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
$1.45 Million 0.22% of portfolio
19,957
Q2 2025 Added 13.59%
$0
$1.49 Million 0.22% of portfolio
43,195
Q2 2025 Added 182.41%
$389B
$1.44 Million 0.21% of portfolio
7,759
Q2 2025 Added 1.19%
$136B
$1.43 Million 0.21% of portfolio
1,600
Q2 2025 Reduced 3.56%
$0
$1.39 Million 0.21% of portfolio
40,240
Q2 2025 Added 20.74%
$70.1B
$1.32 Million 0.2% of portfolio
14,504
Q2 2025 Reduced 10.39%
$0
$1.34 Million 0.2% of portfolio
23,571
Q2 2025 Reduced 18.56%
$310B
$1.33 Million 0.2% of portfolio
9,267
Q2 2025 Added 12.08%
$0
$1.32 Million 0.2% of portfolio
27,861
Q2 2025 Added 156.55%
$101B
$1.32 Million 0.2% of portfolio
6,033
Q2 2025 Reduced 0.25%
$68.7B
$1.32 Million 0.2% of portfolio
12,558
Q2 2025 Added 30.83%
$0
$1.25 Million 0.19% of portfolio
15,004
Q2 2025 Reduced 18.76%
$59.3B
$1.26 Million 0.19% of portfolio
6,172
Q2 2025 Added 12.9%
$67B
$1.22 Million 0.18% of portfolio
2,379
Q2 2025 Added 14.37%
$0
$1.18 Million 0.18% of portfolio
46,310
Q2 2025 Reduced 10.66%
$278B
$1.16 Million 0.17% of portfolio
16,757
Q2 2025 Added 15.73%
$50B
$1.16 Million 0.17% of portfolio
20,445
Q2 2025 Added 39.68%
$0
$1.13 Million 0.17% of portfolio
20,831
Q2 2025 Reduced 20.48%
$308B
$1.12 Million 0.17% of portfolio
13,945
Q2 2025 Added 8.78%
$101B
$1.07 Million 0.16% of portfolio
23,091
Q2 2025 Added 28.94%
$191B
$1.07 Million 0.16% of portfolio
12,545
Q2 2025 Added 2.82%
$0
$1.09 Million 0.16% of portfolio
1,770
Q2 2025 Added 11.88%
$140B
$1.08 Million 0.16% of portfolio
44,521
Q2 2025 Reduced 7.92%
$0
$1.05 Million 0.16% of portfolio
2,376
Q2 2025 Reduced 2.38%
$0
$1.1 Million 0.16% of portfolio
8,273
Q2 2025 Added 51.08%
$181B
$984,000 0.15% of portfolio
6,183
Q2 2025 Added 17.15%
$0
$941,000 0.14% of portfolio
5,431
Q4 2024 Reduced 8.2%
$0
$959,000 0.14% of portfolio
11,576
Q2 2025 Reduced 0.25%
$81.8B
$872,000 0.13% of portfolio
3,529
Q2 2025 Added 10.97%
$0
$740,000 0.11% of portfolio
1,117
Q2 2025 Added 0.81%
$169B
$740,000 0.11% of portfolio
3,338
Q2 2025 Reduced 5.52%
$447B
$728,000 0.11% of portfolio
1
Q1 2024 Reduced 50.0%
$0
$661,000 0.1% of portfolio
7,055
Q2 2025 Reduced 7.04%
$0
$688,000 0.1% of portfolio
1,109
Q2 2025 Added 2.12%
$93.3B
$696,000 0.1% of portfolio
2,107
Q2 2025 Reduced 3.22%
$26.1B
$669,000 0.1% of portfolio
3,073
Q2 2025 New
$0
$624,000 0.09% of portfolio
29,844
Q2 2025 Added 21.8%
$0
$609,000 0.09% of portfolio
10,192
Q2 2025 Reduced 4.39%
$19.4B
$618,000 0.09% of portfolio
24,376
Q2 2025 New
$119B
$529,000 0.08% of portfolio
9,025
Q2 2025 Reduced 0.39%
$0
$551,000 0.08% of portfolio
5,874
Q2 2025 Added 5.02%
$830B
$522,000 0.08% of portfolio
2,389
Q2 2025 Reduced 0.29%
$0
$517,000 0.08% of portfolio
4,457
Q2 2025 Reduced 4.4%
$0
$536,000 0.08% of portfolio
12,792
Q2 2025 Reduced 0.61%
$179B
$544,000 0.08% of portfolio
1,032
Q2 2025 Added 2.79%
$0
$482,000 0.07% of portfolio
2,234
Q2 2025 Added 6.58%
$125B
$379,000 0.06% of portfolio
2,851
Q2 2025 Reduced 11.92%
$90.9B
$412,000 0.06% of portfolio
2,482
Q1 2025 Reduced 16.77%
$147B
$382,000 0.06% of portfolio
966
Q2 2025 Reduced 17.22%

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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