Concord Wealth Partners New Holdings in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
18.3K
New
$100.35 - $100.71 $1.84M - $1.85M
18.3K $1.84M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.07K
New
$186.58 - $225.78 $573K - $694K
3.07K $669K
CTRA
Coterra Energy Inc.

Energy
24.4K
New
$22.6 - $29.07 $551K - $709K
24.4K $618K
COIN
Coinbase Global, Inc.

Technology
537
New
$151.47 - $375.07 $81.3K - $201K
537 $188K
HOOD
Robinhood Markets, Inc.

Technology
1.52K
New
$34.17 - $93.63 $51.8K - $142K
1.52K $141K
CCJ
Cameco Corp

Energy
1.38K
New
$36.68 - $74.46 $50.7K - $103K
1.38K $102K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.08K
New
$63.36 - $80.23 $68.2K - $86.3K
1.08K $86K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
400
New
$170.2 - $211.82 $68.1K - $84.7K
400 $84K
VST
Vistra Corp.

Utilities
377
New
$98.07 - $195.04 $37K - $73.5K
377 $73K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
540
New
$101.97 - $126.75 $55.1K - $68.4K
540 $68K
TTMI
Ttm Technologies Inc

Technology
1.14K
New
$17.57 - $40.82 $20K - $46.5K
1.14K $46K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
560
New
$82.21 - $83.12 $46K - $46.5K
560 $46K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.68K
New
$19.6 - $24.44 $32.9K - $41.1K
1.68K $41K
VMC
Vulcan Materials CO

Basic Materials
125
New
$226.49 - $276.01 $28.3K - $34.5K
125 $32K
AWK
American Water Works Company, Inc.

Utilities
204
New
$133.82 - $151.96 $27.3K - $31K
204 $28K
ABNB
Airbnb, Inc.

Consumer Cyclical
212
New
$105.69 - $140.64 $22.4K - $29.8K
212 $28K
FLEX
Flex Ltd.

Technology
553
New
$26.68 - $50.09 $14.8K - $27.7K
553 $27K
EAT
Brinker International, Inc

Consumer Cyclical
139
New
$128.68 - $181.78 $17.9K - $25.3K
139 $25K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
80
New
$225.56 - $335.19 $18K - $26.8K
80 $19K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
627
New
$23.4 - $29.68 $14.7K - $18.6K
627 $18K
IR
Ingersoll Rand Inc.

Industrials
200
New
$66.75 - $84.94 $13.4K - $17K
200 $16K
FSLR
First Solar, Inc.

Technology
100
New
$120.38 - $192.98 $12K - $19.3K
100 $16K
EEMV
Ishares Msci Emerging Markets

ETFs
244
New
$54.12 - $62.8 $13.2K - $15.3K
244 $15K
TWLO
Twilio Inc

Communication Services
124
New
$81.34 - $124.36 $10.1K - $15.4K
124 $15K
DIV
Global X Superdividend Us ETF

ETFs
725
New
N/A
725 $12K
SMR
Nuscale Power Corp

Industrials
326
New
$12.6 - $43.24 $4.11K - $14.1K
326 $12K
FDLO
Fidelity Covington Tr Low Vola

ETFs
193
New
$54.44 - $62.8 $10.5K - $12.1K
193 $12K
CHK
Chesapeake Energy Corp

Energy
132
New
N/A
132 $11K
PODD
Insulet Corp

Healthcare
32
New
$238.57 - $327.47 $7.63K - $10.5K
32 $10K
PRIM
Primoris Services Corp

Industrials
132
New
$52.66 - $80.05 $6.95K - $10.6K
132 $10K
CRDO
Credo Technology Group Holding LTD

Technology
118
New
$33.3 - $95.05 $3.93K - $11.2K
118 $10K
SYY
Sysco Corp

Consumer Defensive
130
New
$68.0 - $75.91 $8.84K - $9.87K
130 $9K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
123
New
$68.13 - $74.77 $8.38K - $9.2K
123 $8K
ES
Eversource Energy

Utilities
128
New
$54.25 - $65.89 $6.94K - $8.43K
128 $8K
AI
C3.Ai, Inc.

Technology
315
New
$18.24 - $27.8 $5.75K - $8.76K
315 $7K
QBTS
D Wave Quantum Inc.

Technology
500
New
$6.22 - $19.04 $3.11K - $9.52K
500 $7K
LDOS
Leidos Holdings, Inc.

Technology
40
New
$132.9 - $160.3 $5.32K - $6.41K
40 $6K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
103
New
N/A
103 $6K
SHAK
Shake Shack Inc.

Consumer Cyclical
49
New
$75.85 - $140.6 $3.72K - $6.89K
49 $6K
STOK
Stoke Therapeutics, Inc.

Healthcare
500
New
$5.9 - $11.84 $2.95K - $5.92K
500 $5K
PII
Polaris Inc.

Consumer Cyclical
130
New
$31.97 - $42.61 $4.16K - $5.54K
130 $5K
ISCG
Ishares Morningstar Small Cap

ETFs
112
New
$39.44 - $49.76 $4.42K - $5.57K
112 $5K
IEO
Ishares Tr

ETFs
46
New
$74.87 - $95.92 $3.44K - $4.41K
46 $4K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
59
New
$60.22 - $80.1 $3.55K - $4.73K
59 $4K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
53
New
$49.48 - $61.22 $2.62K - $3.24K
53 $3K
TER
Teradyne, Inc

Technology
27
New
$67.96 - $91.05 $1.83K - $2.46K
27 $2K
TCHP
T Rowe Price Exchange Traded F

Technology
65
New
$34.07 - $45.35 $2.21K - $2.95K
65 $2K
SONY
Sony Group Corp

Technology
40
New
$21.24 - $26.88 $850 - $1.08K
40 $1K
WCN
Waste Connections, Inc.

Industrials
1
New
$183.26 - $199.95 $183 - $200
1 $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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