Concord Wealth Partners Portfolio Holdings

Concord Wealth Partners

  • $673 Million
  • Q2 2025

Concord Wealth Partners has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $673 Million distributed in 861 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.6M, Spdr Portfolio Short Term Corp with a value of $29.2M, Ssga Active Tr Spdr Blackstone with a value of $28.9M, Ishares Tr with a value of $28.9M, and Spdr Portfolio Intermediate Te with a value of $27.7M.

Examining the 13F form we can see an increase of $73.8M in the current position value, from $599M to 673M.

Below you can find more details about Concord Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $673 Million
ETFs: $380 Million
Technology: $99 Million
Financial Services: $44.1 Million
Healthcare: $25.4 Million
Consumer Cyclical: $25.2 Million
Communication Services: $22.4 Million
Industrials: $21.6 Million
Consumer Defensive: $17.3 Million
Other: $26.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$32.6 Million 4.85% of portfolio
206,491
Q2 2025 Added 8.45%
$3.95T
$19.4 Million 2.88% of portfolio
38,984
Q2 2025 Reduced 3.67%
$3.69T
$14.1 Million 2.1% of portfolio
68,788
Q2 2025 Reduced 8.02%
$2.26T
$9.68 Million 1.44% of portfolio
44,100
Q2 2025 Reduced 0.15%
$127B
$8.62 Million 1.28% of portfolio
31,261
Q2 2025 Reduced 12.94%
$859B
$8.45 Million 1.26% of portfolio
29,143
Q2 2025 Added 0.26%
$1.78T
$8.36 Million 1.24% of portfolio
11,321
Q2 2025 Reduced 1.59%
$1.21T
$5.5 Million 0.82% of portfolio
31,236
Q2 2025 Added 0.4%
$621B
$4.57 Million 0.68% of portfolio
9,400
Q2 2025 Reduced 8.71%
$306B
$4.35 Million 0.65% of portfolio
61,457
Q2 2025 Reduced 14.59%
$102B
$4.09 Million 0.61% of portfolio
44,504
Q2 2025 Added 3.9%
$442B
$3.98 Million 0.59% of portfolio
36,923
Q2 2025 Reduced 5.8%
$113B
$3.88 Million 0.58% of portfolio
8,375
Q2 2025 Added 0.02%
$141B
$3.88 Million 0.58% of portfolio
55,862
Q2 2025 Added 2.83%
$254B
$3.86 Million 0.57% of portfolio
5,447
Q2 2025 Added 10.96%
$218B
$3.76 Million 0.56% of portfolio
9,676
Q2 2025 Reduced 5.22%
$368B
$3.45 Million 0.51% of portfolio
21,666
Q2 2025 Added 3.85%
$250B
$3.34 Million 0.5% of portfolio
23,690
Q2 2025 Added 12.09%
$551B
$3.3 Million 0.49% of portfolio
9,295
Q2 2025 Reduced 2.54%
$548B
$3.24 Million 0.48% of portfolio
5,769
Q2 2025 Added 9.26%
$452B
$3.18 Million 0.47% of portfolio
20,845
Q2 2025 Reduced 9.61%
$177B
$3.07 Million 0.46% of portfolio
15,763
Q2 2025 Added 1.53%
$58.4B
$3 Million 0.45% of portfolio
69,847
Q2 2025 Reduced 0.4%
$135B
$2.93 Million 0.44% of portfolio
12,749
Q2 2025 Reduced 3.06%
$120B
$2.87 Million 0.43% of portfolio
31,957
Q2 2025 Added 0.41%
$608B
$2.85 Million 0.42% of portfolio
3,652
Q2 2025 Reduced 3.97%
$124B
$2.74 Million 0.41% of portfolio
8,884
Q2 2025 Reduced 5.82%
$439B
$2.76 Million 0.41% of portfolio
2,789
Q2 2025 Reduced 0.57%
$281B
$2.72 Million 0.41% of portfolio
27,864
Q2 2025 Added 2.41%
$95.8B
$2.67 Million 0.4% of portfolio
22,609
Q2 2025 Added 68.57%
$1.08T
$2.66 Million 0.4% of portfolio
8,385
Q2 2025 Added 34.66%
$152B
$2.64 Million 0.39% of portfolio
9,467
Q2 2025 Reduced 4.52%
$94.7B
$2.62 Million 0.39% of portfolio
3,569
Q2 2025 Reduced 28.89%
$141B
$2.53 Million 0.38% of portfolio
70,950
Q2 2025 Added 5.33%
$145B
$2.53 Million 0.38% of portfolio
7,079
Q2 2025 Added 14.86%
$232B
$2.58 Million 0.38% of portfolio
9,479
Q2 2025 Added 27.35%
$86B
$2.35 Million 0.35% of portfolio
34,078
Q2 2025 Added 3,580.13%
$112B
$2.3 Million 0.34% of portfolio
7,949
Q2 2025 Reduced 12.07%
$162B
$2.31 Million 0.34% of portfolio
12,601
Q2 2025 Added 12.26%
$201B
$2.21 Million 0.33% of portfolio
2,811
Q2 2025 Reduced 4.91%
$48.5B
$2.15 Million 0.32% of portfolio
2,069
Q2 2025 Reduced 12.03%
$13.8B
$2.16 Million 0.32% of portfolio
13,196
Q2 2025 Added 11.77%
$222B
$2.14 Million 0.32% of portfolio
7,310
Q2 2025 Added 1.87%
$207B
$1.94 Million 0.29% of portfolio
15,655
Q2 2025 Added 22.43%
$61.9B
$1.93 Million 0.29% of portfolio
7,219
Q2 2025 Added 1.5%
$169B
$1.91 Million 0.28% of portfolio
3,517
Q2 2025 Added 3.75%
$1.24T
$1.89 Million 0.28% of portfolio
10,631
Q2 2025 Reduced 8.18%
$155B
$1.8 Million 0.27% of portfolio
14,567
Q2 2025 Added 0.28%
$210B
$1.83 Million 0.27% of portfolio
6,204
Q2 2025 Added 51.13%

Summary

  • Portfolio
  • No. of Stocks 861
  • Current Value $673 Million
  • Prior Value $599 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 95 stocks
  • Additional Purchases 280 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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