Concord Wealth Partners Incresed Positions in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
2.77K
+ 822.85%
$72.94 - $87.46 $202K - $243K
3.11K $267K
DFAX
Dimensional ETF Tr
317
+ 0.23%
$24.29 - $27.25 $7.7K - $8.64K
139K $3.76M
PEP
Pepsico Inc

Consumer Defensive
764
+ 4.16%
$161.9 - $179.3 $124K - $137K
19.1K $3.25M
NOW
Service Now, Inc.

Technology
101
+ 8.33%
$730.87 - $937.36 $73.8K - $94.7K
1.31K $1.18M
HDV
Ishares Core High Dividend ETF

ETFs
834
+ 6.37%
$107.62 - $118.76 $89.8K - $99K
13.9K $1.64M
TXN
Texas Instruments Inc

Technology
1.01K
+ 6.43%
$194.6 - $194.6 $197K - $197K
16.8K $3.27M
AMGN
Amgen Inc

Healthcare
341
+ 4.17%
$309.38 - $337.38 $105K - $115K
8.52K $2.75M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
546
+ 13650.0%
$305.34 - $350.41 $167K - $191K
550 $189K
AMT
American Tower Corp

Real Estate
591
+ 44.44%
$192.27 - $242.73 $114K - $143K
1.92K $446K
DFAS
Dimensional ETF Tr U S Small C

ETFs
237
+ 0.68%
$59.25 - $65.33 $14K - $15.5K
35.3K $2.29M
MS
Morgan Stanley

Financial Services
785
+ 5.78%
$92.07 - $106.96 $72.3K - $84K
14.4K $1.5M
PHM
Pultegroup Inc

Consumer Cyclical
83
+ 1.69%
$103.95 - $144.98 $8.63K - $12K
5K $717K
CL
Colgate Palmolive CO

Consumer Defensive
872
+ 8.11%
$95.54 - $108.77 $83.3K - $94.8K
11.6K $1.21M
TJX
Tjx Companies Inc

Consumer Cyclical
887
+ 12.71%
$107.93 - $120.23 $95.7K - $107K
7.87K $924K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
349
+ 15.19%
$460.0 - $505.78 $161K - $177K
2.65K $1.23M
LEN
Lennar Corp

Consumer Cyclical
85
+ 2.39%
$142.5 - $192.45 $12.1K - $16.4K
3.64K $681K
IDV
Ishares Tr

ETFs
2.38K
+ 8.59%
$27.62 - $30.64 $65.8K - $73K
30.1K $910K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.19K
+ 7.16%
$60.84 - $67.51 $72.3K - $80.2K
17.8K $1.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 16.24%
$434.77 - $502.96 $109K - $126K
1.8K $877K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.24K
+ 15.1%
$79.29 - $84.02 $97.9K - $104K
9.41K $788K
BKNG
Booking Holdings Inc.

Consumer Cyclical
28
+ 254.55%
$3305.62 - $4268.05 $92.6K - $120K
39 $164K
BLK
Black Rock Inc.

Financial Services
19
+ 2.98%
$782.27 - $949.51 $14.9K - $18K
657 $623K
DELL
Dell Technologies Inc.

Technology
1K
+ 673.15%
$87.89 - $145.97 $88.2K - $146K
1.15K $136K
DVYA
Ishares Asia/Pacific Divid 30

ETFs
1.44K
+ 9.25%
$34.33 - $39.18 $49.5K - $56.5K
17K $659K
ORCL
Oracle Corp

Technology
90
+ 2.82%
$125.9 - $170.35 $11.3K - $15.3K
3.28K $558K
DUK
Duke Energy Corp

Utilities
207
+ 3.78%
$99.35 - $117.71 $20.6K - $24.4K
5.68K $654K
DVYE
Ishares Emerging Markets Divid

ETFs
2.51K
+ 11.46%
$25.71 - $29.05 $64.6K - $73K
24.4K $701K
MAS
Masco Corp

Industrials
33
+ 0.58%
$64.7 - $83.94 $2.14K - $2.77K
5.72K $479K
SRLN
Ssga Active Trust

ETFs
2.84K
+ 0.61%
$40.93 - $41.85 $116K - $119K
464K $19.4M
MO
Altria Group, Inc.

Consumer Defensive
1.41K
+ 29.66%
$45.95 - $54.71 $64.9K - $77.3K
6.18K $315K
ETR
Entergy Corp

Utilities
267
+ 10.67%
$104.75 - $131.61 $28K - $35.1K
2.77K $364K
FNF
Fidelity National Financial, Inc.

Financial Services
135
+ 1.98%
$48.08 - $62.04 $6.49K - $8.38K
6.96K $431K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
89
+ 9.89%
$1024.09 - $1201.76 $91.1K - $107K
989 $1.04M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
452
+ 52.5%
$178.94 - $207.0 $80.9K - $93.6K
1.31K $263K
STX
Seagate Technology Holdings PLC

Technology
800
+ 114.29%
$92.1 - $110.76 $73.7K - $88.6K
1.5K $164K
APD
Air Products & Chemicals, Inc.

Basic Materials
145
+ 13.51%
$247.34 - $300.11 $35.9K - $43.5K
1.22K $362K
NEM
Newmont Corp

Basic Materials
96
+ 1.42%
$41.65 - $55.85 $4K - $5.36K
6.85K $365K
AMD
Advanced Micro Devices Inc

Technology
499
+ 116.32%
$128.67 - $183.96 $64.2K - $91.8K
928 $152K
CI
Cigna Corp

Healthcare
162
+ 9.79%
$319.12 - $367.1 $51.7K - $59.5K
1.82K $629K
JEPI
J P Morgan Exchange Traded Fd

ETFs
29
+ 0.1%
$54.98 - $59.51 $1.59K - $1.73K
28.3K $1.68M
OMFL
Invesco Exchange Traded Self I

ETFs
1.43K
+ 38.8%
$47.65 - $52.99 $68.1K - $75.7K
5.11K $270K
FTNT
Fortinet, Inc.

Technology
985
+ 1698.28%
$55.39 - $77.55 $54.6K - $76.4K
1.04K $80K
CME
Cme Group Inc.

Financial Services
37
+ 1.33%
$193.43 - $220.62 $7.16K - $8.16K
2.82K $623K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
+ 0.12%
$210.25 - $231.86 $1.47K - $1.62K
6.08K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 21.46%
$475.2 - $527.7 $53.2K - $59.1K
634 $334K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.14K
+ 6.42%
$14.17 - $15.9 $30.4K - $34.1K
35.5K $546K
AEP
American Electric Power CO Inc

Utilities
425
+ 29.97%
$87.11 - $104.95 $37K - $44.6K
1.84K $189K
KMX
Carmax Inc

Consumer Cyclical
844
+ 84400.0%
$71.21 - $85.78 $60.1K - $72.4K
845 $65K
ITW
Illinois Tool Works Inc

Industrials
82
+ 4.73%
$233.14 - $263.97 $19.1K - $21.6K
1.81K $475K
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email