Concord Wealth Partners
Latest statistics and disclosures from Concord Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPSB, FLTR, SRLN, SHV, DGRO, and represent 19.73% of Concord Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: WSM, SPSB, MSFT, GOOGL, AAPL, SPHQ, AMZN, BKLN, SHV, TDV.
- Started 119 new stock positions in GPRO, CHKP, SLF, PSP, SPDG, ONEQ, VXF, DVN, ARE, AEIS.
- Reduced shares in these 10 stocks: Etf Ser Solutions (-$5.8M), SCHD, DGRO, AVLV, CSCO, SPYG, BMY, VGIT, XT, TSLA.
- Sold out of its positions in GLTR, A, ABNB, AMP, ATO, BHC, BHP, CTRA, CPB, CWH.
- Concord Wealth Partners was a net buyer of stock by $23M.
- Concord Wealth Partners has $556M in assets under management (AUM), dropping by 11.27%.
- Central Index Key (CIK): 0001814214
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Portfolio Holdings for Concord Wealth Partners
Concord Wealth Partners holds 852 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Concord Wealth Partners has 852 total positions. Only the first 250 positions are shown.
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- Download the Concord Wealth Partners March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio Short (SPSB) | 6.1 | $34M | +9% | 1.1M | 29.77 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 3.7 | $20M | +5% | 801k | 25.51 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 3.4 | $19M | +3% | 448k | 42.11 |
|
| Ishares Tr Short Treas Bd (SHV) | 3.4 | $19M | +7% | 170k | 110.54 |
|
| Ishares Tr Core Div Grwth (DGRO) | 3.2 | $18M | -11% | 305k | 58.06 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $17M | -4% | 19k | 903.56 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 3.0 | $17M | +8% | 793k | 21.15 |
|
| Microsoft Corporation (MSFT) | 2.8 | $16M | +19% | 38k | 420.72 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.3 | $13M | 224k | 57.96 |
|
|
| Apple (AAPL) | 2.2 | $12M | +16% | 72k | 171.48 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.1 | $12M | -10% | 159k | 73.15 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.0 | $11M | +13% | 122k | 91.80 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.9 | $10M | +7% | 211k | 48.77 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.8 | $9.8M | -7% | 118k | 82.97 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.7 | $9.2M | -8% | 174k | 52.87 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.5 | $8.6M | +6% | 151k | 56.98 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.4 | $7.5M | +4% | 160k | 47.04 |
|
| Amazon (AMZN) | 1.3 | $7.2M | +27% | 40k | 180.38 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.3 | $7.0M | 168k | 41.95 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.2 | $6.9M | +32% | 114k | 60.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $6.6M | -35% | 82k | 80.63 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.2 | $6.5M | -11% | 59k | 110.05 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.1 | $6.0M | -27% | 94k | 64.26 |
|
| Ishares Tr Exponential Tech (XT) | 1.0 | $5.7M | -14% | 96k | 59.62 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.6M | +26% | 28k | 200.30 |
|
| Meta Platforms Cl A (META) | 1.0 | $5.4M | +31% | 11k | 485.58 |
|
| Broadcom (AVGO) | 1.0 | $5.3M | +7% | 4.0k | 1325.43 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.9 | $5.0M | 50k | 101.41 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.8M | +67% | 32k | 150.93 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $4.7M | -15% | 131k | 35.84 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $4.4M | +17% | 38k | 116.24 |
|
| Johnson & Johnson (JNJ) | 0.8 | $4.3M | +9% | 28k | 158.19 |
|
| Merck & Co (MRK) | 0.8 | $4.2M | +11% | 32k | 131.95 |
|
| Abbvie (ABBV) | 0.7 | $4.2M | +16% | 23k | 182.10 |
|
| Procter & Gamble Company (PG) | 0.7 | $4.1M | +16% | 25k | 162.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.1M | +2% | 9.7k | 420.52 |
|
| Home Depot (HD) | 0.7 | $4.0M | +7% | 10k | 383.59 |
|
| Coca-Cola Company (KO) | 0.7 | $3.7M | +40% | 61k | 61.18 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.6M | +27% | 4.6k | 778.01 |
