Concord Asset Management, LLC/VA Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$453.7M

Holdings

122

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
SPSBSPDR SER TR
$27.3M
SHVISHARES TR
$26.4M
SPTISPDR SER TR
$25.8M
SPIBSPDR SER TR
$25.2M
SPDWSPDR INDEX SHS FDS
$24.3M
HYBLSSGA ACTIVE TR
$23.3M
AAPLAPPLE INC
$13.6M
MSFTMICROSOFT CORP
$10.6M
SPYGSPDR SER TR
$10.0M
NVDANVIDIA CORPORATION
$9.8M
JQUAJ P MORGAN EXCHANGE TRADED F
$9.7M
AVEMAMERICAN CENTY ETF TR
$8.8M
DONWISDOMTREE TR
$7.3M
DWXSPDR INDEX SHS FDS
$7.2M
XMHQINVESCO EXCHANGE TRADED FD T
$7.1M
AVUVAMERICAN CENTY ETF TR
$6.7M
AMZNAMAZON COM INC
$6.7M
JPMJPMORGAN CHASE & CO.
$6.4M
METAMETA PLATFORMS INC
$5.9M
AVLVAMERICAN CENTY ETF TR
$5.4M
AVGOBROADCOM INC
$5.3M
DGROISHARES TR
$5.2M
GOOGLALPHABET INC
$4.6M
KOCOCA COLA CO
$4.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.2M
IGROISHARES TR
$4.0M
VIGIVANGUARD WHITEHALL FDS
$4.0M
LMTLOCKHEED MARTIN CORP
$3.8M
NEENEXTERA ENERGY INC
$3.7M
NOBLPROSHARES TR
$3.7M
SOSOUTHERN CO
$3.6M
XOMEXXON MOBIL CORP
$3.5M
SMINISHARES TR
$3.2M
MCKMCKESSON CORP
$3.1M
HDHOME DEPOT INC
$3.1M
JNJJOHNSON & JOHNSON
$3.1M
INDAISHARES TR
$2.9M
COPCONOCOPHILLIPS
$2.9M
GSGOLDMAN SACHS GROUP INC
$2.9M
UNPUNION PAC CORP
$2.8M
COSTCOSTCO WHSL CORP NEW
$2.8M
DWDMORGAN STANLEY
$2.7M
CATCATERPILLAR INC
$2.7M
PGPROCTER AND GAMBLE CO
$2.6M
MAMASTERCARD INCORPORATED
$2.6M
LLYELI LILLY & CO
$2.5M
TXNTEXAS INSTRS INC
$2.5M
VVISA INC
$2.5M
AMGNAMGEN INC
$2.4M
ADPAUTOMATIC DATA PROCESSING IN
$2.3M
WMTWALMART INC
$2.3M
CMCSACOMCAST CORP NEW
$2.3M
GWWGRAINGER W W INC
$2.2M
CBCHUBB LIMITED
$2.2M
UNHUNITEDHEALTH GROUP INC
$2.2M
DUKDUKE ENERGY CORP NEW
$2.1M
DVYEISHARES INC
$2.1M
STLDSTEEL DYNAMICS INC
$2.0M
CRMSALESFORCE INC
$2.0M
DVYAISHARES INC
$2.0M
SCHDSCHWAB STRATEGIC TR
$2.0M
SMHVANECK ETF TRUST
$2.0M
MCDMCDONALDS CORP
$2.0M
ETNEATON CORP PLC
$2.0M
WSMWILLIAMS SONOMA INC
$1.9M
AMATAPPLIED MATLS INC
$1.8M
BILSPDR SER TR
$1.8M
TRVTRAVELERS COMPANIES INC
$1.7M
TSLATESLA INC
$1.7M
VRTXVERTEX PHARMACEUTICALS INC
$1.7M
INTUINTUIT
$1.6M
ABTABBOTT LABS
$1.6M
TJXTJX COS INC NEW
$1.5M
ISRGINTUITIVE SURGICAL INC
$1.4M
CLCOLGATE PALMOLIVE CO
$1.4M
CDNSCADENCE DESIGN SYSTEM INC
$1.4M
REGNREGENERON PHARMACEUTICALS
$1.3M
MRSHMARSH & MCLENNAN COS INC
$1.3M
XSHDINVESCO EXCH TRADED FD TR II
$1.3M
GOOGALPHABET INC
$1.2M
NOWSERVICENOW INC
$1.2M
BACVERIZON COMMUNICATIONS INC
$1.2M
KLACKLA CORP
$1.2M
DISDISNEY WALT CO
$1.1M
TDVPROSHARES TR
$1.1M
AFLAFLAC INC
$1.1M
SPDGSPDR SER TR
$1.1M
PFEPFIZER INC
$1.1M
ABBVABBVIE INC
$1.1M
CVXCHEVRON CORP NEW
$1.1M
LRCXLAM RESEARCH CORP
$1.0M
BACBANK AMERICA CORP
$1.0M
SPYMSPDR SER TR
$1.0M
PANWPALO ALTO NETWORKS INC
$1.0M
SNPSSYNOPSYS INC
$997K
PEPPEPSICO INC
$977K
IBMINTERNATIONAL BUSINESS MACHS
$947K
WFCWELLS FARGO CO NEW
$867K
VYMVANGUARD WHITEHALL FDS
$832K
TRVCCITIGROUP INC
$811K
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