Concord Wealth Partners Purchases in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GH
Guardant Health, Inc.

Healthcare
8
New
$37.05 - $52.04 $296 - $416
8 $0
Gsk PLC
100
+ 15.08%
N/A
763 $0
HE
Hawaiian Electric Industries Inc

Utilities
40
+ 3.33%
$9.36 - $10.96 $374 - $438
1.24K $13K
SRRK
Scholar Rock Holding Corp

Healthcare
5
New
$24.47 - $36.39 $122 - $182
5 $0
INSM
Insmed Inc

Healthcare
1
New
$64.81 - $105.9 $64.8 - $106
1 $0
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.85%
$36.92 - $41.39 $111 - $124
358 $13K
PDI
Pimco Dynamic Income Fund

Financial Services
362
+ 3.66%
$17.02 - $19.87 $6.16K - $7.19K
10.3K $194K
ET
Energy Transfer LP

Energy
139
+ 1.81%
$15.65 - $18.93 $2.18K - $2.63K
7.82K $141K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 1.32%
$50.56 - $59.57 $50.6 - $59.6
77 $3K
ENTG
Entegris Inc

Technology
1
+ 0.95%
$62.92 - $86.2 $62.9 - $86.2
106 $8K
HPQ
Hp Inc

Technology
5
+ 0.67%
$21.88 - $29.32 $109 - $147
751 $18K
HRL
Hormel Foods Corp

Consumer Defensive
30
+ 0.97%
$29.11 - $31.44 $873 - $943
3.13K $94K
IXC
Ishares Tr Global Energy ETF

ETFs
20
+ 1.69%
$34.69 - $42.32 $694 - $846
1.21K $47K
BP
Bp PLC

Energy
11
+ 1.65%
$26.11 - $33.81 $287 - $372
677 $20K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.51%
$102.24 - $109.76 $409 - $439
781 $81K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.46%
$128.77 - $144.3 $258 - $289
434 $58K
CAG
Conagra Brands Inc.

Consumer Defensive
3
+ 0.22%
$20.4 - $26.78 $61.2 - $80.3
1.4K $28K
MSEX
Middlesex Water CO

Utilities
2
+ 0.22%
$54.18 - $66.57 $108 - $133
917 $49K
BMY
Bristol Myers Squibb CO

Healthcare
5.18K
+ 28.94%
$44.12 - $59.6 $229K - $309K
23.1K $1.07M
CVX
Chevron Corp

Energy
999
+ 12.08%
$133.73 - $168.51 $134K - $168K
9.27K $1.33M
PG
Procter & Gamble CO

Consumer Defensive
804
+ 3.85%
$157.66 - $172.39 $127K - $139K
21.7K $3.45M
MCD
Mcdonalds Corp

Consumer Cyclical
134
+ 1.87%
$285.55 - $321.23 $38.3K - $43K
7.31K $2.14M
ABBV
Abb Vie Inc.

Healthcare
91
+ 1.19%
$170.16 - $206.27 $15.5K - $18.8K
7.76K $1.44M
COP
Conocophillips

Energy
130
+ 0.41%
$82.66 - $106.1 $10.7K - $13.8K
32K $2.87M
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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