|
| Chevron Corporation (CVX) | 0.6 | $3.6M | +16% | 23k | 157.74 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.6 | $3.5M | -4% | 101k | 35.15 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $3.4M | +3% | 135k | 25.44 |
|
| Pepsi (PEP) | 0.6 | $3.2M | +18% | 18k | 175.01 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $3.1M | -28% | 53k | 58.55 |
|
| Caterpillar (CAT) | 0.5 | $3.0M | +26% | 8.3k | 366.42 |
|
| Williams-Sonoma (WSM) | 0.5 | $2.9M | NEW | 9.3k | 317.53 |
|
| UnitedHealth (UNH) | 0.5 | $2.9M | +24% | 5.9k | 494.73 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.5 | $2.9M | -23% | 75k | 38.86 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $2.9M | 75k | 38.98 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $2.7M | -2% | 85k | 31.95 |
|
| Union Pacific Corporation (UNP) | 0.5 | $2.7M | +14% | 11k | 245.92 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.5 | $2.6M | +25% | 51k | 50.57 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $2.5M | +16% | 14k | 174.21 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.5M | +20% | 3.4k | 732.55 |
|
| Visa Com Cl A (V) | 0.4 | $2.4M | +29% | 8.5k | 279.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.3M | +28% | 15k | 152.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.3M | +40% | 4.8k | 481.58 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.3M | +8% | 60k | 37.92 |
|
| Amgen (AMGN) | 0.4 | $2.2M | +17% | 7.9k | 284.33 |
|
| Nextera Energy (NEE) | 0.4 | $2.2M | +23% | 35k | 63.91 |
|
| McDonald's Corporation (MCD) | 0.4 | $2.2M | +24% | 7.8k | 281.95 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $2.1M | -21% | 21k | 100.81 |
|
| Southern Company (SO) | 0.4 | $2.1M | +28% | 30k | 71.74 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.4 | $2.1M | -25% | 24k | 88.44 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $2.1M | +10% | 33k | 62.34 |
|
| ConocoPhillips (COP) | 0.4 | $2.1M | +28% | 16k | 127.28 |
|
| salesforce (CRM) | 0.4 | $2.0M | +16% | 6.8k | 301.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $2.0M | +37% | 45k | 43.35 |
|
| United Parcel Service CL B (UPS) | 0.4 | $2.0M | +38% | 13k | 148.63 |
|
| Automatic Data Processing (ADP) | 0.4 | $2.0M | +10% | 7.8k | 249.74 |
|
| Applied Materials (AMAT) | 0.3 | $1.9M | +21% | 9.2k | 206.24 |
|
| Lowe's Companies (LOW) | 0.3 | $1.8M | +40% | 7.1k | 254.74 |
|
| Linde SHS (LIN) | 0.3 | $1.8M | +27% | 3.8k | 464.38 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.6M | +10% | 28k | 57.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | 6.1k | 259.90 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $1.6M | +12% | 14k | 113.66 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.6M | +7% | 14k | 110.21 |
|
| Gilead Sciences (GILD) | 0.3 | $1.5M | +8% | 20k | 73.25 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.4M | +5% | 29k | 48.30 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.4M | +5% | 26k | 54.24 |
|
| Travelers Companies (TRV) | 0.2 | $1.3M | +22% | 5.8k | 230.15 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.2 | $1.3M | NEW | 19k | 71.99 |
|
| W.W. Grainger (GWW) | 0.2 | $1.3M | +97% | 1.3k | 1017.31 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $1.3M | 12k | 108.50 |
|
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.3M | 6.1k | 205.98 |
|
|
| Spdr Ser Tr Spdr Portfolio S (SPDG) | 0.2 | $1.3M | NEW | 37k | 34.55 |
|
| Goldman Sachs (GS) | 0.2 | $1.2M | +8% | 3.0k | 417.65 |
|
| Ishares Cur Hd Msci Em (HEEM) | 0.2 | $1.2M | +11% | 48k | 25.65 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $1.2M | +10% | 14k | 89.90 |
|
| Anthem (ELV) | 0.2 | $1.2M | +31% | 2.4k | 518.43 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.2M | +19% | 13k | 94.16 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.2 | $1.2M | -25% | 21k | 55.53 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $1.2M | -26% | 53k | 21.72 |
|
| Qualcomm (QCOM) | 0.2 | $1.1M | +8% | 6.7k | 169.30 |
|
| Lam Research Corporation (LRCX) | 0.2 | $1.1M | +26% | 1.1k | 971.62 |
|
