Concord Wealth Partners
Latest statistics and disclosures from Concord Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, VGIT, SRLN, SPDW, XT, and represent 31.35% of Concord Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SRLN (+$22M), FLTR (+$13M), SPYG, PLW, BRK.A, BRK.B, ARKK, NVDA, NULV, SCHD.
- Started 108 new stock positions in Fireeye, KBWB, FHN, AWR, Iac Interactive Ord, ICVT, Holicity, NVAX, General Electric Company, DBX.
- Reduced shares in these 10 stocks: VGIT (-$18M), VCIT (-$13M), SCHR (-$5.6M), DFAC, KOMP, SPMB, IGIB, DGRO, DFAX, RPV.
- Sold out of its positions in Fortinet, ADT, AFRM, Appollo Global Mgmt Inc Cl A, ARHS, ARW, ARWR, ASTR, AURA, BBVA.
- Concord Wealth Partners was a net buyer of stock by $624k.
- Concord Wealth Partners has $387M in assets under management (AUM), dropping by -5.43%.
- Central Index Key (CIK): 0001814214
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Portfolio Holdings for Concord Wealth Partners
Companies in the Concord Wealth Partners portfolio as of the March 2022 quarterly 13F filing
Concord Wealth Partners has 1326 total positions. Only the first 250 positions are shown.
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- Download the Concord Wealth Partners March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 9.7 | $37M | -3% | 701k | 53.41 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 5.7 | $22M | -44% | 350k | 62.91 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 5.7 | $22M | +47672% | 486k | 44.96 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 5.5 | $21M | 615k | 34.28 | ||
| Ishares Tr Exponential Tech (XT) | 4.8 | $19M | +2% | 318k | 59.04 | |
| Spdr Ser Tr Portfli Mortgage (SPMB) | 3.7 | $14M | -12% | 591k | 23.96 | |
| Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) | 3.4 | $13M | NEW | 516k | 25.10 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 3.1 | $12M | -6% | 139k | 85.65 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 2.9 | $11M | -3% | 252k | 44.42 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 2.4 | $9.2M | +4% | 281k | 32.66 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.9 | $7.3M | +113% | 110k | 66.21 | |
| Spdr Ser Tr S&p Kensho New (KOMP) | 1.9 | $7.2M | -28% | 139k | 51.97 | |
| Apple (AAPL) | 1.8 | $6.9M | +5% | 39k | 174.61 | |
| Microsoft Corporation (MSFT) | 1.6 | $6.1M | +5% | 20k | 308.31 | |
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| NVIDIA Corporation (NVDA) | 1.4 | $5.4M | +15% | 20k | 272.86 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 1.3 | $4.9M | -53% | 92k | 53.25 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.2 | $4.7M | +16% | 124k | 38.03 | |
| Truist Financial Corp equities (TFC) | 1.2 | $4.7M | 83k | 56.70 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 1.1 | $4.2M | +22% | 63k | 66.29 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $3.4M | -79% | 39k | 86.04 | |
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.9 | $3.3M | 44k | 75.54 | ||
| Amazon (AMZN) | 0.8 | $3.2M | +14% | 982.00 | 3258.66 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.8 | $2.9M | 35k | 83.32 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.8 | $2.9M | +15% | 34k | 86.61 | |
| Ishares Tr National Mun Etf (MUB) | 0.8 | $2.9M | -4% | 27k | 109.63 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $2.6M | +26% | 33k | 78.89 | |
| Ishares Tr Mbs Etf (MBB) | 0.7 | $2.5M | -25% | 25k | 101.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.2M | +70% | 6.3k | 352.96 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.1M | +5% | 12k | 177.24 | |
| Procter & Gamble Company (PG) | 0.5 | $1.9M | +2% | 12k | 152.81 | |
| Invesco Exch Traded Fd Tr Ii 1 30 Lader Tre (PLW) | 0.5 | $1.8M | +4809% | 53k | 33.76 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.7M | +6% | 12k | 136.32 | |
| Home Depot (HD) | 0.4 | $1.6M | +4% | 5.5k | 299.29 | |
