Concord Wealth Partners Sells in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
-800
- 53.33%
$86.31 - $112.64 $69K - $90.1K
700 $60K
AMD
Advanced Micro Devices Inc

Technology
-515
- 55.5%
$118.88 - $172.8 $61.2K - $89K
413 $49K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.08K
- 15.47%
$55.19 - $63.83 $59.4K - $68.7K
5.88K $330K
CVS
Cvs Health Corp

Healthcare
-946
- 43.65%
$43.78 - $67.46 $41.4K - $63.8K
1.22K $54K
AEP
American Electric Power CO Inc

Utilities
-656
- 35.59%
$90.91 - $102.21 $59.6K - $67K
1.19K $109K
VOT
Vanguard Mid Cap Growth Index

ETFs
-321
- 68.3%
$241.48 - $274.89 $77.5K - $88.2K
149 $37K
FTNT
Fortinet, Inc.

Technology
-1K
- 95.88%
$76.49 - $99.21 $76.5K - $99.2K
43 $4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.24K
- 26.8%
$44.04 - $49.49 $54.8K - $61.6K
3.4K $149K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-472
- 11.64%
$75.65 - $83.47 $35.7K - $39.4K
3.58K $272K
MAS
Masco Corp

Industrials
-54
- 0.94%
$72.52 - $85.73 $3.92K - $4.63K
5.66K $410K
AXP
American Express CO

Financial Services
-250
- 59.24%
$267.35 - $305.57 $66.8K - $76.4K
172 $51K
APD
Air Products & Chemicals, Inc.

Basic Materials
-187
- 15.35%
$285.5 - $335.62 $53.4K - $62.8K
1.03K $299K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-461
- 0.39%
$65.67 - $69.79 $30.3K - $32.2K
117K $7.83M
NVS
Novartis Ag

Healthcare
-307
- 18.01%
$96.78 - $117.18 $29.7K - $36K
1.4K $136K
SBUX
Starbucks Corp

Consumer Cyclical
-485
- 26.72%
$87.44 - $102.5 $42.4K - $49.7K
1.33K $121K
VONG
Vanguard Russell 1000 Growth E

ETFs
-607
- 45.71%
$95.27 - $107.82 $57.8K - $65.4K
721 $74K
VEA
Vanguard Ftse Developed Market

ETFs
-689
- 18.68%
$47.57 - $52.44 $32.8K - $36.1K
3K $143K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-879
- 2.49%
$63.58 - $71.15 $55.9K - $62.5K
34.4K $2.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-318
- 8.48%
$113.92 - $127.38 $36.2K - $40.5K
3.43K $395K
IVV
Ishares Core S&P 500 ETF

ETFs
-92
- 7.63%
$570.51 - $610.59 $52.5K - $56.2K
1.11K $655K
WPC
W. P. Carey Inc.

Real Estate
-377
- 17.41%
$53.44 - $61.33 $20.1K - $23.1K
1.79K $97K
GOOG
Alphabet Inc.

Communication Services
-1.99K
- 13.49%
$163.08 - $198.16 $325K - $395K
12.8K $2.43M
GLD
Spdr Gold Trust

ETFs
-140
- 20.38%
$236.59 - $257.5 $33.1K - $36.1K
547 $132K
EEM
Ishares Msci Emerging Markets

ETFs
-306
- 5.56%
$41.82 - $47.36 $12.8K - $14.5K
5.2K $217K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-349
- 13.0%
$71.75 - $75.11 $25K - $26.2K
2.34K $167K
CEG
Constellation Energy Corp

Utilities
-100
- 33.33%
$224.28 - $285.52 $22.4K - $28.6K
200 $44K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3
- 0.07%
$75.1 - $82.99 $225 - $249
4K $302K
VMC
Vulcan Materials CO

Basic Materials
-125
- 88.65%
$237.95 - $292.31 $29.7K - $36.5K
16 $4K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.07K
- 19.87%
$19.82 - $21.55 $21.2K - $23.1K
4.31K $85K
IYW
Ishares Dj Us Tech ETF

ETFs
-485
- 8.2%
$148.14 - $166.23 $71.8K - $80.6K
5.43K $866K
MRNA
Moderna, Inc.

Healthcare
-378
- 74.12%
$36.85 - $63.93 $13.9K - $24.2K
132 $5K
O
Realty Income Corp

Real Estate
-438
- 69.75%
$51.76 - $64.71 $22.7K - $28.3K
190 $10K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-281
- 45.84%
$105.85 - $112.84 $29.7K - $31.7K
332 $36K
SNY
Sanofi

Healthcare
-448
- 75.55%
$45.89 - $57.31 $20.6K - $25.7K
145 $6K
KKR
Kkr & Co. Inc.

Financial Services
-646
- 16.1%
$129.87 - $162.87 $83.9K - $105K
3.37K $497K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-434
- 7.77%
$34.46 - $38.29 $15K - $16.6K
5.15K $179K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-326
- 74.26%
$59.25 - $72.99 $19.3K - $23.8K
113 $6K
TIP
Ishares Tr Tips Bd ETF

ETFs
-216
- 56.4%
$106.33 - $110.69 $23K - $23.9K
167 $17K
MDT
Medtronic PLC

Healthcare
-206
- 22.08%
$79.61 - $92.24 $16.4K - $19K
727 $58K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-323
- 12.12%
$100.18 - $109.1 $32.4K - $35.2K
2.34K $245K
CSX
Csx Corp

Industrials
-83
- 0.82%
$31.58 - $36.88 $2.62K - $3.06K
10K $322K
GPC
Genuine Parts CO

Consumer Cyclical
-150
- 55.76%
$113.11 - $143.63 $17K - $21.5K
119 $13K
ZBRA
Zebra Technologies Corp

Technology
-64
- 80.0%
$360.09 - $411.94 $23K - $26.4K
16 $6K
ORCL
Oracle Corp

Technology
-57
- 1.74%
$165.41 - $192.43 $9.43K - $11K
3.22K $536K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 46.83%
$14.4 - $15.83 $18.6K - $20.5K
1.47K $21K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-472
- 92.73%
$42.8 - $44.98 $20.2K - $21.2K
37 $1K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-274
- 20.82%
$47.92 - $55.17 $13.1K - $15.1K
1.04K $50K
KMX
Carmax Inc

Consumer Cyclical
-306
- 36.21%
$71.11 - $87.2 $21.8K - $26.7K
539 $44K
ALLE
Allegion PLC

Industrials
-144
- 72.36%
$130.63 - $153.36 $18.8K - $22.1K
55 $7K
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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