Concord Wealth Partners Sells in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XT
Ishares Tr Exponential Technol

ETFs
-77.5K
- 86.54%
$54.51 - $61.59 $4.23M - $4.78M
12.1K $734K
TFC
Truist Financial Corp

Financial Services
-54.9K
- 74.83%
$38.22 - $44.94 $2.1M - $2.47M
18.5K $790K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-29.2K
- 98.29%
$41.58 - $46.45 $1.22M - $1.36M
509 $22K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-11.3K
- 94.86%
$91.43 - $117.51 $1.04M - $1.33M
613 $64K
HEEM
Ishares Currency Hedged Msci E

ETFs
-44K
- 92.29%
$25.51 - $28.97 $1.12M - $1.28M
3.68K $104K
QCOM
Qualcomm Inc

Technology
-4.94K
- 73.5%
$156.12 - $209.64 $771K - $1.03M
1.78K $302K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-29.4K
- 57.81%
$37.61 - $41.72 $1.1M - $1.22M
21.4K $893K
DGRO
Ishares Core Dividend Growth E

ETFs
-38.5K
- 13.32%
$57.47 - $62.76 $2.21M - $2.41M
250K $15.7M
UPS
United Parcel Service Inc

Industrials
-6.46K
- 48.06%
$123.32 - $147.38 $797K - $952K
6.98K $951K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7.66K
- 51.23%
$97.81 - $108.79 $749K - $833K
7.29K $793K
VGIT
Vanguard Intermediate Term Tre

ETFs
-13K
- 34.15%
$57.8 - $60.8 $753K - $793K
25.1K $1.52M
ADI
Analog Devices Inc

Technology
-2.65K
- 80.67%
$200.56 - $243.33 $531K - $645K
635 $146K
NUE
Nucor Corp

Basic Materials
-3.64K
- 66.49%
$137.77 - $166.14 $501K - $605K
1.83K $275K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.4K
- 17.66%
$77.02 - $85.06 $952K - $1.05M
57.6K $4.87M
EOG
Eog Resources Inc

Energy
-4.37K
- 53.65%
$117.9 - $132.65 $515K - $580K
3.78K $464K
AFL
Aflac Inc

Financial Services
-7.17K
- 62.48%
$88.52 - $111.8 $635K - $802K
4.31K $481K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-11.1K
- 6.66%
$47.0 - $47.84 $522K - $532K
156K $7.43M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-5.2K
- 29.13%
$82.04 - $89.49 $426K - $465K
12.6K $1.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.57K
- 52.99%
$75.63 - $84.89 $346K - $388K
4.06K $341K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-6.6K
- 42.3%
$54.75 - $61.2 $361K - $404K
9K $550K
MDT
Medtronic PLC

Healthcare
-3.71K
- 79.89%
$76.84 - $91.03 $285K - $337K
933 $83K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-13.2K
- 37.16%
$21.35 - $22.73 $282K - $300K
22.3K $503K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.76K
- 19.34%
$85.84 - $85.84 $237K - $237K
11.5K $989K
SPY
Spdr S&P 500 ETF Trust

ETFs
-480
- 36.64%
$517.38 - $573.86 $248K - $275K
830 $476K
SPYG
Spdr Portfolio

ETFs
-7.57K
- 5.01%
$73.38 - $84.1 $556K - $637K
144K $11.9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.9K
- 51.93%
$38.03 - $42.06 $148K - $164K
3.61K $150K
FANG
Diamondback Energy, Inc.

Energy
-83
- 2.07%
$168.46 - $210.94 $14K - $17.5K
3.93K $677K
AVLV
American Centy ETF Tr Avantis
-6.25K
- 6.5%
$60.05 - $65.83 $375K - $411K
89.9K $5.92M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-1.95K
- 57.75%
$57.32 - $67.53 $112K - $132K
1.43K $93K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.92K
- 53.99%
$32.04 - $37.11 $93.5K - $108K
2.49K $90K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.8K
- 99.94%
$48.4 - $50.91 $87.3K - $91.8K
1 $0
MBB
Ishares Tr

ETFs
-728
- 72.73%
$90.85 - $96.66 $66.1K - $70.4K
273 $26K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.48K
- 7.49%
$69.59 - $79.2 $103K - $117K
18.3K $1.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-738
- 80.74%
$76.94 - $79.54 $56.8K - $58.7K
176 $13K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.1K
- 27.29%
$32.65 - $36.84 $68.5K - $77.3K
5.59K $205K
EQIX
Equinix Inc

Real Estate
-52
- 36.36%
$749.0 - $890.01 $38.9K - $46.3K
91 $80K
VGSH
Vanguard

ETFs
-464
Closed
$57.74 - $59.13 $26.8K - $27.4K
0 $0
EMR
Emerson Electric CO

Industrials
-196
- 13.71%
$98.19 - $118.87 $19.2K - $23.3K
1.23K $134K
NVS
Novartis Ag

Healthcare
-360
- 17.43%
$106.13 - $120.89 $38.2K - $43.5K
1.71K $196K
BIIB
Biogen Inc.

Healthcare
-88
- 70.97%
$189.07 - $236.8 $16.6K - $20.8K
36 $6K
HON
Honeywell International Inc

Industrials
-60
- 19.05%
$196.73 - $220.21 $11.8K - $13.2K
255 $52K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-87
- 48.88%
$175.05 - $196.39 $15.2K - $17.1K
91 $17K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4
- 0.02%
$49.7 - $56.11 $199 - $224
26.2K $1.44M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-441
- 52.38%
$36.02 - $41.68 $15.9K - $18.4K
401 $16K
PFE
Pfizer Inc

Healthcare
-718
- 12.57%
$27.7 - $31.39 $19.9K - $22.5K
5K $144K
BAC
Bank Of America Corp

Financial Services
-317
- 1.11%
$36.65 - $44.13 $11.6K - $14K
28.3K $1.12M
ASML
Asml Holding Nv

Technology
-12
- 66.67%
$749.82 - $1098.95 $9K - $13.2K
6 $4K
IBM
International Business Machines Corp

Technology
-481
- 24.83%
$175.1 - $223.38 $84.2K - $107K
1.46K $321K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-255
- 30.0%
$74.95 - $85.33 $19.1K - $21.8K
595 $50K
Activity Summary
Buys All Purchases 531 New Holdings 204 Increased Positions 327 Sells All Sells 156 Reductions 155 Sold out 1 Options Calls 0 Puts 1
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email