Concord Wealth Partners Incresed Positions in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BHF
Brighthouse Financial, Inc.

Financial Services
1
+ 11.11%
$43.95 - $52.91 $44 - $52.9
10 $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
715
+ 2.4%
$9.64 - $10.11 $6.89K - $7.23K
30.6K $299K
Dimensional ETF Trust
1
+ 0.08%
N/A
1.19K $0
Dimensional ETF Trust
718
+ 62.71%
N/A
1.86K $0
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 2.0%
$87.85 - $98.6 $87.9 - $98.6
51 $4K
DFSB
Dimensional ETF Tr Dimensional
86
+ 0.69%
N/A
12.6K $0
Dimensional ETF Trust
3
+ 0.48%
N/A
625 $0
BNDX
Vanguard Total International B

ETFs
1
+ 4.55%
$48.91 - $50.61 $48.9 - $50.6
23 $1K
AOM
Ishares Tr Core Moderate Alloc

ETFs
3
+ 1.65%
$43.44 - $45.05 $130 - $135
185 $8K
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$19.94 - $25.85 $19.9 - $25.9
325 $6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
+ 0.91%
$101.77 - $113.02 $102 - $113
111 $11K
Dimensional ETF Trust
4
+ 2.19%
N/A
187 $0
Dimensional ETF Trust
11
+ 1.99%
N/A
565 $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
77
+ 7.7%
$1.07 - $1.47 $82.4 - $113
1.08K $1K
APA
Apa Corp

Energy
1
+ 0.81%
$20.47 - $27.07 $20.5 - $27.1
124 $2K
AEM
Agnico Eagle Mines LTD

Basic Materials
1
+ 0.4%
$75.99 - $88.85 $76 - $88.9
251 $19K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.23%
$80.14 - $90.95 $80.1 - $91
438 $35K
HYLB
Xtrackers Usd High Yield Corp

ETFs
90
+ 2.18%
$35.95 - $36.76 $3.24K - $3.31K
4.21K $151K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
43
+ 2.33%
$9.77 - $10.51 $420 - $452
1.89K $18K
VTV
Vanguard Value ETF

ETFs
2
+ 0.6%
$168.32 - $181.87 $337 - $364
333 $56K
TSCO
Tractor Supply CO

Consumer Cyclical
112
+ 400.0%
$52.59 - $303.74 $5.89K - $34K
140 $7K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.86%
$36.18 - $40.55 $109 - $122
352 $12K
FTV
Fortive Corp

Technology
8
+ 3.48%
$71.16 - $79.68 $569 - $637
238 $17K
HYG
Ishares Tr

ETFs
33
+ 1.95%
$78.09 - $80.04 $2.58K - $2.64K
1.73K $135K
NKE
Nike, Inc.

Consumer Cyclical
19
+ 15.2%
$73.36 - $89.13 $1.39K - $1.69K
144 $10K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5
+ 0.25%
$7.83 - $8.16 $39.2 - $40.8
2.03K $15K
PFF
Ishares Trust Ishares Pfd And

ETFs
19
+ 2.06%
$31.23 - $33.51 $593 - $637
940 $29K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.61%
$91.94 - $100.02 $276 - $300
495 $45K
AOA
Ishares Tr Core Aggressive All

ETFs
10
+ 1.06%
$76.61 - $79.88 $766 - $799
957 $73K
PPG
Ppg Industries Inc

Basic Materials
9
+ 5.92%
$119.09 - $131.37 $1.07K - $1.18K
161 $19K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
5
+ 0.75%
$20.95 - $25.25 $105 - $126
669 $14K
ITA
Ishares Tr

ETFs
1
+ 0.41%
$144.31 - $157.31 $144 - $157
244 $35K
SCHG
Schwab Strategic Tr Us Large C

ETFs
10
+ 71.43%
$25.93 - $105.3 $259 - $1.05K
24 $0
ES
Eversource Energy

Utilities
1
+ 0.76%
$55.9 - $67.73 $55.9 - $67.7
133 $7K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5
+ 1.05%
$33.77 - $44.09 $169 - $220
481 $16K
FREL
Fidelity Covington Tr Msci Rea

ETFs
7
+ 0.84%
$26.61 - $29.85 $186 - $209
838 $22K
HPQ
Hp Inc

Technology
4
+ 0.58%
$32.46 - $39.3 $130 - $157
690 $22K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
+ 0.48%
$31.24 - $37.15 $93.7 - $111
633 $20K
ED
Consolidated Edison Inc

Utilities
7
+ 2.78%
$88.87 - $107.38 $622 - $752
259 $23K
DVY
Ishares Tr

ETFs
13
+ 1.02%
$129.55 - $143.41 $1.68K - $1.86K
1.29K $169K
MU
Micron Technology Inc

Technology
22
+ 8.8%
$84.16 - $113.41 $1.85K - $2.5K
272 $22K
DFAE
Dimensional ETF Tr

ETFs
12
+ 0.57%
$25.36 - $28.15 $304 - $338
2.11K $53K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
323
+ 3.29%
$19.51 - $21.41 $6.3K - $6.92K
10.1K $198K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
17
+ 0.74%
$23.01 - $26.06 $391 - $443
2.3K $53K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.23%
$136.28 - $154.74 $136 - $155
431 $59K
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.59%
$160.89 - $176.18 $1.45K - $1.59K
1.52K $246K
LQD
Ishares Iboxx $ Investment Gra

ETFs
24
+ 1.14%
$106.56 - $113.11 $2.56K - $2.71K
2.13K $227K
PDI
Pimco Dynamic Income Fund

Financial Services
327
+ 3.58%
$18.33 - $20.85 $5.99K - $6.82K
9.46K $173K
MSEX
Middlesex Water CO

Utilities
2
+ 0.22%
$52.63 - $69.7 $105 - $139
913 $48K
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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