Concord Wealth Partners Incresed Positions in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
83.5K
+ 63.79%
$94.33 - $105.31 $7.88M - $8.79M
214K $22.4M
AVEM
American Centy ETF Tr Avantis

ETFs
55.6K
+ 32.11%
$68.33 - $75.41 $3.8M - $4.19M
229K $17.2M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
82.7K
+ 8.16%
$28.34 - $28.67 $2.34M - $2.37M
1.1M $31.4M
SHV
Ishares Tr

ETFs
20.2K
+ 7.73%
$110.06 - $110.49 $2.22M - $2.23M
282K $31.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.4K
+ 2.26%
$39.8 - $42.86 $613K - $661K
699K $29.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
71.9K
+ 7.5%
$28.38 - $29.05 $2.04M - $2.09M
1.03M $29.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
52.2K
+ 6.33%
$33.26 - $34.01 $1.73M - $1.77M
877K $29.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
59.3K
+ 6.14%
$30.02 - $30.29 $1.78M - $1.8M
1.02M $31M
ORCL
Oracle Corp

Technology
5.43K
+ 227.08%
$218.96 - $328.33 $1.19M - $1.78M
7.81K $2.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.49K
+ 6.37%
$67.01 - $72.84 $636K - $691K
158K $11.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.64K
+ 47.15%
$100.37 - $100.74 $867K - $870K
27K $2.71M
AVUV
American Centy ETF Tr Avantis

ETFs
1.19K
+ 1.46%
$90.37 - $102.12 $108K - $122K
82.8K $8.24M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.19%
$282.78 - $316.06 $15.6K - $17.4K
29.2K $9.21M
IGRO
Ishares Tr International Divid

ETFs
8.08K
+ 11.58%
$75.97 - $80.24 $614K - $648K
77.8K $6.2M
HD
Home Depot, Inc.

Consumer Cyclical
677
+ 6.68%
$357.4 - $423.42 $242K - $287K
10.8K $4.38M
GS
Goldman Sachs Group Inc

Financial Services
195
+ 3.58%
$696.56 - $806.32 $136K - $157K
5.64K $4.49M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
823
+ 1.02%
$98.53 - $107.1 $81.1K - $88.1K
81.2K $8.52M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12.3K
+ 6.73%
$41.8 - $43.15 $513K - $530K
195K $8.33M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.98K
+ 10.93%
$86.07 - $90.74 $601K - $634K
70.9K $6.35M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.76K
+ 1630.18%
$185.88 - $207.44 $512K - $571K
2.92K $587K
DFAX
Dimensional ETF Tr
8.1K
+ 5.73%
$29.25 - $31.56 $237K - $256K
150K $4.69M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.82K
+ 19.45%
$91.44 - $91.77 $533K - $534K
35.8K $3.28M
LMT
Lockheed Martin Corp

Industrials
408
+ 4.87%
$410.74 - $499.21 $168K - $204K
8.78K $4.38M
MS
Morgan Stanley

Financial Services
20
+ 0.08%
$139.09 - $161.16 $2.78K - $3.22K
23.7K $3.77M
AMAT
Applied Materials Inc

Technology
723
+ 5.74%
$156.25 - $204.95 $113K - $148K
13.3K $2.73M
DVYE
Ishares Emerging Markets Divid

ETFs
11.2K
+ 13.4%
$28.5 - $30.64 $318K - $342K
94.5K $2.81M
CVS
Cvs Health Corp

Healthcare
2.49K
+ 7.31%
$58.75 - $76.5 $146K - $191K
36.6K $2.76M
UNP
Union Pacific Corp

Industrials
1.35K
+ 10.56%
$214.91 - $237.16 $289K - $319K
14.1K $3.33M
PANW
Palo Alto Networks Inc

Technology
1.98K
+ 32.1%
$167.06 - $208.19 $331K - $412K
8.15K $1.66M
RTX
Raytheon Technologies Corp

Industrials
1.78K
+ 77.9%
$144.19 - $167.33 $256K - $297K
4.06K $679K
KLAC
Kla Corp

Technology
47
+ 2.94%
$843.9 - $1078.6 $39.7K - $50.7K
1.65K $1.78M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
2.63K
+ 4.24%
$38.81 - $43.36 $102K - $114K
64.8K $2.72M
BSX
Boston Scientific Corp

Healthcare
3.37K
+ 1261.42%
$97.03 - $108.14 $327K - $364K
3.64K $354K
DFAU
Dimensional ETF Tr

ETFs
3K
+ 5.52%
$42.42 - $45.96 $127K - $138K
57.4K $2.63M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
4.36K
+ 1.91%
$41.19 - $43.7 $180K - $190K
233K $9.93M
DFAI
Dimensional ETF Tr

ETFs
5.91K
+ 13.68%
$34.05 - $36.55 $201K - $216K
49.1K $1.78M
CDNS
Cadence Design Systems Inc

Technology
151
+ 2.92%
$309.46 - $373.37 $46.7K - $56.4K
5.33K $1.87M
MCK
Mckesson Corp

Healthcare
171
+ 4.79%
$659.01 - $772.54 $113K - $132K
3.74K $2.89M
XOM
Exxon Mobil Corp

Energy
484
+ 1.31%
$105.83 - $117.22 $51.2K - $56.7K
37.4K $4.22M
FNDE
Schwab Fundamental Emerging Mk

ETFs
161
+ 0.23%
$33.13 - $36.31 $5.33K - $5.85K
70.6K $2.55M
WFC
Wells Fargo & Company

Financial Services
1.98K
+ 14.16%
$77.05 - $85.16 $152K - $168K
15.9K $1.33M
C
Citigroup Inc

Financial Services
86
+ 0.69%
$85.57 - $103.49 $7.36K - $8.9K
12.6K $1.28M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
25.2K
+ 1090.03%
$7.98 - $8.29 $201K - $209K
27.6K $226K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.77K
+ 13.54%
$47.18 - $48.17 $178K - $182K
31.6K $1.52M
IBM
International Business Machines Corp

Technology
968
+ 15.6%
$234.77 - $292.47 $227K - $283K
7.17K $2.02M
COP
Conocophillips

Energy
410
+ 1.28%
$91.0 - $98.99 $37.3K - $40.6K
32.4K $3.06M
INTU
Intuit Inc

Technology
692
+ 24.62%
$646.03 - $807.39 $447K - $559K
3.5K $2.39M
CTRA
Coterra Energy Inc.

Energy
9.23K
+ 37.85%
$23.09 - $25.45 $213K - $235K
33.6K $794K
VTI
Vanguard Total Stock Market Et

ETFs
108
+ 1.96%
$303.93 - $329.86 $32.8K - $35.6K
5.63K $1.85M
Activity Summary
Buys All Purchases 220 New Holdings 32 Increased Positions 188 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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