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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.2 Million 4.33% of portfolio
965,630
Q2 2025 Added 1.46%
$0
$28.9 Million 4.3% of portfolio
1,012,493
Q2 2025 Added 25.86%
$0
$28.9 Million 4.29% of portfolio
261,414
Q2 2025 Added 5.2%
$0
$27.7 Million 4.12% of portfolio
824,404
Q2 2025 Added 7.73%
$0
$27.7 Million 4.11% of portfolio
683,161
Q2 2025 Added 27.42%
$0
$27.6 Million 4.1% of portfolio
959,465
Q2 2025 Reduced 0.26%
$0
$12.5 Million 1.86% of portfolio
130,922
Q2 2025 Reduced 5.69%
$0
$11.9 Million 1.77% of portfolio
237,086
Q2 2025 Added 1.75%
$0
$11.9 Million 1.76% of portfolio
173,145
Q2 2025 Added 15.11%
$0
$10.5 Million 1.57% of portfolio
175,611
Q2 2025 Reduced 8.1%
$0
$10.1 Million 1.5% of portfolio
210,743
Q2 2025 Added 27.91%
$0
$9.98 Million 1.48% of portfolio
148,913
Q2 2025 Added 4.64%
$0
$9.62 Million 1.43% of portfolio
228,260
Q2 2025 Added 31.74%
$0
$8.24 Million 1.22% of portfolio
115,604
Q2 2025 Added 3.74%
$0
$7.89 Million 1.17% of portfolio
80,358
Q2 2025 Reduced 1.19%
$0
$7.71 Million 1.15% of portfolio
182,459
Q2 2025 Added 4.33%
$0
$7.35 Million 1.09% of portfolio
115,012
Q2 2025 Reduced 13.83%
$0
$6.41 Million 0.95% of portfolio
94,001
Q2 2025 Reduced 0.16%
$0
$5.76 Million 0.86% of portfolio
63,921
Q2 2025 Added 65.68%
$0
$5.5 Million 0.82% of portfolio
69,769
Q2 2025 Added 55.69%
$0
$4.15 Million 0.62% of portfolio
141,439
Q2 2025 Added 6.7%
$0
$3.87 Million 0.58% of portfolio
38,422
Q2 2025 Reduced 16.4%
$0
$3.48 Million 0.52% of portfolio
131,432
Q2 2025 Reduced 14.78%
$0
$3.02 Million 0.45% of portfolio
84,146
Q2 2025 Added 1.95%
$0
$2.98 Million 0.44% of portfolio
38,561
Q2 2025 Reduced 21.74%
$0
$2.75 Million 0.41% of portfolio
29,941
Q2 2025 Added 52.36%
$0
$2.65 Million 0.39% of portfolio
63,786
Q2 2025 Reduced 4.16%
$0
$2.49 Million 0.37% of portfolio
41,754
Q2 2025 Added 8.24%
$0
$2.39 Million 0.36% of portfolio
83,365
Q2 2025 Added 9.46%
$0
$2.39 Million 0.36% of portfolio
62,143
Q2 2025 Added 13.22%
$0
$2.33 Million 0.35% of portfolio
70,474
Q2 2025 Added 2.01%
$0
$2.31 Million 0.34% of portfolio
54,416
Q2 2025 Added 272.15%
$0
$2.27 Million 0.34% of portfolio
8,141
Q2 2025 Reduced 12.11%
$0
$2.07 Million 0.31% of portfolio
17,412
Q2 2025 Reduced 18.89%
$0
$2.01 Million 0.3% of portfolio
31,550
Q2 2025 Reduced 1.07%
$0
$1.88 Million 0.28% of portfolio
16,063
Q2 2025 Added 13.62%
$0
$1.86 Million 0.28% of portfolio
137,934
Q2 2025 Added 41.81%
$0
$1.84 Million 0.27% of portfolio
18,321
Q2 2025 New
$0
$1.84 Million 0.27% of portfolio
3,332
Q2 2025 Added 43.19%
$0
$1.68 Million 0.25% of portfolio
5,518
Q2 2025 Reduced 1.29%
$0
$1.62 Million 0.24% of portfolio
2,847
Q2 2025 Added 179.94%
$0
$1.5 Million 0.22% of portfolio
27,010
Q2 2025 Reduced 61.11%
$0
$1.45 Million 0.22% of portfolio
19,957
Q2 2025 Added 13.59%
$0
$1.49 Million 0.22% of portfolio
43,195
Q2 2025 Added 182.41%
$0
$1.39 Million 0.21% of portfolio
40,240
Q2 2025 Added 20.74%
$0
$1.34 Million 0.2% of portfolio
23,571
Q2 2025 Reduced 18.56%
$0
$1.32 Million 0.2% of portfolio
27,861
Q2 2025 Added 156.55%
$0
$1.25 Million 0.19% of portfolio
15,004
Q2 2025 Reduced 18.76%
$0
$1.18 Million 0.18% of portfolio
46,310
Q2 2025 Reduced 10.66%

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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