Concord Wealth Partners Sells in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.3K
- 6.82%
$27.01 - $28.54 $305K - $322K
154K $4.31M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.83K
- 26.44%
$57.44 - $59.4 $220K - $228K
10.7K $633K
SNPS
Synopsys Inc

Technology
-181
- 8.01%
$428.58 - $551.54 $77.6K - $99.8K
2.08K $892K
ORCL
Oracle Corp

Technology
-825
- 25.61%
$139.81 - $186.47 $115K - $154K
2.4K $334K
ASML
Asml Holding Nv

Technology
-286
- 81.02%
$662.63 - $776.99 $190K - $222K
67 $44K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.4K
- 23.11%
$101.98 - $115.66 $143K - $162K
4.66K $477K
MA
Mastercard Inc

Financial Services
-552
- 9.47%
$504.67 - $576.31 $279K - $318K
5.28K $2.89M
JPM
Jpmorgan Chase & CO

Financial Services
-1.37K
- 4.51%
$225.19 - $279.95 $309K - $385K
29.1K $7.13M
VTI
Vanguard Total Stock Market Et

ETFs
-204
- 3.52%
$271.18 - $303.12 $55.3K - $61.8K
5.59K $1.54M
XT
Ishares Tr Exponential Technol

ETFs
-2.22K
- 32.93%
$57.56 - $64.0 $128K - $142K
4.53K $260K
FISV
Fiserv Inc

Technology
-1K
- 76.28%
N/A
311 $38K
KKR
Kkr & Co. Inc.

Financial Services
-129
- 3.83%
$108.17 - $167.07 $14K - $21.6K
3.24K $374K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.63K
- 45.41%
$75.32 - $84.77 $123K - $138K
1.96K $159K
CL
Colgate Palmolive CO

Consumer Defensive
-1.63K
- 9.14%
$85.68 - $97.5 $140K - $159K
16.2K $1.52M
WDAY
Workday, Inc.

Technology
-263
- 15.4%
$233.53 - $277.82 $61.4K - $73.1K
1.45K $337K
CSX
Csx Corp

Industrials
-2.45K
- 24.55%
$29.11 - $33.67 $71.4K - $82.6K
7.54K $221K
KLAC
Kla Corp

Technology
-289
- 14.84%
$636.62 - $777.63 $184K - $225K
1.66K $1.13M
ET
Energy Transfer LP

Energy
-4.61K
- 37.5%
$17.26 - $21.08 $79.5K - $97.1K
7.68K $142K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.21K
- 67.23%
$37.84 - $44.02 $83.7K - $97.4K
1.08K $41K
GM
General Motors CO

Consumer Cyclical
-1.54K
- 38.51%
$45.22 - $54.92 $69.4K - $84.3K
2.45K $115K
DELL
Dell Technologies Inc.

Technology
-30
- 0.85%
$90.34 - $124.66 $2.71K - $3.74K
3.48K $317K
HEEM
Ishares Currency Hedged Msci E

ETFs
-3.15K
- 91.85%
$26.44 - $29.01 $83.2K - $91.2K
279 $7K
DOW
Dow Inc.

Basic Materials
-1.99K
- 88.19%
$34.36 - $41.92 $68.5K - $83.6K
267 $9K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.05K
- 12.14%
$89.33 - $95.17 $93.7K - $99.8K
7.59K $700K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-403
- 2.14%
$72.31 - $80.69 $29.1K - $32.5K
18.5K $1.35M
OKE
Oneok Inc

Energy
-739
- 92.49%
$89.57 - $109.85 $66.2K - $81.2K
60 $5K
UPS
United Parcel Service Inc

Industrials
-436
- 29.58%
$109.66 - $136.26 $47.8K - $59.4K
1.04K $114K
MUB
Ishares National Muni Bond ETF

ETFs
-627
- 21.88%
$104.71 - $107.69 $65.7K - $67.5K
2.24K $235K
SYK
Stryker Corp

Healthcare
-229
- 16.4%
$355.18 - $399.9 $81.3K - $91.6K
1.17K $434K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.72K
- 33.36%
$33.28 - $36.41 $57.2K - $62.6K
3.43K $117K
MAS
Masco Corp

Industrials
-621
- 10.97%
$68.67 - $81.85 $42.6K - $50.8K
5.04K $350K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.98K
- 21.64%
$21.23 - $22.14 $63.3K - $66K
10.8K $238K
OMFL
Invesco Exchange Traded Self I

ETFs
-998
- 20.49%
$52.19 - $57.45 $52.1K - $57.3K
3.87K $206K
MPC
Marathon Petroleum Corp

Energy
-500
- 16.77%
$134.72 - $159.03 $67.4K - $79.5K
2.48K $361K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-723
- 55.79%
$50.35 - $66.84 $36.4K - $48.3K
573 $28K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 1.18%
$198.1 - $229.79 $4.95K - $5.74K
2.1K $418K
ACN
Accenture PLC

Technology
-67
- 9.28%
$300.91 - $398.25 $20.2K - $26.7K
655 $204K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1.05K
- 16.4%
$52.16 - $56.68 $54.8K - $59.6K
5.36K $298K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-109
- 3.18%
$102.49 - $119.96 $11.2K - $13.1K
3.32K $347K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-82
- 4.7%
$192.82 - $222.1 $15.8K - $18.2K
1.66K $320K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.28K
- 37.97%
$36.63 - $37.45 $46.8K - $47.9K
2.09K $76K
IVV
Ishares Core S&P 500 ETF

ETFs
-28
- 2.51%
$554.06 - $615.85 $15.5K - $17.2K
1.09K $610K
AMT
American Tower Corp

Real Estate
-414
- 30.76%
$173.46 - $217.6 $71.8K - $90.1K
932 $202K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.28K
- 57.72%
$32.74 - $36.2 $42K - $46.4K
939 $32K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-710
- 90.56%
$47.25 - $67.02 $33.5K - $47.6K
74 $3K
EMR
Emerson Electric CO

Industrials
-194
- 15.71%
$108.64 - $131.17 $21.1K - $25.4K
1.04K $114K
KOMP
Spdr S&P Kensho New Economies

ETFs
-689
- 74.01%
$46.49 - $54.36 $32K - $37.5K
242 $11K
F
Ford Motor CO

Consumer Cyclical
-3.68K
- 43.89%
$9.12 - $10.43 $33.6K - $38.4K
4.71K $47K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-317
- 95.48%
$106.46 - $114.75 $33.7K - $36.4K
15 $1K
Activity Summary
Buys All Purchases 257 New Holdings 85 Increased Positions 172 Sells All Sells 253 Reductions 253 Sold out 0 Options Calls 0 Puts 1
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