Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
235
+ 23.2%
$248.61 - $294.96 $58.4K - $69.3K
1.25K $352K
BDX
Becton Dickinson & CO

Healthcare
445
+ 112.37%
$165.15 - $226.42 $73.5K - $101K
841 $144K
TRV
Travelers Companies, Inc.

Financial Services
107
+ 1.5%
$233.83 - $276.34 $25K - $29.6K
7.22K $1.93M
GD
General Dynamics Corp

Industrials
144
+ 30.0%
$247.68 - $291.66 $35.7K - $42K
624 $181K
GLD
Spdr Gold Trust

ETFs
132
+ 24.13%
$273.71 - $316.29 $36.1K - $41.8K
679 $206K
CMCSA
Comcast Corp

Communication Services
3.59K
+ 5.33%
$32.84 - $36.72 $118K - $132K
71K $2.53M
TTMI
Ttm Technologies Inc

Technology
1.14K
New
$17.57 - $40.82 $20K - $46.5K
1.14K $46K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
560
New
$82.21 - $83.12 $46K - $46.5K
560 $46K
TXN
Texas Instruments Inc

Technology
237
+ 1.53%
N/A
15.8K $3.07M
NVS
Novartis Ag

Healthcare
270
+ 20.36%
$101.96 - $121.01 $27.5K - $32.7K
1.6K $193K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
445
+ 70.19%
$96.84 - $99.46 $43.1K - $44.3K
1.08K $107K
MLM
Martin Marietta Materials Inc

Basic Materials
68
+ 68.0%
$452.51 - $568.19 $30.8K - $38.6K
168 $92K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 1.59%
$141.37 - $228.57 $1.56K - $2.51K
705 $159K
UPS
United Parcel Service Inc

Industrials
521
+ 50.19%
$91.92 - $110.2 $47.9K - $57.4K
1.56K $157K
IEFA
Ishares Tr

ETFs
221
+ 7.2%
$67.83 - $84.09 $15K - $18.6K
3.29K $274K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.68K
New
$19.6 - $24.44 $32.9K - $41.1K
1.68K $41K
O
Realty Income Corp

Real Estate
688
+ 362.11%
$52.27 - $58.52 $36K - $40.3K
878 $50K
DFIV
Dimensional ETF Tr

ETFs
717
+ 28.5%
$34.67 - $43.21 $24.9K - $31K
3.23K $138K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
17
+ 3.37%
$299.15 - $396.54 $5.09K - $6.74K
522 $206K
EFA
Ishares Tr Msci Eafe ETF

ETFs
69
+ 1.75%
$72.96 - $90.39 $5.03K - $6.24K
4.02K $359K
CEG
Constellation Energy Corp

Utilities
34
+ 17.0%
$170.96 - $322.76 $5.81K - $11K
234 $75K
PAVE
Global X Fds Us Infrastructure

ETFs
480
+ 19.65%
$33.78 - $43.68 $16.2K - $21K
2.92K $127K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
605
+ 12.75%
$51.68 - $52.76 $31.3K - $31.9K
5.35K $282K
SNY
Sanofi

Healthcare
740
+ 510.34%
$47.62 - $55.44 $35.2K - $41K
885 $42K
SPGI
S&P Global Inc.

Financial Services
28
+ 2.79%
$438.31 - $527.29 $12.3K - $14.8K
1.03K $544K
ETR
Entergy Corp

Utilities
426
+ 57.72%
$79.01 - $86.61 $33.7K - $36.9K
1.16K $96K
SLV
I Shares Silver Trust

ETFs
841
+ 33.44%
$27.08 - $33.74 $22.8K - $28.4K
3.36K $110K
VMC
Vulcan Materials CO

Basic Materials
125
New
$226.49 - $276.01 $28.3K - $34.5K
125 $32K
VONG
Vanguard Russell 1000 Growth E

ETFs
166
+ 24.48%
$82.51 - $109.2 $13.7K - $18.1K
844 $92K
STZ
Constellation Brands, Inc.

Consumer Defensive
210
+ 105.0%
$160.0 - $195.62 $33.6K - $41.1K
410 $66K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
295
+ 7.05%
$67.03 - $80.35 $19.8K - $23.7K
4.48K $357K
TJX
Tjx Companies Inc

Consumer Cyclical
41
+ 0.28%
$119.13 - $135.03 $4.88K - $5.54K
14.6K $1.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
420
+ 204.88%
$63.54 - $68.5 $26.7K - $28.8K
625 $42K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
281
+ 5.02%
$85.42 - $94.39 $24K - $26.5K
5.87K $551K
ABNB
Airbnb, Inc.

Consumer Cyclical
212
New
$105.69 - $140.64 $22.4K - $29.8K
212 $28K
AWK
American Water Works Company, Inc.

Utilities
204
New
$133.82 - $151.96 $27.3K - $31K
204 $28K
FLEX
Flex Ltd.

Technology
553
New
$26.68 - $50.09 $14.8K - $27.7K
553 $27K
VUG
Vanguard Growth ETF

ETFs
46
+ 44.23%
$329.49 - $438.4 $15.2K - $20.2K
150 $65K
EEM
Ishares Msci Emerging Markets

ETFs
79
+ 1.64%
$38.52 - $48.28 $3.04K - $3.81K
4.9K $236K
DEO
Diageo PLC

Consumer Defensive
270
+ 90.3%
$99.86 - $115.75 $27K - $31.3K
569 $57K
NEE
Nextera Energy Inc

Utilities
1.54K
+ 2.83%
$64.11 - $75.0 $98.6K - $115K
55.9K $3.88M
MRK
Merck & Co., Inc.

Healthcare
527
+ 34.47%
$73.47 - $87.12 $38.7K - $45.9K
2.06K $162K
EAT
Brinker International, Inc

Consumer Cyclical
139
New
$128.68 - $181.78 $17.9K - $25.3K
139 $25K
IWF
Ishares Russell 1000 Gr ETF

ETFs
59
+ 1966.67%
$320.42 - $424.58 $18.9K - $25.1K
62 $26K
VO
Vanguard Mid Cap ETF

ETFs
63
+ 20.86%
$228.54 - $279.83 $14.4K - $17.6K
365 $102K
COF
Capital One Financial Corp

Financial Services
77
+ 34.38%
$150.57 - $212.76 $11.6K - $16.4K
301 $64K
NEM
Newmont Corp

Basic Materials
385
+ 534.72%
$44.18 - $59.46 $17K - $22.9K
457 $26K
GPC
Genuine Parts CO

Consumer Cyclical
177
+ 148.74%
$105.54 - $129.09 $18.7K - $22.8K
296 $35K
XLG
Invesco Exchange Traded Fd Tr

ETFs
217
+ 13.26%
$40.94 - $52.1 $8.88K - $11.3K
1.85K $96K
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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