| Verizon Communications (VZ) | 0.2 | $1.1M | +15% | 25k | 41.96 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | +103% | 2.3k | 454.94 |
|
| Chubb (CB) | 0.2 | $1.0M | +73% | 4.0k | 259.14 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $998k | -22% | 13k | 79.91 |
|
| Nucor Corporation (NUE) | 0.2 | $993k | +9% | 5.0k | 197.92 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $965k | +57% | 16k | 61.53 |
|
| EOG Resources (EOG) | 0.2 | $958k | +15% | 7.5k | 127.84 |
|
| Wal-Mart Stores (WMT) | 0.2 | $942k | +238% | 16k | 60.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $925k | +8% | 1.8k | 522.92 |
|
| AFLAC Incorporated (AFL) | 0.2 | $922k | +14% | 11k | 85.86 |
|
| Diamondback Energy (FANG) | 0.2 | $847k | +215% | 4.3k | 198.16 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $818k | 29k | 28.04 |
|
|
| Servicenow (NOW) | 0.1 | $805k | +30% | 1.1k | 762.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $802k | +2% | 5.9k | 135.06 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $799k | -6% | 1.8k | 444.06 |
|
| Cadence Design Systems (CDNS) | 0.1 | $789k | +32% | 2.5k | 311.28 |
|
| Kla Corp Com New (KLAC) | 0.1 | $788k | +46% | 1.1k | 698.61 |
|
| Intel Corporation (INTC) | 0.1 | $782k | 18k | 44.17 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $766k | +26% | 1.5k | 504.60 |
|
| Intuit (INTU) | 0.1 | $757k | +17% | 1.2k | 650.03 |
|
| Synopsys (SNPS) | 0.1 | $733k | +33% | 1.3k | 571.50 |
|
| Citigroup Com New (C) | 0.1 | $729k | +17% | 12k | 63.24 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $715k | +28% | 1.4k | 525.62 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $690k | -30% | 6.4k | 107.60 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $685k | +41% | 1.6k | 418.01 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $681k | 8.5k | 80.51 |
|
|
| TJX Companies (TJX) | 0.1 | $679k | +23% | 6.7k | 101.42 |
|
| Cigna Corp (CI) | 0.1 | $671k | +24% | 1.8k | 363.10 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $651k | +25% | 6.7k | 96.71 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $646k | +7% | 13k | 51.78 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $639k | +19% | 7.1k | 90.05 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | -50% | 1.00 | 634440.00 |
|
| BlackRock (BLK) | 0.1 | $612k | 734.00 | 834.07 |
|
|
| Lennar Corp Cl A (LEN) | 0.1 | $611k | +178% | 3.6k | 171.98 |
|
| Analog Devices (ADI) | 0.1 | $592k | +40% | 3.0k | 197.80 |
|
| Pulte (PHM) | 0.1 | $584k | +99% | 4.8k | 120.61 |
|
| Palo Alto Networks (PANW) | 0.1 | $577k | +12% | 2.0k | 284.13 |
|
| Cme (CME) | 0.1 | $573k | +207% | 2.7k | 215.33 |
|
| Wells Fargo & Company (WFC) | 0.1 | $567k | -24% | 9.8k | 57.96 |
|
| Valero Energy Corporation (VLO) | 0.1 | $541k | +12% | 3.2k | 170.67 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $513k | -2% | 979.00 | 524.35 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $510k | +10% | 530.00 | 962.49 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $509k | +498% | 1.3k | 399.09 |
|
| Super Micro Computer (SMCI) | 0.1 | $508k | NEW | 503.00 | 1009.71 |
|
| Stryker Corporation (SYK) | 0.1 | $503k | +497% | 1.4k | 357.75 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $489k | -48% | 82k | 5.93 |
|
| American Tower Reit (AMT) | 0.1 | $479k | +13% | 2.4k | 197.57 |
|
| Devon Energy Corporation (DVN) | 0.1 | $471k | NEW | 9.4k | 50.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $470k | -2% | 5.6k | 83.58 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $468k | +6949% | 18k | 26.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $464k | +5% | 2.2k | 210.26 |
|
| Ishares Asia/pac Div Etf (DVYA) | 0.1 | $463k | NEW | 13k | 36.21 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $460k | +10% | 4.5k | 102.28 |
|
| Illinois Tool Works (ITW) | 0.1 | $449k | +11% | 1.7k | 268.32 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD) | 0.1 | $443k | NEW | 29k | 15.42 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $439k | -20% | 11k | 40.27 |
|
| Air Products & Chemicals (APD) | 0.1 | $438k | -42% | 1.8k | 242.31 |
|
