Concord Wealth Partners Purchases in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
113
New
$53.12 - $61.15 $6K - $6.91K
113 $6K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11
+ 0.47%
$71.17 - $73.66 $783 - $810
2.35K $172K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
203
+ 2.0%
$19.35 - $20.45 $3.93K - $4.15K
10.3K $203K
DVY
Ishares Tr

ETFs
10
+ 0.78%
$128.58 - $138.1 $1.29K - $1.38K
1.3K $174K
ACHR
Archer Aviation Inc.

Industrials
800
New
$6.8 - $11.51 $5.44K - $9.21K
800 $5K
APPN
Appian Corp

Technology
461
+ 21.75%
$28.81 - $37.23 $13.3K - $17.2K
2.58K $74K
LQD
Ishares Iboxx $ Investment Gra

ETFs
12
+ 0.56%
$105.1 - $109.61 $1.26K - $1.32K
2.14K $232K
WY
Weyerhaeuser CO

Real Estate
173
New
$27.29 - $31.39 $4.72K - $5.43K
173 $5K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7
+ 0.3%
$22.91 - $25.71 $160 - $180
2.31K $58K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
32
+ 0.68%
$51.52 - $52.37 $1.65K - $1.68K
4.74K $248K
K
Kellogg CO

Consumer Defensive
52
New
$81.06 - $82.9 $4.22K - $4.31K
52 $4K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
271
New
$15.0 - $15.91 $4.07K - $4.31K
271 $4K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
44
New
$105.24 - $117.4 $4.63K - $5.17K
44 $4K
LIT
Global X Fds Global X Lithium

ETFs
105
New
$38.8 - $42.84 $4.07K - $4.5K
105 $4K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.23%
$137.61 - $149.68 $138 - $150
432 $63K
IEF
Ishares Barclays

ETFs
33
New
$91.17 - $95.39 $3.01K - $3.15K
33 $3K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
235
+ 11.59%
$7.89 - $8.07 $1.85K - $1.9K
2.26K $18K
SIL
Global X Silver Miners ETF

ETFs
8
+ 2.29%
$31.91 - $40.68 $255 - $325
358 $14K
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 9.93%
$185.78 - $198.58 $2.6K - $2.78K
155 $29K
HYLB
Xtrackers Usd High Yield Corp

ETFs
43
+ 1.02%
$35.96 - $36.72 $1.55K - $1.58K
4.25K $153K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
44
New
$56.44 - $64.13 $2.48K - $2.82K
44 $2K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.85%
$33.49 - $40.57 $100 - $122
355 $14K
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.33%
$65.63 - $89.21 $65.6 - $89.2
307 $21K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
39
New
$74.34 - $81.0 $2.9K - $3.16K
39 $2K
APH
Amphenol Corp

Technology
43
+ 59.72%
$61.62 - $78.55 $2.65K - $3.38K
115 $7K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
74
New
$25.44 - $27.95 $1.88K - $2.07K
74 $2K
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$20.61 - $26.7 $20.6 - $26.7
326 $8K
BAX
Baxter International Inc

Healthcare
33
+ 9.59%
$29.26 - $36.57 $966 - $1.21K
377 $12K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
60
New
$38.36 - $41.43 $2.3K - $2.49K
60 $2K
UAL
United Airlines Holdings, Inc.

Industrials
30
New
$69.05 - $110.52 $2.07K - $3.32K
30 $2K
HYG
Ishares Tr

ETFs
16
+ 0.93%
$78.51 - $80.11 $1.26K - $1.28K
1.74K $137K
USA
Liberty All Star Equity Fund

Financial Services
275
New
$6.41 - $7.32 $1.76K - $2.01K
275 $1K
TEI
Templeton Emerging Markets Income Fund

Financial Services
258
New
$5.15 - $5.57 $1.33K - $1.44K
258 $1K
MRNA
Moderna, Inc.

Healthcare
108
+ 81.82%
$28.35 - $47.53 $3.06K - $5.13K
240 $6K
DFAE
Dimensional ETF Tr

ETFs
4
+ 0.19%
$24.64 - $26.86 $98.6 - $107
2.12K $54K
JRS
Nuveen Real Estate Income Fund

Financial Services
180
New
$8.09 - $8.88 $1.46K - $1.6K
180 $1K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
127
New
$12.04 - $13.32 $1.53K - $1.69K
127 $1K
RKLB
Rocket Lab Usa, Inc.

Industrials
60
+ 51.72%
$17.12 - $31.57 $1.03K - $1.89K
176 $3K
DECK
Deckers Outdoor Corp

Consumer Cyclical
13
New
$111.56 - $223.11 $1.45K - $2.9K
13 $1K
PFN
Pimco Income Strategy Fund Ii

Financial Services
28
+ 3.11%
$7.41 - $7.64 $207 - $214
929 $7K
DISV
Dimensional ETF Tr Dimensional

ETFs
35
New
$26.09 - $30.21 $913 - $1.06K
35 $1K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
142
New
$11.34 - $12.23 $1.61K - $1.74K
142 $1K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
42
+ 2.23%
$9.83 - $10.34 $413 - $434
1.93K $19K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.23%
N/A
1.31K $238K
FREL
Fidelity Covington Tr Msci Rea

ETFs
8
+ 0.95%
$25.98 - $28.59 $208 - $229
846 $23K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
83
New
$21.64 - $23.93 $1.8K - $1.99K
83 $1K
VFH
Vanguard Financial ETF

ETFs
6
+ 12.5%
$114.07 - $127.34 $684 - $764
54 $6K
VHT
Vanguard Health Care ETF

ETFs
4
New
$254.06 - $273.83 $1.02K - $1.1K
4 $1K
FCPI
Fidelity Covington Tr Stocks F

ETFs
10
+ 0.41%
$41.93 - $46.57 $419 - $466
2.43K $105K
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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