Concord Wealth Partners Portfolio Holdings
Concord Wealth Partners
- $603 Million
- Q4 2024
Concord Wealth Partners has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $603 Million distributed in 922 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $31.8M, Spdr Portfolio Short Term Corp with a value of $29M, Ishares Tr with a value of $28.9M, Nvidia Corp with a value of $25.2M, and Spdr Portfolio Intermediate Te with a value of $24.1M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $591M to 603M.
Below you can find more details about Concord Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$603 Million
ETFs: $313 Million
Technology: $94.6 Million
Financial Services: $40.1 Million
Healthcare: $31.9 Million
Consumer Cyclical: $28.5 Million
Consumer Defensive: $21.3 Million
Communication Services: $20.9 Million
Industrials: $20.1 Million
Other: $24.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 922
- Current Value $603 Million
- Prior Value $591 Million
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 36 stocks
- Additional Purchases 224 stocks
- Sold out of 0 stocks
- Reduced holdings in 243 stocks