Concord Wealth Partners Incresed Positions in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 1.59%
$141.37 - $228.57 $1.56K - $2.51K
705 $159K
UPS
United Parcel Service Inc

Industrials
521
+ 50.19%
$91.92 - $110.2 $47.9K - $57.4K
1.56K $157K
IEFA
Ishares Tr

ETFs
221
+ 7.2%
$67.83 - $84.09 $15K - $18.6K
3.29K $274K
O
Realty Income Corp

Real Estate
688
+ 362.11%
$52.27 - $58.52 $36K - $40.3K
878 $50K
DFIV
Dimensional ETF Tr

ETFs
717
+ 28.5%
$34.67 - $43.21 $24.9K - $31K
3.23K $138K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
17
+ 3.37%
$299.15 - $396.54 $5.09K - $6.74K
522 $206K
EFA
Ishares Tr Msci Eafe ETF

ETFs
69
+ 1.75%
$72.96 - $90.39 $5.03K - $6.24K
4.02K $359K
PAVE
Global X Fds Us Infrastructure

ETFs
480
+ 19.65%
$33.78 - $43.68 $16.2K - $21K
2.92K $127K
CEG
Constellation Energy Corp

Utilities
34
+ 17.0%
$170.96 - $322.76 $5.81K - $11K
234 $75K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
605
+ 12.75%
$51.68 - $52.76 $31.3K - $31.9K
5.35K $282K
SNY
Sanofi

Healthcare
740
+ 510.34%
$47.62 - $55.44 $35.2K - $41K
885 $42K
SLV
I Shares Silver Trust

ETFs
841
+ 33.44%
$27.08 - $33.74 $22.8K - $28.4K
3.36K $110K
ETR
Entergy Corp

Utilities
426
+ 57.72%
$79.01 - $86.61 $33.7K - $36.9K
1.16K $96K
VONG
Vanguard Russell 1000 Growth E

ETFs
166
+ 24.48%
$82.51 - $109.2 $13.7K - $18.1K
844 $92K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
295
+ 7.05%
$67.03 - $80.35 $19.8K - $23.7K
4.48K $357K
STZ
Constellation Brands, Inc.

Consumer Defensive
210
+ 105.0%
$160.0 - $195.62 $33.6K - $41.1K
410 $66K
TJX
Tjx Companies Inc

Consumer Cyclical
41
+ 0.28%
$119.13 - $135.03 $4.88K - $5.54K
14.6K $1.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
420
+ 204.88%
$63.54 - $68.5 $26.7K - $28.8K
625 $42K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
281
+ 5.02%
$85.42 - $94.39 $24K - $26.5K
5.87K $551K
VUG
Vanguard Growth ETF

ETFs
46
+ 44.23%
$329.49 - $438.4 $15.2K - $20.2K
150 $65K
EEM
Ishares Msci Emerging Markets

ETFs
79
+ 1.64%
$38.52 - $48.28 $3.04K - $3.81K
4.9K $236K
NEE
Nextera Energy Inc

Utilities
1.54K
+ 2.83%
$64.11 - $75.0 $98.6K - $115K
55.9K $3.88M
DEO
Diageo PLC

Consumer Defensive
270
+ 90.3%
$99.86 - $115.75 $27K - $31.3K
569 $57K
IWF
Ishares Russell 1000 Gr ETF

ETFs
59
+ 1966.67%
$320.42 - $424.58 $18.9K - $25.1K
62 $26K
MRK
Merck & Co., Inc.

Healthcare
527
+ 34.47%
$73.47 - $87.12 $38.7K - $45.9K
2.06K $162K
COF
Capital One Financial Corp

Financial Services
77
+ 34.38%
$150.57 - $212.76 $11.6K - $16.4K
301 $64K
VO
Vanguard Mid Cap ETF

ETFs
63
+ 20.86%
$228.54 - $279.83 $14.4K - $17.6K
365 $102K
NEM
Newmont Corp

Basic Materials
385
+ 534.72%
$44.18 - $59.46 $17K - $22.9K
457 $26K
GPC
Genuine Parts CO

Consumer Cyclical
177
+ 148.74%
$105.54 - $129.09 $18.7K - $22.8K
296 $35K
XLG
Invesco Exchange Traded Fd Tr

ETFs
217
+ 13.26%
$40.94 - $52.1 $8.88K - $11.3K
1.85K $96K
OMFL
Invesco Exchange Traded Self I

ETFs
42
+ 1.08%
$48.43 - $57.78 $2.03K - $2.43K
3.92K $226K
VTV
Vanguard Value ETF

ETFs
106
+ 35.45%
$153.67 - $176.74 $16.3K - $18.7K
405 $71K
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 144.93%
$149.76 - $186.42 $15K - $18.6K
169 $31K
KEY
Keycorp

Financial Services
910
+ 71.48%
$13.23 - $17.42 $12K - $15.9K
2.18K $38K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.14%
$51.16 - $62.02 $307 - $372
4.42K $274K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
260
+ 2.51%
$17.58 - $21.07 $4.57K - $5.48K
10.6K $220K
IQV
Iqvia Holdings Inc.

Healthcare
140
+ 60.09%
$137.0 - $174.37 $19.2K - $24.4K
373 $58K
VEA
Vanguard Ftse Developed Market

ETFs
57
+ 2.65%
$45.65 - $57.01 $2.6K - $3.25K
2.21K $126K
WPC
W. P. Carey Inc.

Real Estate
266
+ 14.87%
$56.12 - $64.53 $14.9K - $17.2K
2.06K $128K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.17%
$113.67 - $150.4 $114 - $150
604 $90K
BIIB
Biogen Inc.

Healthcare
114
+ 100.0%
$113.38 - $135.49 $12.9K - $15.4K
228 $28K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
764
+ 2.44%
$8.45 - $9.78 $6.46K - $7.47K
32.1K $312K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.07%
$39.89 - $49.46 $79.8 - $98.9
2.76K $136K
ZTS
Zoetis Inc.

Healthcare
98
+ 31.61%
$144.41 - $170.3 $14.2K - $16.7K
408 $63K
MU
Micron Technology Inc

Technology
12
+ 4.8%
$64.72 - $127.91 $777 - $1.53K
262 $32K
ADBE
Adobe Inc.

Technology
26
+ 21.31%
$340.0 - $420.68 $8.84K - $10.9K
148 $57K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.2%
$79.8 - $112.34 $79.8 - $112
493 $55K
IMFL
Invesco Ex Tr Self Indx Fd Tr
123
+ 5.29%
$22.43 - $27.68 $2.76K - $3.4K
2.45K $67K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
32
+ 533.33%
$224.16 - $285.86 $7.17K - $9.15K
38 $10K
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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