Concord Wealth Partners Sells in Q2 2025

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6K
- 8.02%
$172.42 - $223.89 $1.03M - $1.34M
68.8K $14.1M
INDA
Ishares Msci India Index Fund

ETFs
-42.4K
- 61.11%
$49.13 - $55.86 $2.09M - $2.37M
27K $1.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.46K
- 97.46%
$421.16 - $509.5 $1.46M - $1.76M
90 $40K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2K
- 99.9%
$483.07 - $625.6 $966K - $1.25M
2 $1K
UNH
Unitedhealth Group Inc

Healthcare
-313
- 5.74%
$274.35 - $599.47 $85.9K - $188K
5.14K $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-897
- 8.71%
$483.48 - $539.8 $434K - $484K
9.4K $4.57M
DGRO
Ishares Core Dividend Growth E

ETFs
-18.5K
- 13.83%
$55.22 - $63.94 $1.02M - $1.18M
115K $7.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-22.8K
- 14.78%
$24.32 - $27.87 $554K - $635K
131K $3.48M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7.54K
- 16.4%
$90.85 - $102.31 $685K - $771K
38.4K $3.87M
KO
Coca Cola CO

Consumer Defensive
-10.5K
- 14.59%
$68.37 - $73.9 $718K - $776K
61.5K $4.35M
XOM
Exxon Mobil Corp

Energy
-2.27K
- 5.8%
$99.93 - $119.04 $227K - $271K
36.9K $3.98M
JNJ
Johnson & Johnson

Healthcare
-2.22K
- 9.61%
$146.36 - $159.82 $324K - $354K
20.8K $3.18M
FANG
Diamondback Energy, Inc.

Energy
-3.35K
- 64.91%
$119.25 - $161.49 $399K - $541K
1.81K $248K
PHM
Pultegroup Inc

Consumer Cyclical
-5.64K
- 81.54%
$92.02 - $106.54 $519K - $600K
1.28K $134K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.06K
- 18.89%
$116.93 - $119.39 $474K - $484K
17.4K $2.07M
AMGN
Amgen Inc

Healthcare
-448
- 4.52%
$262.28 - $309.85 $118K - $139K
9.47K $2.64M
CB
Chubb LTD

Financial Services
-1.09K
- 12.07%
$274.32 - $302.46 $299K - $330K
7.95K $2.3M
SMIN
Ishares Msci India Small Cap I

ETFs
-10.7K
- 21.74%
$64.64 - $77.18 $692K - $827K
38.6K $2.98M
ABT
Abbott Laboratories

Healthcare
-2.76K
- 17.46%
$123.95 - $138.08 $343K - $382K
13.1K $1.78M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.37K
- 18.56%
$51.14 - $57.0 $275K - $306K
23.6K $1.34M
LLY
Eli Lilly & CO

Healthcare
-151
- 3.97%
$713.71 - $898.95 $108K - $136K
3.65K $2.85M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-15.5K
- 8.1%
$50.39 - $60.05 $780K - $929K
176K $10.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.37K
- 20.48%
$45.88 - $54.4 $246K - $292K
20.8K $1.13M
CL
Colgate Palmolive CO

Consumer Defensive
-1.68K
- 10.39%
$87.57 - $96.0 $147K - $161K
14.5K $1.32M
UNP
Union Pacific Corp

Industrials
-403
- 3.06%
$208.27 - $238.46 $83.9K - $96.1K
12.7K $2.93M
GWW
W.W. Grainger, Inc.

Industrials
-283
- 12.03%
$919.93 - $1101.66 $260K - $312K
2.07K $2.15M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-15
- 0.25%
$212.1 - $244.27 $3.18K - $3.66K
6.03K $1.32M
PFE
Pfizer Inc

Healthcare
-3.83K
- 7.92%
$21.59 - $24.84 $82.6K - $95.1K
44.5K $1.08M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-5.53K
- 10.66%
$24.96 - $25.5 $138K - $141K
46.3K $1.18M
ADP
Automatic Data Processing Inc

Industrials
-549
- 5.82%
$276.76 - $326.81 $152K - $179K
8.88K $2.74M
HD
Home Depot, Inc.

Consumer Cyclical
-352
- 3.36%
$335.24 - $380.78 $118K - $134K
10.1K $3.71M
AZN
Astrazeneca PLC

Healthcare
-1.51K
- 69.22%
$64.87 - $75.0 $97.9K - $113K
671 $46K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-3.46K
- 18.76%
$62.35 - $83.2 $216K - $288K
15K $1.25M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.61K
- 76.09%
$30.28 - $36.05 $79.1K - $94.2K
821 $29K
SRLN
Ssga Active Trust

ETFs
-2.77K
- 4.16%
$39.47 - $41.59 $109K - $115K
63.8K $2.65M
LOW
Lowes Companies Inc

Consumer Cyclical
-195
- 5.52%
$210.83 - $235.28 $41.1K - $45.9K
3.34K $740K
EQIX
Equinix Inc

Real Estate
-84
- 94.38%
$740.07 - $914.43 $62.2K - $76.8K
5 $3K
GILD
Gilead Sciences, Inc.

Healthcare
-591
- 50.69%
$96.91 - $113.0 $57.3K - $66.8K
575 $63K
WDAY
Workday, Inc.

Technology
-281
- 19.45%
$210.47 - $274.71 $59.1K - $77.2K
1.16K $279K
SYK
Stryker Corp

Healthcare
-201
- 17.22%
$337.37 - $395.63 $67.8K - $79.5K
966 $382K
MAS
Masco Corp

Industrials
-386
- 7.66%
$58.73 - $71.06 $22.7K - $27.4K
4.65K $299K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.14K
- 19.85%
$21.55 - $22.2 $46.2K - $47.6K
8.66K $191K
V
Visa Inc.

Financial Services
-242
- 2.54%
$308.27 - $373.31 $74.6K - $90.3K
9.3K $3.3M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-534
- 7.04%
$81.66 - $93.76 $43.6K - $50.1K
7.06K $661K
KMI
Kinder Morgan, Inc.

Energy
-1.41K
- 39.48%
$25.21 - $29.4 $35.4K - $41.3K
2.16K $63K
VOE
Vanguard Mid Cap Value Index F

ETFs
-217
- 14.16%
$141.87 - $164.49 $30.8K - $35.7K
1.32K $216K
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.93K
- 22.55%
$5.83 - $8.88 $17.1K - $26K
10.1K $76K
XLE
Energy Sector Spdr

ETFs
-304
- 67.86%
$76.44 - $94.13 $23.2K - $28.6K
144 $12K
MUB
Ishares National Muni Bond ETF

ETFs
-261
- 11.66%
$102.31 - $105.8 $26.7K - $27.6K
1.98K $206K
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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