Concord Asset Management, Llc/Va has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $454 Billion distributed in 122 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 $27.3B, Ishares Tr with a value of $26.4B, Spdr Ser Tr Spdr Portfolio Int with a value of $25.8B, Spdr Portfolio Intermediate Te with a value of $25.2B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $24.3B.
Examining the 13F form we can see an decrease of $1.29B in the current position value, from $455B to 454B.
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.
Portfolio value
$454 Billion
ETFs: $250 Billion
Technology: $55.5 Billion
Financial Services: $31.3 Billion
Healthcare: $22.8 Billion
Consumer Cyclical: $17.6 Billion
Industrials: $16.6 Billion
Communication Services: $16.4 Billion
Consumer Defensive: $14.4 Billion
Other: $20.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
