Concord Wealth Partners New Holdings in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
81.5K
New
$84.95 - $100.62 $6.93M - $8.2M
81.5K $7.11M
INDA
Ishares Msci India Index Fund

ETFs
69.5K
New
$47.8 - $53.4 $3.32M - $3.71M
69.5K $3.58M
SMIN
Ishares Msci India Small Cap I

ETFs
49.3K
New
$61.54 - $77.16 $3.03M - $3.8M
49.3K $3.36M
STLD
Steel Dynamics Inc

Basic Materials
14.4K
New
N/A
14.4K $1.41M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10.9K
New
$47.35 - $48.24 $514K - $524K
10.9K $516K
DFIV
Dimensional ETF Tr

ETFs
2.52K
New
$35.33 - $40.77 $88.9K - $103K
2.52K $99K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.28K
New
$25.54 - $28.79 $83.8K - $94.5K
3.28K $91K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.19K
New
$40.27 - $42.11 $47.9K - $50.1K
1.19K $50K
LVHI
Franklin International Low Vol

ETFs
1.54K
New
$30.53 - $32.85 $47K - $50.5K
1.54K $49K
IDCC
Inter Digital, Inc.

Communication Services
177
New
$171.68 - $225.72 $30.4K - $40K
177 $36K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
625
New
$16.06 - $16.99 $10K - $10.6K
625 $10K
PAYX
Paychex Inc

Industrials
69
New
$136.06 - $154.52 $9.39K - $10.7K
69 $10K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
497
New
$15.12 - $16.04 $7.51K - $7.97K
497 $7K
TD
Toronto Dominion Bank

Financial Services
113
New
$53.12 - $61.15 $6K - $6.91K
113 $6K
ACHR
Archer Aviation Inc.

Industrials
800
New
$6.8 - $11.51 $5.44K - $9.21K
800 $5K
WY
Weyerhaeuser CO

Real Estate
173
New
$27.29 - $31.39 $4.72K - $5.43K
173 $5K
K
Kellogg CO

Consumer Defensive
52
New
$81.06 - $82.9 $4.22K - $4.31K
52 $4K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
271
New
$15.0 - $15.91 $4.07K - $4.31K
271 $4K
LIT
Global X Fds Global X Lithium

ETFs
105
New
$38.8 - $42.84 $4.07K - $4.5K
105 $4K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
44
New
$105.24 - $117.4 $4.63K - $5.17K
44 $4K
IEF
Ishares Barclays

ETFs
33
New
$91.17 - $95.39 $3.01K - $3.15K
33 $3K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
44
New
$56.44 - $64.13 $2.48K - $2.82K
44 $2K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
39
New
$74.34 - $81.0 $2.9K - $3.16K
39 $2K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
60
New
$38.36 - $41.43 $2.3K - $2.49K
60 $2K
UAL
United Airlines Holdings, Inc.

Industrials
30
New
$69.05 - $110.52 $2.07K - $3.32K
30 $2K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
74
New
$25.44 - $27.95 $1.88K - $2.07K
74 $2K
GAB
Gabelli Equity Trust Inc

Financial Services
303
New
$5.36 - $5.67 $1.62K - $1.72K
303 $1K
DISV
Dimensional ETF Tr Dimensional

ETFs
35
New
$26.09 - $30.21 $913 - $1.06K
35 $1K
DECK
Deckers Outdoor Corp

Consumer Cyclical
13
New
$111.56 - $223.11 $1.45K - $2.9K
13 $1K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24
New
$49.25 - $50.66 $1.18K - $1.22K
24 $1K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
83
New
$21.64 - $23.93 $1.8K - $1.99K
83 $1K
HLIT
Harmonic Inc

Technology
160
New
$9.42 - $13.55 $1.51K - $2.17K
160 $1K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
127
New
$12.04 - $13.32 $1.53K - $1.69K
127 $1K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
80
New
$17.95 - $18.89 $1.44K - $1.51K
80 $1K
TEI
Templeton Emerging Markets Income Fund

Financial Services
258
New
$5.15 - $5.57 $1.33K - $1.44K
258 $1K
USA
Liberty All Star Equity Fund

Financial Services
275
New
$6.41 - $7.32 $1.76K - $2.01K
275 $1K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
142
New
$11.34 - $12.23 $1.61K - $1.74K
142 $1K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
129
New
$13.21 - $14.63 $1.7K - $1.89K
129 $1K
VHT
Vanguard Health Care ETF

ETFs
4
New
$254.06 - $273.83 $1.02K - $1.1K
4 $1K
JRS
Nuveen Real Estate Income Fund

Financial Services
180
New
$8.09 - $8.88 $1.46K - $1.6K
180 $1K
VDE
Vanguard Energy ETF

ETFs
4
New
$119.14 - $132.76 $477 - $531
4 $0
Pacer Fds Tr
143
New
N/A
143 $0
Neos ETF Trust
131
New
N/A
131 $0
MOS
Mosaic CO

Basic Materials
20
New
$23.08 - $28.8 $462 - $576
20 $0
Wk Kellogg CO
13
New
N/A
13 $0
WU
Western Union CO

Financial Services
10
New
$10.24 - $11.62 $102 - $116
10 $0
RDW
Redwire Corp

Industrials
100
New
$8.29 - $25.66 $829 - $2.57K
100 $0
Tempus Ai Inc
100
New
N/A
100 $0
Briacell Therapeutics Corp
333
New
N/A
333 $0
Activity Summary
Buys All Purchases 257 New Holdings 85 Increased Positions 172 Sells All Sells 253 Reductions 253 Sold out 0 Options Calls 0 Puts 1
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