| Masco Corporation (MAS) | 0.1 | $436k | +103% | 5.5k | 78.88 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $434k | +232% | 3.6k | 120.97 |
|
| Oracle Corporation (ORCL) | 0.1 | $420k | +7% | 3.3k | 125.62 |
|
| Walt Disney Company (DIS) | 0.1 | $415k | +28% | 3.4k | 122.36 |
|
| Kkr & Co (KKR) | 0.1 | $415k | +325% | 4.1k | 100.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $413k | 3.7k | 110.51 |
|
|
| International Business Machines (IBM) | 0.1 | $394k | 2.1k | 191.00 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $394k | 2.0k | 201.50 |
|
|
| CSX Corporation (CSX) | 0.1 | $382k | 10k | 37.07 |
|
|
| Workday Cl A (WDAY) | 0.1 | $375k | +129% | 1.4k | 272.75 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $369k | -77% | 6.8k | 54.23 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $354k | +16% | 6.7k | 53.10 |
|
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $347k | -20% | 5.4k | 64.75 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $344k | +125% | 4.3k | 79.76 |
|
| Entergy Corporation (ETR) | 0.1 | $339k | +28% | 3.2k | 105.68 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $327k | 4.1k | 79.87 |
|
|
| S&p Global (SPGI) | 0.1 | $323k | +4% | 760.00 | 425.56 |
|
| Tesla Motors (TSLA) | 0.1 | $322k | -73% | 1.8k | 175.79 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $305k | -16% | 7.7k | 39.53 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $298k | -13% | 8.7k | 34.20 |
|
| American Electric Power Company (AEP) | 0.1 | $295k | +122% | 3.4k | 86.10 |
|
| Xcel Energy (XEL) | 0.1 | $287k | +2% | 5.3k | 53.75 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $285k | 1.1k | 252.31 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $284k | +14% | 5.7k | 50.10 |
|
| At&t (T) | 0.1 | $279k | 16k | 17.60 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $279k | +2% | 29k | 9.79 |
|
| Wp Carey (WPC) | 0.0 | $277k | -23% | 4.9k | 56.44 |
|
| Principal Financial (PFG) | 0.0 | $271k | +466% | 3.1k | 86.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $267k | -3% | 770.00 | 346.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $264k | +661% | 4.3k | 60.73 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $263k | +30% | 3.5k | 74.21 |
|
| Skyworks Solutions (SWKS) | 0.0 | $255k | +26% | 2.4k | 108.34 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $252k | -26% | 7.8k | 32.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $251k | +3% | 522.00 | 480.68 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $249k | +2% | 1.6k | 155.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $249k | +24533% | 739.00 | 337.20 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $249k | 2.3k | 108.93 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $245k | +28% | 6.8k | 35.84 |
|
| Fiserv (FI) | 0.0 | $245k | +29% | 1.5k | 159.82 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $244k | +29% | 2.5k | 96.73 |
|
| Booking Holdings (BKNG) | 0.0 | $243k | +109% | 67.00 | 3627.88 |
|
| Dominion Resources (D) | 0.0 | $238k | -5% | 4.8k | 49.19 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $237k | 5.8k | 41.08 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $237k | -7% | 1.3k | 182.67 |
|
| General Motors Company (GM) | 0.0 | $234k | +15% | 5.2k | 45.35 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $230k | -47% | 5.1k | 44.70 |
|
| Emerson Electric (EMR) | 0.0 | $229k | -34% | 2.0k | 113.39 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $220k | +104% | 2.8k | 78.71 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $220k | 2.4k | 93.19 |
|
|
| Pfizer (PFE) | 0.0 | $217k | -39% | 7.8k | 27.75 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $216k | +2163% | 5.2k | 41.77 |
|
| Cisco Systems (CSCO) | 0.0 | $215k | -88% | 4.3k | 49.91 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $209k | -17% | 2.9k | 72.34 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $205k | 13k | 15.73 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $204k | +96% | 4.0k | 51.27 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $203k | NEW | 3.7k | 55.23 |
|
