Concord Wealth Partners
Latest statistics and disclosures from Concord Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPSB, FLTR, DGRO, SRLN, SHV, and represent 20.85% of Concord Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DFSD (+$7.2M), DFCF (+$7.0M), DFUS (+$7.0M), DFAX, DUSB, BRK.B, AAPL, DFAS, MSFT, NVDA.
- Started 28 new stock positions in XHB, SYTA, FQAL, LAC, STIP, FMDE, FENI, VEU, KLG, LAAC.
- Reduced shares in these 10 stocks: DGRO (-$6.6M), SPYG, SCHD, SRLN, SHV, JQUA, XT, Etf Ser Solutions, FLTR, SPSB.
- Sold out of its positions in AGCO, Activision Blizzard, AYI, GOLF, AAP, AEIS, AMG, ALK, ARE, ALGN.
- Concord Wealth Partners was a net seller of stock by $-5.8M.
- Concord Wealth Partners has $500M in assets under management (AUM), dropping by 6.11%.
- Central Index Key (CIK): 0001814214
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Portfolio Holdings for Concord Wealth Partners
Concord Wealth Partners holds 804 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Concord Wealth Partners has 804 total positions. Only the first 250 positions are shown.
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- Download the Concord Wealth Partners December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio Short (SPSB) | 6.2 | $31M | -6% | 1.0M | 29.78 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 3.8 | $19M | -9% | 759k | 25.15 |
|
| Ishares Tr Core Div Grwth (DGRO) | 3.7 | $19M | -26% | 347k | 53.82 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 3.6 | $18M | -13% | 432k | 41.93 |
|
| Ishares Tr Short Treas Bd (SHV) | 3.5 | $17M | -12% | 158k | 110.13 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 3.1 | $15M | -4% | 728k | 21.18 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.5 | $13M | -8% | 223k | 56.39 |
|
| Apple (AAPL) | 2.4 | $12M | +15% | 62k | 192.53 |
|
| Microsoft Corporation (MSFT) | 2.4 | $12M | +13% | 31k | 376.04 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.3 | $12M | -24% | 179k | 65.06 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 2.1 | $11M | -6% | 127k | 83.31 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.0 | $9.8M | -5% | 108k | 91.39 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $9.8M | +15% | 20k | 495.23 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $9.6M | -22% | 126k | 76.13 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.8 | $9.1M | -21% | 190k | 47.86 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.8 | $9.0M | -4% | 197k | 45.69 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.5 | $7.4M | -21% | 128k | 57.76 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.5 | $7.3M | +2032% | 141k | 51.83 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.4 | $7.2M | NEW | 153k | 47.01 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.4 | $7.0M | +16510700% | 165k | 42.40 |
|
| Ishares Tr Exponential Tech (XT) | 1.3 | $6.7M | -24% | 112k | 59.87 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.2 | $5.9M | -11% | 67k | 88.71 |
|
| Etf Ser Solutions Nationwide Dow J | 1.2 | $5.8M | -26% | 278k | 21.02 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $5.3M | -20% | 155k | 34.01 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $4.8M | -20% | 50k | 95.20 |
|
| Amazon (AMZN) | 1.0 | $4.8M | +25% | 31k | 151.94 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $4.6M | +8% | 86k | 54.08 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.9 | $4.4M | -29% | 73k | 59.32 |
|
| Broadcom (AVGO) | 0.8 | $4.2M | +13% | 3.7k | 1116.34 |
|
| Johnson & Johnson (JNJ) | 0.8 | $3.9M | +19% | 25k | 156.74 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.7 | $3.7M | -18% | 105k | 35.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.7M | +12% | 22k | 170.10 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.7 | $3.5M | -21% | 98k | 35.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.4M | +111% | 9.4k | 356.66 |
|
