Concord Wealth Partners Sells in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
-131
- 50.58%
$88.0 - $110.59 $11.5K - $14.5K
128 $14K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-60
- 10.07%
$68.37 - $87.97 $4.1K - $5.28K
536 $36K
XLK
Technology Sector Spdr

ETFs
-6
- 2.34%
$206.38 - $242.18 $1.24K - $1.45K
250 $51K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-25
- 18.94%
$221.78 - $273.45 $5.54K - $6.84K
107 $24K
OMFS
Invesco Exchange Traded Self I

ETFs
-193
- 32.49%
$36.43 - $41.61 $7.03K - $8.03K
401 $15K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-58
- 50.0%
$102.72 - $143.06 $5.96K - $8.3K
58 $6K
EEM
Ishares Msci Emerging Markets

ETFs
-385
- 7.4%
$40.81 - $45.34 $15.7K - $17.5K
4.82K $210K
OC
Owens Corning

Industrials
-22
- 17.19%
$137.83 - $191.19 $3.03K - $4.21K
106 $15K
FAST
Fastenal CO

Industrials
-85
- 48.57%
$71.11 - $79.98 $6.04K - $6.8K
90 $6K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-25
- 4.36%
$77.91 - $92.26 $1.95K - $2.31K
548 $43K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.28K
- 2.71%
$97.38 - $104.52 $125K - $134K
46K $4.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 10.0%
$497.6 - $606.74 $4.48K - $5.46K
81 $40K
VLUE
Ishares Msci Usa Value Factor

ETFs
-53
- 26.5%
$104.89 - $113.56 $5.56K - $6.02K
147 $15K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-78
- 10.96%
$95.85 - $99.25 $7.48K - $7.74K
634 $62K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6
- 1.23%
$121.0 - $142.28 $726 - $854
480 $59K
MLM
Martin Marietta Materials Inc

Basic Materials
-3
- 2.91%
$460.39 - $552.64 $1.38K - $1.66K
100 $47K
WTMF
Wisdomtree Tr Managed Futures

ETFs
-154
- 11.02%
$33.94 - $35.62 $5.23K - $5.49K
1.24K $42K
VDC
Vanguard Consumer Staples ETF

ETFs
-30
- 15.31%
$206.54 - $226.16 $6.2K - $6.78K
166 $36K
KMX
Carmax Inc

Consumer Cyclical
-29
- 5.38%
$69.25 - $89.19 $2.01K - $2.59K
510 $39K
VTV
Vanguard Value ETF

ETFs
-34
- 10.21%
$167.73 - $179.21 $5.7K - $6.09K
299 $51K
XLI
Industrial Sector Spdr

ETFs
-41
- 45.05%
$128.78 - $141.67 $5.28K - $5.81K
50 $6K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-52
- 72.22%
$85.29 - $92.57 $4.44K - $4.81K
20 $1K
GD
General Dynamics Corp

Industrials
-35
- 6.8%
$241.94 - $272.58 $8.47K - $9.54K
480 $130K
NVO
Novo Nordisk A S

Healthcare
-61
- 76.25%
$69.3 - $90.95 $4.23K - $5.55K
19 $1K
NKE
Nike, Inc.

Consumer Cyclical
-45
- 31.25%
$63.29 - $81.72 $2.85K - $3.68K
99 $6K
T
At&T Inc.

Communication Services
-1.98K
- 20.82%
$21.56 - $28.28 $42.8K - $56.1K
7.55K $213K
OMC
Omnicom Group Inc.

Communication Services
-41
- 19.81%
$79.43 - $88.34 $3.26K - $3.62K
166 $13K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
-154
- 23.02%
$20.67 - $22.82 $3.18K - $3.51K
515 $10K
GTLS
Chart Industries Inc

Industrials
-8
- 15.09%
$141.99 - $218.35 $1.14K - $1.75K
45 $6K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-35
- 9.54%
$54.51 - $63.63 $1.91K - $2.23K
332 $18K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-246
- 9.57%
$23.3 - $25.76 $5.73K - $6.34K
2.33K $57K
ADP
Automatic Data Processing Inc

Industrials
-424
- 4.3%
$286.85 - $318.64 $122K - $135K
9.43K $2.88M
CTVA
Corteva, Inc.

Basic Materials
-96
- 20.25%
$55.94 - $66.15 $5.37K - $6.35K
378 $23K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-63
- 8.06%
$50.48 - $51.04 $3.18K - $3.22K
719 $36K
CSGP
Costar Group, Inc.

Real Estate
-53
- 34.64%
$69.29 - $80.37 $3.67K - $4.26K
100 $7K
ENB
Enbridge Inc

Energy
-148
- 8.03%
$41.54 - $45.45 $6.15K - $6.73K
1.7K $75K
VNT
Vontier Corp

Technology
-24
- 4.58%
$32.1 - $40.32 $770 - $968
500 $16K
GIS
General Mills Inc

Consumer Defensive
-25
- 8.33%
$57.56 - $65.3 $1.44K - $1.63K
275 $16K
VRIG
Invesco Actively Managed ETF F

ETFs
-96
- 12.37%
$25.06 - $25.19 $2.41K - $2.42K
680 $17K
TJX
Tjx Companies Inc

Consumer Cyclical
-137
- 0.93%
$112.81 - $126.16 $15.5K - $17.3K
14.5K $1.77M
SOFI
So Fi Technologies, Inc.

Financial Services
-100
- 73.53%
$11.18 - $18.03 $1.12K - $1.8K
36 $0
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-89
- 14.13%
$26.64 - $27.14 $2.37K - $2.42K
541 $14K
HII
Huntington Ingalls Industries, Inc.

Industrials
-12
- 22.64%
$159.75 - $208.61 $1.92K - $2.5K
41 $8K
KRG
Kite Realty Group Trust

Real Estate
-45
- 28.3%
$21.24 - $25.05 $956 - $1.13K
114 $2K
NUE
Nucor Corp

Basic Materials
-23
- 19.66%
$114.48 - $142.52 $2.63K - $3.28K
94 $11K
ADSK
Autodesk, Inc.

Technology
-7
- 6.8%
N/A
96 $23K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-22
- 10.33%
$110.75 - $119.78 $2.44K - $2.64K
191 $22K
MCHP
Microchip Technology Inc

Technology
-22
- 37.29%
$48.41 - $64.3 $1.07K - $1.41K
37 $1K
ZTS
Zoetis Inc.

Healthcare
-21
- 6.34%
$156.48 - $175.67 $3.29K - $3.69K
310 $51K
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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