Concord Wealth Partners Incresed Positions in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
608
+ 227.72%
$20.87 - $30.37 $12.7K - $18.5K
875 $20K
IAU
Ishares Gold Trust

ETFs
155
+ 500.0%
$61.62 - $72.77 $9.55K - $11.3K
186 $13K
DFIV
Dimensional ETF Tr

ETFs
6
+ 0.19%
$42.66 - $46.53 $256 - $279
3.24K $149K
DFIC
Dimensional ETF Tr Dimensional

ETFs
17
+ 0.28%
$30.76 - $33.01 $523 - $561
6.16K $202K
SCHW
Schwab Charles Corp

Financial Services
39
+ 2.41%
$91.03 - $98.69 $3.55K - $3.85K
1.66K $158K
FCPI
Fidelity Covington Tr Stocks F

ETFs
9
+ 0.37%
$46.6 - $50.13 $419 - $451
2.45K $122K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.17%
$148.97 - $165.88 $149 - $166
605 $99K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 0.65%
$86.48 - $116.14 $173 - $232
310 $35K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.48%
$122.57 - $132.57 $613 - $663
1.05K $135K
NOW
Service Now, Inc.

Technology
186
+ 12.17%
$850.86 - $1044.69 $158K - $194K
1.71K $1.58M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.3%
$193.58 - $213.07 $194 - $213
338 $70K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.18%
$108.97 - $121.65 $109 - $122
552 $66K
ITA
Ishares Tr

ETFs
1
+ 0.41%
$184.73 - $209.26 $185 - $209
245 $51K
IXUS
Ishares Tr

ETFs
54
+ 490.91%
$76.35 - $82.58 $4.12K - $4.46K
65 $5K
HPE
Hewlett Packard Enterprise CO

Technology
3
+ 0.31%
$19.81 - $25.24 $59.4 - $75.7
965 $23K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
135
+ 162.65%
$23.55 - $24.8 $3.18K - $3.35K
218 $5K
HYG
Ishares Tr

ETFs
26
+ 1.47%
$79.85 - $81.32 $2.08K - $2.11K
1.8K $145K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
207
+ 160.47%
$13.62 - $14.27 $2.82K - $2.95K
336 $4K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
231
+ 162.68%
$12.22 - $12.91 $2.82K - $2.98K
373 $4K
GAB
Gabelli Equity Trust Inc

Financial Services
493
+ 162.71%
$5.81 - $6.32 $2.86K - $3.12K
796 $4K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
238
+ 187.4%
$12.09 - $12.69 $2.88K - $3.02K
365 $4K
FIS
Fidelity National Information Services, Inc.

Technology
75
+ 66.96%
$63.37 - $82.35 $4.75K - $6.18K
187 $12K
PSX
Phillips 66

Energy
1
+ 0.53%
$118.37 - $139.46 $118 - $139
189 $25K
USA
Liberty All Star Equity Fund

Financial Services
432
+ 157.09%
$6.34 - $6.94 $2.74K - $3K
707 $4K
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$27.02 - $38.81 $27 - $38.8
328 $12K
BND
Vanguard Bd Index Fd Inc Total

ETFs
18
+ 0.76%
$72.57 - $74.72 $1.31K - $1.34K
2.38K $177K
BP
Bp PLC

Energy
10
+ 1.48%
$30.25 - $35.69 $303 - $357
687 $23K
HYLB
Xtrackers Usd High Yield Corp

ETFs
70
+ 1.63%
$36.55 - $37.16 $2.56K - $2.6K
4.36K $161K
JRS
Nuveen Real Estate Income Fund

Financial Services
338
+ 187.78%
$7.59 - $8.35 $2.57K - $2.82K
518 $4K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
131
+ 163.75%
$18.58 - $19.75 $2.43K - $2.59K
211 $4K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.6%
$94.17 - $99.95 $283 - $300
502 $50K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
13
+ 0.56%
$26.92 - $28.6 $350 - $372
2.34K $65K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.23%
$129.01 - $139.72 $129 - $140
435 $60K
TEI
Templeton Emerging Markets Income Fund

Financial Services
326
+ 126.36%
$5.85 - $6.44 $1.91K - $2.1K
584 $3K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6
+ 0.96%
$29.55 - $32.52 $177 - $195
633 $20K
CEG
Constellation Energy Corp

Utilities
1
+ 0.43%
$298.82 - $354.89 $299 - $355
235 $77K
CL
Colgate Palmolive CO

Consumer Defensive
2.01K
+ 13.84%
$79.36 - $93.33 $159K - $187K
16.5K $1.32M
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.84%
$36.73 - $39.9 $110 - $120
361 $14K
APA
Apa Corp

Energy
1
+ 0.78%
$18.06 - $24.69 $18.1 - $24.7
129 $3K
MSTR
Microstrategy Inc

Technology
8
+ 80.0%
$300.7 - $455.9 $2.41K - $3.65K
18 $5K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.51%
$29.2 - $32.74 $58.4 - $65.5
398 $12K
NOK
Nokia Corp

Technology
68
+ 39.31%
$4.05 - $5.23 $275 - $356
241 $1K
PGF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 1.58%
$14.11 - $14.94 $155 - $164
706 $10K
MET
Metlife Inc

Financial Services
2
+ 0.6%
$73.82 - $82.37 $148 - $165
333 $27K
PFF
Ishares Trust Ishares Pfd And

ETFs
4
+ 1.56%
$30.67 - $32.13 $123 - $129
261 $8K
Dimensional ETF Trust
152
+ 7.49%
N/A
2.18K $0
NGG
National Grid PLC

Utilities
61
+ 2.95%
$67.98 - $74.38 $4.15K - $4.54K
2.13K $154K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.35%
$78.11 - $79.07 $78.1 - $79.1
75 $5K
Linde PLC
60
+ 6.39%
N/A
999 $0
Activity Summary
Buys All Purchases 220 New Holdings 32 Increased Positions 188 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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