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.4 | $1.6M | +28% | 40k | 38.77 | |
| Tesla Motors (TSLA) | 0.4 | $1.5M | 1.4k | 1077.25 | ||
| Pfizer (PFE) | 0.4 | $1.4M | -5% | 28k | 51.76 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $1.4M | +20% | 19k | 73.71 | |
| Verizon Communications (VZ) | 0.4 | $1.4M | -8% | 27k | 50.95 | |
| Pepsi (PEP) | 0.3 | $1.3M | +5% | 7.7k | 167.45 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | -2% | 5.6k | 227.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.2M | +2% | 436.00 | 2782.11 | |
| Broadcom (AVGO) | 0.3 | $1.2M | +6% | 1.9k | 629.51 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.2M | +3% | 11k | 106.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | +18% | 411.00 | 2793.19 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $1.1M | 5.0k | 222.71 | ||
| Lowe's Companies (LOW) | 0.3 | $1.1M | 5.4k | 202.25 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.1M | NEW | 2.00 | 529000.00 | |
| Facebook Cl A (FB) | 0.3 | $1.1M | +15% | 4.7k | 222.39 | |
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.3 | $1.0M | 29k | 36.00 | ||
| Bank of America Corporation (BAC) | 0.3 | $1.0M | +4% | 25k | 41.21 | |
| Cisco Systems (CSCO) | 0.3 | $1.0M | +5% | 18k | 55.74 | |
| Goldman Sachs Etf Tr Innovat Eq Etf (GINN) | 0.3 | $974k | +117% | 18k | 54.04 | |
| McDonald's Corporation (MCD) | 0.2 | $945k | +7% | 3.8k | 247.25 | |
| Visa Com Cl A (V) | 0.2 | $931k | 4.2k | 221.72 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $930k | -7% | 7.5k | 124.63 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $916k | +2% | 8.2k | 111.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $890k | +12% | 2.0k | 453.85 | |
| Bristol Myers Squibb (BMY) | 0.2 | $888k | +5% | 12k | 73.04 | |
| Amgen (AMGN) | 0.2 | $879k | +14% | 3.6k | 241.75 | |
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.2 | $869k | +25% | 17k | 52.39 | |
| Citigroup Com New (C) | 0.2 | $849k | +13% | 16k | 53.40 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $837k | 8.5k | 99.02 | ||
| United Parcel Service CL B (UPS) | 0.2 | $834k | +2% | 3.9k | 214.56 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $825k | +7% | 26k | 31.77 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $820k | +16% | 4.5k | 183.57 | |
| Merck & Co (MRK) | 0.2 | $820k | +9% | 10k | 82.00 | |
| Intel Corporation (INTC) | 0.2 | $814k | +10% | 16k | 49.57 | |
| UnitedHealth (UNH) | 0.2 | $805k | +3% | 1.6k | 509.82 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $799k | -4% | 9.7k | 82.62 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $790k | +3% | 17k | 46.83 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $774k | +24% | 17k | 45.14 | |
| Honeywell International (HON) | 0.2 | $767k | +2% | 3.9k | 194.52 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $750k | 1.7k | 451.54 | ||
| Union Pacific Corporation (UNP) | 0.2 | $747k | +5% | 2.7k | 273.33 | |
| Emerson Electric (EMR) | 0.2 | $713k | +2% | 7.3k | 98.09 | |
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.2 | $712k | +27% | 7.9k | 89.68 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $698k | +3% | 1.6k | 441.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $696k | +11% | 2.1k | 337.37 | |
| Wp Carey (WPC) | 0.2 | $693k | -2% | 8.6k | 80.84 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $652k | -7% | 6.3k | 102.99 | |
| Ishares Tr U.s. Cnsm Gd Etf (IYK) | 0.2 | $649k | -8% | 3.2k | 200.43 | |
| Coca-Cola Company (KO) | 0.2 | $647k | +30% | 10k | 62.02 | |
| Wal-Mart Stores (WMT) | 0.2 | $631k | -6% | 4.2k | 148.93 | |
| 3M Company (MMM) | 0.2 | $628k | +8% | 4.2k | 148.85 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $626k | +22% | 17k | 38.05 | |
| Eli Lilly & Co. (LLY) | 0.2 | $610k | 2.1k | 286.25 | ||
| Mastercard Incorporated Cl A (MA) | 0.2 | $608k | 1.7k | 357.44 | ||
