Concord Wealth Partners Sells in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-845
- 28.18%
$47.4 - $52.99 $40.1K - $44.8K
2.15K $109K
SBUX
Starbucks Corp

Consumer Cyclical
-428
- 32.18%
$91.75 - $115.81 $39.3K - $49.6K
902 $88K
PSX
Phillips 66

Energy
-300
- 61.1%
$113.93 - $131.55 $34.2K - $39.5K
191 $23K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-291
- 53.69%
$87.72 - $111.91 $25.5K - $32.6K
251 $22K
ADBE
Adobe Inc.

Technology
-46
- 27.38%
$377.84 - $464.11 $17.4K - $21.3K
122 $46K
HPE
Hewlett Packard Enterprise CO

Technology
-1.04K
- 52.1%
$14.77 - $24.42 $15.4K - $25.4K
958 $14K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-141
- 67.14%
$168.84 - $202.89 $23.8K - $28.6K
69 $12K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-33
- 6.13%
$333.37 - $384.99 $11K - $12.7K
505 $168K
C
Citigroup Inc

Financial Services
-497
- 3.91%
$67.23 - $84.63 $33.4K - $42.1K
12.2K $866K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-365
- 70.06%
$69.64 - $76.33 $25.4K - $27.9K
156 $11K
PRU
Prudential Financial Inc

Financial Services
-196
- 40.16%
$105.04 - $122.33 $20.6K - $24K
292 $32K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-118
- 2.6%
$57.21 - $65.8 $6.75K - $7.76K
4.42K $257K
XEL
Xcel Energy Inc

Utilities
-600
- 11.23%
$63.37 - $72.1 $38K - $43.3K
4.75K $335K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-637
- 18.75%
$42.5 - $46.71 $27.1K - $29.8K
2.76K $124K
BSX
Boston Scientific Corp

Healthcare
-297
- 52.66%
$89.38 - $106.18 $26.5K - $31.5K
267 $26K
INTC
Intel Corp

Technology
-1.77K
- 29.56%
$19.1 - $27.39 $33.7K - $48.4K
4.21K $95K
JCI
Johnson Controls International PLC

Industrials
-302
- 35.24%
$76.12 - $90.6 $23K - $27.4K
555 $44K
PFF
Ishares Trust Ishares Pfd And

ETFs
-688
- 73.19%
$30.73 - $32.26 $21.1K - $22.2K
252 $7K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-419
- 7.38%
$49.78 - $53.19 $20.9K - $22.3K
5.26K $268K
FIS
Fidelity National Information Services, Inc.

Technology
-238
- 54.34%
$68.12 - $83.42 $16.2K - $19.9K
200 $14K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.08K
- 25.13%
$19.7 - $20.61 $21.4K - $22.3K
3.23K $65K
ECL
Ecolab Inc.

Basic Materials
-93
- 62.42%
$229.72 - $269.82 $21.4K - $25.1K
56 $14K
ALL
Allstate Corp

Financial Services
-109
- 49.77%
$180.99 - $210.18 $19.7K - $22.9K
110 $22K
SRE
Sempra Energy

Utilities
-186
- 77.18%
$67.85 - $87.67 $12.6K - $16.3K
55 $3K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-525
- 82.94%
$30.38 - $34.94 $15.9K - $18.3K
108 $3K
ADI
Analog Devices Inc

Technology
-77
- 54.23%
$201.56 - $243.82 $15.5K - $18.8K
65 $13K
XLY
Select Sector Spdr Consumer Di

ETFs
-3
- 0.52%
$192.6 - $233.2 $578 - $700
570 $112K
DD
Du Pont De Nemours, Inc.

Basic Materials
-186
- 33.76%
$72.7 - $84.32 $13.5K - $15.7K
365 $27K
PPG
Ppg Industries Inc

Basic Materials
-123
- 76.4%
$107.44 - $124.29 $13.2K - $15.3K
38 $4K
USB
Us Bancorp \De\

Financial Services
-146
- 10.27%
$40.92 - $50.9 $5.97K - $7.43K
1.28K $53K
DHR
Danaher Corp

Healthcare
-60
- 55.05%
$201.62 - $250.59 $12.1K - $15K
49 $10K
FTV
Fortive Corp

Technology
-185
- 77.73%
$71.82 - $82.98 $13.3K - $15.4K
53 $3K
VTRS
Viatris Inc

Healthcare
-527
- 19.4%
$8.68 - $12.42 $4.57K - $6.55K
2.19K $19K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-162
- 9.01%
$45.72 - $51.73 $7.41K - $8.38K
1.64K $75K
EIX
Edison International

Utilities
-139
- 50.92%
$50.06 - $80.01 $6.96K - $11.1K
134 $7K
KR
Kroger CO

Consumer Defensive
-241
- 38.62%
$58.36 - $67.72 $14.1K - $16.3K
383 $25K
UNP
Union Pacific Corp

Industrials
-530
- 3.87%
$225.21 - $254.42 $119K - $135K
13.2K $3.11M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-257
- 40.16%
$50.03 - $50.27 $12.9K - $12.9K
383 $19K
ADM
Archer Daniels Midland CO

Consumer Defensive
-252
- 67.02%
$45.22 - $52.17 $11.4K - $13.1K
124 $5K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-785
- 53.44%
$14.28 - $14.97 $11.2K - $11.8K
684 $9K
VONG
Vanguard Russell 1000 Growth E

ETFs
-43
- 5.96%
$92.71 - $107.38 $3.99K - $4.62K
678 $62K
NDAQ
Nasdaq, Inc.

Financial Services
-138
- 47.92%
$72.17 - $83.76 $9.96K - $11.6K
150 $11K
PLD
Prologis, Inc.

Real Estate
-144
- 16.67%
$103.59 - $124.04 $14.9K - $17.9K
720 $80K
SHOP
Shopify Inc.

Technology
-68
- 18.48%
$90.59 - $129.31 $6.16K - $8.79K
300 $28K
BA
Boeing CO

Industrials
-50
- 11.49%
$148.15 - $186.25 $7.41K - $9.31K
385 $65K
IGM
Ishares Expanded Tech Sector E

ETFs
-50
- 9.23%
$90.67 - $108.46 $4.53K - $5.42K
492 $44K
GTO
Invesco Actively Managed ETF T

ETFs
-222
- 14.65%
$45.9 - $47.37 $10.2K - $10.5K
1.29K $60K
PAVE
Global X Fds Us Infrastructure

ETFs
-84
- 3.32%
$37.31 - $43.82 $3.13K - $3.68K
2.44K $92K
MMM
3 M CO

Industrials
-185
- 19.27%
$129.7 - $155.12 $24K - $28.7K
775 $113K
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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