| Home Depot (HD) | 0.7 | $3.3M | +17% | 9.6k | 346.55 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.2M | +34% | 32k | 99.98 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $3.2M | +299% | 131k | 24.42 |
|
| Procter & Gamble Company (PG) | 0.6 | $3.1M | +23% | 22k | 146.54 |
|
| Merck & Co (MRK) | 0.6 | $3.1M | +18% | 29k | 109.02 |
|
| Abbvie (ABBV) | 0.6 | $3.0M | +42% | 20k | 154.97 |
|
| Meta Platforms Cl A (META) | 0.6 | $3.0M | +10% | 8.5k | 353.96 |
|
| Chevron Corporation (CVX) | 0.6 | $2.9M | +37% | 20k | 149.16 |
|
| Truist Financial Corp equities (TFC) | 0.6 | $2.8M | -3% | 75k | 36.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.6M | +36% | 19k | 139.69 |
|
| Pepsi (PEP) | 0.5 | $2.6M | +18% | 15k | 169.84 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.5 | $2.6M | -34% | 32k | 82.08 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $2.6M | -19% | 87k | 29.23 |
|
| Coca-Cola Company (KO) | 0.5 | $2.6M | +33% | 43k | 58.93 |
|
| UnitedHealth (UNH) | 0.5 | $2.5M | +40% | 4.8k | 526.46 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.5 | $2.5M | -19% | 27k | 91.05 |
|
| Union Pacific Corporation (UNP) | 0.5 | $2.3M | +27% | 9.4k | 245.62 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.1M | +20% | 3.6k | 582.96 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $2.1M | +33% | 12k | 170.47 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.4 | $2.0M | NEW | 40k | 50.32 |
|
| Cisco Systems (CSCO) | 0.4 | $2.0M | +23% | 39k | 50.52 |
|
| Caterpillar (CAT) | 0.4 | $1.9M | +15% | 6.6k | 295.67 |
|
| Amgen (AMGN) | 0.4 | $1.9M | +36% | 6.7k | 288.00 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.9M | +10% | 55k | 33.67 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.9M | +26% | 6.3k | 296.50 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | +44% | 2.8k | 660.10 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $1.8M | +588% | 30k | 59.62 |
|
| Nextera Energy (NEE) | 0.3 | $1.7M | +15% | 28k | 60.74 |
|
| Tesla Motors (TSLA) | 0.3 | $1.7M | 6.9k | 248.47 |
|
|
| Visa Com Cl A (V) | 0.3 | $1.7M | +22% | 6.6k | 260.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.7M | -18% | 12k | 140.93 |
|
| Automatic Data Processing (ADP) | 0.3 | $1.7M | +36% | 7.1k | 232.97 |
|
| Southern Company (SO) | 0.3 | $1.6M | +12% | 23k | 70.12 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.3 | $1.6M | -25% | 72k | 22.07 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.6M | +41% | 31k | 51.31 |
|
| salesforce (CRM) | 0.3 | $1.5M | +89% | 5.8k | 263.14 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.5M | +7% | 9.5k | 157.23 |
|
| Gilead Sciences (GILD) | 0.3 | $1.5M | +34% | 18k | 81.01 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.3 | $1.5M | -24% | 28k | 53.01 |
|
| ConocoPhillips (COP) | 0.3 | $1.5M | +65% | 13k | 116.07 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | +24% | 3.4k | 426.52 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.4M | +19% | 33k | 43.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | -3% | 6.0k | 237.21 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.4M | -10% | 25k | 54.98 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.3M | 13k | 101.99 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $1.3M | +337% | 12k | 110.07 |
|
| Linde SHS (LIN) | 0.2 | $1.2M | +52% | 3.0k | 410.76 |
|
| Applied Materials (AMAT) | 0.2 | $1.2M | +126% | 7.5k | 162.08 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.2M | -23% | 16k | 75.54 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.2M | +3% | 24k | 49.93 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $1.2M | +2% | 28k | 42.85 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.2M | +20% | 6.1k | 189.46 |
|
| Lowe's Companies (LOW) | 0.2 | $1.1M | +47% | 5.1k | 222.56 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.1M | 2.00 | 542625.00 |
|
|
| Ishares Cur Hd Msci Em (HEEM) | 0.2 | $1.1M | +3% | 43k | 24.58 |
