Concord Wealth Partners Purchases in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
8
New
$62.72 - $71.92 $502 - $575
8 $0
HRL
Hormel Foods Corp

Consumer Defensive
32
+ 1.04%
$28.29 - $31.52 $905 - $1.01K
3.1K $96K
Fidelity Wise Origin Bitcoin
17
New
N/A
17 $0
Fidelity Covington Trust
1
+ 0.23%
N/A
431 $0
Intuitive Machines Inc
80
+ 200.0%
N/A
120 $0
Fidelity Covington Trust
3
+ 0.53%
N/A
574 $0
Fidelity Covington Trust
1
+ 0.4%
N/A
253 $0
PPA
Invesco Exchange Traded Fd Tr

ETFs
5
New
$113.59 - $123.29 $568 - $616
5 $0
Everus Constr Group
847
New
N/A
847 $0
Lithium Argentina Ag
71
New
N/A
71 $0
Pacer Fds Tr
143
New
N/A
143 $0
Dimensional ETF Trust
1
+ 0.18%
N/A
566 $0
RDW
Redwire Corp

Industrials
100
New
$8.29 - $25.66 $829 - $2.57K
100 $0
Grayscale Ethereum Mini Tr E
10
New
N/A
10 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
10
+ 0.66%
$156.61 - $168.02 $1.57K - $1.68K
1.53K $246K
Dimensional ETF Trust
4
+ 0.11%
N/A
3.57K $0
Microcloud Hologram Inc
7
New
N/A
7 $0
NOK
Nokia Corp

Technology
1
+ 0.58%
$4.43 - $5.42 $4.43 - $5.42
172 $0
DFSB
Dimensional ETF Tr Dimensional
6
+ 0.05%
N/A
12.6K $0
Pimco ETF Tr
13.7K
+ 101.5%
N/A
27.3K $0
Dimensional ETF Trust
343
+ 28.95%
N/A
1.53K $0
MET
Metlife Inc

Financial Services
1
+ 0.32%
$77.7 - $87.0 $77.7 - $87
315 $25K
Dimensional ETF Trust
1.13K
+ 606.42%
N/A
1.32K $0
Neos ETF Trust
131
New
N/A
131 $0
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.67%
$251.87 - $277.95 $504 - $556
302 $78K
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 0.14%
$23.9 - $27.67 $47.8 - $55.3
1.39K $37K
GLW
Corning Inc

Technology
7
+ 0.6%
$44.91 - $54.25 $314 - $380
1.18K $54K
SYM
Symbotic Inc.

Financial Services
104
+ 13.25%
$20.16 - $33.5 $2.1K - $3.48K
889 $17K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.67%
$237.72 - $276.98 $238 - $277
150 $36K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.4%
$120.29 - $134.6 $120 - $135
248 $30K
VB
Vanguard Small Cap ETF

ETFs
2
+ 1.68%
$217.89 - $252.64 $436 - $505
121 $26K
HPQ
Hp Inc

Technology
56
+ 8.12%
$27.69 - $34.72 $1.55K - $1.94K
746 $20K
VUG
Vanguard Growth ETF

ETFs
2
+ 1.96%
$369.1 - $427.61 $738 - $855
104 $38K
TLRY
Tilray Brands, Inc.

Healthcare
1.26K
+ 21.98%
$0.59 - $1.46 $745 - $1.84K
7.01K $4K
DEO
Diageo PLC

Consumer Defensive
26
+ 9.52%
$104.79 - $126.12 $2.72K - $3.28K
299 $31K
MTB
M&T Bank Corp

Financial Services
3
+ 0.78%
$170.47 - $201.98 $511 - $606
386 $68K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.18%
$92.45 - $106.69 $92.5 - $107
551 $51K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4
+ 0.39%
$117.4 - $131.02 $470 - $524
1.04K $124K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.3%
$170.36 - $201.04 $170 - $201
337 $58K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.17%
$126.86 - $146.45 $127 - $146
603 $76K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3
+ 0.45%
$96.3 - $112.23 $289 - $337
664 $64K
TGT
Target Corp

Consumer Defensive
20
+ 7.3%
$103.65 - $142.5 $2.07K - $2.85K
294 $30K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35
+ 5.31%
$165.25 - $224.62 $5.78K - $7.86K
694 $115K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.19%
$307.43 - $357.48 $307 - $357
540 $166K
BAC
Bank Of America Corp

Financial Services
1.02K
+ 3.37%
$39.61 - $47.74 $40.3K - $48.6K
31.2K $1.3M
DFAU
Dimensional ETF Tr

ETFs
34
+ 0.23%
$37.84 - $42.29 $1.29K - $1.44K
14.6K $562K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
337
+ 1.96%
$64.88 - $72.1 $21.9K - $24.3K
17.6K $1.16M
GS
Goldman Sachs Group Inc

Financial Services
163
+ 3.43%
$524.81 - $672.19 $85.5K - $110K
4.91K $2.68M
VGT
Vanguard Information Technolog

ETFs
80
+ 7.78%
$542.38 - $646.34 $43.4K - $51.7K
1.11K $600K
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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