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 Market Cap. of Under $50 Millions
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