Concord Wealth Partners Incresed Positions in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
1
+ 0.12%
$101.4 - $126.96 $101 - $127
864 $91K
IEFA
Ishares Tr

ETFs
32
+ 1.05%
$70.06 - $77.43 $2.24K - $2.48K
3.07K $215K
AZN
Astrazeneca PLC

Healthcare
50
+ 2.25%
$63.2 - $79.58 $3.16K - $3.98K
2.27K $148K
VZ
Verizon Communications Inc

Communication Services
2.63K
+ 9.7%
$39.6 - $45.21 $104K - $119K
29.8K $1.19M
CI
Cigna Corp

Healthcare
332
+ 18.27%
$265.59 - $358.58 $88.2K - $119K
2.15K $593K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
78
+ 1.28%
$209.89 - $233.24 $16.4K - $18.2K
6.16K $1.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
125
+ 0.44%
$57.53 - $60.83 $7.19K - $7.6K
28.4K $1.63M
UNP
Union Pacific Corp

Industrials
782
+ 6.06%
$223.15 - $249.32 $175K - $195K
13.7K $3.12M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.58K
+ 7.05%
$47.63 - $52.63 $123K - $136K
39.2K $1.89M
KO
Coca Cola CO

Consumer Defensive
8.77K
+ 13.06%
$61.74 - $71.71 $542K - $629K
76K $4.73M
ABBV
Abb Vie Inc.

Healthcare
2.41K
+ 8.89%
$164.99 - $203.87 $397K - $491K
29.5K $5.24M
SO
Southern CO

Utilities
2.05K
+ 5.38%
$81.5 - $94.15 $167K - $193K
40.2K $3.31M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
273
+ 27.6%
$701.85 - $1046.91 $192K - $286K
1.26K $898K
LEN
Lennar Corp

Consumer Cyclical
318
+ 8.74%
$136.2 - $188.96 $43.3K - $60.1K
3.96K $539K
PHM
Pultegroup Inc

Consumer Cyclical
195
+ 3.9%
$108.86 - $149.04 $21.2K - $29.1K
5.2K $565K
LOW
Lowes Companies Inc

Consumer Cyclical
85
+ 1.13%
$244.52 - $284.07 $20.8K - $24.1K
7.58K $1.87M
AMAT
Applied Materials Inc

Technology
1.14K
+ 10.15%
$161.44 - $213.89 $185K - $245K
12.4K $2.02M
UNH
Unitedhealth Group Inc

Healthcare
502
+ 7.11%
$485.52 - $625.25 $244K - $314K
7.56K $3.83M
LLY
Eli Lilly & CO

Healthcare
346
+ 6.83%
$727.2 - $932.06 $252K - $322K
5.41K $4.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
126
+ 0.27%
$99.2 - $108.47 $12.5K - $13.7K
47.2K $4.7M
NEE
Nextera Energy Inc

Utilities
2.94K
+ 6.91%
$69.77 - $85.43 $205K - $251K
45.5K $3.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
108K
+ 187.17%
$26.93 - $84.95 $2.91M - $9.16M
166K $4.52M
AMGN
Amgen Inc

Healthcare
480
+ 5.63%
$258.78 - $328.31 $124K - $158K
9K $2.35M
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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