|
| Goldman Sachs (GS) | 0.2 | $1.1M | +8% | 2.7k | 385.83 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $1.0M | +3% | 12k | 84.87 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $1.0M | +7% | 12k | 87.98 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.0M | -34% | 9.2k | 108.41 |
|
| Morgan Stanley Com New (MS) | 0.2 | $976k | +29% | 11k | 93.25 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $910k | +2% | 160k | 5.67 |
|
| Travelers Companies (TRV) | 0.2 | $904k | +5059% | 4.7k | 190.49 |
|
| Intel Corporation (INTC) | 0.2 | $903k | -5% | 18k | 50.25 |
|
| Qualcomm (QCOM) | 0.2 | $897k | +4% | 6.2k | 144.62 |
|
| Air Products & Chemicals (APD) | 0.2 | $868k | +4% | 3.2k | 273.83 |
|
| Anthem (ELV) | 0.2 | $846k | +152% | 1.8k | 471.69 |
|
| Verizon Communications (VZ) | 0.2 | $826k | -8% | 22k | 37.70 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $812k | +3% | 29k | 27.99 |
|
| Nucor Corporation (NUE) | 0.2 | $794k | +24% | 4.6k | 174.04 |
|
| EOG Resources (EOG) | 0.2 | $785k | +26% | 6.5k | 120.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $784k | -4% | 1.9k | 409.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $773k | -9% | 1.6k | 475.36 |
|
| AFLAC Incorporated (AFL) | 0.2 | $771k | +26% | 9.3k | 82.50 |
|
| Wal-Mart Stores (WMT) | 0.1 | $729k | -6% | 4.6k | 157.65 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $714k | 5.8k | 122.75 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $714k | +32% | 1.2k | 596.60 |
|
| Lam Research Corporation (LRCX) | 0.1 | $689k | +23% | 880.00 | 783.30 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $685k | -3% | 8.4k | 81.28 |
|
| Wells Fargo & Company (WFC) | 0.1 | $638k | -22% | 13k | 49.22 |
|
| Intuit (INTU) | 0.1 | $617k | +46% | 987.00 | 625.06 |
|
| BlackRock (BLK) | 0.1 | $605k | -24% | 745.00 | 812.20 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $601k | NEW | 12k | 51.91 |
|
| Servicenow (NOW) | 0.1 | $572k | +45% | 809.00 | 706.49 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $555k | +82700% | 9.9k | 55.90 |
|
| W.W. Grainger (GWW) | 0.1 | $542k | NEW | 654.00 | 828.70 |
|
| Palo Alto Networks (PANW) | 0.1 | $531k | +40% | 1.8k | 294.88 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $521k | -19% | 14k | 38.01 |
|
| Cadence Design Systems (CDNS) | 0.1 | $520k | +89% | 1.9k | 272.37 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $519k | -22% | 5.3k | 97.03 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $516k | -64% | 1.1k | 453.36 |
|
| Chubb (CB) | 0.1 | $516k | +700% | 2.3k | 226.04 |
|
| TJX Companies (TJX) | 0.1 | $508k | +496% | 5.4k | 93.80 |
|
| Citigroup Com New (C) | 0.1 | $507k | -65% | 9.8k | 51.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $505k | -8% | 1.1k | 477.75 |
|
| Synopsys (SNPS) | 0.1 | $495k | +63% | 961.00 | 514.91 |
|
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $486k | -22% | 6.8k | 71.74 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $484k | -4% | 1.0k | 484.00 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $475k | +716% | 6.6k | 72.22 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $473k | +3214% | 5.9k | 79.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $470k | +52% | 1.2k | 406.89 |
|
| American Tower Reit (AMT) | 0.1 | $461k | -37% | 2.1k | 215.89 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $451k | 5.8k | 78.03 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $447k | +58% | 768.00 | 581.34 |
|
| Cigna Corp (CI) | 0.1 | $446k | +38% | 1.5k | 299.35 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $428k | -10% | 9.9k | 43.28 |
|
| Analog Devices (ADI) | 0.1 | $423k | +53% | 2.1k | 198.57 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $423k | +701% | 481.00 | 878.29 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $418k | 2.1k | 200.71 |
|
|
