Concord Wealth Partners ETFs

Concord Wealth Partners

  • $673 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36,000 0.01% of portfolio
167
Q2 2025 Added 0.6%
$0
$36,000 0.01% of portfolio
185
Q1 2024 Reduced 1.07%
$0
$36,000 0.01% of portfolio
268
Q2 2025 Added 8.06%
$0
$36,000 0.01% of portfolio
590
Q2 2025 Added 0.51%
$0
$35,000 0.01% of portfolio
594
Q2 2025 Added 3.66%
$0
$32,000 0.0% of portfolio
127
Q2 2025 Reduced 49.2%
$0
$32,000 0.0% of portfolio
640
Q2 2025 Reduced 10.99%
$0
$31,000 0.0% of portfolio
603
Q4 2024 Reduced 10.4%
$0
$30,000 0.0% of portfolio
155
Q1 2025 Added 9.93%
$0
$30,000 0.0% of portfolio
222
Q2 2024 Reduced 42.34%
$0
$30,000 0.0% of portfolio
216
Q2 2025 Reduced 49.77%
$0
$30,000 0.0% of portfolio
779
Q2 2025 Reduced 17.04%
$0
$29,000 0.0% of portfolio
821
Q2 2025 Reduced 76.09%
$0
$28,000 0.0% of portfolio
305
Q2 2025 Reduced 50.0%
$0
$28,000 0.0% of portfolio
276
Q4 2022 New
$0
$28,000 0.0% of portfolio
119
Q2 2025 Reduced 1.65%
$0
$26,000 0.0% of portfolio
199
Q2 2025 Added 4.19%
$0
$26,000 0.0% of portfolio
47
Q3 2024 Added 2.17%
$0
$24,000 0.0% of portfolio
86
Q1 2024 Reduced 2.27%
$0
$23,000 0.0% of portfolio
854
Q2 2025 Added 0.95%
$0
$20,000 0.0% of portfolio
341
Q2 2025 Added 2.71%
$0
$18,000 0.0% of portfolio
372
Q2 2025 Reduced 2.87%
$0
$18,000 0.0% of portfolio
627
Q2 2025 New
$0
$17,000 0.0% of portfolio
74
Q2 2025 Added 12.12%
$0
$17,000 0.0% of portfolio
427
Q2 2025 Added 0.23%
$0
$17,000 0.0% of portfolio
141
Q2 2025 Added 0.71%
$0
$17,000 0.0% of portfolio
358
Q1 2025 Added 2.29%
$0
$16,000 0.0% of portfolio
147
Q1 2025 Reduced 26.5%
$0
$16,000 0.0% of portfolio
187
Q2 2025 Reduced 35.96%
$0
$15,000 0.0% of portfolio
383
Q2 2025 Reduced 4.49%
$0
$15,000 0.0% of portfolio
244
Q2 2025 New
$0
$15,000 0.0% of portfolio
620
Q2 2025 Reduced 8.82%
$0
$13,000 0.0% of portfolio
69
Q4 2024 Added 762.5%
$0
$13,000 0.0% of portfolio
242
Q1 2025 Reduced 74.01%
$0
$12,000 0.0% of portfolio
144
Q2 2025 Reduced 67.86%
$0
$12,000 0.0% of portfolio
725
Q2 2025 New
$0
$12,000 0.0% of portfolio
193
Q2 2025 New
$0
$11,000 0.0% of portfolio
396
Q2 2025 Added 0.25%
$0
$11,000 0.0% of portfolio
515
Q1 2025 Reduced 23.02%
$0
$11,000 0.0% of portfolio
168
Q2 2025 Added 0.6%
$0
$10,000 0.0% of portfolio
38
Q2 2025 Added 533.33%
$0
$10,000 0.0% of portfolio
450
Q2 2025 Reduced 63.56%
$0
$10,000 0.0% of portfolio
107
Q2 2025 Reduced 60.81%
$0
$10,000 0.0% of portfolio
95
Q2 2025 Reduced 43.11%
$0
$9,000 0.0% of portfolio
37
Q3 2024 Reduced 7.5%
$0
$9,000 0.0% of portfolio
82
Q3 2024 Reduced 7.87%
$0
$9,000 0.0% of portfolio
695
Q2 2025 Added 1.61%
$0
$8,000 0.0% of portfolio
122
Q2 2025 Reduced 72.27%
$0
$8,000 0.0% of portfolio
253
Q1 2025 Reduced 0.39%
Filter Shares Options
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email