Concord Wealth Partners Reduced Holdings in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-52
- 1.73%
$75.05 - $77.34 $3.9K - $4.02K
2.96K $228K
XT
Ishares Tr Exponential Technol

ETFs
-568
- 12.55%
$49.86 - $65.25 $28.3K - $37.1K
3.96K $258K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-160
- 17.04%
$30.87 - $39.17 $4.94K - $6.27K
779 $30K
PSX
Phillips 66

Energy
-3
- 1.57%
$92.87 - $125.73 $279 - $377
188 $22K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-11
- 2.87%
$49.98 - $50.26 $550 - $553
372 $18K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-77
- 3.69%
$35.3 - $37.51 $2.72K - $2.89K
2.01K $75K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-92
- 53.49%
$10.78 - $11.28 $992 - $1.04K
80 $0
VTWG
Vanguard Russell 2000 Growth E

ETFs
-3
- 17.65%
$163.6 - $208.47 $491 - $625
14 $2K
OMFS
Invesco Exchange Traded Self I

ETFs
-18
- 4.49%
$33.88 - $40.17 $610 - $723
383 $15K
PLW
Invesco 1 30 Laddered Treasury

ETFs
-188
- 3.45%
N/A
5.25K $0
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.08%
N/A
1.31K $238K
Dimensional ETF Trust
-54
- 1.51%
N/A
3.51K $0
Labcorp Holdings Inc
-13
- 7.56%
N/A
159 $0
VFH
Vanguard Financial ETF

ETFs
-6
- 11.11%
$104.87 - $127.3 $629 - $764
48 $6K
IYR
Ishares Tr

ETFs
-2
- 0.57%
$84.48 - $96.25 $169 - $193
350 $33K
Bny Mellon ETF Trust Ii
-17
- 0.33%
N/A
5.19K $0
Spdr Series Trust
-7.28K
- 18.35%
N/A
32.4K $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-20
- 0.2%
$24.98 - $25.66 $500 - $513
9.95K $254K
OGN
Organon & Co.

Healthcare
-7
- 35.0%
$8.04 - $14.72 $56.3 - $103
13 $0
Pimco ETF Tr
-455
- 1.67%
N/A
26.8K $0
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-18
- 1.76%
$42.02 - $50.36 $756 - $906
1.01K $50K
GM
General Motors CO

Consumer Cyclical
-93
- 3.79%
$42.48 - $50.46 $3.95K - $4.69K
2.36K $116K
VBK
Vanguard Small Cap Growth ETF

ETFs
-29
- 7.13%
$219.76 - $276.94 $6.37K - $8.03K
378 $104K
VB
Vanguard Small Cap ETF

ETFs
-2
- 1.65%
$193.73 - $237.37 $387 - $475
119 $28K
EBAY
Ebay Inc

Consumer Cyclical
-60
- 6.3%
$59.52 - $79.36 $3.57K - $4.76K
892 $66K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3
- 0.63%
$108.87 - $133.04 $327 - $399
477 $63K
KKR
Kkr & Co. Inc.

Financial Services
-386
- 11.92%
$92.79 - $134.29 $35.8K - $51.8K
2.85K $379K
AOA
Ishares Tr Core Aggressive All

ETFs
-2
- 0.21%
$69.46 - $83.4 $139 - $167
953 $79K
AXP
American Express CO

Financial Services
-5
- 2.91%
$231.39 - $318.98 $1.16K - $1.59K
167 $53K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 16.22%
$4164.15 - $5789.24 $25K - $34.7K
31 $179K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-60
- 1.81%
$90.56 - $109.49 $5.43K - $6.57K
3.26K $356K
VCIT
Vanguard Intermediate Term Cor

ETFs
-29
- 0.25%
$79.56 - $82.92 $2.31K - $2.4K
11.6K $959K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-10
- 0.5%
$65.84 - $80.81 $658 - $808
2K $160K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-17
- 0.87%
$73.02 - $90.22 $1.24K - $1.53K
1.94K $172K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-79
- 0.61%
$36.02 - $41.92 $2.85K - $3.31K
12.8K $536K
CSX
Csx Corp

Industrials
-213
- 2.82%
$26.69 - $32.91 $5.68K - $7.01K
7.33K $239K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-58
- 2.38%
$376.48 - $440.65 $21.8K - $25.6K
2.38K $1.05M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-150
- 2.8%
$51.36 - $62.5 $7.7K - $9.38K
5.21K $325K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-205
- 4.4%
$91.62 - $116.16 $18.8K - $23.8K
4.46K $517K
DELL
Dell Technologies Inc.

Technology
-538
- 15.44%
$71.63 - $125.98 $38.5K - $67.8K
2.95K $361K
GOOG
Alphabet Inc.

Communication Services
-947
- 8.18%
$146.58 - $180.01 $139K - $170K
10.6K $1.89M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-341
- 1.07%
$52.31 - $63.72 $17.8K - $21.7K
31.6K $2.01M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 0.57%
$908.13 - $1056.85 $14.5K - $16.9K
2.79K $2.76M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.47K
- 0.26%
$28.21 - $28.85 $69.6K - $71.2K
959K $27.6M
TFC
Truist Financial Corp

Financial Services
-279
- 0.4%
$34.79 - $42.99 $9.71K - $12K
69.8K $3M
VTI
Vanguard Total Stock Market Et

ETFs
-72
- 1.29%
$243.75 - $303.93 $17.6K - $21.9K
5.52K $1.68M
ORCL
Oracle Corp

Technology
-7
- 0.29%
$122.82 - $218.63 $860 - $1.53K
2.39K $522K
AVLV
American Centy ETF Tr Avantis
-153
- 0.16%
$56.85 - $68.21 $8.7K - $10.4K
94K $6.41M
KLAC
Kla Corp

Technology
-59
- 3.56%
$576.53 - $902.94 $34K - $53.3K
1.6K $1.43M
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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