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $606k | +313% | 22k | 28.13 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $602k | +2% | 1.7k | 362.65 | |
| Chevron Corporation (CVX) | 0.1 | $575k | -7% | 3.5k | 162.84 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $575k | -16% | 8.3k | 69.53 | |
| Nextera Energy (NEE) | 0.1 | $568k | 6.7k | 84.70 | ||
| Caterpillar (CAT) | 0.1 | $567k | +2% | 2.5k | 222.88 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $557k | +16% | 15k | 36.71 | |
| Morgan Stanley Com New (MS) | 0.1 | $545k | +11% | 6.2k | 87.47 | |
| Medtronic SHS (MDT) | 0.1 | $544k | +15% | 4.9k | 111.02 | |
| Southern Company (SO) | 0.1 | $544k | 7.5k | 72.48 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $533k | -8% | 5.3k | 101.18 | |
| American Tower Reit (AMT) | 0.1 | $522k | 2.1k | 251.32 | ||
| PNC Financial Services (PNC) | 0.1 | $521k | +11% | 2.8k | 184.56 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $519k | +3% | 5.1k | 101.41 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $501k | 2.4k | 205.33 | ||
| Automatic Data Processing (ADP) | 0.1 | $495k | +7% | 2.2k | 227.69 | |
| Us Bancorp Del Com New (USB) | 0.1 | $492k | +8% | 9.3k | 53.19 | |
| Analog Devices (ADI) | 0.1 | $490k | 3.0k | 165.21 | ||
| Novartis Sponsored Adr (NVS) | 0.1 | $483k | 5.5k | 87.71 | ||
| BlackRock (BLK) | 0.1 | $480k | +9% | 628.00 | 764.33 | |
| International Business Machines (IBM) | 0.1 | $466k | +8% | 3.6k | 130.13 | |
| Eversource Energy (ES) | 0.1 | $464k | 5.3k | 88.26 | ||
| Air Products & Chemicals (APD) | 0.1 | $453k | +57% | 1.8k | 250.14 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $451k | -14% | 3.7k | 120.98 | |
| American Electric Power Company (AEP) | 0.1 | $436k | 4.4k | 99.84 | ||
| Abbvie (ABBV) | 0.1 | $434k | +12% | 2.7k | 161.94 | |
| General Dynamics Corporation (GD) | 0.1 | $434k | +7% | 1.8k | 241.38 | |
| Enbridge (ENB) | 0.1 | $425k | 9.2k | 46.06 | ||
| Anthem (ANTM) | 0.1 | $413k | 840.00 | 491.67 | ||
| Synopsys (SNPS) | 0.1 | $401k | +2% | 1.2k | 333.61 | |
| salesforce (CRM) | 0.1 | $400k | +36% | 1.9k | 212.31 | |
| Goldman Sachs (GS) | 0.1 | $399k | +9% | 1.2k | 330.30 | |
| MetLife (MET) | 0.1 | $392k | +7% | 5.6k | 70.30 | |
| Oracle Corporation (ORCL) | 0.1 | $390k | +2% | 4.7k | 82.78 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $379k | +5% | 642.00 | 590.34 | |
| Ford Motor Company (F) | 0.1 | $374k | -4% | 22k | 16.89 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $359k | +6% | 4.0k | 90.38 | |
| At&t (T) | 0.1 | $350k | -6% | 15k | 23.61 | |
| Principal Financial (PFG) | 0.1 | $349k | +3% | 4.8k | 73.46 | |
| Direxion Shs Etf Tr Moonshot Innovat (MOON) | 0.1 | $347k | +175% | 17k | 20.02 | |
| Entergy Corporation (ETR) | 0.1 | $343k | 2.9k | 116.79 | ||
| Walt Disney Company (DIS) | 0.1 | $330k | +5% | 2.4k | 137.33 | |
| CSX Corporation (CSX) | 0.1 | $316k | 8.4k | 37.47 | ||
| Te Connectivity Reg Shs (TEL) | 0.1 | $312k | 2.4k | 131.09 | ||
| Abbott Laboratories (ABT) | 0.1 | $309k | +13% | 2.6k | 118.25 | |
| Cigna Corp (CI) | 0.1 | $307k | 1.3k | 239.66 | ||
| Wells Fargo & Company (WFC) | 0.1 | $307k | 6.3k | 48.48 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $304k | +12% | 4.8k | 62.85 | |
| Qualcomm (QCOM) | 0.1 | $297k | +4% | 1.9k | 152.70 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $295k | 1.6k | 180.10 | ||
| Prudential Financial (PRU) | 0.1 | $294k | +13% | 2.5k | 118.36 | |
| Palo Alto Networks (PANW) | 0.1 | $294k | +6% | 472.00 | 622.88 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $293k | -3% | 4.0k | 73.66 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $290k | -9% | 7.5k | 38.70 | |
| General Motors Company (GM) | 0.1 | $288k | -11% | 6.6k | 43.78 | |
| Diamondback Energy (FANG) | 0.1 | $283k | 2.1k | 137.25 | ||
| Applied Materials (AMAT) | 0.1 | $274k | 2.1k | 131.79 | ||
