Concord Wealth Partners Incresed Positions in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
78.5K
+ 42.73%
$109.92 - $110.57 $8.63M - $8.68M
262K $28.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.98K
+ 8.97%
$180.88 - $232.93 $720K - $927K
48.4K $10.6M
TFC
Truist Financial Corp

Financial Services
51.6K
+ 279.43%
$41.51 - $48.1 $2.14M - $2.48M
70.1K $3.04M
WMT
Walmart Inc.

Consumer Defensive
21.2K
+ 96.27%
$79.1 - $95.7 $1.68M - $2.03M
43.2K $3.9M
LMT
Lockheed Martin Corp

Industrials
4.14K
+ 196.07%
$479.66 - $614.62 $1.99M - $2.54M
6.25K $3.04M
COP
Conocophillips

Energy
17.6K
+ 94.11%
$95.12 - $114.72 $1.68M - $2.02M
36.4K $3.61M
AAPL
Apple Inc.

Technology
607
+ 0.77%
$221.69 - $259.02 $135K - $157K
79.1K $19.8M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23.5K
+ 11.67%
$50.53 - $55.55 $1.19M - $1.31M
225K $11.5M
TJX
Tjx Companies Inc

Consumer Cyclical
6.8K
+ 86.39%
$112.15 - $127.2 $762K - $864K
14.7K $1.77M
GE
General Electric CO

Industrials
5.25K
+ 114.83%
$159.95 - $194.23 $840K - $1.02M
9.82K $1.64M
BMY
Bristol Myers Squibb CO

Healthcare
11.9K
+ 229.21%
$51.92 - $59.94 $617K - $712K
17.1K $965K
RTX
Raytheon Technologies Corp

Industrials
5.69K
+ 752.18%
$114.45 - $127.21 $652K - $724K
6.45K $746K
GS
Goldman Sachs Group Inc

Financial Services
578
+ 13.87%
$486.1 - $608.57 $281K - $352K
4.75K $2.72M
GILD
Gilead Sciences, Inc.

Healthcare
6.19K
+ 194.72%
$83.95 - $97.9 $520K - $606K
9.38K $865K
CRM
Salesforce, Inc.

Technology
423
+ 5.95%
$270.87 - $367.87 $115K - $156K
7.53K $2.52M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
39.8K
+ 112.16%
$14.42 - $15.68 $574K - $624K
75.3K $1.1M
CB
Chubb LTD

Financial Services
2.28K
+ 34.09%
$271.57 - $301.89 $618K - $687K
8.95K $2.47M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
16.6K
+ 97.33%
$35.33 - $39.3 $586K - $652K
33.6K $1.2M
CDNS
Cadence Design Systems Inc

Technology
1.49K
+ 48.47%
$249.1 - $324.54 $372K - $485K
4.57K $1.37M
DVYE
Ishares Emerging Markets Divid

ETFs
23K
+ 94.17%
$25.42 - $29.74 $585K - $684K
47.5K $1.23M
MSFT
Microsoft Corp

Technology
2.09K
+ 5.01%
$406.35 - $454.46 $850K - $951K
43.8K $18.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
751
+ 90.48%
$567.81 - $607.81 $426K - $456K
1.58K $926K
CL
Colgate Palmolive CO

Consumer Defensive
6.2K
+ 53.33%
$90.22 - $102.31 $559K - $634K
17.8K $1.62M
ADP
Automatic Data Processing Inc

Industrials
722
+ 7.9%
$280.08 - $307.97 $202K - $222K
9.86K $2.89M
NOW
Service Now, Inc.

Technology
129
+ 9.82%
$867.18 - $1148.42 $112K - $148K
1.44K $1.53M
INTU
Intuit Inc

Technology
532
+ 40.33%
$602.01 - $706.25 $320K - $376K
1.85K $1.16M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.58K
+ 145.65%
$79.93 - $88.06 $366K - $403K
7.73K $618K
IGRO
Ishares Tr International Divid

ETFs
5.21K
+ 120.5%
$67.76 - $74.48 $353K - $388K
9.54K $648K
PFE
Pfizer Inc

Healthcare
12.6K
+ 252.96%
$24.8 - $30.19 $313K - $382K
17.6K $467K
SNPS
Synopsys Inc

Technology
729
+ 47.58%
$485.36 - $588.0 $354K - $429K
2.26K $1.1M
AFL
Aflac Inc

Financial Services
3.32K
+ 77.12%
$100.37 - $115.27 $333K - $383K
7.63K $788K
DELL
Dell Technologies Inc.

Technology
2.36K
+ 205.03%
$111.96 - $144.21 $264K - $341K
3.51K $404K
HUM
Humana Inc

Healthcare
1.04K
+ 4539.13%
$233.89 - $304.18 $244K - $318K
1.07K $270K
COST
Costco Wholesale Corp

Consumer Defensive
137
+ 3.28%
$873.59 - $994.69 $120K - $136K
4.32K $3.95M
GWW
W.W. Grainger, Inc.

Industrials
204
+ 9.5%
$1023.06 - $1220.93 $209K - $249K
2.35K $2.48M
ASML
Asml Holding Nv

Technology
347
+ 5783.33%
$658.43 - $872.27 $228K - $303K
353 $244K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.01%
$554.08 - $632.68 $554 - $633
13.6K $8M
MA
Mastercard Inc

Financial Services
79
+ 1.37%
$491.3 - $536.15 $38.8K - $42.4K
5.83K $3.07M
LRCX
Lam Research Corp

Technology
16.5K
+ 1272.82%
$70.05 - $814.09 $1.15M - $13.4M
17.8K $1.28M
ITW
Illinois Tool Works Inc

Industrials
865
+ 47.68%
$253.56 - $278.5 $219K - $241K
2.68K $679K
BAC
Bank Of America Corp

Financial Services
1.82K
+ 6.43%
$39.22 - $47.77 $71.4K - $87K
30.1K $1.32M
C
Citigroup Inc

Financial Services
1.61K
+ 14.48%
$61.31 - $72.5 $98.5K - $116K
12.7K $893K
KLAC
Kla Corp

Technology
603
+ 44.83%
$614.46 - $829.55 $371K - $500K
1.95K $1.23M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
862
+ 32.58%
$396.64 - $516.74 $342K - $445K
3.51K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
287
+ 45.27%
$521.84 - $558.82 $150K - $160K
921 $496K
PANW
Palo Alto Networks Inc

Technology
2.96K
+ 121.6%
$181.96 - $405.9 $538K - $1.2M
5.39K $980K
CME
Cme Group Inc.

Financial Services
418
+ 14.8%
$221.17 - $246.02 $92.4K - $103K
3.24K $752K
CMCSA
Comcast Corp

Communication Services
9.12K
+ 17.5%
$37.39 - $45.14 $341K - $411K
61.2K $2.3M
BLK
Black Rock Inc.

Financial Services
66
+ 10.05%
$934.02 - $1065.26 $61.6K - $70.3K
723 $741K
Activity Summary
Buys All Purchases 260 New Holdings 36 Increased Positions 224 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 1
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