Concord Wealth Partners Incresed Positions in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
5
+ 0.32%
N/A
1.55K $0
IYF
Ishares Tr

ETFs
1
+ 2.22%
$119.89 - $127.16 $120 - $127
46 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 1.96%
$88.47 - $93.24 $88.5 - $93.2
52 $4K
Vanguard Malvern Fds
32
+ 1.09%
N/A
2.97K $0
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.31%
N/A
1.31K $238K
Neos ETF Trust
3
+ 2.24%
N/A
137 $0
CWEN
Clearway Energy, Inc.

Utilities
1
+ 5.56%
$27.89 - $32.98 $27.9 - $33
19 $0
Bny Mellon ETF Trust Ii
19
+ 0.37%
N/A
5.21K $0
Blackrock Inc
45
+ 4.96%
N/A
953 $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
792
+ 2.47%
$9.36 - $9.87 $7.41K - $7.82K
32.9K $312K
Dimensional ETF Trust
4
+ 0.7%
N/A
574 $0
Te Connectivity PLC
569
+ 1497.37%
N/A
607 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
7
+ 0.82%
$26.84 - $28.32 $188 - $198
861 $23K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.23%
N/A
428 $17K
Nebius Group N.V.
78
+ 229.41%
N/A
112 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 1.05%
$109.11 - $111.88 $109 - $112
96 $10K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12
+ 2.23%
$10.03 - $10.4 $120 - $125
551 $5K
Fidelity Covington Trust
1
+ 0.4%
N/A
254 $0
DISV
Dimensional ETF Tr Dimensional

ETFs
1
+ 2.86%
$32.78 - $35.79 $32.8 - $35.8
36 $1K
SYK
Stryker Corp

Healthcare
69
+ 7.14%
$368.57 - $403.53 $25.4K - $27.8K
1.04K $382K
PFN
Pimco Income Strategy Fund Ii

Financial Services
29
+ 3.03%
$7.37 - $7.67 $214 - $222
986 $7K
Tcw ETF Trust
16.3K
+ 102.55%
N/A
32.1K $0
MSEX
Middlesex Water CO

Utilities
2
+ 0.22%
$51.52 - $56.15 $103 - $112
919 $49K
Pimco ETF Tr
2.82K
+ 10.5%
N/A
29.7K $0
VRSN
Verisign Inc

Technology
1
+ 0.85%
$263.02 - $305.98 $263 - $306
118 $32K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.6%
$212.64 - $225.25 $213 - $225
168 $35K
CAG
Conagra Brands Inc.

Consumer Defensive
5
+ 0.36%
$18.04 - $21.14 $90.2 - $106
1.4K $25K
ET
Energy Transfer LP

Energy
149
+ 1.91%
$17.11 - $18.16 $2.55K - $2.71K
7.97K $136K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.1%
$59.29 - $62.87 $119 - $126
1.93K $116K
HRL
Hormel Foods Corp

Consumer Defensive
32
+ 1.02%
$24.31 - $31.54 $778 - $1.01K
3.17K $78K
SPGI
S&P Global Inc.

Financial Services
46
+ 4.46%
$484.94 - $564.15 $22.3K - $26K
1.08K $524K
CRM
Salesforce, Inc.

Technology
1.23K
+ 12.98%
$231.66 - $273.65 $285K - $337K
10.7K $2.54M
CI
Cigna Corp

Healthcare
106
+ 5.03%
$262.23 - $334.39 $27.8K - $35.4K
2.21K $637K
ADP
Automatic Data Processing Inc

Industrials
239
+ 2.69%
$288.69 - $310.94 $69K - $74.3K
9.12K $2.68M
PG
Procter & Gamble CO

Consumer Defensive
154
+ 0.71%
$150.47 - $161.22 $23.2K - $24.8K
21.8K $3.35M
V
Visa Inc.

Financial Services
10
+ 0.11%
$332.09 - $358.86 $3.32K - $3.59K
9.31K $3.18M
ISRG
Intuitive Surgical Inc

Healthcare
464
+ 13.19%
$433.66 - $544.47 $201K - $253K
3.98K $1.78M
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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