| Abb Sponsored Adr (ABB) | 0.1 | $273k | 8.4k | 32.38 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $273k | +7% | 2.5k | 107.95 | |
| Seagate Technology SHS | 0.1 | $271k | NEW | 3.0k | 89.79 | |
| Altria (MO) | 0.1 | $268k | +12% | 5.1k | 52.34 | |
| Dominion Resources (D) | 0.1 | $260k | -2% | 3.1k | 84.94 | |
| Costco Wholesale Corporation (COST) | 0.1 | $258k | +10% | 449.00 | 574.61 | |
| Ametek (AME) | 0.1 | $257k | -5% | 1.9k | 133.16 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $254k | -24% | 4.6k | 55.57 | |
| Hp (HPQ) | 0.1 | $254k | -3% | 7.0k | 36.34 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $251k | -16% | 603.00 | 416.25 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $250k | +2% | 23k | 10.78 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $244k | +687% | 5.1k | 48.06 | |
| Waste Management (WM) | 0.1 | $240k | 1.5k | 158.73 | ||
| American Express Company (AXP) | 0.1 | $240k | -6% | 1.3k | 187.21 | |
| Amphenol Corp Cl A (APH) | 0.1 | $239k | +2% | 3.2k | 75.25 | |
| Equinix (EQIX) | 0.1 | $238k | +2% | 321.00 | 741.43 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $235k | +4833% | 7.4k | 31.55 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $233k | NEW | 3.9k | 59.33 | |
| Lam Research Corporation (LRCX) | 0.1 | $232k | +2% | 431.00 | 538.28 | |
| General Electric Company | 0.1 | $232k | NEW | 2.5k | 91.52 | |
| ON Semiconductor (ON) | 0.1 | $226k | -3% | 3.6k | 62.62 | |
| Cadence Design Systems (CDNS) | 0.1 | $223k | +5% | 1.4k | 164.45 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $220k | -2% | 1.3k | 163.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $216k | 2.1k | 104.15 | ||
| Marriott Intl Cl A (MAR) | 0.1 | $216k | -2% | 1.2k | 175.47 | |
| Chubb (CB) | 0.1 | $216k | +4% | 1.0k | 214.07 | |
| Corning Incorporated (GLW) | 0.1 | $215k | -3% | 5.8k | 36.83 | |
| Broadridge Financial Solutions (BR) | 0.1 | $215k | 1.4k | 155.68 | ||
| Paypal Holdings (PYPL) | 0.1 | $214k | -14% | 1.9k | 115.55 | |
| Relx Sponsored Adr (RELX) | 0.1 | $214k | -5% | 6.9k | 31.10 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $212k | +144% | 2.0k | 107.23 | |
| Starbucks Corporation (SBUX) | 0.1 | $206k | 2.3k | 90.95 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $205k | +5% | 2.7k | 75.65 | |
| Booking Holdings (BKNG) | 0.1 | $204k | +4% | 87.00 | 2344.83 | |
| AFLAC Incorporated (AFL) | 0.1 | $204k | 3.2k | 64.54 | ||
| Becton, Dickinson and (BDX) | 0.1 | $202k | 760.00 | 265.79 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $200k | +8% | 1.1k | 185.19 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $200k | -2% | 1.3k | 149.59 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $198k | -2% | 750.00 | 264.00 | |
| Wec Energy Group (WEC) | 0.1 | $195k | +3% | 2.0k | 99.95 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $195k | +7% | 2.3k | 85.56 | |
| Valero Energy Corporation (VLO) | 0.0 | $192k | -2% | 1.9k | 101.48 | |
| Orix Corp Sponsored Adr (IX) | 0.0 | $188k | -19% | 1.9k | 99.79 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $186k | 4.5k | 41.65 | ||
| eBay (EBAY) | 0.0 | $185k | 3.2k | 57.12 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $184k | 3.0k | 61.11 | ||
| Nuveen Preferred And equity (JPI) | 0.0 | $181k | 8.2k | 21.96 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $181k | +24% | 601.00 | 301.16 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $181k | +12% | 3.6k | 49.75 | |
| Yum! Brands (YUM) | 0.0 | $179k | 1.5k | 118.54 | ||
| Metropcs Communications (TMUS) | 0.0 | $176k | 1.4k | 128.00 | ||
| Ansys (ANSS) | 0.0 | $176k | 554.00 | 317.69 | ||
| Marsh & McLennan Companies (MMC) | 0.0 | $175k | 1.0k | 170.90 | ||
| IDEXX Laboratories (IDXX) | 0.0 | $174k | +2% | 318.00 | 547.17 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $174k | 740.00 | 235.14 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $173k | -23% | 2.2k | 79.61 | |
