Concord Wealth Partners Incresed Positions in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.85%
$33.49 - $40.57 $100 - $122
355 $14K
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.33%
$65.63 - $89.21 $65.6 - $89.2
307 $21K
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$20.61 - $26.7 $20.6 - $26.7
326 $8K
BAX
Baxter International Inc

Healthcare
33
+ 9.59%
$29.26 - $36.57 $966 - $1.21K
377 $12K
APH
Amphenol Corp

Technology
43
+ 59.72%
$61.62 - $78.55 $2.65K - $3.38K
115 $7K
FCPI
Fidelity Covington Tr Stocks F

ETFs
10
+ 0.41%
$41.93 - $46.57 $419 - $466
2.43K $105K
FREL
Fidelity Covington Tr Msci Rea

ETFs
8
+ 0.95%
$25.98 - $28.59 $208 - $229
846 $23K
MRNA
Moderna, Inc.

Healthcare
108
+ 81.82%
$28.35 - $47.53 $3.06K - $5.13K
240 $6K
RKLB
Rocket Lab Usa, Inc.

Industrials
60
+ 51.72%
$17.12 - $31.57 $1.03K - $1.89K
176 $3K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
42
+ 2.23%
$9.83 - $10.34 $413 - $434
1.93K $19K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.23%
N/A
1.31K $238K
PFN
Pimco Income Strategy Fund Ii

Financial Services
28
+ 3.11%
$7.41 - $7.64 $207 - $214
929 $7K
IYR
Ishares Tr

ETFs
1
+ 0.28%
$89.49 - $98.98 $89.5 - $99
352 $33K
VFH
Vanguard Financial ETF

ETFs
6
+ 12.5%
$114.07 - $127.34 $684 - $764
54 $6K
Dimensional ETF Trust
1.13K
+ 606.42%
N/A
1.32K $0
DFSB
Dimensional ETF Tr Dimensional
6
+ 0.05%
N/A
12.6K $0
Dimensional ETF Trust
1
+ 0.18%
N/A
566 $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.24%
N/A
426 $17K
Dimensional ETF Trust
343
+ 28.95%
N/A
1.53K $0
Spdr Ser Tr
690
+ 1.77%
N/A
39.7K $0
Dimensional ETF Trust
31.6K
+ 87.13%
N/A
67.8K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.37%
$76.94 - $78.28 $76.9 - $78.3
74 $5K
VOE
Vanguard Mid Cap Value Index F

ETFs
10
+ 0.66%
$156.61 - $168.02 $1.57K - $1.68K
1.53K $246K
Dimensional ETF Trust
4
+ 0.11%
N/A
3.57K $0
Fidelity Covington Trust
1
+ 0.4%
N/A
253 $0
Fidelity Covington Trust
3
+ 0.53%
N/A
574 $0
Fidelity Covington Trust
2
+ 0.35%
N/A
581 $0
APA
Apa Corp

Energy
2
+ 1.61%
$18.54 - $25.45 $37.1 - $50.9
126 $2K
NOK
Nokia Corp

Technology
1
+ 0.58%
$4.43 - $5.42 $4.43 - $5.42
172 $0
MET
Metlife Inc

Financial Services
1
+ 0.32%
$77.7 - $87.0 $77.7 - $87
315 $25K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
738
+ 2.42%
$9.49 - $9.97 $7K - $7.36K
31.3K $299K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.4%
$90.0 - $96.32 $180 - $193
497 $45K
CC
Chemours CO

Basic Materials
12
+ 22.22%
$13.41 - $19.99 $161 - $240
66 $0
Pimco ETF Tr
13.7K
+ 101.5%
N/A
27.3K $0
Ge Vernova Inc
1
+ 0.61%
N/A
165 $0
Fidelity Covington Trust
1
+ 0.23%
N/A
431 $0
Intuitive Machines Inc
80
+ 200.0%
N/A
120 $0
HRL
Hormel Foods Corp

Consumer Defensive
32
+ 1.04%
$28.29 - $31.52 $905 - $1.01K
3.1K $96K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
1
+ 1.45%
$29.2 - $32.92 $29.2 - $32.9
70 $2K
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 0.14%
$23.9 - $27.67 $47.8 - $55.3
1.39K $37K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.67%
$237.72 - $276.98 $238 - $277
150 $36K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.4%
$120.29 - $134.6 $120 - $135
248 $30K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.67%
$251.87 - $277.95 $504 - $556
302 $78K
SYM
Symbotic Inc.

Financial Services
104
+ 13.25%
$20.16 - $33.5 $2.1K - $3.48K
889 $17K
GLW
Corning Inc

Technology
7
+ 0.6%
$44.91 - $54.25 $314 - $380
1.18K $54K
VB
Vanguard Small Cap ETF

ETFs
2
+ 1.68%
$217.89 - $252.64 $436 - $505
121 $26K
HPQ
Hp Inc

Technology
56
+ 8.12%
$27.69 - $34.72 $1.55K - $1.94K
746 $20K
DEO
Diageo PLC

Consumer Defensive
26
+ 9.52%
$104.79 - $126.12 $2.72K - $3.28K
299 $31K
VUG
Vanguard Growth ETF

ETFs
2
+ 1.96%
$369.1 - $427.61 $738 - $855
104 $38K
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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