Concord Asset Management, LLC/VA Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$664.8B

Holdings

201

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
BACBANK AMERICA CORP
$1.6B
INDAISHARES TR
$1.5B
DFAIDIMENSIONAL ETF TRUST
$1.5B
SPYMSPDR SERIES TRUST
$1.5B
ABBVABBVIE INC
$1.4B
KLACKLA CORP
$1.4B
IDV*ISHARES TR
$1.4B
JEPIJ P MORGAN EXCHANGE TRADED F
$1.3B
CVXCHEVRON CORP NEW
$1.3B
AFLAFLAC INC
$1.3B
DFNMDIMENSIONAL ETF TRUST
$1.3B
MRSHMARSH & MCLENNAN COS INC
$1.3B
CLCOLGATE PALMOLIVE CO
$1.3B
PANWPALO ALTO NETWORKS INC
$1.3B
SPDGSPDR SERIES TRUST
$1.3B
TDVPROSHARES TR
$1.2B
SNPSSYNOPSYS INC
$1.2B
FLTRVANECK ETF TRUST
$1.2B
PEPPEPSICO INC
$1.2B
CSCOCISCO SYS INC
$1.2B
DDOMINION ENERGY INC
$1.2B
JEPQJ P MORGAN EXCHANGE TRADED F
$1.1B
WFCWELLS FARGO CO NEW
$1.1B
VYMVANGUARD WHITEHALL FDS
$1.1B
SPYSPDR S&P 500 ETF TR
$1.1B
PFEPFIZER INC
$1.1B
BMYBRISTOL-MYERS SQUIBB CO
$1.1B
TRVCCITIGROUP INC
$1.1B
DONSPDR DOW JONES INDL AVERAGE
$1.0B
QCOMQUALCOMM INC
$984.7M
VCITVANGUARD SCOTTSDALE FDS
$959.9M
BLKBLACKROCK INC
$953.1M
IYWISHARES TR
$941.0M
ITWILLINOIS TOOL WKS INC
$872.4M
VGTVANGUARD WORLD FD
$740.9M
LOWLOWES COS INC
$740.7M
BRK-BBERKSHIRE HATHAWAY INC DEL
$728.8M
PYLDPIMCO ETF TR
$712.3M
CITHE CIGNA GROUP
$696.5M
IVVISHARES TR
$688.4M
DRIDARDEN RESTAURANTS INC
$669.8M
RPVINVESCO EXCHANGE TRADED FD T
$661.5M
DFSBDIMENSIONAL ETF TRUST
$661.5M
FLXRTCW ETF TRUST
$625.1M
BKLNINVESCO EXCH TRADED FD TR II
$624.3M
CTRACOTERRA ENERGY INC
$618.7M
VGITVANGUARD SCOTTSDALE FDS
$609.6M
USMVISHARES TR
$551.4M
SPGIS&P GLOBAL INC
$544.4M
NULVNUSHARES ETF TR
$536.2M
MOALTRIA GROUP INC
$529.1M
ORCLORACLE CORP
$522.3M
DSIISHARES TR
$517.7M
IWMISHARES TR
$482.2M
LINLINDE PLC
$440.4M
MPCMARATHON PETE CORP
$412.3M
QQQMINVESCO EXCH TRADED FD TR II
$407.9M
SYKSTRYKER CORPORATION
$382.0M
KKRKKR & CO INC
$379.3M
DELLDELL TECHNOLOGIES INC
$361.2M
EFAISHARES TR
$359.4M
SLYVSPDR SERIES TRUST
$357.2M
IJRISHARES TR
$356.4M
APDAIR PRODS & CHEMS INC
$351.9M
AEPAMERICAN ELEC PWR CO INC
$333.3M
RTXRTX CORPORATION
$333.0M
CGWINVESCO EXCH TRADED FD TR II
$325.5M
XELXCEL ENERGY INC
$323.1M
HYTBLACKROCK CORPOR HI YLD FD I
$312.6M
MARMARRIOTT INTL INC NEW
$309.0M
AMTAMERICAN TOWER CORP NEW
$303.5M
MASMASCO CORP
$299.5M
IGSBISHARES TR
$282.2M
WDAYWORKDAY INC
$279.4M
SPYVSPDR SERIES TRUST
$275.5M
AQLTISHARES TR
$274.5M
IJHISHARES TR
$274.2M
VIGVANGUARD SPECIALIZED FUNDS
$267.6M
XTISHARES TR
$258.3M
BMTABRITISH AMERN TOB PLC
$257.3M
ESGVVANGUARD WORLD FD
$256.7M
SPABSPDR SERIES TRUST
$254.8M
FANGDIAMONDBACK ENERGY INC
$248.6M
DFAEDIMENSIONAL ETF TRUST
$239.6M
CSXCSX CORP
$239.1M
EEMISHARES TR
$236.2M
ELVELEVANCE HEALTH INC
$235.1M
LQDISHARES TR
$229.7M
BIVVANGUARD BD INDEX FDS
$228.9M
FTECFIDELITY COVINGTON TRUST
$227.2M
OMFLINVESCO EXCH TRD SLF IDX FD
$226.2M
VSDBVANGUARD MALVERN FDS
$223.7M
XJPIXNUVEEN PFD SECS & INC OPPTY
$220.6M
GEGE AEROSPACE
$217.2M
VOEVANGUARD INDEX FDS
$216.4M
GQ9SPDR GOLD TR
$207.1M
VOOGVANGUARD ADMIRAL FDS INC
$207.0M
MUBISHARES TR
$206.6M
ACNACCENTURE PLC IRELAND
$204.7M
PDIPIMCO DYNAMIC INCOME FD
$194.5M
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