Concord Wealth Partners Reduced Holdings in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
-10
- 5.75%
N/A
164 $0
Ge Healthcare Technologies I
-114
- 54.55%
N/A
95 $0
Grayscale Ethereum Mini Tr E
-90
- 90.0%
N/A
10 $0
Fortrea Hldgs Inc
-364
- 85.85%
N/A
60 $0
Lithium Amers Corp New
-200
- 73.8%
N/A
71 $0
INGR
Ingredion Inc

Consumer Defensive
-1
- 0.2%
$132.76 - $154.86 $133 - $155
492 $67K
ICE
Intercontinental Exchange, Inc.

Financial Services
-3
- 60.0%
$148.29 - $166.93 $445 - $501
2 $0
Lithium Americas Argentina C
-200
- 73.8%
N/A
71 $0
Siyata Mobile Inc
-71
- 92.21%
N/A
6 $0
SFY
Tidal ETF Tr Sofi 500 ETF

ETFs
-678
- 80.05%
$20.52 - $113.87 $13.9K - $77.2K
169 $18K
WMB
Williams Companies, Inc.

Energy
-78
- 13.49%
$46.37 - $59.74 $3.62K - $4.66K
500 $27K
VTRS
Viatris Inc

Healthcare
-9
- 0.33%
$11.32 - $13.37 $102 - $120
2.72K $33K
CHTR
Charter Communications, Inc.

Communication Services
-4
- 2.17%
$315.38 - $408.02 $1.26K - $1.63K
180 $61K
BK
Bank Of New York Mellon Corp

Financial Services
-1
- 0.13%
$70.82 - $81.87 $70.8 - $81.9
753 $57K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2
- 0.6%
$116.4 - $138.52 $233 - $277
329 $41K
IGM
Ishares Expanded Tech Sector E

ETFs
-5
- 0.91%
$94.19 - $106.95 $471 - $535
542 $55K
EQIX
Equinix Inc

Real Estate
-2
- 2.2%
$865.69 - $985.0 $1.73K - $1.97K
89 $83K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-19
- 3.17%
$77.25 - $91.3 $1.47K - $1.73K
581 $49K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-566
- 2.16%
$53.94 - $58.15 $30.5K - $32.9K
25.6K $1.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-58
- 8.09%
$172.07 - $207.36 $9.98K - $12K
659 $130K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-12
- 2.18%
$340.59 - $380.5 $4.09K - $4.57K
538 $196K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-7
- 0.88%
$45.39 - $62.98 $318 - $441
784 $44K
DIS
Walt Disney CO

Communication Services
-308
- 11.2%
$92.39 - $117.6 $28.5K - $36.2K
2.44K $272K
WDAY
Workday, Inc.

Technology
-57
- 3.23%
$233.85 - $279.91 $13.3K - $16K
1.71K $440K
MCK
Mckesson Corp

Healthcare
-1
- 0.68%
$482.27 - $628.5 $482 - $629
147 $83K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-1
- 0.18%
$77.15 - $104.91 $77.2 - $105
542 $54K
TRV
Travelers Companies, Inc.

Financial Services
-144
- 2.06%
$225.97 - $266.66 $32.5K - $38.4K
6.84K $1.65M
SCHW
Schwab Charles Corp

Financial Services
-63
- 3.15%
$63.31 - $82.85 $3.99K - $5.22K
1.94K $143K
NFLX
Netflix Inc

Communication Services
-5
- 4.27%
$687.65 - $936.56 $3.44K - $4.68K
112 $99K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 5.13%
$4100.99 - $5300.34 $8.2K - $10.6K
37 $183K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-32
- 1.78%
$481.22 - $538.17 $15.4K - $17.2K
1.77K $902K
ET
Energy Transfer LP

Energy
-1.02K
- 7.69%
$16.05 - $19.86 $16.4K - $20.3K
12.3K $240K
WFC
Wells Fargo & Company

Financial Services
-786
- 9.35%
$54.98 - $77.35 $43.2K - $60.8K
7.62K $535K
GOOGL
Alphabet Inc.

Communication Services
-4.24K
- 11.5%
$161.86 - $196.66 $686K - $833K
32.6K $6.17M
AVLV
American Centy ETF Tr Avantis
-305
- 0.34%
$65.51 - $71.22 $20K - $21.7K
89.6K $5.98M
MS
Morgan Stanley

Financial Services
-1.78K
- 12.42%
$104.42 - $134.99 $186K - $241K
12.6K $1.58M
SPYG
Spdr Portfolio

ETFs
-6.18K
- 4.3%
$81.74 - $91.38 $505K - $565K
138K $12.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-348
- 0.22%
$61.52 - $66.5 $21.4K - $23.1K
158K $10.1M
V
Visa Inc.

Financial Services
-486
- 5.02%
$273.87 - $320.91 $133K - $156K
9.2K $2.91M
WSM
Williams Sonoma Inc

Consumer Cyclical
-190
- 0.78%
$129.13 - $198.21 $24.5K - $37.7K
24.3K $4.5M
JPM
Jpmorgan Chase & CO

Financial Services
-601
- 1.94%
$205.18 - $250.29 $123K - $150K
30.4K $7.3M
AVGO
Broadcom Inc.

Technology
-511
- 1.1%
$159.67 - $250.0 $81.6K - $128K
46K $10.7M
Activity Summary
Buys All Purchases 260 New Holdings 36 Increased Positions 224 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 1
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