| Dollar Tree (DLTR) | 0.0 | $171k | 1.1k | 159.96 | ||
| Stryker Corporation (SYK) | 0.0 | $171k | +19% | 641.00 | 266.77 | |
| McKesson Corporation (MCK) | 0.0 | $171k | 559.00 | 305.90 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $170k | +2% | 1.2k | 137.32 | |
| Briacell Therapeutics Corp Com New (BCTX) | 0.0 | $170k | +31% | 17k | 10.13 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $169k | 1.0k | 161.88 | ||
| Omni (OMC) | 0.0 | $167k | +4% | 2.0k | 84.77 | |
| Zoetis Cl A (ZTS) | 0.0 | $167k | +4% | 885.00 | 188.70 | |
| Vmware Cl A Com (VMW) | 0.0 | $164k | +4% | 1.4k | 113.81 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $164k | +8% | 1.8k | 89.81 | |
| Target Corporation (TGT) | 0.0 | $163k | 770.00 | 211.69 | ||
| Advanced Micro Devices (AMD) | 0.0 | $163k | +29% | 1.5k | 109.47 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $162k | +8% | 1.3k | 123.19 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $161k | +11% | 3.0k | 53.92 | |
| Mettler-Toledo International (MTD) | 0.0 | $161k | 117.00 | 1376.07 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $161k | -2% | 2.4k | 66.31 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $159k | 1.2k | 137.07 | ||
| Trimble Navigation (TRMB) | 0.0 | $159k | -5% | 2.2k | 72.21 | |
| Marvell Technology Group Ord | 0.0 | $159k | NEW | 2.2k | 71.75 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $159k | +82% | 6.4k | 24.93 | |
| Digital Realty Trust (DLR) | 0.0 | $158k | -4% | 1.1k | 142.09 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $157k | +7% | 3.1k | 50.34 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $154k | +6% | 573.00 | 268.76 | |
| Kinder Morgan (KMI) | 0.0 | $154k | 8.1k | 18.90 | ||
| Linde SHS (LIN) | 0.0 | $153k | +33% | 478.00 | 320.08 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $152k | +116% | 2.0k | 75.02 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $152k | 1.8k | 82.34 | ||
| Pimco Dynamic Income SHS (PDI) | 0.0 | $151k | 6.2k | 24.44 | ||
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $151k | -22% | 2.0k | 76.73 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $151k | 3.5k | 43.65 | ||
| Illinois Tool Works (ITW) | 0.0 | $150k | +32% | 716.00 | 209.50 | |
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $150k | -12% | 2.4k | 61.50 | |
| People's United Financial (PBCT) | 0.0 | $149k | 7.4k | 20.06 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $146k | +44% | 508.00 | 287.40 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $144k | -81% | 3.8k | 37.79 | |
| Unilever Spon Adr New (UL) | 0.0 | $142k | -11% | 3.1k | 45.66 | |
| Philip Morris International (PM) | 0.0 | $141k | 1.5k | 93.75 | ||
| Fiserv (FISV) | 0.0 | $140k | 1.4k | 101.08 | ||
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $139k | +96% | 2.8k | 49.66 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $138k | 1.1k | 122.67 | ||
| Gilead Sciences (GILD) | 0.0 | $137k | +7% | 2.3k | 59.64 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $136k | -3% | 2.6k | 51.42 | |
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $136k | +2596% | 1.8k | 77.58 | |
| Ingredion Incorporated (INGR) | 0.0 | $136k | 1.6k | 87.29 | ||
| Danaher Corporation (DHR) | 0.0 | $136k | +4% | 465.00 | 292.47 | |
| Valmont Industries (VMI) | 0.0 | $136k | -9% | 569.00 | 239.02 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $136k | -4% | 1.7k | 77.85 | |
| American Intl Group Com New (AIG) | 0.0 | $136k | 2.2k | 62.64 | ||
| Charles Schwab Corporation (SCHW) | 0.0 | $135k | -5% | 1.6k | 84.11 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $134k | 3.1k | 43.24 | ||
Past Filings by Concord Wealth Partners
SEC 13F filings are viewable for Concord Wealth Partners going back to 2020
- 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