Concord Wealth Partners Portfolio Holdings
Concord Wealth Partners
- $591 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 958
- Current Value $591 Million
- Prior Value $559 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 204 stocks
- Additional Purchases 327 stocks
- Sold out of 1 stocks
- Reduced holdings in 155 stocks