Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
27
+ 0.03%
$75.17 - $91.21 $2.03K - $2.46K
81.6K $7.43M
DVYE
Ishares Emerging Markets Divid

ETFs
7.2K
+ 9.46%
$23.95 - $29.03 $172K - $209K
83.4K $2.39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.39K
+ 13.59%
$58.41 - $72.69 $139K - $174K
20K $1.45M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.61K
+ 1.95%
$29.12 - $35.84 $46.8K - $57.6K
84.1K $3.02M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.39K
+ 11.77%
$137.62 - $174.44 $191K - $242K
13.2K $2.16M
CSCO
Cisco Systems, Inc.

Technology
2.28K
+ 15.73%
$53.19 - $69.38 $121K - $158K
16.8K $1.16M
AFL
Aflac Inc

Financial Services
2.96K
+ 30.83%
$99.77 - $112.45 $295K - $333K
12.6K $1.32M
BAC
Bank Of America Corp

Financial Services
1.75K
+ 5.63%
$34.39 - $47.46 $60.3K - $83.2K
32.9K $1.56M
ISRG
Intuitive Surgical Inc

Healthcare
127
+ 3.75%
$451.58 - $565.94 $57.4K - $71.9K
3.52K $1.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
188
+ 11.88%
$496.48 - $617.85 $93.3K - $116K
1.77K $1.09M
C
Citigroup Inc

Financial Services
344
+ 2.82%
$58.13 - $85.12 $20K - $29.3K
12.5K $1.07M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.39K
+ 2.01%
$26.66 - $33.09 $37K - $46K
70.5K $2.33M
WFC
Wells Fargo & Company

Financial Services
1.13K
+ 8.78%
$60.98 - $80.12 $68.7K - $90.2K
13.9K $1.12M
COIN
Coinbase Global, Inc.

Technology
537
New
$151.47 - $375.07 $81.3K - $201K
537 $188K
DFAE
Dimensional ETF Tr

ETFs
6.16K
+ 291.3%
$22.87 - $28.95 $141K - $178K
8.28K $239K
QCOM
Qualcomm Inc

Technology
905
+ 17.15%
$124.66 - $159.48 $113K - $144K
6.18K $984K
HDV
Ishares Core High Dividend ETF

ETFs
1.93K
+ 13.62%
$108.41 - $120.51 $209K - $232K
16.1K $1.88M
SO
Southern CO

Utilities
1.67K
+ 3.9%
$84.91 - $92.56 $142K - $155K
44.5K $4.09M
HOOD
Robinhood Markets, Inc.

Technology
1.52K
New
$34.17 - $93.63 $51.8K - $142K
1.52K $141K
VGT
Vanguard Information Technolog

ETFs
9
+ 0.81%
$470.37 - $663.28 $4.23K - $5.97K
1.12K $740K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.02%
$430.82 - $486.45 $862 - $973
8.38K $3.88M
MRNA
Moderna, Inc.

Healthcare
4.76K
+ 1982.5%
$23.65 - $28.54 $113K - $136K
5K $137K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.34K
+ 21.8%
$20.12 - $21.0 $107K - $112K
29.8K $624K
VOT
Vanguard Mid Cap Growth Index

ETFs
378
+ 252.0%
$216.28 - $284.39 $81.8K - $107K
528 $150K
FTNT
Fortinet, Inc.

Technology
1K
+ 2325.58%
$84.71 - $108.69 $84.7K - $109K
1.04K $110K
CCJ
Cameco Corp

Energy
1.38K
New
$36.68 - $74.46 $50.7K - $103K
1.38K $102K
AMT
American Tower Corp

Real Estate
441
+ 47.32%
$203.96 - $228.19 $89.9K - $101K
1.37K $303K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.41K
+ 202.1%
$41.11 - $42.42 $98.9K - $102K
3.6K $150K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.86K
+ 87.21%
$24.94 - $31.15 $71.4K - $89.2K
6.15K $191K
VZ
Verizon Communications Inc

Communication Services
3.85K
+ 10.9%
$41.67 - $45.62 $160K - $176K
39.1K $1.69M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
134
+ 8.06%
$171.4 - $227.1 $23K - $30.4K
1.8K $407K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.08K
New
$63.36 - $80.23 $68.2K - $86.3K
1.08K $86K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
400
New
$170.2 - $211.82 $68.1K - $84.7K
400 $84K
HON
Honeywell International Inc

Industrials
317
+ 66.32%
$182.86 - $232.88 $58K - $73.8K
795 $185K
ITW
Illinois Tool Works Inc

Industrials
349
+ 10.97%
$218.41 - $252.43 $76.2K - $88.1K
3.53K $872K
GE
General Electric CO

Industrials
171
+ 25.41%
$166.81 - $257.39 $28.5K - $44K
844 $217K
AMD
Advanced Micro Devices Inc

Technology
446
+ 107.99%
$78.21 - $143.81 $34.9K - $64.1K
859 $121K
IVV
Ishares Core S&P 500 ETF

ETFs
23
+ 2.12%
$498.8 - $620.9 $11.5K - $14.3K
1.11K $688K
PLTR
Palantir Technologies Inc.

Technology
287
+ 42.64%
$74.01 - $144.25 $21.2K - $41.4K
960 $130K
VST
Vistra Corp.

Utilities
377
New
$98.07 - $195.04 $37K - $73.5K
377 $73K
RTX
Raytheon Technologies Corp

Industrials
290
+ 14.57%
$113.75 - $148.48 $33K - $43.1K
2.28K $333K
EMR
Emerson Electric CO

Industrials
345
+ 33.14%
$94.15 - $133.33 $32.5K - $46K
1.39K $184K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
540
New
$101.97 - $126.75 $55.1K - $68.4K
540 $68K
PEP
Pepsico Inc

Consumer Defensive
1.49K
+ 20.21%
$128.02 - $151.37 $191K - $226K
8.88K $1.17M
FIVE
Five Below, Inc

Consumer Cyclical
500
New
$55.75 - $131.18 $27.9K - $65.6K
500 $65K
IWM
Ishares Russell 2000 ETF

ETFs
138
+ 6.58%
$174.82 - $215.79 $24.1K - $29.8K
2.23K $482K
ELV
Elevance Health, Inc.

Healthcare
199
+ 49.14%
$372.27 - $452.69 $74.1K - $90.1K
604 $234K
HII
Huntington Ingalls Industries, Inc.

Industrials
234
+ 570.73%
$183.31 - $241.46 $42.9K - $56.5K
275 $66K
BK
Bank Of New York Mellon Corp

Financial Services
550
+ 77.36%
$73.31 - $91.62 $40.3K - $50.4K
1.26K $114K
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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