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 |
|---|---|
AIZASSURANT INC | $26K |
PG4PRINCIPAL FINANCIAL GROUP IN | $26K |
KRKROGER CO | $26K |
OTISOTIS WORLDWIDE CORP | $26K |
MOATVANECK ETF TRUST | $26K |
GSKGSK PLC | $26K |
MBBISHARES TR | $26K |
METMETLIFE INC | $25K |
ADSKAUTODESK INC | $25K |
MDYSPDR S&P MIDCAP 400 ETF TR | $25K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $25K |
HLTHILTON WORLDWIDE HLDGS INC | $24K |
NXJNUVEEN NEW JERSEY QULT MUN F | $24K |
SAMBOSTON BEER INC | $24K |
RCLROYAL CARIBBEAN GROUP | $24K |
CTVACORTEVA INC | $24K |
CCLCARNIVAL CORP | $24K |
PSXPHILLIPS 66 | $24K |
FRELFIDELITY COVINGTON TRUST | $23K |
ALSALLSTATE CORP | $23K |
WHWYNDHAM HOTELS & RESORTS INC | $23K |
BPBP PLC | $23K |
EFVISHARES TR | $22K |
VSSVANGUARD INTL EQUITY INDEX F | $22K |
CAHCARDINAL HEALTH INC | $22K |
MUMICRON TECHNOLOGY INC | $22K |
TPRTAPESTRY INC | $22K |
UFPIUFP INDUSTRIES INC | $21K |
VISVANGUARD WORLD FD | $21K |
MPLXMPLX LP | $21K |
7HPHP INC | $21K |
KEYKEYCORP | $20K |
TMUST-MOBILE US INC | $20K |
FQIDIGITAL RLTY TR INC | $20K |
XEVVXEATON VANCE LIMITED DURATION | $19K |
GSYINVESCO ACTIVELY MANAGED EXC | $19K |
VTRSVIATRIS INC | $19K |
DEDEERE & CO | $19K |
JMEEJ P MORGAN EXCHANGE TRADED F | $19K |
TIPISHARES TR | $19K |
SIXGETF SER SOLUTIONS | $18K |
JPCNUVEEN PFD & INCOME OPPORTUN | $18K |
SYMSYMBOTIC INC | $18K |
ZGZILLOW GROUP INC | $18K |
LAMRLAMAR ADVERTISING CO NEW | $18K |
DOVDOVER CORP | $18K |
PNRPENTAIR PLC | $17K |
SFYTIDAL ETF TR | $17K |
ARMARM HOLDINGS PLC | $17K |
FESMFIDELITY COVINGTON TRUST | $17K |
WBDWARNER BROS DISCOVERY INC | $17K |
FENIFIDELITY COVINGTON TRUST | $17K |
VRIGINVESCO ACTIVELY MANAGED EXC | $17K |
BXBLACKSTONE INC | $17K |
GISGENERAL MLS INC | $16K |
VNTVONTIER CORPORATION | $16K |
VLUEISHARES TR | $16K |
BIIBBIOGEN INC | $16K |
HSYHERSHEY CO | $16K |
GSLCGOLDMAN SACHS ETF TR | $15K |
OMFSINVESCO EXCH TRD SLF IDX FD | $15K |
OCOWENS CORNING NEW | $15K |
FISFIDELITY NATL INFORMATION SV | $15K |
DFGRDIMENSIONAL ETF TRUST | $15K |
VEEVVEEVA SYS INC | $15K |
HPEHEWLETT PACKARD ENTERPRISE C | $15K |
FALNISHARES TR | $14K |
ECLECOLAB INC | $14K |
GPCGENUINE PARTS CO | $14K |
EDCONSOLIDATED EDISON INC | $14K |
SILGLOBAL X FDS | $14K |
SPEMSPDR INDEX SHS FDS | $14K |
WTRGESSENTIAL UTILS INC | $14K |
MDLZMONDELEZ INTL INC | $14K |
SLBSCHLUMBERGER LTD | $14K |
OMCOMNICOM GROUP INC | $14K |
FTSFORTIS INC | $14K |
RG6ROGERS CORP | $14K |
FMDEFIDELITY COVINGTON TRUST | $14K |
MTUMISHARES TR | $13K |
ADIANALOG DEVICES INC | $13K |
HEHAWAIIAN ELEC INDUSTRIES | $13K |
DFSEURDISCOVER FINL SVCS | $13K |
BAXBAXTER INTL INC | $13K |
BABAALIBABA GROUP HLDG LTD | $13K |
VOOVVANGUARD ADMIRAL FDS INC | $13K |
SHWSHERWIN WILLIAMS CO | $13K |
ZBHZIMMER BIOMET HOLDINGS INC | $13K |
AESAES CORP | $12K |
PNCPNC FINL SVCS GROUP INC | $12K |
LYGLLOYDS BANKING GROUP PLC | $12K |
NDAQNASDAQ INC | $11K |
NUENUCOR CORP | $11K |
SDGISHARES TR | $11K |
KOMPSPDR SER TR | $11K |
BLDRBUILDERS FIRSTSOURCE INC | $11K |
FSKFS KKR CAP CORP | $11K |
DFSVDIMENSIONAL ETF TRUST | $11K |
OREALTY INCOME CORP | $11K |
KARSKRANESHARES TRUST | $11K |