Concord Wealth Partners Purchases in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.94K
+ 3970.27%
$73.78 - $76.59 $217K - $225K
3.01K $230K
QQQ
Invesco Qqq Trust, Series 1

ETFs
562
+ 31.84%
$468.34 - $539.52 $263K - $303K
2.33K $1.09M
CMCSA
Comcast Corp

Communication Services
6.15K
+ 10.05%
$33.19 - $38.23 $204K - $235K
67.4K $2.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 17.94%
$79.17 - $82.04 $140K - $145K
11.6K $948K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.17K
+ 27.29%
$126.11 - $135.06 $148K - $159K
5.48K $706K
AVLV
American Centy ETF Tr Avantis
4.52K
+ 5.04%
$63.51 - $70.42 $287K - $318K
94.2K $6.14M
PHM
Pultegroup Inc

Consumer Cyclical
1.72K
+ 33.0%
$101.09 - $118.51 $173K - $203K
6.91K $710K
DFAI
Dimensional ETF Tr

ETFs
3.47K
+ 29.29%
$28.88 - $32.4 $100K - $112K
15.3K $477K
BMY
Bristol Myers Squibb CO

Healthcare
846
+ 4.96%
$53.9 - $63.11 $45.6K - $53.4K
17.9K $1.09M
CI
Cigna Corp

Healthcare
28
+ 1.3%
$274.49 - $329.0 $7.69K - $9.21K
2.18K $716K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.48K
+ 1562.11%
$77.7 - $78.94 $115K - $117K
1.58K $124K
FANG
Diamondback Energy, Inc.

Energy
822
+ 18.97%
$139.9 - $180.18 $115K - $148K
5.16K $824K
ITW
Illinois Tool Works Inc

Industrials
501
+ 18.7%
$244.9 - $274.48 $123K - $138K
3.18K $788K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.99K
+ 16625.0%
$24.91 - $29.02 $99.4K - $116K
4.01K $100K
DFIV
Dimensional ETF Tr

ETFs
2.52K
New
$35.33 - $40.77 $88.9K - $103K
2.52K $99K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.28K
New
$25.54 - $28.79 $83.8K - $94.5K
3.28K $91K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.43K
+ 35.63%
$35.35 - $42.74 $50.5K - $61K
5.44K $224K
IWD
Ishares Russell 1000 Val ETF

ETFs
394
+ 452.87%
$182.82 - $196.21 $72K - $77.3K
481 $90K
SPGI
S&P Global Inc.

Financial Services
121
+ 13.7%
$478.26 - $543.77 $57.9K - $65.8K
1K $510K
PG
Procter & Gamble CO

Consumer Defensive
29
+ 0.14%
$158.56 - $176.26 $4.6K - $5.11K
20.9K $3.56M
WM
Waste Management Inc

Industrials
207
+ 42.16%
$200.54 - $233.78 $41.5K - $48.4K
698 $161K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.05K
+ 304.15%
$30.68 - $39.07 $63K - $80.2K
2.73K $84K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.76K
+ 3.44%
$48.02 - $53.02 $373K - $411K
233K $11.5M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.19K
New
$40.27 - $42.11 $47.9K - $50.1K
1.19K $50K
LVHI
Franklin International Low Vol

ETFs
1.54K
New
$30.53 - $32.85 $47K - $50.5K
1.54K $49K
HON
Honeywell International Inc

Industrials
222
+ 86.72%
$202.75 - $226.52 $45K - $50.3K
478 $101K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
401
+ 34.9%
$161.27 - $192.3 $64.7K - $77.1K
1.55K $249K
IDCC
Inter Digital, Inc.

Communication Services
177
New
$171.68 - $225.72 $30.4K - $40K
177 $36K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 10.42%
$507.05 - $563.67 $48.7K - $54.1K
1.02K $522K
PDI
Pimco Dynamic Income Fund

Financial Services
431
+ 4.56%
$18.51 - $20.05 $7.98K - $8.64K
9.89K $195K
AEP
American Electric Power CO Inc

Utilities
10
+ 0.84%
$90.32 - $109.27 $903 - $1.09K
1.2K $130K
JEPI
J P Morgan Exchange Traded Fd

ETFs
526
+ 1.85%
$56.17 - $59.71 $29.5K - $31.4K
28.9K $1.65M
DE
Deere & CO

Industrials
40
New
$408.57 - $509.27 $16.3K - $20.4K
40 $18K
PLTR
Palantir Technologies Inc.

Technology
146
+ 27.7%
$64.98 - $124.62 $9.49K - $18.2K
673 $56K
CAT
Caterpillar Inc

Industrials
973
+ 10.53%
$326.75 - $407.63 $318K - $397K
10.2K $3.37M
NGG
National Grid PLC

Utilities
18
+ 0.88%
$56.13 - $65.61 $1.01K - $1.18K
2.07K $135K
SCHW
Schwab Charles Corp

Financial Services
78
+ 4.03%
$71.24 - $83.64 $5.56K - $6.52K
2.01K $157K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
10
+ 0.5%
$67.08 - $76.14 $671 - $761
2.01K $148K
PPL
Ppl Corp

Utilities
257
+ 25.47%
$31.68 - $36.11 $8.14K - $9.28K
1.27K $45K
KMI
Kinder Morgan, Inc.

Energy
260
+ 7.88%
$26.1 - $31.22 $6.79K - $8.12K
3.56K $101K
PAYX
Paychex Inc

Industrials
69
New
$136.06 - $154.52 $9.39K - $10.7K
69 $10K
MSEX
Middlesex Water CO

Utilities
2
+ 0.22%
$48.68 - $64.93 $97.4 - $130
915 $58K
UFPI
Ufp Industries Inc

Basic Materials
96
+ 92.31%
$103.91 - $118.67 $9.98K - $11.4K
200 $21K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
625
New
$16.06 - $16.99 $10K - $10.6K
625 $10K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 75.76%
$203.38 - $274.79 $10.2K - $13.7K
116 $23K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
497
New
$15.12 - $16.04 $7.51K - $7.97K
497 $7K
DFSV
Dimensional ETF Tr Dimensional

ETFs
245
+ 163.33%
$27.56 - $32.1 $6.75K - $7.86K
395 $11K
MDLZ
Mondelez International, Inc.

Consumer Defensive
92
+ 81.42%
$56.12 - $68.15 $5.16K - $6.27K
205 $13K
BDX
Becton Dickinson & CO

Healthcare
25
+ 6.74%
$222.79 - $249.08 $5.57K - $6.23K
396 $90K
Activity Summary
Buys All Purchases 257 New Holdings 85 Increased Positions 172 Sells All Sells 253 Reductions 253 Sold out 0 Options Calls 0 Puts 1
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