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)

StockValue
MDUMDU RES GROUP INC
$57K
IMFLINVESCO EXCH TRD SLF IDX FD
$57K
PLTRPALANTIR TECHNOLOGIES INC
$57K
VRSNVERISIGN INC
$56K
IYJISHARES TR
$56K
DFAEDIMENSIONAL ETF TRUST
$55K
GLWCORNING INC
$54K
ALNYALNYLAM PHARMACEUTICALS INC
$54K
USBUS BANCORP DEL
$54K
IWRISHARES TR
$52K
VLOVALERO ENERGY CORP
$52K
XLKSELECT SECTOR SPDR TR
$52K
VTVVANGUARD INDEX FDS
$52K
IVWISHARES TR
$51K
ZTSZOETIS INC
$51K
GEVGE VERNOVA INC
$50K
DFIPDIMENSIONAL ETF TRUST
$50K
IXCISHARES TR
$50K
LVHILEGG MASON ETF INVT
$50K
FMATFIDELITY COVINGTON TRUST
$49K
FITBFIFTH THIRD BANCORP
$49K
OEFISHARES TR
$48K
MLMMARTIN MARIETTA MATLS INC
$48K
FFORD MTR CO
$47K
ADBEADOBE INC
$47K
QUALISHARES TR
$46K
RYROYAL BK CDA
$46K
AXPAMERICAN EXPRESS CO
$46K
IUSVISHARES TR
$46K
PPLPPL CORP
$46K
BURLBURLINGTON STORES INC
$45K
AIGAMERICAN INTL GROUP INC
$45K
IGMISHARES TR
$45K
JCIJOHNSON CTLS INTL PLC
$44K
ASMLASML HOLDING N V
$44K
MDYGSPDR SER TR
$44K
CHKPCHECK POINT SOFTWARE TECH LT
$43K
FCBCFIRST CMNTY BANKSHARES INC V
$43K
RACEFERRARI N V
$43K
WTMFWISDOMTREE TR
$42K
AMDADVANCED MICRO DEVICES INC
$42K
XLESELECT SECTOR SPDR TR
$42K
ESMLISHARES TR
$41K
APOAPOLLO GLOBAL MGMT INC
$41K
IQVIQVIA HLDGS INC
$41K
CEGCONSTELLATION ENERGY CORP
$40K
TMOTHERMO FISHER SCIENTIFIC INC
$40K
COFCAPITAL ONE FINL CORP
$40K
LHLABCORP HOLDINGS INC
$40K
KMXCARMAX INC
$40K
DTMDT MIDSTREAM INC
$40K
NSCNORFOLK SOUTHN CORP
$40K
4I1PHILIP MORRIS INTL INC
$39K
VUGVANGUARD INDEX FDS
$39K
IWPISHARES TR
$39K
PHYS/USPROTT PHYSICAL GOLD TR
$38K
CARRCARRIER GLOBAL CORPORATION
$38K
ABGCENCORA INC
$38K
SPTMSPDR SER TR
$38K
ITA*ISHARES TR
$37K
NVGNUVEEN AMT FREE MUN CR INC F
$37K
CAGCONAGRA BRANDS INC
$37K
MSIMOTOROLA SOLUTIONS INC
$37K
ZZILLOW GROUP INC
$37K
STZCONSTELLATION BRANDS INC
$37K
IDIINTERDIGITAL INC
$37K
VOTVANGUARD INDEX FDS
$37K
JAAAJANUS DETROIT STR TR
$36K
VDCVANGUARD WORLD FD
$36K
DYDYCOM INDS INC
$36K
IDUISHARES TR
$36K
AEEAMEREN CORP
$36K
TMTOYOTA MOTOR CORP
$36K
VAWVANGUARD WORLD FD
$35K
SHELSHELL PLC
$34K
AORISHARES TR
$34K
IYRISHARES TR
$34K
ESGEISHARES INC
$33K
PRUPRUDENTIAL FINL INC
$33K
PEOEXELON CORP
$32K
OXYOCCIDENTAL PETE CORP
$32K
ECGEVERUS CONSTR GROUP
$31K
DEODIAGEO PLC
$31K
DYHTARGET CORP
$31K
ITOTISHARES TR
$30K
XLFSELECT SECTOR SPDR TR
$30K
WMBWILLIAMS COS INC
$30K
WMGWARNER MUSIC GROUP CORP
$30K
IVEISHARES TR
$30K
PSLV/USPROTT PHYSICAL SILVER TR
$29K
CNRGSPDR SER TR
$29K
SHOPSHOPIFY INC
$29K
AQLTISHARES TR
$28K
SMLFISHARES TR
$27K
RZVINVESCO EXCHANGE TRADED FD T
$27K
DDDUPONT DE NEMOURS INC
$27K
AEMAGNICO EAGLE MINES LTD
$27K
ESGUISHARES TR
$27K
BSXBOSTON SCIENTIFIC CORP
$27K
VBVANGUARD INDEX FDS
$27K
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