Concord Wealth Partners Incresed Positions in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
D
Dominion Energy, Inc

Utilities
2.49K
+ 50.63%
$52.63 - $60.92 $131K - $152K
7.42K $399K
ABT
Abbott Laboratories

Healthcare
1.14K
+ 7.09%
$111.93 - $119.39 $128K - $136K
17.2K $1.95M
TXN
Texas Instruments Inc

Technology
587
+ 3.5%
N/A
17.4K $3.38M
MPC
Marathon Petroleum Corp

Energy
1.12K
+ 59.81%
$131.65 - $174.84 $147K - $195K
2.98K $415K
MO
Altria Group, Inc.

Consumer Defensive
1.86K
+ 30.05%
$49.06 - $57.74 $91.1K - $107K
8.03K $420K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
431
+ 32.83%
$198.04 - $221.51 $85.4K - $95.5K
1.74K $367K
XOM
Exxon Mobil Corp

Energy
4.67K
+ 11.25%
$105.51 - $125.37 $492K - $585K
46.2K $4.97M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.77K
+ 222.97%
$34.25 - $37.94 $94.8K - $105K
4.01K $145K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.65K
+ 57.54%
$24.94 - $26.14 $91K - $95.3K
9.99K $249K
VGT
Vanguard Information Technolog

ETFs
80
+ 8.44%
$571.78 - $647.97 $45.7K - $51.8K
1.03K $639K
VTI
Vanguard Total Stock Market Et

ETFs
102
+ 1.79%
$280.04 - $302.45 $28.6K - $30.8K
5.79K $1.68M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
328
+ 7.5%
$238.25 - $261.28 $78.1K - $85.7K
4.7K $1.14M
VLO
Valero Energy Corp

Energy
846
+ 25.97%
$118.59 - $144.02 $100K - $122K
4.1K $503K
XLC
Select Sector Spdr Tr Communic

ETFs
636
+ 240.0%
$89.66 - $102.16 $57K - $65K
901 $87K
DVN
Devon Energy Corp

Energy
3.46K
+ 35.71%
$30.52 - $42.96 $106K - $149K
13.1K $430K
SPGI
S&P Global Inc.

Financial Services
119
+ 15.58%
$480.36 - $529.17 $57.2K - $63K
883 $439K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
357
+ 9.05%
$126.68 - $134.74 $45.2K - $48.1K
4.3K $548K
XLG
Invesco Exchange Traded Fd Tr

ETFs
800
+ 80.16%
$46.94 - $51.62 $37.6K - $41.3K
1.8K $89K
ETR
Entergy Corp

Utilities
2.57K
+ 92.78%
$73.19 - $156.4 $188K - $402K
5.34K $404K
XLE
Energy Sector Spdr

ETFs
415
+ 813.73%
$83.32 - $97.27 $34.6K - $40.4K
466 $39K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
181
+ 0.21%
$33.92 - $36.6 $6.14K - $6.62K
85.4K $2.96M
FANG
Diamondback Energy, Inc.

Energy
402
+ 10.22%
$153.06 - $199.5 $61.5K - $80.2K
4.33K $710K
PLTR
Palantir Technologies Inc.

Technology
300
+ 132.16%
$36.46 - $82.38 $10.9K - $24.7K
527 $39K
GTO
Invesco Actively Managed ETF T

ETFs
654
+ 75.96%
$46.33 - $48.41 $30.3K - $31.7K
1.52K $70K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.22K
+ 90.87%
$23.48 - $25.49 $28.7K - $31.2K
2.57K $60K
WTMF
Wisdomtree Tr Managed Futures

ETFs
620
+ 79.79%
$34.6 - $36.99 $21.5K - $22.9K
1.4K $48K
DUK
Duke Energy Corp

Utilities
596
+ 10.5%
$105.76 - $120.76 $63K - $72K
6.27K $675K
EMR
Emerson Electric CO

Industrials
1
+ 0.08%
$108.13 - $134.33 $108 - $134
1.24K $153K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
208
+ 1.8%
N/A
11.7K $1.01M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
246
+ 126.15%
$65.31 - $74.15 $16.1K - $18.2K
441 $29K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
201
+ 39.33%
$96.64 - $101.23 $19.4K - $20.3K
712 $68K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
331
+ 73.39%
$50.62 - $50.97 $16.8K - $16.9K
782 $39K
DFAU
Dimensional ETF Tr

ETFs
54
+ 0.37%
$39.27 - $42.38 $2.12K - $2.29K
14.6K $590K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
584
+ 3.19%
$74.69 - $79.24 $43.6K - $46.3K
18.9K $1.42M
DFAI
Dimensional ETF Tr

ETFs
1.35K
+ 12.92%
$29.0 - $31.6 $39.3K - $42.8K
11.8K $345K
MSI
Motorola Solutions, Inc.

Technology
27
+ 47.37%
$449.08 - $504.6 $12.1K - $13.6K
84 $38K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.09%
$170.03 - $192.78 $170 - $193
1.15K $212K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.19%
$316.94 - $357.88 $317 - $358
539 $185K
BIIB
Biogen Inc.

Healthcare
78
+ 216.67%
$146.47 - $191.55 $11.4K - $14.9K
114 $17K
VOOV
Vanguard S&P 500 Value ETF

ETFs
61
+ 762.5%
$184.21 - $199.29 $11.2K - $12.2K
69 $12K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
100
+ 88.5%
$114.08 - $125.68 $11.4K - $12.6K
213 $24K
JMEE
J P Morgan Exchange Traded Fd

ETFs
161
+ 78.16%
$60.1 - $66.4 $9.68K - $10.7K
367 $22K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
60
+ 11.19%
$58.32 - $85.45 $3.5K - $5.13K
596 $44K
SYK
Stryker Corp

Healthcare
30
+ 2.2%
$345.14 - $392.15 $10.4K - $11.8K
1.4K $502K
OKE
Oneok Inc

Energy
2
+ 0.25%
$92.28 - $117.05 $185 - $234
799 $80K
WM
Waste Management Inc

Industrials
44
+ 9.84%
$201.79 - $228.46 $8.88K - $10.1K
491 $99K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
303
+ 5.64%
$51.09 - $55.27 $15.5K - $16.7K
5.68K $290K
VRIG
Invesco Actively Managed ETF F

ETFs
255
+ 48.94%
$25.06 - $25.2 $6.39K - $6.43K
776 $19K
IBM
International Business Machines Corp

Technology
34
+ 2.34%
$204.9 - $238.04 $6.97K - $8.09K
1.49K $327K
Activity Summary
Buys All Purchases 260 New Holdings 36 Increased Positions 224 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 1
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