Concord Wealth Partners Purchases in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 1.33%
$62.09 - $82.32 $62.1 - $82.3
76 $5K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.35%
$74.23 - $86.6 $223 - $260
857 $67K
STRO
Sutro Biopharma, Inc.

Healthcare
1K
New
$1.82 - $4.4 $1.82K - $4.4K
1K $1K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.33%
$261.5 - $284.63 $262 - $285
300 $79K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.46%
N/A
1.31K $237K
TX
Ternium S.A.

Basic Materials
60
New
$28.78 - $37.56 $1.73K - $2.25K
60 $1K
ZM
Zoom Video Communications, Inc.

Technology
10
+ 40.0%
$67.21 - $89.03 $672 - $890
35 $2K
MCHI
Ishares Msci China ETF

ETFs
25
New
$46.1 - $59.67 $1.15K - $1.49K
25 $1K
Dimensional ETF Trust
4
+ 2.19%
N/A
187 $0
SCHO
Schwab Short Term Us Treasury

ETFs
60
+ 100.0%
$24.06 - $48.88 $1.44K - $2.93K
120 $2K
BHF
Brighthouse Financial, Inc.

Financial Services
1
+ 11.11%
$43.95 - $52.91 $44 - $52.9
10 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
40
+ 2000.0%
$9.71 - $15.34 $388 - $614
42 $0
Spdr Ser Tr
2.18K
+ 5.94%
N/A
39K $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
715
+ 2.4%
$9.64 - $10.11 $6.89K - $7.23K
30.6K $299K
Dimensional ETF Trust
3.56K
New
N/A
3.56K $0
Dimensional ETF Trust
718
+ 62.71%
N/A
1.86K $0
Dimensional ETF Trust
1
+ 0.08%
N/A
1.19K $0
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.79%
$21.39 - $23.3 $21.4 - $23.3
127 $2K
DFSB
Dimensional ETF Tr Dimensional
86
+ 0.69%
N/A
12.6K $0
BNDX
Vanguard Total International B

ETFs
1
+ 4.55%
$48.91 - $50.61 $48.9 - $50.6
23 $1K
Dimensional ETF Trust
3
+ 0.48%
N/A
625 $0
Aurora Cannabis Inc
25
New
N/A
25 $0
Cenntro Inc
23
New
N/A
23 $0
Dimensional ETF Trust
11
+ 1.99%
N/A
565 $0
TLRY
Tilray Brands, Inc.

Healthcare
1.24K
+ 27.43%
$1.16 - $1.77 $1.43K - $2.19K
5.75K $7K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
77
+ 7.7%
$1.07 - $1.47 $82.4 - $113
1.08K $1K
NANR
Spdr Index Shs Fds S&P North A

ETFs
2
+ 2.35%
$50.02 - $58.31 $100 - $117
87 $4K
HRL
Hormel Foods Corp

Consumer Defensive
28
+ 0.92%
$29.21 - $33.55 $818 - $939
3.07K $96K
SNOW
Snowflake Inc.

Technology
3
+ 150.0%
$109.65 - $186.51 $329 - $560
5 $0
Nebius Group N.V.
34
New
N/A
34 $0
Fidelity Covington Trust
1
+ 0.4%
N/A
252 $0
Fidelity Covington Trust
2
+ 0.35%
N/A
571 $0
FCPI
Fidelity Covington Tr Stocks F

ETFs
6
+ 0.25%
$42.91 - $46.47 $257 - $279
2.42K $104K
LCID
Lucid Group, Inc.

Consumer Cyclical
100
New
$2.01 - $3.44 $201 - $344
100 $0
Fidelity Covington Trust
2
+ 0.35%
N/A
579 $0
Linde PLC
196
+ 4.33%
N/A
4.73K $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
+ 0.91%
$101.77 - $113.02 $102 - $113
111 $11K
Fidelity Covington Trust
1
+ 0.23%
N/A
430 $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.07%
$61.68 - $67.87 $185 - $204
4.53K $282K
AOM
Ishares Tr Core Moderate Alloc

ETFs
3
+ 1.65%
$43.44 - $45.05 $130 - $135
185 $8K
PLW
Invesco 1 30 Laddered Treasury

ETFs
459
+ 7.08%
N/A
6.94K $0
Grayscale Bitcoin Mini Tr Bt
3.07K
+ 3070.0%
N/A
3.17K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
92
+ 1.99%
$51.54 - $52.55 $4.74K - $4.83K
4.71K $243K
NOK
Nokia Corp

Technology
1
+ 0.59%
$4.13 - $4.95 $4.13 - $4.95
171 $0
PII
Polaris Inc.

Consumer Cyclical
10
New
$56.74 - $83.06 $567 - $831
10 $0
Pimco ETF Tr
1.29K
+ 10.54%
N/A
13.5K $0
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
8
+ 2.2%
$25.19 - $26.8 $202 - $214
372 $9K
PFN
Pimco Income Strategy Fund Ii

Financial Services
26
+ 2.97%
$7.33 - $7.72 $191 - $201
901 $6K
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$19.94 - $25.85 $19.9 - $25.9
325 $6K
Activity Summary
Buys All Purchases 260 New Holdings 36 Increased Positions 224 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 1
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