| Wp Carey (WPC) | 0.1 | $418k | -17% | 6.4k | 64.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $401k | 3.7k | 108.26 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $394k | -47% | 1.5k | 261.86 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $389k | -54% | 4.1k | 95.07 |
|
| Pfizer (PFE) | 0.1 | $375k | -17% | 13k | 28.79 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $372k | -41% | 9.3k | 40.06 |
|
| Valero Energy Corporation (VLO) | 0.1 | $365k | -50% | 2.8k | 129.99 |
|
| CSX Corporation (CSX) | 0.1 | $357k | -2% | 10k | 34.67 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $356k | +10% | 4.2k | 84.15 |
|
| International Business Machines (IBM) | 0.1 | $342k | 2.1k | 163.54 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $340k | -29% | 11k | 32.06 |
|
| Oracle Corporation (ORCL) | 0.1 | $328k | -12% | 3.1k | 105.45 |
|
| Xcel Energy (XEL) | 0.1 | $322k | 5.2k | 61.91 |
|
|
| S&p Global (SPGI) | 0.1 | $320k | -62% | 727.00 | 440.61 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $319k | -43% | 10k | 31.54 |
|
| 3M Company (MMM) | 0.1 | $311k | -45% | 2.8k | 109.34 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $310k | 4.1k | 75.36 |
|
|
| Omni (OMC) | 0.1 | $308k | -12% | 3.6k | 86.50 |
|
| Medtronic SHS (MDT) | 0.1 | $305k | -50% | 3.7k | 82.38 |
|
| Emerson Electric (EMR) | 0.1 | $301k | -23% | 3.1k | 97.34 |
|
| MetLife (MET) | 0.1 | $296k | -6% | 4.5k | 66.13 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $292k | -11% | 5.7k | 51.02 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $291k | 5.9k | 49.72 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $290k | 2.0k | 148.36 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $279k | -56% | 796.00 | 351.06 |
|
| Honeywell International (HON) | 0.1 | $279k | -15% | 1.3k | 209.76 |
|
| Altria (MO) | 0.1 | $272k | -39% | 6.8k | 40.34 |
|
| At&t (T) | 0.1 | $265k | -12% | 16k | 16.78 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $262k | +2% | 28k | 9.43 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $255k | 1.1k | 225.51 |
|
|
| Entergy Corporation (ETR) | 0.1 | $253k | -7% | 2.5k | 101.19 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $251k | -7% | 2.3k | 110.66 |
|
| Pulte (PHM) | 0.1 | $251k | -72% | 2.4k | 103.20 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $239k | -27% | 3.5k | 68.80 |
|
| Dominion Resources (D) | 0.0 | $239k | -11% | 5.1k | 47.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $239k | 1.4k | 170.43 |
|
|
| Walt Disney Company (DIS) | 0.0 | $238k | -24% | 2.6k | 90.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $235k | 5.8k | 40.21 |
|
|
| Oneok (OKE) | 0.0 | $235k | -3% | 3.3k | 70.22 |
|
| Starbucks Corporation (SBUX) | 0.0 | $234k | -70% | 2.4k | 96.03 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $231k | -3% | 5.0k | 46.63 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $227k | -4% | 1.6k | 145.03 |
|
| Ecolab (ECL) | 0.0 | $220k | -5% | 1.1k | 198.32 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $220k | -11% | 5.3k | 41.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $219k | +33% | 502.00 | 436.71 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $216k | -17% | 1.8k | 117.12 |
|
| Diamondback Energy (FANG) | 0.0 | $210k | -16% | 1.4k | 155.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $210k | 1.1k | 191.25 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $210k | +1456% | 1.9k | 112.43 |
|
| Intercontinental Exchange (ICE) | 0.0 | $207k | 1.6k | 128.43 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $201k | -18% | 1.6k | 126.69 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $200k | +188% | 2.4k | 85.06 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $199k | -52% | 7.0k | 28.64 |
|
| Equifax (EFX) | 0.0 | $196k | +8% | 793.00 | 247.29 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $196k | -39% | 1.9k | 100.97 |
|
