Concord Wealth Partners Reduced Holdings in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-157K
- 89.48%
$59.61 - $63.09 $9.37M - $9.91M
18.5K $1.16M
SMIN
Ishares Msci India Small Cap I

ETFs
-37.3K
- 96.73%
$71.7 - $78.29 $2.67M - $2.92M
1.26K $90K
TXN
Texas Instruments Inc

Technology
-14.6K
- 92.74%
N/A
1.15K $222K
INDA
Ishares Msci India Index Fund

ETFs
-25.6K
- 94.82%
$51.98 - $55.84 $1.33M - $1.43M
1.4K $72K
CMCSA
Comcast Corp

Communication Services
-29.6K
- 41.73%
$31.41 - $36.33 $930K - $1.08M
41.3K $1.3M
SNPS
Synopsys Inc

Technology
-2.26K
- 95.17%
$387.78 - $645.35 $878K - $1.46M
115 $56K
DUK
Duke Energy Corp

Utilities
-9.74K
- 43.06%
$116.31 - $125.93 $1.13M - $1.23M
12.9K $1.59M
SO
Southern CO

Utilities
-6.94K
- 15.59%
$90.83 - $96.0 $630K - $666K
37.6K $3.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21.2K
- 16.09%
$26.38 - $27.95 $558K - $591K
110K $3.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.15K
- 4.86%
$211.65 - $238.24 $454K - $511K
42K $9.21M
NEE
Nextera Energy Inc

Utilities
-8.21K
- 14.69%
$69.77 - $77.54 $572K - $636K
47.7K $3.6M
WDAY
Workday, Inc.

Technology
-1.08K
- 92.96%
$213.69 - $247.69 $231K - $268K
82 $19K
MAS
Masco Corp

Industrials
-3.95K
- 84.96%
$64.44 - $76.07 $255K - $301K
700 $49K
AEP
American Electric Power CO Inc

Utilities
-2.4K
- 74.69%
$103.26 - $115.0 $248K - $276K
813 $91K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.95K
- 93.17%
$107.66 - $112.36 $210K - $219K
143 $15K
ELV
Elevance Health, Inc.

Healthcare
-482
- 79.8%
$274.66 - $395.76 $132K - $191K
122 $39K
GD
General Dynamics Corp

Industrials
-587
- 94.07%
$293.92 - $341.0 $173K - $200K
37 $12K
LLY
Eli Lilly & CO

Healthcare
-125
- 3.42%
$625.65 - $812.69 $78.2K - $102K
3.53K $2.69M
SRLN
Ssga Active Trust

ETFs
-3.34K
- 5.23%
$41.28 - $41.65 $138K - $139K
60.4K $2.51M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.69K
- 23.91%
$90.97 - $99.42 $153K - $168K
5.37K $533K
MUB
Ishares National Muni Bond ETF

ETFs
-1.22K
- 61.46%
$103.24 - $106.68 $125K - $130K
762 $81K
AMT
American Tower Corp

Real Estate
-440
- 32.05%
$192.32 - $232.35 $84.6K - $102K
933 $179K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-4.44K
- 9.58%
$25.39 - $25.57 $113K - $113K
41.9K $1.07M
FTNT
Fortinet, Inc.

Technology
-1K
- 95.88%
$74.39 - $107.65 $74.4K - $108K
43 $3K
VOT
Vanguard Mid Cap Growth Index

ETFs
-378
- 71.59%
$282.75 - $294.19 $107K - $111K
150 $44K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.41K
- 66.9%
$41.6 - $42.66 $100K - $103K
1.19K $50K
EMR
Emerson Electric CO

Industrials
-710
- 51.23%
$128.6 - $149.63 $91.3K - $106K
676 $88K
HON
Honeywell International Inc

Industrials
-369
- 46.42%
$207.7 - $240.4 $76.6K - $88.7K
426 $89K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.49K
- 33.27%
$79.39 - $90.39 $118K - $135K
2.99K $264K
PHM
Pultegroup Inc

Consumer Cyclical
-956
- 74.92%
$108.0 - $141.42 $103K - $135K
320 $42K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.52K
- 14.95%
$58.97 - $60.36 $89.9K - $92K
8.67K $520K
CB
Chubb LTD

Financial Services
-108
- 1.36%
$265.99 - $289.59 $28.7K - $31.3K
7.84K $2.21M
APD
Air Products & Chemicals, Inc.

Basic Materials
-281
- 22.52%
$265.78 - $299.3 $74.7K - $84.1K
967 $263K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.16K
- 13.92%
$20.84 - $21.03 $86.6K - $87.4K
25.7K $537K
UL
Unilever PLC

Consumer Defensive
-1.39K
- 88.37%
$58.43 - $65.01 $81.3K - $90.4K
183 $10K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-958
- 29.38%
$108.46 - $120.63 $104K - $116K
2.3K $273K
OMFL
Invesco Exchange Traded Self I

ETFs
-1.54K
- 39.26%
$57.41 - $60.45 $88.2K - $92.9K
2.38K $143K
FANG
Diamondback Energy, Inc.

Energy
-649
- 35.88%
$134.53 - $152.5 $87.3K - $99K
1.16K $165K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.65K
- 31.36%
$52.12 - $55.33 $86.1K - $91.3K
3.61K $199K
MA
Mastercard Inc

Financial Services
-196
- 3.4%
$550.18 - $598.96 $108K - $117K
5.57K $3.17M
CVX
Chevron Corp

Energy
-1.18K
- 12.75%
$145.57 - $161.83 $172K - $191K
8.09K $1.26M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-779
- 33.28%
$109.47 - $119.06 $85.3K - $92.7K
1.56K $185K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-705
- 65.34%
$97.75 - $100.75 $68.9K - $71K
374 $37K
BDX
Becton Dickinson & CO

Healthcare
-443
- 52.68%
$172.41 - $199.66 $76.4K - $88.4K
398 $74K
AMD
Advanced Micro Devices Inc

Technology
-500
- 58.21%
$134.8 - $184.42 $67.4K - $92.2K
359 $58K
UPS
United Parcel Service Inc

Industrials
-388
- 24.89%
$82.58 - $105.54 $32K - $40.9K
1.17K $97K
GILD
Gilead Sciences, Inc.

Healthcare
-530
- 92.17%
$108.22 - $120.47 $57.4K - $63.8K
45 $4K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.73K
- 31.49%
$21.77 - $22.57 $59.4K - $61.5K
5.93K $133K
AFL
Aflac Inc

Financial Services
-1.2K
- 9.54%
$98.09 - $111.7 $118K - $134K
11.4K $1.27M
Activity Summary
Buys All Purchases 220 New Holdings 32 Increased Positions 188 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email