Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
42
+ 1.08%
$48.43 - $57.78 $2.03K - $2.43K
3.92K $226K
VTV
Vanguard Value ETF

ETFs
106
+ 35.45%
$153.67 - $176.74 $16.3K - $18.7K
405 $71K
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 144.93%
$149.76 - $186.42 $15K - $18.6K
169 $31K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
80
New
$225.56 - $335.19 $18K - $26.8K
80 $19K
KEY
Keycorp

Financial Services
910
+ 71.48%
$13.23 - $17.42 $12K - $15.9K
2.18K $38K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
627
New
$23.4 - $29.68 $14.7K - $18.6K
627 $18K
IQV
Iqvia Holdings Inc.

Healthcare
140
+ 60.09%
$137.0 - $174.37 $19.2K - $24.4K
373 $58K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
260
+ 2.51%
$17.58 - $21.07 $4.57K - $5.48K
10.6K $220K
VEA
Vanguard Ftse Developed Market

ETFs
57
+ 2.65%
$45.65 - $57.01 $2.6K - $3.25K
2.21K $126K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.14%
$51.16 - $62.02 $307 - $372
4.42K $274K
FSLR
First Solar, Inc.

Technology
100
New
$120.38 - $192.98 $12K - $19.3K
100 $16K
IR
Ingersoll Rand Inc.

Industrials
200
New
$66.75 - $84.94 $13.4K - $17K
200 $16K
TWLO
Twilio Inc

Communication Services
124
New
$81.34 - $124.36 $10.1K - $15.4K
124 $15K
EEMV
Ishares Msci Emerging Markets

ETFs
244
New
$54.12 - $62.8 $13.2K - $15.3K
244 $15K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.17%
$113.67 - $150.4 $114 - $150
604 $90K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
764
+ 2.44%
$8.45 - $9.78 $6.46K - $7.47K
32.1K $312K
BIIB
Biogen Inc.

Healthcare
114
+ 100.0%
$113.38 - $135.49 $12.9K - $15.4K
228 $28K
FDLO
Fidelity Covington Tr Low Vola

ETFs
193
New
$54.44 - $62.8 $10.5K - $12.1K
193 $12K
DIV
Global X Superdividend Us ETF

ETFs
725
New
N/A
725 $12K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.07%
$39.89 - $49.46 $79.8 - $98.9
2.76K $136K
ZTS
Zoetis Inc.

Healthcare
98
+ 31.61%
$144.41 - $170.3 $14.2K - $16.7K
408 $63K
SMR
Nuscale Power Corp

Industrials
326
New
$12.6 - $43.24 $4.11K - $14.1K
326 $12K
CHK
Chesapeake Energy Corp

Energy
132
New
N/A
132 $11K
ADBE
Adobe Inc.

Technology
26
+ 21.31%
$340.0 - $420.68 $8.84K - $10.9K
148 $57K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.2%
$79.8 - $112.34 $79.8 - $112
493 $55K
MU
Micron Technology Inc

Technology
12
+ 4.8%
$64.72 - $127.91 $777 - $1.53K
262 $32K
PODD
Insulet Corp

Healthcare
32
New
$238.57 - $327.47 $7.63K - $10.5K
32 $10K
IMFL
Invesco Ex Tr Self Indx Fd Tr
123
+ 5.29%
$22.43 - $27.68 $2.76K - $3.4K
2.45K $67K
CRDO
Credo Technology Group Holding LTD

Technology
118
New
$33.3 - $95.05 $3.93K - $11.2K
118 $10K
PRIM
Primoris Services Corp

Industrials
132
New
$52.66 - $80.05 $6.95K - $10.6K
132 $10K
SYY
Sysco Corp

Consumer Defensive
130
New
$68.0 - $75.91 $8.84K - $9.87K
130 $9K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
32
+ 533.33%
$224.16 - $285.86 $7.17K - $9.15K
38 $10K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.38%
$281.67 - $351.0 $282 - $351
262 $91K
FCPI
Fidelity Covington Tr Stocks F

ETFs
7
+ 0.29%
$38.29 - $46.65 $268 - $327
2.44K $113K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
123
New
$68.13 - $74.77 $8.38K - $9.2K
123 $8K
GLW
Corning Inc

Technology
6
+ 0.51%
$39.07 - $52.59 $234 - $316
1.19K $62K
ES
Eversource Energy

Utilities
128
New
$54.25 - $65.89 $6.94K - $8.43K
128 $8K
NXPI
Nxp Semiconductors N.V.

Technology
35
+ 194.44%
$153.5 - $218.72 $5.37K - $7.66K
53 $11K
MTB
M&T Bank Corp

Financial Services
3
+ 0.78%
$156.58 - $193.99 $470 - $582
389 $75K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7
+ 0.13%
$45.11 - $52.34 $316 - $366
5.26K $275K
AI
C3.Ai, Inc.

Technology
315
New
$18.24 - $27.8 $5.75K - $8.76K
315 $7K
FSK
Fs Kkr Capital Corp

Financial Services
375
+ 70.62%
$17.95 - $21.5 $6.73K - $8.06K
906 $18K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
21
+ 3.66%
$43.99 - $60.85 $924 - $1.28K
594 $35K
QBTS
D Wave Quantum Inc.

Technology
500
New
$6.22 - $19.04 $3.11K - $9.52K
500 $7K
ITOT
Ishares Core S&P Total U.S. St

ETFs
20
+ 8.06%
$108.12 - $135.04 $2.16K - $2.7K
268 $36K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.81%
$149.23 - $184.95 $298 - $370
248 $45K
SHAK
Shake Shack Inc.

Consumer Cyclical
49
New
$75.85 - $140.6 $3.72K - $6.89K
49 $6K
LDOS
Leidos Holdings, Inc.

Technology
40
New
$132.9 - $160.3 $5.32K - $6.41K
40 $6K
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.33%
$60.6 - $87.81 $60.6 - $87.8
308 $27K
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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