| Starbucks Corporation (SBUX) | 0.0 | $203k | -8% | 2.2k | 91.40 |
|
| Altria (MO) | 0.0 | $203k | -31% | 4.7k | 43.62 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $198k | NEW | 2.9k | 67.36 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $190k | 2.6k | 72.62 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $189k | -9% | 6.3k | 30.22 |
|
| Nuveen Preferred And equity (JPI) | 0.0 | $183k | 9.5k | 19.24 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $182k | +898% | 5.0k | 36.59 |
|
| Honeywell International (HON) | 0.0 | $181k | -33% | 884.00 | 205.24 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $178k | 1.1k | 155.78 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $178k | NEW | 2.2k | 81.52 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $177k | +90% | 1.9k | 93.05 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $173k | +11400% | 3.5k | 50.18 |
|
| Advanced Micro Devices (AMD) | 0.0 | $170k | +6% | 940.00 | 180.57 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $168k | +100% | 921.00 | 182.69 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $168k | 311.00 | 539.93 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $164k | +3% | 8.5k | 19.29 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $161k | 2.1k | 76.28 |
|
|
| General Electric Com New (GE) | 0.0 | $158k | 902.00 | 175.62 |
|
|
| 3M Company (MMM) | 0.0 | $155k | -48% | 1.5k | 106.09 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $154k | 1.3k | 123.17 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $154k | -9% | 537.00 | 286.67 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $154k | -27% | 1.3k | 115.79 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $153k | -2% | 6.0k | 25.28 |
|
| Medtronic SHS (MDT) | 0.0 | $152k | -52% | 1.7k | 87.15 |
|
| General Dynamics Corporation (GD) | 0.0 | $149k | -21% | 529.00 | 282.49 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $147k | 2.2k | 67.77 |
|
|
| Ford Motor Company (F) | 0.0 | $144k | -12% | 11k | 13.28 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $143k | 4.0k | 35.71 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $142k | +44% | 601.00 | 235.81 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $141k | -37% | 687.00 | 205.85 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $140k | -2% | 3.5k | 39.81 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $139k | -10% | 1.3k | 107.44 |
|
| Yum! Brands (YUM) | 0.0 | $139k | -7% | 1.0k | 138.65 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $138k | -10% | 2.0k | 68.80 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $138k | -52% | 2.8k | 49.05 |
|
| Eaton Corp SHS (ETN) | 0.0 | $137k | +15% | 437.00 | 312.68 |
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $137k | 1.5k | 90.99 |
|
|
| Enbridge (ENB) | 0.0 | $135k | +72% | 3.7k | 36.18 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $128k | 1.6k | 77.73 |
|
|
| Prologis (PLD) | 0.0 | $126k | 969.00 | 130.20 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $126k | 1.8k | 68.22 |
|
|
| Ingredion Incorporated (INGR) | 0.0 | $124k | +69% | 1.1k | 116.85 |
|
Past Filings by Concord Wealth Partners
SEC 13F filings are viewable for Concord Wealth Partners going back to 2020
- Concord Wealth Partners 2024 Q1 filed April 30, 2024
- Concord Wealth Partners 2023 Q3 restated filed April 30, 2024
- Concord Wealth Partners 2023 Q4 restated filed April 30, 2024
- Concord Wealth Partners 2023 Q4 filed Feb. 6, 2024
- Concord Wealth Partners 2023 Q3 filed Oct. 25, 2023
- Concord Wealth Partners 2023 Q2 filed Aug. 8, 2023
- Concord Wealth Partners 2023 Q1 filed April 26, 2023
- Concord Wealth Partners 2022 Q4 filed Jan. 30, 2023
- Concord Wealth Partners 2022 Q3 filed Nov. 10, 2022
- Concord Wealth Partners 2022 Q2 filed Aug. 4, 2022
- Concord Wealth Partners 2022 Q1 filed April 20, 2022
- Concord Wealth Partners 2021 Q4 filed Jan. 21, 2022
- Concord Wealth Partners 2021 Q3 filed Nov. 9, 2021
- Concord Wealth Partners 2021 Q2 filed July 29, 2021
- Concord Wealth Partners 2021 Q1 filed May 13, 2021
- Concord Wealth Partners 2020 Q4 filed Feb. 16, 2021