Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
16.1K
+ 8.45%
$94.31 - $157.99 $1.52M - $2.54M
206K $32.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
147K
+ 27.42%
$32.66 - $40.75 $4.8M - $5.99M
683K $27.7M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
208K
+ 25.86%
$27.01 - $28.59 $5.62M - $5.95M
1.01M $28.9M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
55K
+ 31.74%
$36.45 - $42.47 $2M - $2.34M
228K $9.62M
AVEM
American Centy ETF Tr Avantis

ETFs
22.7K
+ 15.11%
$53.08 - $68.54 $1.21M - $1.56M
173K $11.9M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
25.3K
+ 65.68%
$75.29 - $91.16 $1.91M - $2.31M
63.9K $5.76M
DFSD
Dimensional ETF Tr Short Durat

ETFs
46K
+ 27.91%
$47.09 - $48.01 $2.17M - $2.21M
211K $10.1M
CVS
Cvs Health Corp

Healthcare
33.2K
+ 3580.13%
$60.04 - $70.18 $1.99M - $2.33M
34.1K $2.35M
IGRO
Ishares Tr International Divid

ETFs
25K
+ 55.69%
$66.32 - $80.17 $1.66M - $2M
69.8K $5.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
59.1K
+ 7.73%
$32.62 - $33.58 $1.93M - $1.99M
824K $27.7M
DFAU
Dimensional ETF Tr

ETFs
39.8K
+ 272.15%
$34.04 - $42.36 $1.35M - $1.69M
54.4K $2.31M
SHV
Ishares Tr

ETFs
12.9K
+ 5.2%
$110.06 - $110.46 $1.42M - $1.43M
261K $28.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.61K
+ 4.64%
$53.65 - $67.02 $354K - $443K
149K $9.98M
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 0.26%
$210.28 - $289.91 $16.2K - $22.3K
29.1K $8.45M
GS
Goldman Sachs Group Inc

Financial Services
538
+ 10.96%
$462.22 - $707.75 $249K - $381K
5.45K $3.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.83K
+ 179.94%
$456.74 - $568.03 $836K - $1.04M
2.85K $1.62M
TSLA
Tesla, Inc.

Consumer Cyclical
2.16K
+ 34.66%
$221.86 - $362.89 $479K - $783K
8.39K $2.66M
DUK
Duke Energy Corp

Utilities
9.2K
+ 68.57%
$112.46 - $124.05 $1.03M - $1.14M
22.6K $2.67M
DFAI
Dimensional ETF Tr

ETFs
27.9K
+ 182.41%
$28.02 - $34.71 $782K - $968K
43.2K $1.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.3K
+ 52.36%
$91.43 - $91.74 $941K - $944K
29.9K $2.75M
MS
Morgan Stanley

Financial Services
2.56K
+ 12.09%
$99.83 - $140.86 $255K - $360K
23.7K $3.34M
ETN
Eaton Corp PLC

Industrials
916
+ 14.86%
$246.52 - $356.99 $226K - $327K
7.08K $2.53M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.17K
+ 3.74%
$59.24 - $71.39 $247K - $298K
116K $8.24M
IBM
International Business Machines Corp

Technology
2.1K
+ 51.13%
$221.03 - $294.78 $464K - $619K
6.2K $1.83M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
17K
+ 156.55%
$46.77 - $47.89 $795K - $814K
27.9K $1.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 43.19%
$416.06 - $551.64 $418K - $554K
3.33K $1.84M
GOOGL
Alphabet Inc.

Communication Services
124
+ 0.4%
$144.7 - $178.6 $17.9K - $22.1K
31.2K $5.5M
DFAX
Dimensional ETF Tr
8.88K
+ 6.7%
$23.37 - $29.39 $208K - $261K
141K $4.15M
DIS
Walt Disney CO

Communication Services
2.87K
+ 22.43%
$81.72 - $124.01 $234K - $356K
15.7K $1.94M
AMAT
Applied Materials Inc

Technology
1.38K
+ 12.26%
$126.95 - $183.52 $175K - $253K
12.6K $2.31M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.07K
New
$186.58 - $225.78 $573K - $694K
3.07K $669K
CTRA
Coterra Energy Inc.

Energy
24.4K
New
$22.6 - $29.07 $551K - $709K
24.4K $618K
CRM
Salesforce, Inc.

Technology
2.04K
+ 27.35%
$236.26 - $291.15 $481K - $593K
9.48K $2.58M
NOW
Service Now, Inc.

Technology
222
+ 17.0%
$721.65 - $1040.18 $160K - $231K
1.53K $1.57M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
40.7K
+ 41.81%
$12.13 - $13.94 $493K - $567K
138K $1.86M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.9K
+ 1.46%
$29.82 - $30.19 $413K - $418K
966K $29.2M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
7.26K
+ 13.22%
$31.18 - $38.55 $226K - $280K
62.1K $2.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.8K
+ 51.08%
$114.78 - $133.31 $321K - $373K
8.27K $1.1M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.18K
+ 8.24%
$48.22 - $60.41 $153K - $192K
41.8K $2.49M
CDNS
Cadence Design Systems Inc

Technology
342
+ 7.07%
$231.64 - $323.08 $79.2K - $110K
5.18K $1.59M
IDV
Ishares Tr

ETFs
6.91K
+ 20.74%
$27.79 - $34.84 $192K - $241K
40.2K $1.39M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.57K
+ 4.33%
$41.1 - $42.37 $311K - $321K
182K $7.71M
MA
Mastercard Inc

Financial Services
489
+ 9.26%
$479.92 - $590.74 $235K - $289K
5.77K $3.24M
STLD
Steel Dynamics Inc

Basic Materials
3.52K
+ 24.39%
N/A
17.9K $1.76M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.07K
+ 1.75%
$43.28 - $50.37 $176K - $205K
237K $11.9M
WMT
Walmart Inc.

Consumer Defensive
655
+ 2.41%
$81.79 - $99.98 $53.6K - $65.5K
27.9K $2.72M
D
Dominion Energy, Inc

Utilities
5.81K
+ 39.68%
$49.66 - $58.0 $288K - $337K
20.4K $1.16M
PANW
Palo Alto Networks Inc

Technology
705
+ 12.9%
$152.44 - $204.64 $107K - $144K
6.17K $1.26M
SNPS
Synopsys Inc

Technology
299
+ 14.37%
$380.9 - $517.66 $114K - $155K
2.38K $1.22M
Activity Summary
Buys All Purchases 375 New Holdings 95 Increased Positions 280 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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