Concord Wealth Partners Sells in Q1 2025

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ENSG
Ensign Group, Inc

Healthcare
-11
- 28.95%
$125.4 - $148.86 $1.38K - $1.64K
27 $3K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1
- 0.23%
$60.91 - $71.4 $60.9 - $71.4
440 $27K
ZM
Zoom Video Communications, Inc.

Technology
-10
- 28.57%
$72.23 - $88.64 $722 - $886
25 $1K
COF
Capital One Financial Corp

Financial Services
-8
- 3.45%
$163.87 - $209.82 $1.31K - $1.68K
224 $40K
KD
Kyndryl Holdings, Inc.

Technology
-11
- 6.21%
$31.32 - $43.45 $345 - $478
166 $5K
APD
Air Products & Chemicals, Inc.

Basic Materials
-18
- 1.75%
$283.24 - $338.07 $5.1K - $6.09K
1.01K $298K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-43
- 10.75%
$37.07 - $40.63 $1.59K - $1.75K
357 $14K
VEEV
Veeva Systems Inc

Healthcare
-8
- 11.11%
$210.58 - $246.8 $1.68K - $1.97K
64 $14K
PAGP
Plains Gp Holdings LP

Energy
-62
- 20.95%
$18.52 - $22.13 $1.15K - $1.37K
234 $4K
MU
Micron Technology Inc

Technology
-22
- 8.09%
$86.89 - $109.38 $1.91K - $2.41K
250 $21K
KWR
Quaker Chemical Corp

Basic Materials
-2
- 8.7%
$123.61 - $145.39 $247 - $291
21 $2K
ENTG
Entegris Inc

Technology
-2
- 1.87%
$87.48 - $109.53 $175 - $219
105 $9K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-18
- 1.73%
$47.6 - $51.91 $857 - $934
1.02K $49K
Linde PLC
-3.86K
- 81.67%
N/A
866 $0
Gsk PLC
-74
- 10.04%
N/A
663 $0
IDU
Ishares Tr U S Utils ETF

ETFs
-23
- 6.04%
$95.33 - $102.77 $2.19K - $2.36K
358 $36K
AOA
Ishares Tr Core Aggressive All

ETFs
-2
- 0.21%
$75.7 - $80.01 $151 - $160
955 $73K
RACE
Ferrari N.V.

Consumer Cyclical
-1
- 0.99%
$413.73 - $508.15 $414 - $508
100 $42K
Net Lease Office Properties
-14
- 14.43%
N/A
83 $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-10
- 5.65%
$58.01 - $64.46 $580 - $645
167 $10K
Knife River Corp
-11
- 1.28%
N/A
847 $0
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1
- 0.39%
$29.72 - $31.94 $29.7 - $31.9
253 $7K
SHW
Sherwin Williams CO

Basic Materials
-1
- 2.7%
$330.16 - $365.55 $330 - $366
36 $12K
Dimensional ETF Trust
-329
- 17.66%
N/A
1.53K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-1.5K
- 21.63%
N/A
5.44K $0
Dimensional ETF Trust
-461
- 73.76%
N/A
164 $0
Ge Healthcare Technologies I
-35
- 36.84%
N/A
60 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-40
- 95.24%
$10.61 - $16.49 $424 - $660
2 $0
LYG
Lloyds Banking Group PLC

Financial Services
-997
- 24.6%
$2.58 - $3.9 $2.57K - $3.89K
3.06K $11K
Brookfield Corp
-9
- 7.03%
N/A
119 $0
Solventum Corp
-82
- 37.96%
N/A
134 $0
GGG
Graco Inc

Industrials
-2
- 7.14%
$80.53 - $87.54 $161 - $175
26 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7
- 0.44%
$9.47 - $11.46 $66.3 - $80.2
1.59K $17K
IDXX
Idexx Laboratories Inc

Healthcare
-2
- 0.64%
$406.29 - $469.04 $813 - $938
311 $130K
BP
Bp PLC

Energy
-22
- 3.2%
$29.93 - $35.31 $658 - $777
666 $22K
XLE
Energy Sector Spdr

ETFs
-18
- 3.86%
$85.7 - $93.96 $1.54K - $1.69K
448 $41K
BK
Bank Of New York Mellon Corp

Financial Services
-42
- 5.58%
$75.42 - $88.95 $3.17K - $3.74K
711 $59K
MDT
Medtronic PLC

Healthcare
-48
- 6.6%
$79.84 - $94.5 $3.83K - $4.54K
679 $61K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13
- 0.13%
$24.73 - $25.62 $321 - $333
9.97K $254K
PM
Philip Morris International Inc.

Consumer Defensive
-32
- 11.51%
$117.15 - $158.79 $3.75K - $5.08K
246 $39K
CVS
Cvs Health Corp

Healthcare
-295
- 24.16%
$44.22 - $68.64 $13K - $20.2K
926 $62K
VRSN
Verisign Inc

Technology
-4
- 1.77%
$205.1 - $254.74 $820 - $1.02K
222 $56K
NVS
Novartis Ag

Healthcare
-72
- 5.15%
$97.14 - $115.57 $6.99K - $8.32K
1.33K $147K
AZN
Astrazeneca PLC

Healthcare
-91
- 4.01%
$65.37 - $77.96 $5.95K - $7.09K
2.18K $160K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-53
- 1.32%
$74.85 - $84.89 $3.97K - $4.5K
3.95K $322K
DFAX
Dimensional ETF Tr
-4.59K
- 3.35%
$24.45 - $27.2 $112K - $125K
133K $3.47M
ABT
Abbott Laboratories

Healthcare
-1.41K
- 8.2%
$111.1 - $140.22 $157K - $198K
15.8K $2.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-107
- 1.74%
$208.48 - $244.03 $22.3K - $26.1K
6.05K $1.48M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-610
- 1.56%
$47.66 - $57.45 $29.1K - $35K
38.6K $2.1M
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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