Concord Wealth Partners Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$609.0M
Holdings
813
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (813 positions)
| Stock | Value |
|---|---|
MGKVANGUARD WORLD FD | $167K |
WMWASTE MGMT INC DEL | $162K |
BKCGBNY MELLON ETF TRUST II | $161K |
AZNASTRAZENECA PLC | $160K |
ESGDISHARES TR | $160K |
GQ9SPDR GOLD TR | $158K |
SCHWSCHWAB CHARLES CORP | $158K |
YUMYUM BRANDS INC | $157K |
HYLBDBX ETF TR | $154K |
GOVIINVESCO EXCH TRADED FD TR II | $151K |
VYMIVANGUARD WHITEHALL FDS | $148K |
NVSNNOVARTIS AG | $148K |
ETENERGY TRANSFER L P | $143K |
EUSAISHARES INC | $140K |
HYGISHARES TR | $138K |
MRKMERCK & CO INC | $137K |
NGGNATIONAL GRID PLC | $136K |
GEGE AEROSPACE | $135K |
GDGENERAL DYNAMICS CORP | $131K |
AEPAMERICAN ELEC PWR CO INC | $131K |
GILDGILEAD SCIENCES INC | $131K |
IDXXIDEXX LABS INC | $131K |
VWOVANGUARD INTL EQUITY INDEX F | $125K |
VCSHVANGUARD SCOTTSDALE FDS | $125K |
IJJISHARES TR | $124K |
NUMVNUSHARES ETF TR | $117K |
IHIISHARES TR | $116K |
BTCGRAYSCALE BITCOIN MINI TR ET | $116K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $115K |
GMGENERAL MTRS CO | $115K |
UPSUNITED PARCEL SERVICE INC | $114K |
EMREMERSON ELEC CO | $114K |
MMM3M CO | $114K |
DTEDTE ENERGY CO | $114K |
WPCWP CAREY INC | $113K |
XLYSELECT SECTOR SPDR TR | $113K |
VEAVANGUARD TAX-MANAGED FDS | $109K |
MTDMETTLER TOLEDO INTERNATIONAL | $109K |
CLFCLEVELAND-CLIFFS INC NEW | $107K |
FCPIFIDELITY COVINGTON TRUST | $105K |
SPGSIMON PPTY GROUP INC NEW | $105K |
NFLXNETFLIX INC | $104K |
VBKVANGUARD INDEX FDS | $102K |
KMBKIMBERLY-CLARK CORP | $102K |
KMIKINDER MORGAN INC DEL | $102K |
HONHONEYWELL INTL INC | $101K |
SCHGSCHWAB STRATEGIC TR | $101K |
DFIVDIMENSIONAL ETF TRUST | $99K |
HRLHORMEL FOODS CORP | $96K |
INTCINTEL CORP | $96K |
DFAWDIMENSIONAL ETF TRUST | $94K |
ULUNILEVER PLC | $94K |
DCORDIMENSIONAL ETF TRUST | $94K |
BCCCGLOBAL X FDS | $92K |
DFICDIMENSIONAL ETF TRUST | $91K |
BDXBECTON DICKINSON & CO | $91K |
IWDISHARES TR | $90K |
SBUXSTARBUCKS CORP | $88K |
XLRESELECT SECTOR SPDR TR | $87K |
XLCSELECT SECTOR SPDR TR | $87K |
AUBATLANTIC UN BANKSHARES CORP | $85K |
WECWEC ENERGY GROUP INC | $85K |
DFGXDIMENSIONAL ETF TRUST | $83K |
IWVISHARES TR | $83K |
IEMGISHARES INC | $81K |
PLDPROLOGIS INC. | $80K |
VOVANGUARD INDEX FDS | $78K |
SLVISHARES SILVER TR | $78K |
USHYISHARES TR | $77K |
IUSGISHARES TR | $77K |
KNFKNIFE RIVER CORP | $76K |
ARTYISHARES TR | $76K |
LOBLIVE OAK BANCSHARES INC | $76K |
XLGINVESCO EXCHANGE TRADED FD T | $75K |
ENBENBRIDGE INC | $75K |
APPNAPPIAN CORP | $74K |
YUMCYUM CHINA HLDGS INC | $73K |
AOAISHARES TR | $73K |
EQIXEQUINIX INC | $73K |
DGCBDIMENSIONAL ETF TRUST | $70K |
MTBM & T BK CORP | $69K |
FISVFISERV INC | $69K |
INGRINGREDION INC | $67K |
CHTRCHARTER COMMUNICATIONS INC N | $66K |
BABOEING CO | $66K |
PCYINVESCO EXCH TRADED FD TR II | $65K |
IJSISHARES TR | $65K |
EBAEBAY INC. | $64K |
XLVSELECT SECTOR SPDR TR | $63K |
ETRENTERGY CORP NEW | $63K |
VONGVANGUARD SCOTTSDALE FDS | $63K |
AGGISHARES TR | $63K |
CVSCVS HEALTH CORP | $63K |
MDTMEDTRONIC PLC | $61K |
GTOINVESCO ACTIVELY MANAGED EXC | $61K |
IJTISHARES TR | $60K |
BKBANK NEW YORK MELLON CORP | $60K |
MSEXMIDDLESEX WTR CO | $59K |
SCHYSCHWAB STRATEGIC TR | $59K |
VXFVANGUARD INDEX FDS | $58K |