Concord Wealth Partners Incresed Positions in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$21.49 - $29.35 $21.5 - $29.4
327 $9K
NNN
National Retail Properties, Inc.

Real Estate
16
+ 23.53%
$37.56 - $43.42 $601 - $695
84 $3K
SRCE
1 St Source Corp

Financial Services
13
+ 19.7%
$53.28 - $62.88 $693 - $817
79 $4K
NUE
Nucor Corp

Basic Materials
1
+ 1.06%
$103.22 - $131.43 $103 - $131
95 $12K
DCI
Donaldson CO Inc

Industrials
9
+ 20.93%
$59.18 - $71.02 $533 - $639
52 $3K
MET
Metlife Inc

Financial Services
16
+ 5.08%
$68.42 - $82.49 $1.09K - $1.32K
331 $26K
VTRS
Viatris Inc

Healthcare
1
+ 0.05%
$7.26 - $9.12 $7.26 - $9.12
2.19K $19K
TTD
Trade Desk, Inc.

Technology
1
+ 5.0%
$45.27 - $79.4 $45.3 - $79.4
21 $1K
ACN
Accenture PLC

Technology
30
+ 4.58%
$279.23 - $323.21 $8.38K - $9.7K
685 $204K
Tempus Ai Inc
308
+ 308.0%
N/A
408 $0
GGG
Graco Inc

Industrials
8
+ 30.77%
$74.02 - $87.26 $592 - $698
34 $2K
Ge Healthcare Technologies I
63
+ 105.0%
N/A
123 $0
HE
Hawaiian Electric Industries Inc

Utilities
40
+ 3.33%
$9.36 - $10.96 $374 - $438
1.24K $13K
BHF
Brighthouse Financial, Inc.

Financial Services
1
+ 10.0%
$47.29 - $61.15 $47.3 - $61.2
11 $0
Super Micro Computer Inc
1K
+ 2564.1%
N/A
1.04K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 1.98%
$29.0 - $30.68 $145 - $153
257 $7K
COOK
Traeger, Inc.

Consumer Cyclical
125
+ 1388.89%
$1.3 - $2.03 $163 - $254
134 $0
Blackrock Inc
97
+ 11.96%
N/A
908 $0
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4
+ 400.0%
$162.37 - $200.76 $649 - $803
5 $0
PGF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 1.61%
$13.7 - $14.31 $151 - $157
695 $9K
GNTX
Gentex Corp

Consumer Cyclical
19
+ 18.1%
$20.83 - $23.52 $396 - $447
124 $2K
APA
Apa Corp

Energy
2
+ 1.59%
$14.03 - $21.24 $28.1 - $42.5
128 $2K
Ge Vernova Inc
124
+ 75.15%
N/A
289 $0
Gsk PLC
100
+ 15.08%
N/A
763 $0
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
53
+ 2.34%
$7.05 - $8.02 $374 - $425
2.32K $18K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.6%
$204.89 - $224.73 $205 - $225
167 $36K
EMB
Ishares Tr

ETFs
1
+ 100.0%
$86.54 - $92.62 $86.5 - $92.6
2 $0
Grayscale Bitcoin Mini Tr Et
570
+ 17.98%
N/A
3.74K $0
DVY
Ishares Tr

ETFs
13
+ 1.0%
$118.37 - $134.86 $1.54K - $1.75K
1.31K $174K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
1
+ 1.43%
$29.61 - $35.32 $29.6 - $35.3
71 $2K
DWAC
Digital World Acquisition Corp.

Financial Services
66
+ 86.84%
N/A
142 $0
AFG
American Financial Group Inc

Financial Services
5
+ 21.74%
$116.9 - $132.12 $585 - $661
28 $3K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1
+ 0.54%
$41.55 - $46.04 $41.6 - $46
186 $8K
Neos ETF Trust
3
+ 2.29%
N/A
134 $0
EXPD
Expeditors International Of Washington Inc

Industrials
5
+ 20.0%
$102.84 - $122.24 $514 - $611
30 $3K
Linde PLC
73
+ 8.43%
N/A
939 $0
Fidelity Covington Trust
1
+ 0.23%
N/A
432 $0
Dimensional ETF Trust
4
+ 0.71%
N/A
570 $0
Dimensional ETF Trust
1.88K
+ 142.09%
N/A
3.2K $0
Rb Global Inc
1
+ 1.0%
N/A
101 $0
FIZZ
National Beverage Corp

Consumer Defensive
15
+ 27.78%
$41.45 - $46.54 $622 - $698
69 $2K
PFN
Pimco Income Strategy Fund Ii

Financial Services
28
+ 3.01%
$6.87 - $7.56 $192 - $212
957 $7K
EIX
Edison International

Utilities
16
+ 11.94%
$48.32 - $59.92 $773 - $959
150 $7K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
56
+ 1400.0%
$87.84 - $1441.89 $4.92K - $80.7K
60 $5K
MAA
Mid America Apartment Communities Inc.

Real Estate
5
+ 26.32%
$145.91 - $168.0 $730 - $840
24 $3K
NTNX
Nutanix, Inc.

Technology
2
+ 4.0%
$58.17 - $83.07 $116 - $166
52 $3K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.23%
N/A
427 $17K
NOK
Nokia Corp

Technology
1
+ 0.58%
$4.65 - $5.43 $4.65 - $5.43
173 $0
Dimensional ETF Trust
9
+ 0.59%
N/A
1.54K $0
Activity Summary
Buys All Purchases 375 New Holdings 95 Increased Positions 280 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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