Concord Wealth Partners Reduced Holdings in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMX
Carmax Inc

Consumer Cyclical
-22
- 4.31%
$44.86 - $71.57 $987 - $1.57K
488 $21K
BIIB
Biogen Inc.

Healthcare
-114
- 50.0%
$122.68 - $148.84 $14K - $17K
114 $15K
MDT
Medtronic PLC

Healthcare
-189
- 28.64%
$87.67 - $95.74 $16.6K - $18.1K
471 $44K
VRIG
Invesco Actively Managed ETF F

ETFs
-461
- 74.35%
$25.04 - $25.16 $11.5K - $11.6K
159 $3K
VONG
Vanguard Russell 1000 Growth E

ETFs
-166
- 19.67%
$108.08 - $121.73 $17.9K - $20.2K
678 $81K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-119
- 63.64%
N/A
68 $5K
PAVE
Global X Fds Us Infrastructure

ETFs
-480
- 16.42%
$44.02 - $47.63 $21.1K - $22.9K
2.44K $116K
FSK
Fs Kkr Capital Corp

Financial Services
-375
- 41.39%
$14.93 - $22.48 $5.6K - $8.43K
531 $7K
HDV
Ishares Core High Dividend ETF

ETFs
-777
- 4.84%
$118.16 - $123.66 $91.8K - $96.1K
15.3K $1.87M
INGR
Ingredion Inc

Consumer Defensive
-26
- 5.32%
$121.01 - $138.21 $3.15K - $3.59K
463 $56K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-32
- 84.21%
$284.45 - $324.95 $9.1K - $10.4K
6 $1K
ED
Consolidated Edison Inc

Utilities
-80
- 62.5%
$95.57 - $105.36 $7.65K - $8.43K
48 $4K
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 2.38%
$81.9 - $96.86 $1.56K - $1.84K
780 $65K
BAX
Baxter International Inc

Healthcare
-179
- 34.23%
$21.71 - $31.23 $3.89K - $5.59K
344 $7K
NXPI
Nxp Semiconductors N.V.

Technology
-35
- 66.04%
$205.16 - $239.07 $7.18K - $8.37K
18 $4K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-493
- 16.34%
$20.22 - $21.71 $9.97K - $10.7K
2.52K $54K
GIS
General Mills Inc

Consumer Defensive
-125
- 30.19%
$48.44 - $53.83 $6.06K - $6.73K
289 $14K
IWD
Ishares Russell 1000 Val ETF

ETFs
-57
- 11.56%
$192.76 - $203.86 $11K - $11.6K
436 $88K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-32
- 28.32%
$404.94 - $499.99 $13K - $16K
81 $39K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 2.02%
$157.77 - $183.27 $789 - $916
243 $39K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-63
- 11.25%
$82.38 - $83.0 $5.19K - $5.23K
497 $41K
MTB
M&T Bank Corp

Financial Services
-34
- 8.74%
$183.74 - $204.05 $6.25K - $6.94K
355 $70K
CTVA
Corteva, Inc.

Basic Materials
-26
- 6.88%
$67.08 - $77.12 $1.74K - $2.01K
352 $23K
TGT
Target Corp

Consumer Defensive
-20
- 8.37%
$86.56 - $107.43 $1.73K - $2.15K
219 $19K
AIG
American International Group, Inc.

Financial Services
-4
- 0.78%
$76.34 - $85.87 $305 - $343
511 $40K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-89
- 1.66%
$52.39 - $53.11 $4.66K - $4.73K
5.26K $278K
ADI
Analog Devices Inc

Technology
-13
- 20.0%
$220.68 - $255.63 $2.87K - $3.32K
52 $12K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-95
- 42.41%
$26.88 - $27.78 $2.55K - $2.64K
129 $3K
KMI
Kinder Morgan, Inc.

Energy
-1
- 0.05%
$26.23 - $28.5 $26.2 - $28.5
2.15K $60K
ALL
Allstate Corp

Financial Services
-16
- 21.05%
$192.0 - $214.65 $3.07K - $3.43K
60 $12K
DD
Du Pont De Nemours, Inc.

Basic Materials
-68
- 18.63%
$69.9 - $78.26 $4.75K - $5.32K
297 $23K
KD
Kyndryl Holdings, Inc.

Technology
-15
- 9.04%
$28.94 - $43.41 $434 - $651
151 $4K
PRU
Prudential Financial Inc

Financial Services
-15
- 5.43%
$100.68 - $109.89 $1.51K - $1.65K
261 $27K
XLE
Energy Sector Spdr

ETFs
-27
- 18.75%
$84.25 - $91.99 $2.27K - $2.48K
117 $10K
FISV
Fiserv Inc

Technology
-12
- 4.41%
N/A
260 $32K
MCD
Mcdonalds Corp

Consumer Cyclical
-285
- 3.9%
$291.67 - $316.99 $83.1K - $90.3K
7.03K $2.13M
ECL
Ecolab Inc.

Basic Materials
-3
- 5.36%
$259.39 - $285.47 $778 - $856
53 $14K
ADSK
Autodesk, Inc.

Technology
-4
- 4.17%
N/A
92 $22K
TMUS
T Mobile Us, Inc.

Communication Services
-6
- 8.0%
$226.02 - $259.01 $1.36K - $1.55K
69 $16K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22
- 8.21%
$135.0 - $146.02 $2.97K - $3.21K
246 $35K
BHF
Brighthouse Financial, Inc.

Financial Services
-2
- 18.18%
$43.36 - $57.59 $86.7 - $115
9 $0
Super Micro Computer Inc
-1K
- 96.25%
N/A
39 $0
Reddit Inc
-526
- 53.46%
N/A
458 $0
CC
Chemours CO

Basic Materials
-12
- 18.18%
$11.5 - $17.53 $138 - $210
54 $0
Spdr Series Trust
-1.62K
- 4.99%
N/A
30.8K $0
Tempus Ai Inc
-66
- 16.18%
N/A
342 $0
Ralliant Corp
-1
- 5.56%
N/A
17 $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-2.31K
- 44.02%
N/A
2.94K $0
COOK
Traeger, Inc.

Consumer Cyclical
-125
- 93.28%
$1.22 - $2.02 $153 - $253
9 $0
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
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