Concord Wealth Partners Incresed Positions in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UFPI
Ufp Industries Inc

Basic Materials
4
+ 4.0%
$107.65 - $135.34 $431 - $541
104 $13K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 4.08%
$173.36 - $189.8 $693 - $759
102 $19K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.71%
$181.06 - $197.17 $181 - $197
141 $27K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.3%
$103.87 - $117.59 $104 - $118
331 $38K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 0.66%
$36.29 - $47.94 $72.6 - $95.9
304 $14K
PFF
Ishares Trust Ishares Pfd And

ETFs
14
+ 1.54%
$31.18 - $33.5 $437 - $469
921 $30K
SRE
Sempra Energy

Utilities
2
+ 0.84%
$74.97 - $84.04 $150 - $168
240 $20K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
52
+ 2.64%
$7.45 - $8.23 $387 - $428
2.02K $16K
SUM
Summit Materials, Inc.

Basic Materials
11
+ 11.11%
$35.61 - $41.78 $392 - $460
110 $4K
LMAT
Lemaitre Vascular Inc

Healthcare
8
+ 15.69%
$80.3 - $92.89 $642 - $743
59 $5K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.56%
$58.03 - $65.37 $58 - $65.4
178 $11K
ES
Eversource Energy

Utilities
1
+ 0.76%
$56.52 - $68.38 $56.5 - $68.4
132 $8K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1
+ 0.55%
$42.66 - $45.18 $42.7 - $45.2
182 $8K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
1
+ 1.47%
$21.25 - $30.25 $21.3 - $30.3
69 $2K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
7
+ 1.96%
$23.36 - $25.92 $164 - $181
364 $9K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7
+ 1.52%
$33.62 - $38.33 $235 - $268
467 $17K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 3.0%
$502.48 - $593.35 $1.51K - $1.78K
103 $55K
WTRG
Essential Utilities, Inc.

Utilities
2
+ 0.58%
$36.74 - $41.49 $73.5 - $83
349 $13K
HPQ
Hp Inc

Technology
3
+ 0.44%
$32.02 - $38.11 $96.1 - $114
686 $24K
Gsk PLC
547
+ 231.78%
N/A
783 $0
DWAC
Digital World Acquisition Corp.

Financial Services
76
+ 100.0%
N/A
152 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
6
+ 30.0%
$55.91 - $65.87 $335 - $395
26 $1K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.31%
$182.15 - $182.15 $729 - $729
1.3K $236K
GTLS
Chart Industries Inc

Industrials
8
+ 17.78%
$106.83 - $168.99 $855 - $1.35K
53 $6K
CTAS
Cintas Corp

Industrials
18
+ 300.0%
$201.38 - $819.83 $3.62K - $14.8K
24 $4K
Briacell Therapeutics Corp
3.78K
+ 36.65%
N/A
14.1K $0
Veralto Corp
3
+ 8.33%
N/A
39 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.33%
$76.38 - $78.87 $76.4 - $78.9
76 $5K
AIG
American International Group, Inc.

Financial Services
6
+ 1.09%
$70.16 - $79.23 $421 - $475
555 $40K
CWEN
Clearway Energy, Inc.

Utilities
1
+ 5.88%
$24.11 - $30.68 $24.1 - $30.7
18 $0
COOK
Traeger, Inc.

Consumer Cyclical
125
+ 1388.89%
$2.15 - $3.92 $269 - $490
134 $0
Solventum Corp
23
+ 11.39%
N/A
225 $0
Fidelity Covington Trust
1
+ 0.17%
N/A
577 $0
Knife River Corp
11
+ 1.3%
N/A
858 $0
Labcorp Holdings Inc
52
+ 43.33%
N/A
172 $0
KWR
Quaker Chemical Corp

Basic Materials
2
+ 9.52%
$157.95 - $192.14 $316 - $384
23 $3K
PLW
Invesco 1 30 Laddered Treasury

ETFs
2.4K
+ 58.64%
N/A
6.49K $0
Lithium Amers Corp New
200
+ 281.69%
N/A
271 $0
Fidelity Covington Trust
2
+ 0.35%
N/A
569 $0
Fidelity Covington Trust
1
+ 0.23%
N/A
429 $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
26
+ 3.06%
$7.02 - $7.62 $183 - $198
875 $6K
Lithium Americas Argentina C
200
+ 281.69%
N/A
271 $0
Linde PLC
291
+ 6.87%
N/A
4.53K $0
PAAS
Pan American Silver Corp

Basic Materials
2
+ 0.62%
$18.58 - $24.18 $37.2 - $48.4
324 $6K
Fortrea Hldgs Inc
244
+ 135.56%
N/A
424 $0
Net Lease Office Properties
10
+ 10.31%
N/A
107 $0
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.8%
$21.34 - $23.47 $21.3 - $23.5
126 $2K
Dimensional ETF Trust
4
+ 0.73%
N/A
554 $0
Dimensional ETF Trust
4
+ 0.35%
N/A
1.15K $0
Activity Summary
Buys All Purchases 531 New Holdings 204 Increased Positions 327 Sells All Sells 156 Reductions 155 Sold out 1 Options Calls 0 Puts 1
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