Concord Wealth Partners Incresed Positions in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
38
+ 2.99%
N/A
1.31K $164K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
218
+ 52.91%
$26.55 - $27.32 $5.79K - $5.96K
630 $16K
MTB
M&T Bank Corp

Financial Services
2
+ 0.52%
$172.48 - $221.95 $345 - $444
383 $72K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 0.66%
$43.54 - $66.18 $87.1 - $132
306 $19K
HON
Honeywell International Inc

Industrials
1
+ 0.39%
$202.84 - $236.0 $203 - $236
256 $57K
TLT
Ishares Barclays 20+ Year Trea

ETFs
52
+ 260.0%
$87.1 - $98.49 $4.53K - $5.12K
72 $6K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.17%
$129.96 - $144.97 $130 - $145
602 $83K
KR
Kroger CO

Consumer Defensive
2
+ 0.32%
$55.21 - $63.3 $110 - $127
624 $38K
BDX
Becton Dickinson & CO

Healthcare
32
+ 9.44%
$220.02 - $243.75 $7.04K - $7.8K
371 $84K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.18%
$94.43 - $105.47 $94.4 - $105
550 $55K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 4.29%
$417.69 - $450.94 $2.51K - $2.71K
146 $62K
SLV
I Shares Silver Trust

ETFs
290
+ 13.03%
$26.33 - $31.74 $7.64K - $9.2K
2.52K $66K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.3%
$179.17 - $207.15 $179 - $207
336 $63K
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 277.78%
$7.63 - $16.88 $763 - $1.69K
136 $2K
HPE
Hewlett Packard Enterprise CO

Technology
10
+ 0.5%
$19.31 - $23.95 $193 - $240
2K $42K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
30
+ 6.58%
$134.53 - $150.65 $4.04K - $4.52K
486 $65K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.49%
$121.89 - $135.52 $609 - $678
1.04K $129K
VLUE
Ishares Msci Usa Value Factor

ETFs
17
+ 9.29%
$104.01 - $115.38 $1.77K - $1.96K
200 $21K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.96%
$178.39 - $215.0 $357 - $430
210 $40K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.33%
$261.5 - $284.63 $262 - $285
300 $79K
TSN
Tyson Foods, Inc.

Consumer Defensive
17
+ 65.38%
$57.14 - $64.54 $971 - $1.1K
43 $2K
SRE
Sempra Energy

Utilities
1
+ 0.42%
$80.81 - $94.77 $80.8 - $94.8
241 $21K
VCIT
Vanguard Intermediate Term Cor

ETFs
426
+ 4.53%
$80.13 - $83.77 $34.1K - $35.7K
9.84K $789K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.46%
N/A
1.31K $237K
IEMG
Ishares Inc

ETFs
18
+ 1.21%
N/A
1.51K $80K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.35%
$74.23 - $86.6 $223 - $260
857 $67K
ZM
Zoom Video Communications, Inc.

Technology
10
+ 40.0%
$67.21 - $89.03 $672 - $890
35 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 1.33%
$62.09 - $82.32 $62.1 - $82.3
76 $5K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
8
+ 2.2%
$25.19 - $26.8 $202 - $214
372 $9K
TLRY
Tilray Brands, Inc.

Healthcare
1.24K
+ 27.43%
$1.16 - $1.77 $1.43K - $2.19K
5.75K $7K
NOK
Nokia Corp

Technology
1
+ 0.59%
$4.13 - $4.95 $4.13 - $4.95
171 $0
Fidelity Covington Trust
1
+ 0.4%
N/A
252 $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
26
+ 2.97%
$7.33 - $7.72 $191 - $201
901 $6K
Fidelity Covington Trust
2
+ 0.35%
N/A
571 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
40
+ 2000.0%
$9.71 - $15.34 $388 - $614
42 $0
FCPI
Fidelity Covington Tr Stocks F

ETFs
6
+ 0.25%
$42.91 - $46.47 $257 - $279
2.42K $104K
Fidelity Covington Trust
2
+ 0.35%
N/A
579 $0
Grayscale Bitcoin Mini Tr Bt
3.07K
+ 3070.0%
N/A
3.17K $0
SNOW
Snowflake Inc.

Technology
3
+ 150.0%
$109.65 - $186.51 $329 - $560
5 $0
HRL
Hormel Foods Corp

Consumer Defensive
28
+ 0.92%
$29.21 - $33.55 $818 - $939
3.07K $96K
NANR
Spdr Index Shs Fds S&P North A

ETFs
2
+ 2.35%
$50.02 - $58.31 $100 - $117
87 $4K
PLW
Invesco 1 30 Laddered Treasury

ETFs
459
+ 7.08%
N/A
6.94K $0
Fidelity Covington Trust
1
+ 0.23%
N/A
430 $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
92
+ 1.99%
$51.54 - $52.55 $4.74K - $4.83K
4.71K $243K
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.79%
$21.39 - $23.3 $21.4 - $23.3
127 $2K
SCHO
Schwab Short Term Us Treasury

ETFs
60
+ 100.0%
$24.06 - $48.88 $1.44K - $2.93K
120 $2K
Spdr Ser Tr
2.18K
+ 5.94%
N/A
39K $0
Pimco ETF Tr
1.29K
+ 10.54%
N/A
13.5K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.07%
$61.68 - $67.87 $185 - $204
4.53K $282K
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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