Concord Wealth Partners Asset Management

Concord Wealth Partners

  • $673 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$379,000 0.06% of portfolio
2,851
Q2 2025 Reduced 11.92%
$0
$312,000 0.05% of portfolio
32,061
Q2 2025 Added 2.44%
$0
$220,000 0.03% of portfolio
10,605
Q2 2025 Added 2.51%
$0
$194,000 0.03% of portfolio
10,252
Q2 2025 Added 3.66%
$82.7B
$114,000 0.02% of portfolio
1,261
Q2 2025 Added 77.36%
$87.5B
$42,000 0.01% of portfolio
300
Q1 2023 Reduced 16.67%
$0
$40,000 0.01% of portfolio
1,600
Q4 2022 New
$0
$35,000 0.01% of portfolio
3,003
Q4 2022 New
$0
$30,000 0.0% of portfolio
2,500
Q3 2023 Reduced 39.17%
$19.1B
$24,000 0.0% of portfolio
310
Q4 2024 Reduced 90.03%
$0
$23,000 0.0% of portfolio
2,046
Q4 2022 New
$0
$18,000 0.0% of portfolio
2,316
Q2 2025 Added 2.34%
$0
$18,000 0.0% of portfolio
906
Q2 2025 Added 70.62%
$120B
$17,000 0.0% of portfolio
119
Q4 2023 Reduced 81.41%
$0
$10,000 0.0% of portfolio
3,857
Q4 2022 New
$0
$10,000 0.0% of portfolio
625
Q1 2025 New
$0
$7,000 0.0% of portfolio
957
Q2 2025 Added 3.01%
$0
$7,000 0.0% of portfolio
497
Q1 2025 New
$0
$5,000 0.0% of portfolio
539
Q2 2025 Reduced 72.04%
$0
$5,000 0.0% of portfolio
468
Q2 2024 Reduced 0.21%
$0
$4,000 0.0% of portfolio
271
Q1 2025 New
$0
$1,000 0.0% of portfolio
303
Q1 2025 New
$0
$1,000 0.0% of portfolio
258
Q1 2025 New
$0
$1,000 0.0% of portfolio
127
Q1 2025 New
$0
$1,000 0.0% of portfolio
275
Q1 2025 New
$0
$1,000 0.0% of portfolio
83
Q1 2025 New
$0
$1,000 0.0% of portfolio
80
Q1 2025 New
$0
$1,000 0.0% of portfolio
129
Q1 2025 New
$0
$1,000 0.0% of portfolio
180
Q1 2025 New
$0
$1,000 0.0% of portfolio
142
Q1 2025 New
$23.8B
$0 0.0% of portfolio
2
Q3 2024 Reduced 33.33%
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