Concord Wealth Partners Asset Management

Concord Wealth Partners

  • $599 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104B
$374,000 0.06% of portfolio
3,237
Q1 2025 Reduced 3.83%
$0
$299,000 0.05% of portfolio
31,297
Q1 2025 Added 2.42%
$0
$203,000 0.03% of portfolio
10,345
Q1 2025 Added 2.0%
$0
$195,000 0.03% of portfolio
9,890
Q1 2025 Added 4.56%
$72.6B
$59,000 0.01% of portfolio
711
Q1 2025 Reduced 5.58%
$79.4B
$41,000 0.01% of portfolio
300
Q1 2023 Reduced 16.67%
$0
$38,000 0.01% of portfolio
1,600
Q4 2022 New
$0
$37,000 0.01% of portfolio
3,003
Q4 2022 New
$0
$29,000 0.0% of portfolio
2,500
Q3 2023 Reduced 39.17%
$18.9B
$26,000 0.0% of portfolio
310
Q4 2024 Reduced 90.03%
$0
$24,000 0.0% of portfolio
2,046
Q4 2022 New
$0
$19,000 0.0% of portfolio
1,928
Q1 2025 Added 2.23%
$0
$18,000 0.0% of portfolio
2,263
Q1 2025 Added 11.59%
$96.2B
$16,000 0.0% of portfolio
119
Q4 2023 Reduced 81.41%
$0
$11,000 0.0% of portfolio
531
Q4 2024 Reduced 41.39%
$0
$10,000 0.0% of portfolio
3,857
Q4 2022 New
$0
$9,000 0.0% of portfolio
1,554
Q4 2022 New
$0
$7,000 0.0% of portfolio
929
Q1 2025 Added 3.11%
$0
$7,000 0.0% of portfolio
497
Q1 2025 New
$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
127
Q1 2025 New
$0
$1,000 0.0% of portfolio
258
Q1 2025 New
$0
$1,000 0.0% of portfolio
275
Q1 2025 New
$0
$1,000 0.0% of portfolio
80
Q1 2025 New
$0
$1,000 0.0% of portfolio
180
Q1 2025 New
$0
$1,000 0.0% of portfolio
83
Q1 2025 New
$0
$1,000 0.0% of portfolio
303
Q1 2025 New
$0
$1,000 0.0% of portfolio
129
Q1 2025 New
$0
$1,000 0.0% of portfolio
142
Q1 2025 New
$20.7B
$0 0.0% of portfolio
2
Q3 2024 Reduced 33.33%
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