Concord Wealth Partners Purchases and Sells in Q2 2025

Concord Wealth Partners

$673 Million
Q2 2025

Top Buys

Incresed Positions

280 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	16.1K + 8.45%	$94.31 - $157.99 $1.52M - $2.54M	206K $32.6M
SPDW	147K + 27.42%	$32.66 - $40.75 $4.8M - $5.99M	683K $27.7M
HYBL	208K + 25.86%	$27.01 - $28.59 $5.62M - $5.95M	1.01M $28.9M
DWX	55K + 31.74%	$36.45 - $42.47 $2M - $2.34M	228K $9.62M
AVEM	22.7K + 15.11%	$53.08 - $68.54 $1.21M - $1.56M	173K $11.9M
VIGI	25.3K + 65.68%	$75.29 - $91.16 $1.91M - $2.31M	63.9K $5.76M

New Holdings

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	18.3K New	$100.35 - $100.71 $1.84M - $1.85M	18.3K $1.84M
DRI	3.07K New	$186.58 - $225.78 $573K - $694K	3.07K $669K
CTRA	24.4K New	$22.6 - $29.07 $551K - $709K	24.4K $618K
COIN	537 New	$151.47 - $375.07 $81.3K - $201K	537 $188K
HOOD	1.52K New	$34.17 - $93.63 $51.8K - $142K	1.52K $141K
CCJ	1.38K New	$36.68 - $74.46 $50.7K - $103K	1.38K $102K

Top Sells

Reduced Positions

159 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-6K - 8.02%	$172.42 - $223.89 $1.03M - $1.34M	68.8K $14.1M
INDA	-42.4K - 61.11%	$49.13 - $55.86 $2.09M - $2.37M	27K $1.5M
VRTX	-3.46K - 97.46%	$421.16 - $509.5 $1.46M - $1.76M	90 $40K
REGN	-2K - 99.9%	$483.07 - $625.6 $966K - $1.25M	2 $1K
UNH	-313 - 5.74%	$274.35 - $599.47 $85.9K - $188K	5.14K $1.6M
BRK-B	-897 - 8.71%	$483.48 - $539.8 $434K - $484K	9.4K $4.57M

Activity Summary All Purchases 375 New Holdings 95 Increased Positions 280 All Sells 159 Reductions 159 Sold out 0 Calls 0 Puts 0

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