Concord Wealth Partners has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $591 Million distributed in 958 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 $38.9M, Nvidia Corp with a value of $26M, Vaneck ETF Tr Investment Grade with a value of $20.6M, Ishares Tr with a value of $20.3M, and Ssga Active Trust with a value of $19.4M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $559M to 591M.
Also it can be appreciated an additional of 204 stocks purchases and 1 closed positions.
Below you can find more details about Concord Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$591 Million
ETFs: $310 Million
Technology: $89.8 Million
Healthcare: $35.5 Million
Financial Services: $35.1 Million
Consumer Cyclical: $26 Million
Communication Services: $20.6 Million
Consumer Defensive: $20.6 Million
Industrials: $17.4 Million
Other: $26 Million
Stock Holdings Table Market Cap. of $200 Billions or more
