Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TECH
Bio Techne Corp

Healthcare
10
+ 29.41%
$46.66 - $58.38 $467 - $584
44 $2K
ENSG
Ensign Group, Inc

Healthcare
5
+ 18.52%
$119.93 - $156.36 $600 - $782
32 $4K
CINF
Cincinnati Financial Corp

Financial Services
5
+ 18.52%
$126.6 - $151.6 $633 - $758
32 $4K
FAST
Fastenal CO

Industrials
90
+ 100.0%
$40.65 - $83.16 $3.66K - $7.48K
180 $7K
CGNX
Cognex Corp

Technology
15
+ 12.82%
$23.27 - $32.07 $349 - $481
132 $4K
Tidal Trust I
459
New
N/A
459 $0
Dimensional ETF Trust
502
+ 32.85%
N/A
2.03K $0
Dimensional ETF Trust
854
+ 1.26%
N/A
68.7K $0
DWAC
Digital World Acquisition Corp.

Financial Services
66
+ 86.84%
N/A
142 $0
COOK
Traeger, Inc.

Consumer Cyclical
125
+ 1388.89%
$1.3 - $2.03 $163 - $254
134 $0
DDOG
Datadog, Inc.

Technology
1
New
$87.0 - $134.33 $87 - $134
1 $0
TMDX
Trans Medics Group, Inc.

Healthcare
1
New
$67.67 - $143.04 $67.7 - $143
1 $0
DFSV
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.25%
$24.21 - $29.47 $24.2 - $29.5
396 $11K
Dimensional ETF Trust
9
+ 0.59%
N/A
1.54K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
1
+ 11.11%
$91.23 - $97.27 $91.2 - $97.3
10 $0
EXPD
Expeditors International Of Washington Inc

Industrials
5
+ 20.0%
$102.84 - $122.24 $514 - $611
30 $3K
EXLS
Exl Service Holdings, Inc.

Technology
1
New
$41.85 - $48.48 $41.9 - $48.5
1 $0
EVH
Evolent Health, Inc.

Healthcare
13
New
$7.21 - $11.26 $93.7 - $146
13 $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.23%
N/A
427 $17K
Super Micro Computer Inc
1K
+ 2564.1%
N/A
1.04K $0
EIX
Edison International

Utilities
16
+ 11.94%
$48.32 - $59.92 $773 - $959
150 $7K
Tcw ETF Trust
2.79K
+ 21.38%
N/A
15.8K $0
Tempus Ai Inc
308
+ 308.0%
N/A
408 $0
Dimensional ETF Trust
1.88K
+ 142.09%
N/A
3.2K $0
Dimensional ETF Trust
4
+ 0.71%
N/A
570 $0
TTD
Trade Desk, Inc.

Technology
1
+ 5.0%
$45.27 - $79.4 $45.3 - $79.4
21 $1K
Fidelity Covington Trust
1
+ 0.23%
N/A
432 $0
CRSP
Crispr Therapeutics Ag

Healthcare
11
New
$31.27 - $48.64 $344 - $535
11 $0
Coreweave Inc
43
New
N/A
43 $0
BMI
Badger Meter Inc

Technology
3
New
$170.72 - $254.17 $512 - $763
3 $0
VITL
Vital Farms, Inc.

Consumer Defensive
1
New
$30.52 - $38.52 $30.5 - $38.5
1 $0
AXSM
Axsome Therapeutics, Inc.

Healthcare
1
New
$95.65 - $116.49 $95.7 - $116
1 $0
ARDX
Ardelyx, Inc.

Healthcare
8
New
$3.28 - $5.51 $26.2 - $44.1
8 $0
WCN
Waste Connections, Inc.

Industrials
1
New
$183.26 - $199.95 $183 - $200
1 $0
WEAV
Weave Communications, Inc.

Technology
3
New
$8.11 - $11.18 $24.3 - $33.5
3 $0
APA
Apa Corp

Energy
2
+ 1.59%
$14.03 - $21.24 $28.1 - $42.5
128 $2K
Amplify ETF Tr
190
New
N/A
190 $0
AFG
American Financial Group Inc

Financial Services
5
+ 21.74%
$116.9 - $132.12 $585 - $661
28 $3K
ACN
Accenture PLC

Technology
30
+ 4.58%
$279.23 - $323.21 $8.38K - $9.7K
685 $204K
XMTR
Xometry, Inc.

Industrials
11
New
$19.34 - $36.75 $213 - $404
11 $0
VTRS
Viatris Inc

Healthcare
1
+ 0.05%
$7.26 - $9.12 $7.26 - $9.12
2.19K $19K
VRNA
Verona Pharma PLC

Healthcare
7
New
$53.9 - $98.68 $377 - $691
7 $0
Barrick Mng Corp
1.23K
New
N/A
1.23K $0
CFLT
Confluent, Inc.

Technology
2
New
$19.44 - $24.93 $38.9 - $49.9
2 $0
COLL
Collegium Pharmaceutical, Inc

Healthcare
4
New
$24.67 - $30.44 $98.7 - $122
4 $0
Vanguard Malvern Fds
2.94K
New
N/A
2.94K $0
Circle Internet Group Inc
120
New
N/A
120 $0
CHWY
Chewy, Inc.

Consumer Cyclical
1
New
$31.21 - $48.21 $31.2 - $48.2
1 $0
CLDX
Celldex Therapeutics, Inc.

Healthcare
8
New
$15.13 - $21.65 $121 - $173
8 $0
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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