Concord Wealth Partners Sells in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-159
- 62.35%
$82.28 - $117.52 $13.1K - $18.7K
96 $8K
OGN
Organon & Co.

Healthcare
-1.02K
- 98.07%
$14.44 - $18.83 $14.7K - $19.1K
20 $0
TM
Toyota Motor Corp

Consumer Cyclical
-127
- 38.48%
$169.2 - $199.52 $21.5K - $25.3K
203 $39K
UL
Unilever PLC

Consumer Defensive
-95
- 5.69%
$56.7 - $64.64 $5.39K - $6.14K
1.57K $89K
LUMN
Lumen Technologies, Inc.

Communication Services
-2.01K
- 50.1%
$5.31 - $10.12 $10.7K - $20.3K
2K $10K
TGT
Target Corp

Consumer Defensive
-85
- 23.68%
$121.59 - $160.69 $10.3K - $13.7K
274 $37K
AOR
Ishares Tr Core Growth Allocat

ETFs
-271
- 31.59%
$57.32 - $59.66 $15.5K - $16.2K
587 $33K
MUB
Ishares National Muni Bond ETF

ETFs
-101
- 3.41%
$105.78 - $108.7 $10.7K - $11K
2.87K $305K
ENB
Enbridge Inc

Energy
-486
- 20.87%
$40.4 - $43.92 $19.6K - $21.3K
1.84K $78K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.41K
- 1.36%
$55.86 - $60.21 $134K - $145K
175K $10M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-266
- 10.7%
$33.39 - $37.66 $8.88K - $10K
2.22K $74K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-130
- 9.12%
$59.26 - $65.51 $7.7K - $8.52K
1.3K $78K
PSX
Phillips 66

Energy
-45
- 8.4%
$110.35 - $138.93 $4.97K - $6.25K
491 $55K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-227
- 10.53%
$57.38 - $61.11 $13K - $13.9K
1.93K $112K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-42
- 93.33%
$370.24 - $418.94 $15.6K - $17.6K
3 $1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-281
- 30.51%
$50.0 - $50.27 $14.1K - $14.1K
640 $32K
UGI
Ugi Corp

Utilities
-637
- 50.0%
$23.24 - $30.37 $14.8K - $19.3K
637 $17K
OMFS
Invesco Exchange Traded Self I

ETFs
-321
- 35.08%
$38.83 - $43.9 $12.5K - $14.1K
594 $23K
SBAC
Sba Communications Corp

Real Estate
-50
- 84.75%
$198.24 - $249.31 $9.91K - $12.5K
9 $1K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-203
- 49.63%
$18.41 - $40.87 $3.74K - $8.3K
206 $3K
ZTS
Zoetis Inc.

Healthcare
-7
- 2.07%
$162.24 - $194.42 $1.14K - $1.36K
331 $53K
IXC
Ishares Tr Global Energy ETF

ETFs
-269
- 18.49%
$36.95 - $43.06 $9.94K - $11.6K
1.19K $45K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-74
- 12.44%
$71.56 - $85.77 $5.3K - $6.35K
521 $37K
HSY
Hershey CO

Consumer Defensive
-50
- 35.46%
$168.67 - $193.65 $8.43K - $9.68K
91 $15K
MSTR
Microstrategy Inc

Technology
-74
- 88.1%
$162.69 - $473.83 $12K - $35.1K
10 $2K
HEEM
Ishares Currency Hedged Msci E

ETFs
-254
- 6.91%
$27.03 - $29.78 $6.87K - $7.56K
3.42K $92K
U
Unity Software Inc.

Technology
-537
- 99.81%
$17.34 - $27.72 $9.31K - $14.9K
1 $0
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-315
- 8.74%
$41.09 - $45.94 $12.9K - $14.5K
3.29K $138K
CAG
Conagra Brands Inc.

Consumer Defensive
-164
- 10.54%
$26.48 - $32.72 $4.34K - $5.37K
1.39K $38K
IQV
Iqvia Holdings Inc.

Healthcare
-8
- 3.32%
$190.97 - $236.63 $1.53K - $1.89K
233 $45K
AES
Aes Corp

Utilities
-191
- 16.04%
$12.44 - $20.24 $2.38K - $3.87K
1K $12K
EIX
Edison International

Utilities
-104
- 27.59%
$77.93 - $88.36 $8.1K - $9.19K
273 $21K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3
- 3.23%
$501.29 - $612.85 $1.5K - $1.84K
90 $46K
ISRG
Intuitive Surgical Inc

Healthcare
-90
- 7.61%
$471.27 - $550.62 $42.4K - $49.6K
1.09K $569K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-540
- 3.04%
$66.77 - $71.52 $36.1K - $38.6K
17.2K $1.19M
RYI
Ryerson Holding Corp

Industrials
-500
- 55.56%
$18.17 - $26.12 $9.09K - $13.1K
400 $7K
NXPI
Nxp Semiconductors N.V.

Technology
-35
- 66.04%
$207.27 - $255.58 $7.25K - $8.95K
18 $3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-32
- 84.21%
$278.19 - $315.36 $8.9K - $10.1K
6 $1K
F
Ford Motor CO

Consumer Cyclical
-410
- 4.66%
$9.69 - $11.4 $3.97K - $4.67K
8.39K $83K
CCI
Crown Castle International Corp

Real Estate
-56
- 50.0%
$89.78 - $119.11 $5.03K - $6.67K
56 $5K
MMM
3 M CO

Industrials
-1
- 0.1%
$124.74 - $137.12 $125 - $137
960 $123K
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 1.39%
$216.13 - $242.4 $6.48K - $7.27K
2.12K $468K
CSCO
Cisco Systems, Inc.

Technology
-452
- 13.95%
$52.45 - $60.02 $23.7K - $27.1K
2.79K $165K
DKNG
Draft Kings Inc.

Consumer Cyclical
-180
- 35.79%
$35.32 - $44.84 $6.36K - $8.07K
323 $12K
ADM
Archer Daniels Midland CO

Consumer Defensive
-48
- 11.32%
$49.38 - $59.52 $2.37K - $2.86K
376 $18K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1
- 0.18%
$75.95 - $88.05 $76 - $88.1
551 $42K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-70
- 10.89%
$86.65 - $94.9 $6.07K - $6.64K
573 $49K
COF
Capital One Financial Corp

Financial Services
-91
- 28.17%
$145.19 - $192.01 $13.2K - $17.5K
232 $41K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-39
- 42.86%
$192.71 - $203.05 $7.52K - $7.92K
52 $10K
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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