K - $180K
20.8K $3.18B
LMT
Lockheed Martin Corp

Industrials
244
+ 3.0%
$430.82 - $486.45 $105K - $119K
8.38K $3.88B
ITW
Illinois Tool Works Inc

Industrials
242
+ 7.36%
$218.41 - $252.43 $52.9K - $61.1K
3.53K $872M
XEL
Xcel Energy Inc

Utilities
1.54K
+ 48.23%
$65.65 - $72.39 $101K - $112K
4.75K $323M
KO
Coca Cola CO

Consumer Defensive
3.25K
+ 5.58%
$68.37 - $73.9 $222K - $240K
61.5K $4.35B
CB
Chubb LTD

Financial Services
128
+ 1.64%
$274.32 - $302.46 $35.1K - $38.7K
7.95K $2.3B
CLF
Cleveland Cliffs Inc.

Basic Materials
10.1K
New
$5.83 - $8.88 $58.7K - $89.4K
10.1K $76.5M
Linde PLC
19
+ 2.07%
N/A
939 $440M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
634
+ 6.8%
$24.98 - $25.66 $15.8K - $16.3K
9.95K $255M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.04%
$274.35 - $599.47 $549 - $1.2K
5.14K $1.6B
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
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