Concord Wealth Partners New Holdings in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.14M
New
$27.8 - $29.05 $31.7M - $33.2M
1.14M $31.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
737K
New
$32.65 - $33.68 $24M - $24.8M
737K $24.1M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
542K
New
$28.25 - $28.72 $15.3M - $15.6M
542K $15.4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
60.3K
New
$28.89 - $33.95 $1.74M - $2.05M
60.3K $1.75M
CLF
Cleveland Cliffs Inc.

Basic Materials
13K
New
$9.24 - $13.94 $120K - $181K
13K $122K
XLK
Technology Sector Spdr

ETFs
256
New
$220.26 - $241.44 $56.4K - $61.8K
256 $59K
IYJ
Ishares Tr

ETFs
430
New
$132.97 - $143.93 $57.2K - $61.9K
430 $57K
IWR
Ishares Russell Mid Cap ETF

ETFs
610
New
$87.25 - $95.52 $53.2K - $58.3K
610 $53K
NDAQ
Nasdaq, Inc.

Financial Services
288
New
$70.87 - $83.05 $20.4K - $23.9K
288 $22K
SYM
Symbotic Inc.

Financial Services
785
New
$22.73 - $38.78 $17.8K - $30.4K
785 $18K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
140
New
$111.85 - $120.71 $15.7K - $16.9K
140 $16K
BAH
Booz Allen Hamilton Holding Corp

Industrials
116
New
$128.36 - $186.0 $14.9K - $21.6K
116 $14K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
259
New
$26.65 - $29.34 $6.9K - $7.6K
259 $7K
QUBT
Quantum Computing Inc.

Technology
420
New
$0.64 - $21.61 $269 - $9.08K
420 $7K
VFH
Vanguard Financial ETF

ETFs
48
New
$108.87 - $126.2 $5.23K - $6.06K
48 $5K
FSTA
Fidelity Covington Tr Msci Con

ETFs
101
New
$49.28 - $52.29 $4.98K - $5.28K
101 $4K
LOGI
Logitech International S.A.

Technology
50
New
$77.08 - $91.82 $3.85K - $4.59K
50 $4K
IYF
Ishares Tr

ETFs
45
New
$102.7 - $119.05 $4.62K - $5.36K
45 $4K
XSW
Spdr S&P Software & Services E

ETFs
21
New
$156.76 - $204.72 $3.29K - $4.3K
21 $3K
HOOD
Robinhood Markets, Inc.

Technology
100
New
$22.33 - $43.2 $2.23K - $4.32K
100 $3K
FDX
Fedex Corp

Industrials
9
New
$260.5 - $305.15 $2.34K - $2.75K
9 $2K
RKLB
Rocket Lab Usa, Inc.

Industrials
116
New
$9.23 - $28.44 $1.07K - $3.3K
116 $2K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
444
New
$1.81 - $4.49 $804 - $1.99K
444 $1K
STRO
Sutro Biopharma, Inc.

Healthcare
1K
New
$1.82 - $4.4 $1.82K - $4.4K
1K $1K
TX
Ternium S.A.

Basic Materials
60
New
$28.78 - $37.56 $1.73K - $2.25K
60 $1K
MCHI
Ishares Msci China ETF

ETFs
25
New
$46.1 - $59.67 $1.15K - $1.49K
25 $1K
DOCU
Docusign, Inc.

Technology
14
New
$61.42 - $106.99 $860 - $1.5K
14 $1K
UAA
Under Armour, Inc.

Consumer Cyclical
140
New
$8.21 - $11.13 $1.15K - $1.56K
140 $1K
Aurora Cannabis Inc
25
New
N/A
25 $0
PII
Polaris Inc.

Consumer Cyclical
10
New
$56.74 - $83.06 $567 - $831
10 $0
Nebius Group N.V.
34
New
N/A
34 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
100
New
$2.01 - $3.44 $201 - $344
100 $0
Dimensional ETF Trust
3.56K
New
N/A
3.56K $0
Cenntro Inc
23
New
N/A
23 $0
VRT
Vertiv Holdings CO

Industrials
1
New
N/A
1 $0
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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