Concord Wealth Partners Reduced Holdings in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-403
- 28.72%
$41.37 - $53.28 $16.7K - $21.5K
1K $44K
IYJ
Ishares Tr

ETFs
-214
- 49.77%
$115.07 - $142.31 $24.6K - $30.5K
216 $30K
T
At&T Inc.

Communication Services
-1.05K
- 13.87%
$26.33 - $28.94 $27.6K - $30.3K
6.5K $188K
VGIT
Vanguard Intermediate Term Tre

ETFs
-468
- 4.39%
$58.63 - $59.9 $27.4K - $28K
10.2K $609K
VRSN
Verisign Inc

Technology
-105
- 47.3%
$234.49 - $288.8 $24.6K - $30.3K
117 $33K
IWR
Ishares Russell Mid Cap ETF

ETFs
-305
- 50.0%
$74.88 - $91.97 $22.8K - $28.1K
305 $28K
XLC
Select Sector Spdr Tr Communic

ETFs
-316
- 35.07%
$86.13 - $108.53 $27.2K - $34.3K
585 $63K
FITB
Fifth Third Bancorp

Financial Services
-619
- 49.6%
$33.32 - $41.51 $20.6K - $25.7K
629 $25K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-398
- 25.68%
$139.8 - $197.22 $55.6K - $78.5K
1.15K $227K
CI
Cigna Corp

Healthcare
-70
- 3.22%
$301.89 - $340.04 $21.1K - $23.8K
2.11K $696K
XLK
Technology Sector Spdr

ETFs
-123
- 49.2%
$179.73 - $253.23 $22.1K - $31.1K
127 $32K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-318
- 72.27%
$54.28 - $67.95 $17.3K - $21.6K
122 $8K
CHKP
Check Point Software Technologies LTD

Technology
-79
- 41.58%
$204.26 - $233.47 $16.1K - $18.4K
111 $24K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-437
- 20.99%
$37.08 - $42.26 $16.2K - $18.5K
1.65K $68K
RY
Royal Bank Of Canada

Financial Services
-205
- 49.76%
$108.36 - $131.55 $22.2K - $27K
207 $27K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-785
- 63.56%
$22.54 - $23.17 $17.7K - $18.2K
450 $10K
SBUX
Starbucks Corp

Consumer Cyclical
-103
- 11.42%
$79.69 - $99.41 $8.21K - $10.2K
799 $73K
MBB
Ishares Tr

ETFs
-166
- 60.81%
$91.41 - $94.22 $15.2K - $15.6K
107 $10K
MO
Altria Group, Inc.

Consumer Defensive
-35
- 0.39%
$55.56 - $60.91 $1.94K - $2.13K
9.03K $529K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-1.39K
- 72.04%
$9.25 - $10.26 $12.8K - $14.3K
539 $5K
ABC
Amerisourcebergen Corp

Healthcare
-61
- 45.19%
N/A
74 $13K
ENB
Enbridge Inc

Energy
-247
- 14.57%
$41.09 - $47.16 $10.1K - $11.6K
1.45K $65K
SCHW
Schwab Charles Corp

Financial Services
-395
- 19.62%
$69.06 - $91.24 $27.3K - $36K
1.62K $147K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-124
- 79.49%
$65.66 - $77.49 $8.14K - $9.61K
32 $2K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-124
- 7.85%
$77.94 - $79.5 $9.66K - $9.86K
1.46K $115K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-105
- 35.96%
N/A
187 $16K
TIP
Ishares Tr Tips Bd ETF

ETFs
-72
- 43.11%
$107.93 - $110.97 $7.77K - $7.99K
95 $10K
DLR
Digital Realty Trust, Inc.

Real Estate
-70
- 50.72%
$136.11 - $177.69 $9.53K - $12.4K
68 $11K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-317
- 58.6%
$25.27 - $27.14 $8.01K - $8.6K
224 $6K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-201
- 56.3%
$34.72 - $42.74 $6.98K - $8.59K
156 $6K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-713
- 44.73%
$7.69 - $11.46 $5.48K - $8.17K
881 $10K
ALL
Allstate Corp

Financial Services
-34
- 30.91%
$180.53 - $212.64 $6.14K - $7.23K
76 $15K
TGT
Target Corp

Consumer Defensive
-55
- 18.71%
$88.76 - $105.77 $4.88K - $5.82K
239 $23K
VBR
Vanguard Small Cap Value ETF

ETFs
-35
- 97.22%
$162.76 - $195.77 $5.7K - $6.85K
1 $0
HEEM
Ishares Currency Hedged Msci E

ETFs
-218
- 78.14%
$24.94 - $30.1 $5.44K - $6.56K
61 $1K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-116
- 98.31%
$50.08 - $63.14 $5.81K - $7.32K
2 $0
IEMG
Ishares Inc

ETFs
-106
- 7.04%
N/A
1.4K $75K
FIS
Fidelity National Information Services, Inc.

Technology
-88
- 44.0%
$68.14 - $82.13 $6K - $7.23K
112 $9K
USB
Us Bancorp \De\

Financial Services
-211
- 16.54%
$36.4 - $45.76 $7.68K - $9.66K
1.07K $48K
CME
Cme Group Inc.

Financial Services
-19
- 48.72%
$252.37 - $290.71 $4.8K - $5.52K
20 $5K
MDT
Medtronic PLC

Healthcare
-19
- 2.8%
$80.68 - $88.86 $1.53K - $1.69K
660 $57K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-213
- 6.59%
$18.96 - $20.43 $4.04K - $4.35K
3.02K $61K
FISV
Fiserv Inc

Technology
-39
- 12.54%
N/A
272 $34K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-79
- 10.99%
$49.79 - $50.75 $3.93K - $4.01K
640 $32K
GTO
Invesco Actively Managed ETF T

ETFs
-90
- 6.96%
$45.73 - $47.2 $4.12K - $4.25K
1.2K $56K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-42
- 1.97%
$105.23 - $109.61 $4.42K - $4.6K
2.1K $229K
EOG
Eog Resources Inc

Energy
-19
- 23.75%
$104.61 - $129.97 $1.99K - $2.47K
61 $7K
PRU
Prudential Financial Inc

Financial Services
-16
- 5.48%
$95.12 - $112.71 $1.52K - $1.8K
276 $29K
VRIG
Invesco Actively Managed ETF F

ETFs
-60
- 8.82%
$24.89 - $25.14 $1.49K - $1.51K
620 $15K
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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