Concord Wealth Partners Purchases in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24
New
$49.25 - $50.66 $1.18K - $1.22K
24 $1K
IYR
Ishares Tr

ETFs
1
+ 0.28%
$89.49 - $98.98 $89.5 - $99
352 $33K
HLIT
Harmonic Inc

Technology
160
New
$9.42 - $13.55 $1.51K - $2.17K
160 $1K
GAB
Gabelli Equity Trust Inc

Financial Services
303
New
$5.36 - $5.67 $1.62K - $1.72K
303 $1K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
129
New
$13.21 - $14.63 $1.7K - $1.89K
129 $1K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
80
New
$17.95 - $18.89 $1.44K - $1.51K
80 $1K
APA
Apa Corp

Energy
2
+ 1.61%
$18.54 - $25.45 $37.1 - $50.9
126 $2K
Wk Kellogg CO
13
New
N/A
13 $0
ALC
Alcon Inc

Healthcare
4
New
$82.73 - $96.8 $331 - $387
4 $0
Siriusxm Holdings Inc
26
New
N/A
26 $0
WU
Western Union CO

Financial Services
10
New
$10.24 - $11.62 $102 - $116
10 $0
Arista Networks Inc
27
New
N/A
27 $0
CC
Chemours CO

Basic Materials
12
+ 22.22%
$13.41 - $19.99 $161 - $240
66 $0
Spdr Ser Tr
690
+ 1.77%
N/A
39.7K $0
Tempus Ai Inc
100
New
N/A
100 $0
Bny Mellon ETF Trust Ii
5.21K
New
N/A
5.21K $0
ERIC
Ericsson Lm Telephone CO

Technology
20
New
$7.47 - $8.9 $149 - $178
20 $0
Te Connectivity PLC
38
New
N/A
38 $0
Tcw ETF Trust
13.1K
New
N/A
13.1K $0
Tidal ETF Tr
169
New
N/A
169 $0
Siyata Mobile Inc
6
New
N/A
6 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
20
New
$12.89 - $15.19 $258 - $304
20 $0
Super Micro Computer Inc
39
New
N/A
39 $0
Blackrock Inc
811
New
N/A
811 $0
Blackrock ETF Trust Ii
9
New
N/A
9 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.37%
$76.94 - $78.28 $76.9 - $78.3
74 $5K
Briacell Therapeutics Corp
333
New
N/A
333 $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
738
+ 2.42%
$9.49 - $9.97 $7K - $7.36K
31.3K $299K
Brookfield Renewable Corp
39
New
N/A
39 $0
BTCS
Btcs Inc.

Financial Services
6
New
$1.5 - $3.57 $9 - $21.4
6 $0
Brookfield Infrastructure CO
78
New
N/A
78 $0
Dimensional ETF Trust
31.6K
+ 87.13%
N/A
67.8K $0
Ge Vernova Inc
1
+ 0.61%
N/A
165 $0
OSCV
Opus Small Cap Value ETF

ETFs
26
New
$34.16 - $38.45 $888 - $1K
26 $0
STLG
Ishares Factors Us Growth Styl

ETFs
17
New
N/A
17 $0
ETF Ser Solutions
67
New
N/A
67 $0
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
1
+ 1.45%
$29.2 - $32.92 $29.2 - $32.9
70 $2K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.4%
$90.0 - $96.32 $180 - $193
497 $45K
Fidelity Covington Trust
2
+ 0.35%
N/A
581 $0
EMBC
Embecta Corp.

Healthcare
8
New
$12.28 - $20.93 $98.2 - $167
8 $0
Ishares Tr
175
New
N/A
175 $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19
New
$50.72 - $50.92 $964 - $967
19 $0
Lam Research Corp
16.4K
New
N/A
16.4K $0
Dimensional ETF Trust
1.59K
New
N/A
1.59K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.24%
N/A
426 $17K
JUCY
ETF Ser Solutions Aptus Enhanc
19
New
N/A
19 $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
81
New
N/A
81 $0
Grayscale Bitcoin Mini Tr Et
3.17K
New
N/A
3.17K $0
HLN
Haleon PLC

Healthcare
50
New
$9.02 - $10.67 $451 - $534
50 $0
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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