Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
103
New
N/A
103 $6K
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 39.51%
$390.26 - $489.06 $12.5K - $15.6K
113 $45K
OMC
Omnicom Group Inc.

Communication Services
91
+ 54.82%
$69.22 - $79.77 $6.3K - $7.26K
257 $18K
GIS
General Mills Inc

Consumer Defensive
139
+ 50.55%
$50.37 - $60.97 $7K - $8.47K
414 $21K
HYLB
Xtrackers Usd High Yield Corp

ETFs
41
+ 0.96%
$34.72 - $36.92 $1.42K - $1.51K
4.29K $158K
APH
Amphenol Corp

Technology
10
+ 8.7%
$59.09 - $98.75 $591 - $988
125 $12K
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 2.49%
$166.82 - $194.23 $2K - $2.33K
493 $95K
STOK
Stoke Therapeutics, Inc.

Healthcare
500
New
$5.9 - $11.84 $2.95K - $5.92K
500 $5K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.05%
$54.27 - $63.01 $54.3 - $63
1.93K $121K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
18
+ 0.78%
$23.14 - $27.82 $417 - $501
2.32K $63K
ISCG
Ishares Morningstar Small Cap

ETFs
112
New
$39.44 - $49.76 $4.42K - $5.57K
112 $5K
HYG
Ishares Tr

ETFs
26
+ 1.49%
$75.75 - $80.65 $1.97K - $2.1K
1.77K $142K
PII
Polaris Inc.

Consumer Cyclical
130
New
$31.97 - $42.61 $4.16K - $5.54K
130 $5K
HPE
Hewlett Packard Enterprise CO

Technology
4
+ 0.42%
$12.51 - $20.45 $50 - $81.8
962 $19K
QUAL
Ishares Msci Usa Quality Facto

ETFs
8
+ 2.94%
$152.42 - $182.82 $1.22K - $1.46K
280 $51K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4
+ 0.38%
$103.88 - $123.68 $416 - $495
1.04K $128K
IEO
Ishares Tr

ETFs
46
New
$74.87 - $95.92 $3.44K - $4.41K
46 $4K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
59
New
$60.22 - $80.1 $3.55K - $4.73K
59 $4K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8
+ 4.19%
$104.23 - $134.39 $834 - $1.08K
199 $26K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 12.12%
$180.84 - $240.32 $1.45K - $1.92K
74 $17K
F
Ford Motor CO

Consumer Cyclical
17
+ 0.36%
$8.69 - $10.85 $148 - $184
4.73K $51K
NDAQ
Nasdaq, Inc.

Financial Services
12
+ 8.0%
$66.4 - $89.42 $797 - $1.07K
162 $14K
AOR
Ishares Tr Core Growth Allocat

ETFs
3
+ 0.51%
$53.36 - $61.57 $160 - $185
590 $36K
BAX
Baxter International Inc

Healthcare
146
+ 38.73%
$27.8 - $34.02 $4.06K - $4.97K
523 $15K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
53
New
$49.48 - $61.22 $2.62K - $3.24K
53 $3K
MCHP
Microchip Technology Inc

Technology
7
+ 18.92%
$35.34 - $71.6 $247 - $501
44 $3K
WTMF
Wisdomtree Tr Managed Futures

ETFs
23
+ 1.85%
$32.91 - $35.38 $757 - $814
1.27K $44K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.81%
$72.02 - $73.82 $1.37K - $1.4K
2.37K $174K
MPWR
Monolithic Power Systems Inc

Technology
1
+ 16.67%
$455.19 - $737.73 $455 - $738
7 $5K
TER
Teradyne, Inc

Technology
27
New
$67.96 - $91.05 $1.83K - $2.46K
27 $2K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.71%
$97.68 - $121.38 $97.7 - $121
141 $17K
LYG
Lloyds Banking Group PLC

Financial Services
147
+ 4.81%
$3.32 - $4.29 $488 - $631
3.2K $13K
TCHP
T Rowe Price Exchange Traded F

Technology
65
New
$34.07 - $45.35 $2.21K - $2.95K
65 $2K
IJS
Ishares S&P Smallcap 600 Value

ETFs
8
+ 1.2%
$83.54 - $100.04 $668 - $800
672 $66K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.4%
$81.46 - $94.63 $163 - $189
499 $47K
JMEE
J P Morgan Exchange Traded Fd

ETFs
9
+ 2.71%
$49.07 - $59.23 $442 - $533
341 $20K
TTC
Toro CO

Industrials
7
+ 26.92%
$63.51 - $77.8 $445 - $545
33 $2K
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$21.49 - $29.35 $21.5 - $29.4
327 $9K
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.79%
$21.87 - $23.49 $21.9 - $23.5
128 $3K
NNN
National Retail Properties, Inc.

Real Estate
16
+ 23.53%
$37.56 - $43.42 $601 - $695
84 $3K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.6%
$55.54 - $69.09 $55.5 - $69.1
168 $11K
NUE
Nucor Corp

Basic Materials
1
+ 1.06%
$103.22 - $131.43 $103 - $131
95 $12K
SRCE
1 St Source Corp

Financial Services
13
+ 19.7%
$53.28 - $62.88 $693 - $817
79 $4K
SONY
Sony Group Corp

Technology
40
New
$21.24 - $26.88 $850 - $1.08K
40 $1K
IWN
Ishares Russell2000 Val ETF

ETFs
6
+ 120.0%
$131.84 - $157.76 $791 - $947
11 $1K
IDU
Ishares Tr U S Utils ETF

ETFs
2
+ 0.56%
$93.98 - $106.11 $188 - $212
360 $37K
DCI
Donaldson CO Inc

Industrials
9
+ 20.93%
$59.18 - $71.02 $533 - $639
52 $3K
LMAT
Lemaitre Vascular Inc

Healthcare
10
+ 16.95%
$77.89 - $92.6 $779 - $926
69 $5K
MET
Metlife Inc

Financial Services
16
+ 5.08%
$68.42 - $82.49 $1.09K - $1.32K
331 $26K
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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