Concord Wealth Partners Incresed Positions in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
27.4K
+ 14.68%
$98.91 - $134.91 $2.71M - $3.69M
214K $26M
AAPL
Apple Inc.

Technology
2.55K
+ 3.35%
$207.23 - $234.82 $528K - $598K
78.5K $18.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
38.9K
+ 3.12%
$29.58 - $30.31 $1.15M - $1.18M
1.29M $38.9M
META
Meta Platforms, Inc.

Communication Services
1.28K
+ 10.45%
$453.41 - $572.44 $582K - $734K
13.6K $7.76M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.42K
+ 4.56%
$77.23 - $87.97 $419K - $477K
124K $10.8M
SO
Southern CO

Utilities
7.86K
+ 25.96%
$77.0 - $90.52 $605K - $711K
38.1K $3.44M
NEE
Nextera Energy Inc

Utilities
6.48K
+ 17.94%
$69.9 - $84.97 $453K - $550K
42.6K $3.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.8K
+ 11.03%
$41.34 - $43.55 $738K - $777K
180K $7.76M
AVGO
Broadcom Inc.

Technology
42.1K
+ 961.03%
$136.27 - $1745.86 $5.74M - $73.6M
46.5K $8.03M
ABBV
Abb Vie Inc.

Healthcare
1.37K
+ 5.33%
$163.84 - $199.33 $224K - $273K
27.1K $5.35M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
44.9K
+ 5.31%
$20.69 - $21.17 $929K - $950K
890K $18.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.93K
+ 2.86%
$51.29 - $56.57 $253K - $279K
177K $10M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
748
+ 7.42%
$405.19 - $478.57 $303K - $358K
10.8K $4.98M
AVEM
American Centy ETF Tr Avantis

ETFs
796
+ 0.35%
$57.2 - $65.59 $45.5K - $52.2K
225K $14.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.6K
+ 2.99%
$56.04 - $62.2 $258K - $286K
158K $9.84M
MRK
Merck & Co., Inc.

Healthcare
9.99K
+ 29.12%
$111.15 - $128.97 $1.11M - $1.29M
44.3K $5.03M
UNH
Unitedhealth Group Inc

Healthcare
476
+ 7.23%
$488.01 - $604.18 $232K - $288K
7.06K $4.13M
SHV
Ishares Tr

ETFs
6.78K
+ 3.83%
$110.05 - $110.63 $746K - $750K
184K $20.3M
KO
Coca Cola CO

Consumer Defensive
3.07K
+ 4.79%
$62.69 - $73.01 $193K - $224K
67.2K $4.83M
CAT
Caterpillar Inc

Industrials
520
+ 5.93%
$316.8 - $391.12 $165K - $203K
9.29K $3.64M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.74K
+ 3.29%
$61.47 - $67.36 $230K - $252K
117K $7.89M
CB
Chubb LTD

Financial Services
1.78K
+ 36.22%
$252.51 - $292.2 $448K - $519K
6.68K $1.92M
MA
Mastercard Inc

Financial Services
766
+ 15.36%
$429.6 - $500.99 $329K - $384K
5.75K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
1.8K
+ 6.14%
$194.9 - $224.8 $350K - $404K
31K $6.54M
GWW
W.W. Grainger, Inc.

Industrials
362
+ 20.27%
$896.19 - $1044.18 $324K - $378K
2.15K $2.23M
GOOGL
Alphabet Inc.

Communication Services
6.66K
+ 22.07%
$148.65 - $191.18 $991K - $1.27M
36.9K $6.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
13.2K
+ 117.08%
$128.47 - $280.94 $1.7M - $3.71M
24.5K $3.79M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.63K
+ 4.55%
$94.31 - $103.26 $248K - $271K
60.4K $6.19M
WMT
Walmart Inc.

Consumer Defensive
4.27K
+ 24.05%
$66.91 - $81.4 $286K - $347K
22K $1.78M
MSFT
Microsoft Corp

Technology
2.83K
+ 7.28%
$395.15 - $467.56 $1.12M - $1.32M
41.7K $18M
COST
Costco Wholesale Corp

Consumer Defensive
479
+ 12.95%
$801.83 - $917.05 $384K - $439K
4.18K $3.7M
ADP
Automatic Data Processing Inc

Industrials
628
+ 7.38%
$233.44 - $279.45 $147K - $175K
9.14K $2.53M
JNJ
Johnson & Johnson

Healthcare
449
+ 1.71%
$145.48 - $167.38 $65.3K - $75.2K
26.7K $4.33M
AMZN
Amazon Com Inc

Consumer Cyclical
4.09K
+ 10.16%
$161.02 - $200.0 $659K - $819K
44.4K $8.27M
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 0.78%
$245.82 - $304.51 $16K - $19.8K
8.45K $2.57M
UNP
Union Pacific Corp

Industrials
654
+ 5.34%
$221.78 - $256.09 $145K - $167K
12.9K $3.18M
LOW
Lowes Companies Inc

Consumer Cyclical
95
+ 1.28%
$213.3 - $270.78 $20.3K - $25.7K
7.49K $2.03M
GS
Goldman Sachs Group Inc

Financial Services
465
+ 12.56%
$459.02 - $510.25 $213K - $237K
4.17K $2.06M
TSLA
Tesla, Inc.

Consumer Cyclical
1.41K
+ 1059.4%
$191.76 - $263.26 $270K - $371K
1.54K $403K
CRM
Salesforce, Inc.

Technology
953
+ 15.49%
$238.42 - $276.53 $227K - $264K
7.11K $1.94M
V
Visa Inc.

Financial Services
852
+ 9.65%
$253.74 - $291.56 $216K - $248K
9.69K $2.66M
XOM
Exxon Mobil Corp

Energy
2.16K
+ 5.49%
$109.72 - $119.0 $237K - $257K
41.5K $4.86M
TRV
Travelers Companies, Inc.

Financial Services
577
+ 9.01%
$201.87 - $242.35 $116K - $140K
6.98K $1.63M
GE
General Electric CO

Industrials
1.19K
+ 35.22%
$156.66 - $189.66 $187K - $226K
4.57K $862K
CMCSA
Comcast Corp

Communication Services
4.37K
+ 9.15%
$37.33 - $41.78 $163K - $182K
52.1K $2.18M
ABT
Abbott Laboratories

Healthcare
1.29K
+ 8.7%
$100.07 - $118.13 $129K - $152K
16.1K $1.84M
PG
Procter & Gamble CO

Consumer Defensive
395
+ 1.49%
$160.76 - $177.82 $63.5K - $70.2K
27K $4.67M
LLY
Eli Lilly & CO

Healthcare
416
+ 8.94%
$772.14 - $960.02 $321K - $399K
5.07K $4.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.94K
+ 2.27%
$91.42 - $91.82 $269K - $270K
132K $12.1M
Activity Summary
Buys All Purchases 531 New Holdings 204 Increased Positions 327 Sells All Sells 156 Reductions 155 Sold out 1 Options Calls 0 Puts 1
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