Concord Wealth Partners Purchases and Sells in Q3 2025

Concord Wealth Partners

$710 Million
Q3 2025

Top Buys

Incresed Positions

188 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	83.5K + 63.79%	$94.33 - $105.31 $7.88M - $8.79M	214K $22.4M
AVEM	55.6K + 32.11%	$68.33 - $75.41 $3.8M - $4.19M	229K $17.2M
HYBL	82.7K + 8.16%	$28.34 - $28.67 $2.34M - $2.37M	1.1M $31.4M
SHV	20.2K + 7.73%	$110.06 - $110.49 $2.22M - $2.23M	282K $31.1M
SPDW	15.4K + 2.26%	$39.8 - $42.86 $613K - $661K	699K $29.9M
SPTI	71.9K + 7.5%	$28.38 - $29.05 $2.04M - $2.09M	1.03M $29.8M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SWKS	5.97K New	$67.52 - $82.97 $403K - $496K	5.97K $459K
SCHI	9.82K New	$22.45 - $23.2 $221K - $228K	9.82K $226K
HYMB	7.03K New	$24.11 - $24.94 $170K - $175K	7.03K $175K
HYD	3.45K New	$48.85 - $50.94 $168K - $176K	3.45K $175K
MTZ	656 New	$168.23 - $212.81 $110K - $140K	656 $139K
BUFD	3.36K New	$26.52 - $27.64 $89.1K - $92.9K	3.36K $92K

Top Sells

Reduced Positions

218 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	-157K - 89.48%	$59.61 - $63.09 $9.37M - $9.91M	18.5K $1.16M
SMIN	-37.3K - 96.73%	$71.7 - $78.29 $2.67M - $2.92M	1.26K $90K
TXN	-14.6K - 92.74%	N/A	1.15K $222K
INDA	-25.6K - 94.82%	$51.98 - $55.84 $1.33M - $1.43M	1.4K $72K
CMCSA	-29.6K - 41.73%	$31.41 - $36.33 $930K - $1.08M	41.3K $1.3M
SNPS	-2.26K - 95.17%	$387.78 - $645.35 $878K - $1.46M	115 $56K

Activity Summary All Purchases 220 New Holdings 32 Increased Positions 188 All Sells 218 Reductions 218 Sold out 0 Calls 0 Puts 0

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