Concord Wealth Partners Incresed Positions in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
4.52K
+ 5.04%
$63.51 - $70.42 $287K - $318K
94.2K $6.14M
PHM
Pultegroup Inc

Consumer Cyclical
1.72K
+ 33.0%
$101.09 - $118.51 $173K - $203K
6.91K $710K
DFAI
Dimensional ETF Tr

ETFs
3.47K
+ 29.29%
$28.88 - $32.4 $100K - $112K
15.3K $477K
BMY
Bristol Myers Squibb CO

Healthcare
846
+ 4.96%
$53.9 - $63.11 $45.6K - $53.4K
17.9K $1.09M
MO
Altria Group, Inc.

Consumer Defensive
1.03K
+ 12.78%
$50.81 - $60.02 $52.2K - $61.6K
9.06K $543K
CI
Cigna Corp

Healthcare
28
+ 1.3%
$274.49 - $329.0 $7.69K - $9.21K
2.18K $716K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.48K
+ 1562.11%
$77.7 - $78.94 $115K - $117K
1.58K $124K
FANG
Diamondback Energy, Inc.

Energy
822
+ 18.97%
$139.9 - $180.18 $115K - $148K
5.16K $824K
ITW
Illinois Tool Works Inc

Industrials
501
+ 18.7%
$244.9 - $274.48 $123K - $138K
3.18K $788K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.99K
+ 16625.0%
$24.91 - $29.02 $99.4K - $116K
4.01K $100K
IWD
Ishares Russell 1000 Val ETF

ETFs
394
+ 452.87%
$182.82 - $196.21 $72K - $77.3K
481 $90K
SPGI
S&P Global Inc.

Financial Services
121
+ 13.7%
$478.26 - $543.77 $57.9K - $65.8K
1K $510K
PG
Procter & Gamble CO

Consumer Defensive
29
+ 0.14%
$158.56 - $176.26 $4.6K - $5.11K
20.9K $3.56M
WM
Waste Management Inc

Industrials
207
+ 42.16%
$200.54 - $233.78 $41.5K - $48.4K
698 $161K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.05K
+ 304.15%
$30.68 - $39.07 $63K - $80.2K
2.73K $84K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.76K
+ 3.44%
$48.02 - $53.02 $373K - $411K
233K $11.5M
HON
Honeywell International Inc

Industrials
222
+ 86.72%
$202.75 - $226.52 $45K - $50.3K
478 $101K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
401
+ 34.9%
$161.27 - $192.3 $64.7K - $77.1K
1.55K $249K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 10.42%
$507.05 - $563.67 $48.7K - $54.1K
1.02K $522K
PDI
Pimco Dynamic Income Fund

Financial Services
431
+ 4.56%
$18.51 - $20.05 $7.98K - $8.64K
9.89K $195K
AEP
American Electric Power CO Inc

Utilities
10
+ 0.84%
$90.32 - $109.27 $903 - $1.09K
1.2K $130K
JEPI
J P Morgan Exchange Traded Fd

ETFs
526
+ 1.85%
$56.17 - $59.71 $29.5K - $31.4K
28.9K $1.65M
PLTR
Palantir Technologies Inc.

Technology
146
+ 27.7%
$64.98 - $124.62 $9.49K - $18.2K
673 $56K
CAT
Caterpillar Inc

Industrials
973
+ 10.53%
$326.75 - $407.63 $318K - $397K
10.2K $3.37M
SCHW
Schwab Charles Corp

Financial Services
78
+ 4.03%
$71.24 - $83.64 $5.56K - $6.52K
2.01K $157K
NGG
National Grid PLC

Utilities
18
+ 0.88%
$56.13 - $65.61 $1.01K - $1.18K
2.07K $135K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
10
+ 0.5%
$67.08 - $76.14 $671 - $761
2.01K $148K
PPL
Ppl Corp

Utilities
257
+ 25.47%
$31.68 - $36.11 $8.14K - $9.28K
1.27K $45K
KMI
Kinder Morgan, Inc.

Energy
260
+ 7.88%
$26.1 - $31.22 $6.79K - $8.12K
3.56K $101K
UFPI
Ufp Industries Inc

Basic Materials
96
+ 92.31%
$103.91 - $118.67 $9.98K - $11.4K
200 $21K
MSEX
Middlesex Water CO

Utilities
2
+ 0.22%
$48.68 - $64.93 $97.4 - $130
915 $58K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 75.76%
$203.38 - $274.79 $10.2K - $13.7K
116 $23K
MDLZ
Mondelez International, Inc.

Consumer Defensive
92
+ 81.42%
$56.12 - $68.15 $5.16K - $6.27K
205 $13K
DFSV
Dimensional ETF Tr Dimensional

ETFs
245
+ 163.33%
$27.56 - $32.1 $6.75K - $7.86K
395 $11K
BDX
Becton Dickinson & CO

Healthcare
25
+ 6.74%
$222.79 - $249.08 $5.57K - $6.23K
396 $90K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7
+ 0.3%
$22.91 - $25.71 $160 - $180
2.31K $58K
LQD
Ishares Iboxx $ Investment Gra

ETFs
12
+ 0.56%
$105.1 - $109.61 $1.26K - $1.32K
2.14K $232K
DVY
Ishares Tr

ETFs
10
+ 0.78%
$128.58 - $138.1 $1.29K - $1.38K
1.3K $174K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11
+ 0.47%
$71.17 - $73.66 $783 - $810
2.35K $172K
APPN
Appian Corp

Technology
461
+ 21.75%
$28.81 - $37.23 $13.3K - $17.2K
2.58K $74K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
203
+ 2.0%
$19.35 - $20.45 $3.93K - $4.15K
10.3K $203K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
32
+ 0.68%
$51.52 - $52.37 $1.65K - $1.68K
4.74K $248K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.23%
$137.61 - $149.68 $138 - $150
432 $63K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.1%
$58.32 - $65.09 $117 - $130
1.93K $116K
SIL
Global X Silver Miners ETF

ETFs
8
+ 2.29%
$31.91 - $40.68 $255 - $325
358 $14K
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 9.93%
$185.78 - $198.58 $2.6K - $2.78K
155 $29K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
235
+ 11.59%
$7.89 - $8.07 $1.85K - $1.9K
2.26K $18K
HYG
Ishares Tr

ETFs
16
+ 0.93%
$78.51 - $80.11 $1.26K - $1.28K
1.74K $137K
HYLB
Xtrackers Usd High Yield Corp

ETFs
43
+ 1.02%
$35.96 - $36.72 $1.55K - $1.58K
4.25K $153K
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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