Concord Wealth Partners Portfolio Holdings
Concord Wealth Partners
- $599 Million
- Q1 2025
Concord Wealth Partners has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $599 Million distributed in 815 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Corp with a value of $28.6M, Spdr Ser Tr Spdr Portfolio Int with a value of $27.5M, Ishares Tr with a value of $27.4M, Spdr Portfolio Intermediate Te with a value of $25.4M, and Ssga Active Tr Spdr Blackstone with a value of $22.6M.
Examining the 13F form we can see an decrease of $4.68M in the current position value, from $603M to 599M.
Below you can find more details about Concord Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$599 Million
ETFs: $337 Million
Technology: $77 Million
Financial Services: $40.8 Million
Healthcare: $29.7 Million
Consumer Cyclical: $22.6 Million
Industrials: $20.1 Million
Communication Services: $19.1 Million
Consumer Defensive: $17.8 Million
Other: $25.3 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 815
- Current Value $599 Million
- Prior Value $603 Million
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 85 stocks
- Additional Purchases 172 stocks
- Sold out of 0 stocks
- Reduced holdings in 253 stocks