Concord Asset Management, Llc/Va has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $551 Billion distributed in 121 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 $30.3B, Ishares Tr with a value of $30.2B, Spdr Ser Tr Fds Spdr Portfolio with a value of $29.8B, Ssga Active Tr Spdr Blackstone with a value of $29.8B, and Spdr Ser Tr Spdr Portfolio Int with a value of $29.7B.
Examining the 13F form we can see an decrease of $114B in the current position value, from $665B to 551B.
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
$551 Billion
ETFs: $300 Billion
Technology: $78.3 Billion
Financial Services: $38.1 Billion
Consumer Cyclical: $23.2 Billion
Healthcare: $22.6 Billion
Communication Services: $22.5 Billion
Industrials: $19.2 Billion
Consumer Defensive: $14.3 Billion
Other: $21.2 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
