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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.98 Million 0.44% of portfolio
38,561
Q2 2025 Reduced 21.74%
$120B
$2.87 Million 0.43% of portfolio
31,957
Q2 2025 Added 0.41%
$719B
$2.85 Million 0.42% of portfolio
3,652
Q2 2025 Reduced 3.97%
$124B
$2.74 Million 0.41% of portfolio
8,884
Q2 2025 Reduced 5.82%
$427B
$2.76 Million 0.41% of portfolio
2,789
Q2 2025 Reduced 0.57%
$279B
$2.72 Million 0.41% of portfolio
27,864
Q2 2025 Added 2.41%
$0
$2.75 Million 0.41% of portfolio
29,941
Q2 2025 Added 52.36%
$94B
$2.67 Million 0.4% of portfolio
22,609
Q2 2025 Added 68.57%
$1.16T
$2.66 Million 0.4% of portfolio
8,385
Q2 2025 Added 34.66%
$151B
$2.64 Million 0.39% of portfolio
9,467
Q2 2025 Reduced 4.52%
$0
$2.65 Million 0.39% of portfolio
63,786
Q2 2025 Reduced 4.16%
$103B
$2.62 Million 0.39% of portfolio
3,569
Q2 2025 Reduced 28.89%
$147B
$2.53 Million 0.38% of portfolio
70,950
Q2 2025 Added 5.33%
$143B
$2.53 Million 0.38% of portfolio
7,079
Q2 2025 Added 14.86%
$246B
$2.58 Million 0.38% of portfolio
9,479
Q2 2025 Added 27.35%
$0
$2.49 Million 0.37% of portfolio
41,754
Q2 2025 Added 8.24%
$0
$2.39 Million 0.36% of portfolio
62,143
Q2 2025 Added 13.22%
$0
$2.33 Million 0.35% of portfolio
70,474
Q2 2025 Added 2.01%
$98B
$2.35 Million 0.35% of portfolio
34,078
Q2 2025 Added 3,580.13%
$0
$2.31 Million 0.34% of portfolio
54,416
Q2 2025 Added 272.15%
$0
$2.27 Million 0.34% of portfolio
8,141
Q2 2025 Reduced 12.11%
$117B
$2.3 Million 0.34% of portfolio
7,949
Q2 2025 Reduced 12.07%
$146B
$2.31 Million 0.34% of portfolio
12,601
Q2 2025 Added 12.26%
$186B
$2.21 Million 0.33% of portfolio
2,811
Q2 2025 Reduced 4.91%
$51.3B
$2.15 Million 0.32% of portfolio
2,069
Q2 2025 Reduced 12.03%
$13.6B
$2.16 Million 0.32% of portfolio
13,196
Q2 2025 Added 11.77%
$227B
$2.14 Million 0.32% of portfolio
7,310
Q2 2025 Added 1.87%
$0
$2.07 Million 0.31% of portfolio
17,412
Q2 2025 Reduced 18.89%
$0
$2.01 Million 0.3% of portfolio
31,550
Q2 2025 Reduced 1.07%
$213B
$1.94 Million 0.29% of portfolio
15,655
Q2 2025 Added 22.43%
$65.5B
$1.93 Million 0.29% of portfolio
7,219
Q2 2025 Added 1.5%
$0
$1.88 Million 0.28% of portfolio
16,063
Q2 2025 Added 13.62%
$161B
$1.91 Million 0.28% of portfolio
3,517
Q2 2025 Added 3.75%
$1.47T
$1.89 Million 0.28% of portfolio
10,631
Q2 2025 Reduced 8.18%
$0
$1.86 Million 0.28% of portfolio
137,934
Q2 2025 Added 41.81%
$164B
$1.8 Million 0.27% of portfolio
14,567
Q2 2025 Added 0.28%
$0
$1.84 Million 0.27% of portfolio
18,321
Q2 2025 New
$230B
$1.83 Million 0.27% of portfolio
6,204
Q2 2025 Added 51.13%
$0
$1.84 Million 0.27% of portfolio
3,332
Q2 2025 Added 43.19%
$232B
$1.78 Million 0.26% of portfolio
13,065
Q2 2025 Reduced 17.46%
$17.2B
$1.76 Million 0.26% of portfolio
17,934
Q2 2025 Added 24.39%
$0
$1.68 Million 0.25% of portfolio
5,518
Q2 2025 Reduced 1.29%
$185B
$1.69 Million 0.25% of portfolio
39,125
Q2 2025 Added 10.9%
$97.3B
$1.59 Million 0.24% of portfolio
5,176
Q2 2025 Added 7.07%
$0
$1.62 Million 0.24% of portfolio
2,847
Q2 2025 Added 179.94%
$331B
$1.6 Million 0.24% of portfolio
5,137
Q2 2025 Reduced 5.74%
$407B
$1.56 Million 0.23% of portfolio
32,915
Q2 2025 Added 5.63%
$190B
$1.57 Million 0.23% of portfolio
1,528
Q2 2025 Added 17.0%
$0
$1.5 Million 0.22% of portfolio
27,010
Q2 2025 Reduced 61.11%

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
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