Concord Wealth Partners Incresed Positions in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
431K
+ 409.6%
$33.84 - $37.77 $14.6M - $16.3M
536K $19.5M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
262K
+ 48.3%
$28.04 - $28.63 $7.35M - $7.5M
804K $22.6M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
80.9K
+ 87.5%
$34.34 - $38.51 $2.78M - $3.11M
173K $6.65M
MCK
Mckesson Corp

Healthcare
4.87K
+ 3314.29%
$566.21 - $672.99 $2.76M - $3.28M
5.02K $3.38M
IGRO
Ishares Tr International Divid

ETFs
35.3K
+ 369.69%
$66.91 - $73.87 $2.36M - $2.61M
44.8K $3.25M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
30.9K
+ 399.24%
$78.97 - $85.82 $2.44M - $2.65M
38.6K $3.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
20.1K
+ 1516.49%
$114.57 - $118.14 $2.31M - $2.38M
21.5K $2.54M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
27.1K
+ 50.08%
$89.18 - $104.04 $2.42M - $2.82M
81.3K $7.44M
TSLA
Tesla, Inc.

Consumer Cyclical
6.12K
+ 5945.63%
$222.15 - $428.22 $1.36M - $2.62M
6.23K $1.61M
ETN
Eaton Corp PLC

Industrials
5.83K
+ 1728.78%
$271.83 - $371.23 $1.58M - $2.16M
6.16K $1.68M
SPIB
Spdr Portfolio Intermediate Te

ETFs
28.7K
+ 3.9%
$32.5 - $33.3 $932K - $955K
765K $25.4M
ISRG
Intuitive Surgical Inc

Healthcare
2.3K
+ 210.44%
$476.63 - $610.45 $1.1M - $1.4M
3.39K $1.68M
DIS
Walt Disney CO

Communication Services
10.3K
+ 423.41%
$96.87 - $114.0 $1M - $1.18M
12.8K $1.26M
DUK
Duke Energy Corp

Utilities
7.14K
+ 113.77%
$105.87 - $121.97 $756K - $871K
13.4K $1.64M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.29K
+ 1567.12%
$408.78 - $448.82 $935K - $1.03M
2.43K $1.02M
MS
Morgan Stanley

Financial Services
8.56K
+ 68.08%
$111.68 - $141.08 $956K - $1.21M
21.1K $2.47M
DVYE
Ishares Emerging Markets Divid

ETFs
28.7K
+ 60.49%
$25.08 - $27.99 $720K - $804K
76.2K $2.08M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.56K
+ 96.96%
$211.47 - $267.17 $964K - $1.22M
9.26K $1.96M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.1K
+ 9.19%
$55.41 - $60.74 $891K - $976K
191K $10.8M
PFE
Pfizer Inc

Healthcare
30.7K
+ 174.18%
$25.01 - $27.13 $768K - $833K
48.3K $1.23M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
21.3K
+ 63.3%
$35.33 - $37.02 $752K - $788K
54.9K $1.96M
AMGN
Amgen Inc

Healthcare
911
+ 10.12%
$258.59 - $327.36 $236K - $298K
9.92K $3.09M
CSCO
Cisco Systems, Inc.

Technology
11.7K
+ 419.33%
$58.74 - $64.87 $687K - $758K
14.5K $893K
LMT
Lockheed Martin Corp

Industrials
2.12K
+ 33.97%
$423.19 - $506.29 $898K - $1.07M
8.37K $3.74M
IBM
International Business Machines Corp

Technology
2.62K
+ 175.5%
$217.4 - $264.74 $569K - $692K
4.11K $1.02M
QCOM
Qualcomm Inc

Technology
4.3K
+ 440.78%
$151.94 - $175.86 $654K - $757K
5.28K $810K
INTU
Intuit Inc

Technology
1.11K
+ 59.7%
$555.63 - $630.23 $614K - $696K
2.96K $1.81M
SO
Southern CO

Utilities
2.67K
+ 6.65%
$80.96 - $92.96 $216K - $248K
42.8K $3.94M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11K
+ 7.19%
$46.74 - $47.55 $516K - $525K
165K $7.83M
NEE
Nextera Energy Inc

Utilities
8.82K
+ 19.39%
$66.96 - $76.16 $591K - $672K
54.3K $3.85M
V
Visa Inc.

Financial Services
338
+ 3.67%
$306.92 - $362.71 $104K - $123K
9.54K $3.34M
D
Dominion Energy, Inc

Utilities
7.22K
+ 97.34%
$52.85 - $57.43 $382K - $415K
14.6K $820K
VZ
Verizon Communications Inc

Communication Services
5.52K
+ 18.56%
$37.81 - $46.49 $209K - $257K
35.3K $1.6M
WFC
Wells Fargo & Company

Financial Services
5.2K
+ 68.25%
$66.78 - $81.42 $347K - $423K
12.8K $920K
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.79K
+ 14.59%
$28.11 - $32.0 $247K - $281K
69.1K $2.13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
739
+ 58.56%
$634.14 - $744.83 $469K - $550K
2K $1.27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
41
+ 1.17%
$402.49 - $513.76 $16.5K - $21.1K
3.55K $1.72M
AFL
Aflac Inc

Financial Services
1.97K
+ 25.86%
$100.99 - $111.19 $199K - $219K
9.6K $1.07M
IDV
Ishares Tr

ETFs
5.25K
+ 18.71%
$27.0 - $31.7 $142K - $167K
33.3K $1.03M
CB
Chubb LTD

Financial Services
88
+ 0.98%
$257.71 - $301.99 $22.7K - $26.6K
9.04K $2.73M
CVX
Chevron Corp

Energy
478
+ 6.14%
$146.71 - $167.97 $70.1K - $80.3K
8.27K $1.38M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
22K
+ 29.19%
$13.81 - $14.82 $304K - $326K
97.3K $1.35M
TRV
Travelers Companies, Inc.

Financial Services
273
+ 3.99%
$232.43 - $265.13 $63.5K - $72.4K
7.11K $1.88M
HDV
Ishares Core High Dividend ETF

ETFs
945
+ 7.16%
$110.86 - $121.12 $105K - $114K
14.1K $1.71M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.94K
+ 3970.27%
$73.78 - $76.59 $217K - $225K
3.01K $230K
QQQ
Invesco Qqq Trust, Series 1

ETFs
562
+ 31.84%
$468.34 - $539.52 $263K - $303K
2.33K $1.09M
CMCSA
Comcast Corp

Communication Services
6.15K
+ 10.05%
$33.19 - $38.23 $204K - $235K
67.4K $2.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 17.94%
$79.17 - $82.04 $140K - $145K
11.6K $948K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.17K
+ 27.29%
$126.11 - $135.06 $148K - $159K
5.48K $706K
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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