| Biogen Idec (BIIB) | 0.0 | $196k | +12% | 757.00 | 258.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $192k | 2.6k | 73.56 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $191k | +3% | 652.00 | 292.85 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $191k | -26% | 2.7k | 70.36 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $190k | -74% | 1.3k | 149.00 |
|
| Corteva (CTVA) | 0.0 | $188k | +9% | 3.9k | 47.92 |
|
| Keysight Technologies (KEYS) | 0.0 | $184k | +90% | 1.2k | 159.09 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $182k | +5% | 2.3k | 80.97 |
|
| Masco Corporation (MAS) | 0.0 | $182k | -5% | 2.7k | 66.98 |
|
| Cme (CME) | 0.0 | $182k | -71% | 865.00 | 210.54 |
|
| Teradyne (TER) | 0.0 | $182k | +12% | 1.7k | 108.52 |
|
| Etsy (ETSY) | 0.0 | $182k | +13% | 2.2k | 81.05 |
|
| Nike CL B (NKE) | 0.0 | $179k | -2% | 1.6k | 108.58 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $178k | -6% | 13k | 13.80 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $178k | -8% | 1.3k | 139.03 |
|
| General Dynamics Corporation (GD) | 0.0 | $175k | -13% | 674.00 | 259.67 |
|
| Zimmer Holdings (ZBH) | 0.0 | $173k | +10% | 1.4k | 121.68 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $173k | 311.00 | 555.05 |
|
|
| Nuveen Preferred And equity (JPI) | 0.0 | $172k | +2% | 9.4k | 18.28 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $172k | -16% | 1.6k | 104.92 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $172k | +9% | 1.2k | 146.25 |
|
| Tyler Technologies (TYL) | 0.0 | $171k | +9% | 410.00 | 418.12 |
|
| Workday Cl A (WDAY) | 0.0 | $166k | -6% | 600.00 | 276.06 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $164k | 1.1k | 143.61 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $160k | -65% | 302.00 | 530.81 |
|
| General Motors Company (GM) | 0.0 | $160k | -22% | 4.5k | 35.92 |
|
| Campbell Soup Company (CPB) | 0.0 | $160k | +92% | 3.7k | 43.23 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $159k | +2% | 707.00 | 224.88 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $159k | -36% | 1.7k | 94.08 |
|
| Transunion (TRU) | 0.0 | $159k | +7% | 2.3k | 68.71 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $158k | +3% | 571.00 | 277.35 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $158k | 6.2k | 25.64 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $158k | -11% | 882.00 | 178.81 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $158k | 818.00 | 192.52 |
|
|
| Fiserv (FI) | 0.0 | $157k | -30% | 1.2k | 132.84 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $156k | -36% | 1.5k | 107.51 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $154k | 593.00 | 259.31 |
|
|
| Allstate Corporation (ALL) | 0.0 | $153k | -8% | 1.1k | 139.97 |
|
| Ford Motor Company (F) | 0.0 | $152k | -2% | 12k | 12.19 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $151k | -63% | 1.9k | 78.95 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $149k | 2.2k | 66.49 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $147k | 2.1k | 69.47 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $147k | +4% | 8.2k | 17.95 |
|
| Live Oak Bancshares (LOB) | 0.0 | $147k | 3.2k | 45.50 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $146k | +2% | 1.2k | 117.18 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $145k | -7% | 2.1k | 67.35 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $143k | -40% | 2.8k | 52.05 |
|
| Yum! Brands (YUM) | 0.0 | $142k | 1.1k | 130.66 |
|
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $141k | -4% | 4.0k | 35.55 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $138k | -2% | 1.4k | 99.23 |
|
| Fortinet (FTNT) | 0.0 | $135k | -8% | 2.3k | 58.53 |
|
| Equinix (EQIX) | 0.0 | $133k | -9% | 165.00 | 805.39 |
|
| Advanced Micro Devices (AMD) | 0.0 | $130k | -20% | 879.00 | 147.41 |
|
Past Filings by Concord Wealth Partners
SEC 13F filings are viewable for Concord Wealth Partners going back to 2020
- 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