Concord Wealth Partners Reduced Holdings in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GM
General Motors CO

Consumer Cyclical
-448
- 19.0%
$48.89 - $61.24 $21.9K - $27.4K
1.91K $116K
Fidelity Covington Trust
-5
- 0.86%
N/A
574 $0
Fidelity Covington Trust
-10
- 1.72%
N/A
571 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-24
- 1.19%
$37.14 - $37.85 $891 - $908
1.99K $75K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15
- 1.03%
$78.96 - $80.04 $1.18K - $1.2K
1.44K $115K
Ge Healthcare Technologies I
-84
- 68.29%
N/A
39 $0
Fidelity Covington Trust
-7
- 1.62%
N/A
425 $0
Dimensional ETF Trust
-6.72K
- 9.78%
N/A
62K $0
Net Lease Office Properties
-12
- 14.46%
N/A
71 $0
Labcorp Holdings Inc
-7
- 4.4%
N/A
152 $0
HE
Hawaiian Electric Industries Inc

Utilities
-40
- 3.23%
$10.46 - $12.96 $418 - $518
1.2K $13K
Gsk PLC
-359
- 47.05%
N/A
404 $0
DWAC
Digital World Acquisition Corp.

Financial Services
-76
- 53.52%
N/A
66 $0
Ge Vernova Inc
-113
- 39.1%
N/A
176 $0
KOMP
Spdr S&P Kensho New Economies

ETFs
-5
- 2.07%
$54.38 - $62.69 $272 - $313
237 $14K
HPQ
Hp Inc

Technology
-45
- 5.99%
$24.45 - $29.35 $1.1K - $1.32K
706 $19K
OMFS
Invesco Exchange Traded Self I

ETFs
-17
- 4.44%
$39.64 - $44.73 $674 - $760
366 $16K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-194
- 4.39%
$62.09 - $66.51 $12K - $12.9K
4.23K $275K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1
- 1.35%
$68.94 - $86.3 $68.9 - $86.3
73 $6K
VTRS
Viatris Inc

Healthcare
-66
- 3.01%
$8.74 - $10.69 $577 - $706
2.13K $21K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-6
- 0.6%
$49.48 - $53.78 $297 - $323
1K $52K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-431
- 5.21%
$132.9 - $142.03 $57.3K - $61.2K
7.84K $1.11M
F
Ford Motor CO

Consumer Cyclical
-57
- 1.21%
$10.82 - $12.09 $617 - $689
4.67K $55K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3
- 0.63%
$131.47 - $143.64 $394 - $431
474 $67K
PLTR
Palantir Technologies Inc.

Technology
-221
- 23.02%
$130.68 - $186.97 $28.9K - $41.3K
739 $134K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-152
- 5.5%
$49.43 - $54.52 $7.51K - $8.29K
2.61K $141K
IWV
Ishares Russell 3000 ETF

ETFs
-1
- 0.38%
$351.04 - $379.81 $351 - $380
261 $98K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3
- 0.45%
$98.99 - $112.2 $297 - $337
669 $73K
CSX
Csx Corp

Industrials
-390
- 5.32%
$32.05 - $36.52 $12.5K - $14.2K
6.94K $246K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8
- 0.2%
$28.92 - $32.19 $231 - $258
4.01K $127K
EBAY
Ebay Inc

Consumer Cyclical
-41
- 4.6%
$75.33 - $100.77 $3.09K - $4.13K
851 $77K
TTMI
Ttm Technologies Inc

Technology
-139
- 12.2%
$40.06 - $57.75 $5.57K - $8.03K
1K $57K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-249
- 7.47%
$546.99 - $602.2 $136K - $150K
3.08K $1.85M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-17
- 3.26%
$393.18 - $439.39 $6.68K - $7.47K
505 $219K
SLV
I Shares Silver Trust

ETFs
-290
- 8.64%
$32.73 - $42.5 $9.49K - $12.3K
3.07K $129K
EEM
Ishares Msci Emerging Markets

ETFs
-50
- 1.02%
$48.07 - $53.4 $2.4K - $2.67K
4.85K $258K
IDV
Ishares Tr

ETFs
-1.56K
- 3.88%
$34.54 - $37.28 $54K - $58.2K
38.7K $1.41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-43
- 6.1%
$224.68 - $282.71 $9.66K - $12.2K
662 $184K
DELL
Dell Technologies Inc.

Technology
-193
- 6.55%
$120.96 - $141.77 $23.3K - $27.4K
2.75K $390K
IWM
Ishares Russell 2000 ETF

ETFs
-95
- 4.25%
$214.92 - $244.84 $20.4K - $23.3K
2.14K $517K
INTC
Intel Corp

Technology
-102
- 2.42%
$19.31 - $35.5 $1.97K - $3.62K
4.11K $137K
MPC
Marathon Petroleum Corp

Energy
-73
- 2.94%
$158.59 - $198.69 $11.6K - $14.5K
2.41K $464K
HOOD
Robinhood Markets, Inc.

Technology
-68
- 4.49%
$91.27 - $143.18 $6.21K - $9.74K
1.45K $207K
VGT
Vanguard Information Technolog

ETFs
-28
- 2.51%
$656.44 - $753.15 $18.4K - $21.1K
1.09K $813K
LOW
Lowes Companies Inc

Consumer Cyclical
-91
- 2.73%
$215.01 - $273.02 $19.6K - $24.8K
3.25K $816K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 2.11%
$567.77 - $614.76 $34.1K - $36.9K
2.79K $1.71M
BAC
Bank Of America Corp

Financial Services
-775
- 2.35%
$44.92 - $52.42 $34.8K - $40.6K
32.1K $1.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-106
- 1.13%
$459.11 - $506.91 $48.7K - $53.7K
9.29K $4.67M
IYW
Ishares Dj Us Tech ETF

ETFs
-74
- 1.36%
$171.38 - $197.01 $12.7K - $14.6K
5.36K $1.05M
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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