Concord Wealth Partners Reduced Holdings in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XT
Ishares Tr Exponential Technol

ETFs
-77.5K
- 86.54%
$54.51 - $61.59 $4.23M - $4.78M
12.1K $734K
TFC
Truist Financial Corp

Financial Services
-54.9K
- 74.83%
$38.22 - $44.94 $2.1M - $2.47M
18.5K $790K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-29.2K
- 98.29%
$41.58 - $46.45 $1.22M - $1.36M
509 $22K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-11.3K
- 94.86%
$91.43 - $117.51 $1.04M - $1.33M
613 $64K
HEEM
Ishares Currency Hedged Msci E

ETFs
-44K
- 92.29%
$25.51 - $28.97 $1.12M - $1.28M
3.68K $104K
QCOM
Qualcomm Inc

Technology
-4.94K
- 73.5%
$156.12 - $209.64 $771K - $1.03M
1.78K $302K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-29.4K
- 57.81%
$37.61 - $41.72 $1.1M - $1.22M
21.4K $893K
DGRO
Ishares Core Dividend Growth E

ETFs
-38.5K
- 13.32%
$57.47 - $62.76 $2.21M - $2.41M
250K $15.7M
UPS
United Parcel Service Inc

Industrials
-6.46K
- 48.06%
$123.32 - $147.38 $797K - $952K
6.98K $951K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7.66K
- 51.23%
$97.81 - $108.79 $749K - $833K
7.29K $793K
VGIT
Vanguard Intermediate Term Tre

ETFs
-13K
- 34.15%
$57.8 - $60.8 $753K - $793K
25.1K $1.52M
ADI
Analog Devices Inc

Technology
-2.65K
- 80.67%
$200.56 - $243.33 $531K - $645K
635 $146K
NUE
Nucor Corp

Basic Materials
-3.64K
- 66.49%
$137.77 - $166.14 $501K - $605K
1.83K $275K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.4K
- 17.66%
$77.02 - $85.06 $952K - $1.05M
57.6K $4.87M
EOG
Eog Resources Inc

Energy
-4.37K
- 53.65%
$117.9 - $132.65 $515K - $580K
3.78K $464K
AFL
Aflac Inc

Financial Services
-7.17K
- 62.48%
$88.52 - $111.8 $635K - $802K
4.31K $481K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-11.1K
- 6.66%
$47.0 - $47.84 $522K - $532K
156K $7.43M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-5.2K
- 29.13%
$82.04 - $89.49 $426K - $465K
12.6K $1.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.57K
- 52.99%
$75.63 - $84.89 $346K - $388K
4.06K $341K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-6.6K
- 42.3%
$54.75 - $61.2 $361K - $404K
9K $550K
MDT
Medtronic PLC

Healthcare
-3.71K
- 79.89%
$76.84 - $91.03 $285K - $337K
933 $83K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-13.2K
- 37.16%
$21.35 - $22.73 $282K - $300K
22.3K $503K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.76K
- 19.34%
$85.84 - $85.84 $237K - $237K
11.5K $989K
SPY
Spdr S&P 500 ETF Trust

ETFs
-480
- 36.64%
$517.38 - $573.86 $248K - $275K
830 $476K
SPYG
Spdr Portfolio

ETFs
-7.57K
- 5.01%
$73.38 - $84.1 $556K - $637K
144K $11.9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.9K
- 51.93%
$38.03 - $42.06 $148K - $164K
3.61K $150K
FANG
Diamondback Energy, Inc.

Energy
-83
- 2.07%
$168.46 - $210.94 $14K - $17.5K
3.93K $677K
AVLV
American Centy ETF Tr Avantis
-6.25K
- 6.5%
$60.05 - $65.83 $375K - $411K
89.9K $5.92M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-1.95K
- 57.75%
$57.32 - $67.53 $112K - $132K
1.43K $93K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.92K
- 53.99%
$32.04 - $37.11 $93.5K - $108K
2.49K $90K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.8K
- 99.94%
$48.4 - $50.91 $87.3K - $91.8K
1 $0
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.48K
- 7.49%
$69.59 - $79.2 $103K - $117K
18.3K $1.41M
MBB
Ishares Tr

ETFs
-728
- 72.73%
$90.85 - $96.66 $66.1K - $70.4K
273 $26K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-738
- 80.74%
$76.94 - $79.54 $56.8K - $58.7K
176 $13K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.1K
- 27.29%
$32.65 - $36.84 $68.5K - $77.3K
5.59K $205K
EQIX
Equinix Inc

Real Estate
-52
- 36.36%
$749.0 - $890.01 $38.9K - $46.3K
91 $80K
NVS
Novartis Ag

Healthcare
-360
- 17.43%
$106.13 - $120.89 $38.2K - $43.5K
1.71K $196K
EMR
Emerson Electric CO

Industrials
-196
- 13.71%
$98.19 - $118.87 $19.2K - $23.3K
1.23K $134K
BIIB
Biogen Inc.

Healthcare
-88
- 70.97%
$189.07 - $236.8 $16.6K - $20.8K
36 $6K
HON
Honeywell International Inc

Industrials
-60
- 19.05%
$196.73 - $220.21 $11.8K - $13.2K
255 $52K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-87
- 48.88%
$175.05 - $196.39 $15.2K - $17.1K
91 $17K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4
- 0.02%
$49.7 - $56.11 $199 - $224
26.2K $1.44M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-441
- 52.38%
$36.02 - $41.68 $15.9K - $18.4K
401 $16K
BAC
Bank Of America Corp

Financial Services
-317
- 1.11%
$36.65 - $44.13 $11.6K - $14K
28.3K $1.12M
PFE
Pfizer Inc

Healthcare
-718
- 12.57%
$27.7 - $31.39 $19.9K - $22.5K
5K $144K
IBM
International Business Machines Corp

Technology
-481
- 24.83%
$175.1 - $223.38 $84.2K - $107K
1.46K $321K
ASML
Asml Holding Nv

Technology
-12
- 66.67%
$749.82 - $1098.95 $9K - $13.2K
6 $4K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-255
- 30.0%
$74.95 - $85.33 $19.1K - $21.8K
595 $50K
ROG
Rogers Corp

Technology
-83
- 29.33%
$97.9 - $133.4 $8.13K - $11.1K
200 $22K
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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