Concord Asset Management, Llc/Va Incresed Positions in Q2 2025

Concord Asset Management, Llc/Va

  • $665 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
3.43K
+ 25.76%
$53.19 - $69.38 $183K - $238K
16.8K $1.16B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.39K
+ 20.46%
$58.41 - $72.69 $198K - $246K
20K $1.45B
WMT
Walmart Inc.

Consumer Defensive
3.35K
+ 13.66%
$81.79 - $99.98 $274K - $335K
27.9K $2.72B
ADP
Automatic Data Processing Inc

Industrials
899
+ 11.26%
$276.76 - $326.81 $249K - $294K
8.88K $2.74B
DVYA
Ishares Asia/Pacific Divid 30

ETFs
5.34K
+ 9.4%
$31.18 - $38.55 $166K - $206K
62.1K $2.39B
NOW
Service Now, Inc.

Technology
54
+ 3.66%
$721.65 - $1040.18 $39K - $56.2K
1.53K $1.57B
ABBV
Abb Vie Inc.

Healthcare
1.69K
+ 27.87%
$170.16 - $206.27 $288K - $349K
7.76K $1.44B
D
Dominion Energy, Inc

Utilities
5.48K
+ 36.61%
$49.66 - $58.0 $272K - $318K
20.4K $1.16B
Blackrock Inc
234
+ 34.72%
N/A
908 $953M
LLY
Eli Lilly & CO

Healthcare
614
+ 20.21%
$713.71 - $898.95 $438K - $552K
3.65K $2.85B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.31K
+ 128.92%
$85.42 - $94.39 $283K - $312K
5.87K $551M
BMY
Bristol Myers Squibb CO

Healthcare
7.53K
+ 48.41%
$44.12 - $59.6 $332K - $449K
23.1K $1.07B
DVYE
Ishares Emerging Markets Divid

ETFs
4.87K
+ 6.2%
$23.95 - $29.03 $117K - $141K
83.4K $2.39B
WSM
Williams Sonoma Inc

Consumer Cyclical
317
+ 2.46%
$137.62 - $174.44 $43.6K - $55.3K
13.2K $2.16B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.45K
+ 21.22%
$114.78 - $133.31 $166K - $193K
8.27K $1.1B
TJX
Tjx Companies Inc

Consumer Cyclical
2.35K
+ 19.19%
$119.13 - $135.03 $279K - $317K
14.6K $1.8B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.66K
+ 79.36%
$36.02 - $41.92 $204K - $237K
12.8K $536M
STLD
Steel Dynamics Inc

Basic Materials
1.32K
+ 7.95%
N/A
17.9K $2.3B
C
Citigroup Inc

Financial Services
316
+ 2.58%
$58.13 - $85.12 $18.4K - $26.9K
12.5K $1.07B
CVX
Chevron Corp

Energy
1.43K
+ 18.25%
$133.73 - $168.51 $191K - $241K
9.27K $1.33B
WFC
Wells Fargo & Company

Financial Services
1.19K
+ 9.33%
$60.98 - $80.12 $72.6K - $95.3K
13.9K $1.12B
CMCSA
Comcast Corp

Communication Services
4.51K
+ 6.79%
$32.84 - $36.72 $148K - $166K
71K $2.53B
PANW
Palo Alto Networks Inc

Technology
95
+ 1.56%
$152.44 - $204.64 $14.5K - $19.4K
6.17K $1.26B
QCOM
Qualcomm Inc

Technology
841
+ 15.74%
$124.66 - $159.48 $105K - $134K
6.18K $985M
SNPS
Synopsys Inc

Technology
18
+ 0.76%
$380.9 - $517.66 $6.86K - $9.32K
2.38K $1.22B
ABT
Abbott Laboratories

Healthcare
1.09K
+ 9.07%
$123.95 - $138.08 $135K - $150K
13.1K $1.78B
AFL
Aflac Inc

Financial Services
2.37K
+ 23.25%
$99.77 - $112.45 $236K - $266K
12.6K $1.32B
AMGN
Amgen Inc

Healthcare
705
+ 8.05%
$262.28 - $309.85 $185K - $218K
9.47K $2.64B
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
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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