Concord Wealth Partners Incresed Positions in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.61K
+ 1.95%
$29.12 - $35.84 $46.8K - $57.6K
84.1K $3.02M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.39K
+ 11.77%
$137.62 - $174.44 $191K - $242K
13.2K $2.16M
CSCO
Cisco Systems, Inc.

Technology
2.28K
+ 15.73%
$53.19 - $69.38 $121K - $158K
16.8K $1.16M
BAC
Bank Of America Corp

Financial Services
1.75K
+ 5.63%
$34.39 - $47.46 $60.3K - $83.2K
32.9K $1.56M
AFL
Aflac Inc

Financial Services
2.96K
+ 30.83%
$99.77 - $112.45 $295K - $333K
12.6K $1.32M
ISRG
Intuitive Surgical Inc

Healthcare
127
+ 3.75%
$451.58 - $565.94 $57.4K - $71.9K
3.52K $1.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
188
+ 11.88%
$496.48 - $617.85 $93.3K - $116K
1.77K $1.09M
AEP
American Electric Power CO Inc

Utilities
2.02K
+ 168.34%
$98.59 - $109.11 $199K - $220K
3.21K $333K
C
Citigroup Inc

Financial Services
344
+ 2.82%
$58.13 - $85.12 $20K - $29.3K
12.5K $1.07M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.39K
+ 2.01%
$26.66 - $33.09 $37K - $46K
70.5K $2.33M
DFAE
Dimensional ETF Tr

ETFs
6.16K
+ 291.3%
$22.87 - $28.95 $141K - $178K
8.28K $239K
QCOM
Qualcomm Inc

Technology
905
+ 17.15%
$124.66 - $159.48 $113K - $144K
6.18K $984K
HDV
Ishares Core High Dividend ETF

ETFs
1.93K
+ 13.62%
$108.41 - $120.51 $209K - $232K
16.1K $1.88M
SO
Southern CO

Utilities
1.67K
+ 3.9%
$84.91 - $92.56 $142K - $155K
44.5K $4.09M
VGT
Vanguard Information Technolog

ETFs
9
+ 0.81%
$470.37 - $663.28 $4.23K - $5.97K
1.12K $740K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.02%
$430.82 - $486.45 $862 - $973
8.38K $3.88M
MRNA
Moderna, Inc.

Healthcare
4.76K
+ 1982.5%
$23.65 - $28.54 $113K - $136K
5K $137K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.34K
+ 21.8%
$20.12 - $21.0 $107K - $112K
29.8K $624K
VOT
Vanguard Mid Cap Growth Index

ETFs
378
+ 252.0%
$216.28 - $284.39 $81.8K - $107K
528 $150K
FTNT
Fortinet, Inc.

Technology
1K
+ 2325.58%
$84.71 - $108.69 $84.7K - $109K
1.04K $110K
AMT
American Tower Corp

Real Estate
441
+ 47.32%
$203.96 - $228.19 $89.9K - $101K
1.37K $303K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.41K
+ 202.1%
$41.11 - $42.42 $98.9K - $102K
3.6K $150K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.86K
+ 87.21%
$24.94 - $31.15 $71.4K - $89.2K
6.15K $191K
VZ
Verizon Communications Inc

Communication Services
3.85K
+ 10.9%
$41.67 - $45.62 $160K - $176K
39.1K $1.69M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
134
+ 8.06%
$171.4 - $227.1 $23K - $30.4K
1.8K $407K
ITW
Illinois Tool Works Inc

Industrials
349
+ 10.97%
$218.41 - $252.43 $76.2K - $88.1K
3.53K $872K
HON
Honeywell International Inc

Industrials
317
+ 66.32%
$182.86 - $232.88 $58K - $73.8K
795 $185K
GE
General Electric CO

Industrials
171
+ 25.41%
$166.81 - $257.39 $28.5K - $44K
844 $217K
AMD
Advanced Micro Devices Inc

Technology
446
+ 107.99%
$78.21 - $143.81 $34.9K - $64.1K
859 $121K
IVV
Ishares Core S&P 500 ETF

ETFs
23
+ 2.12%
$498.8 - $620.9 $11.5K - $14.3K
1.11K $688K
PLTR
Palantir Technologies Inc.

Technology
287
+ 42.64%
$74.01 - $144.25 $21.2K - $41.4K
960 $130K
RTX
Raytheon Technologies Corp

Industrials
290
+ 14.57%
$113.75 - $148.48 $33K - $43.1K
2.28K $333K
EMR
Emerson Electric CO

Industrials
345
+ 33.14%
$94.15 - $133.33 $32.5K - $46K
1.39K $184K
PEP
Pepsico Inc

Consumer Defensive
1.49K
+ 20.21%
$128.02 - $151.37 $191K - $226K
8.88K $1.17M
IWM
Ishares Russell 2000 ETF

ETFs
138
+ 6.58%
$174.82 - $215.79 $24.1K - $29.8K
2.23K $482K
HII
Huntington Ingalls Industries, Inc.

Industrials
234
+ 570.73%
$183.31 - $241.46 $42.9K - $56.5K
275 $66K
ELV
Elevance Health, Inc.

Healthcare
199
+ 49.14%
$372.27 - $452.69 $74.1K - $90.1K
604 $234K
BK
Bank Of New York Mellon Corp

Financial Services
550
+ 77.36%
$73.31 - $91.62 $40.3K - $50.4K
1.26K $114K
APD
Air Products & Chemicals, Inc.

Basic Materials
235
+ 23.2%
$248.61 - $294.96 $58.4K - $69.3K
1.25K $352K
BDX
Becton Dickinson & CO

Healthcare
445
+ 112.37%
$165.15 - $226.42 $73.5K - $101K
841 $144K
TRV
Travelers Companies, Inc.

Financial Services
107
+ 1.5%
$233.83 - $276.34 $25K - $29.6K
7.22K $1.93M
GD
General Dynamics Corp

Industrials
144
+ 30.0%
$247.68 - $291.66 $35.7K - $42K
624 $181K
GLD
Spdr Gold Trust

ETFs
132
+ 24.13%
$273.71 - $316.29 $36.1K - $41.8K
679 $206K
CMCSA
Comcast Corp

Communication Services
3.59K
+ 5.33%
$32.84 - $36.72 $118K - $132K
71K $2.53M
NVS
Novartis Ag

Healthcare
270
+ 20.36%
$101.96 - $121.01 $27.5K - $32.7K
1.6K $193K
JCI
Johnson Controls International PLC

Industrials
302
+ 54.41%
$71.14 - $105.62 $21.5K - $31.9K
857 $90K
TXN
Texas Instruments Inc

Technology
237
+ 1.53%
N/A
15.8K $3.07M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
445
+ 70.19%
$96.84 - $99.46 $43.1K - $44.3K
1.08K $107K
MLM
Martin Marietta Materials Inc

Basic Materials
68
+ 68.0%
$452.51 - $568.19 $30.8K - $38.6K
168 $92K
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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