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
DKNGDRAFTKINGS INC NEW
$11K
PAYXPAYCHEX INC
$11K
BBNBLACKROCK TAX MUNICPAL BD TR
$10K
MINMFS INTER INCOME TR
$10K
CMECME GROUP INC
$10K
VXUSVANGUARD STAR FDS
$10K
EOGEOG RES INC
$10K
NRANRG ENERGY INC
$10K
SOLVSOLVENTUM CORP
$10K
DHRDANAHER CORPORATION
$10K
RBARB GLOBAL INC
$10K
LHXL3HARRIS TECHNOLOGIES INC
$10K
PGFINVESCO EXCHANGE TRADED FD T
$10K
PMMPUTNAM MANAGED MUN INCOME TR
$10K
DOWDOW INC
$9K
NOCNORTHROP GRUMMAN CORP
$9K
ENQENTEGRIS INC
$9K
HUBSHUBSPOT INC
$9K
CAVACAVA GROUP INC
$9K
HCAHCA HEALTHCARE INC
$9K
DGDOLLAR GEN CORP NEW
$9K
PAASPAN AMERN SILVER CORP
$8K
SKYYFIRST TR EXCHANGE TRADED FD
$8K
HIIHUNTINGTON INGALLS INDS INC
$8K
FDNFIRST TR EXCHANGE-TRADED FD
$8K
INTFISHARES TR
$8K
AOMISHARES TR
$8K
SNYSANOFI
$8K
CSGPCOSTAR GROUP INC
$8K
EIXEDISON INTL
$8K
FELCFIDELITY COVINGTON TRUST
$8K
LPLALPL FINL HLDGS INC
$8K
HEEMISHARES INC
$8K
XSOEWISDOMTREE TR
$8K
PFFISHARES TR
$8K
SUSUNCOR ENERGY INC NEW
$8K
TSCOTRACTOR SUPPLY CO
$8K
APHAMPHENOL CORP NEW
$8K
EQREQUITY RESIDENTIAL
$8K
BGHBARINGS GLOBAL SHORT DURATIO
$8K
PFNPIMCO INCOME STRATEGY FD II
$7K
FASTFASTENAL CO
$7K
KNSLKINSALE CAP GROUP INC
$7K
MRNAMODERNA INC
$7K
TDTORONTO DOMINION BK ONT
$7K
WWDWOODWARD INC
$7K
VBRVANGUARD INDEX FDS
$7K
FNFFIDELITY NATIONAL FINANCIAL
$7K
YETIYETI HLDGS INC
$7K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$7K
XLISELECT SECTOR SPDR TR
$7K
GBTCGRAYSCALE BITCOIN TRUST ETF
$7K
EMXCISHARES INC
$7K
GTLSCHART INDS INC
$6K
VFHVANGUARD WORLD FD
$6K
QQQHNEOS ETF TRUST
$6K
NKENIKE INC
$6K
BNBROOKFIELD CORP
$6K
CPRTCOPART INC
$6K
PLNTPLANET FITNESS INC
$6K
BAHBOOZ ALLEN HAMILTON HLDG COR
$6K
EMGFISHARES INC
$6K
ADMARCHER DANIELS MIDLAND CO
$6K
OKEONEOK INC NEW
$6K
AGIOAGIOS PHARMACEUTICALS INC
$6K
8CWCROWN CASTLE INC
$6K
BSVVANGUARD BD INDEX FDS
$6K
ORLYOREILLY AUTOMOTIVE INC
$6K
ACHRARCHER AVIATION INC
$6K
T7DTRANSDIGM GROUP INC
$6K
CNPCENTERPOINT ENERGY INC
$5K
NADNUVEEN QUALITY MUNCP INCOME
$5K
TELTE CONNECTIVITY PLC
$5K
IPINTERNATIONAL PAPER CO
$5K
IYEISHARES TR
$5K
KDKYNDRYL HLDGS INC
$5K
FSTAFIDELITY COVINGTON TRUST
$5K
IYFISHARES TR
$5K
EWBCEAST WEST BANCORP INC
$5K
WYWEYERHAEUSER CO MTN BE
$5K
DFLVDIMENSIONAL ETF TRUST
$5K
CMGCHIPOTLE MEXICAN GRILL INC
$5K
PAGPPLAINS GP HLDGS L P
$5K
IBBISHARES TR
$5K
LMATLEMAITRE VASCULAR INC
$5K
CITCINTAS CORP
$5K
SPHSUBURBAN PROPANE PARTNERS L
$5K
GEHCGE HEALTHCARE TECHNOLOGIES I
$5K
TEMTEMPUS AI INC
$5K
NANRSPDR INDEX SHS FDS
$5K
ERIIENERGY RECOVERY INC
$5K
BKLCBNY MELLON ETF TRUST
$5K
BKRBAKER HUGHES COMPANY
$5K
VNQVANGUARD INDEX FDS
$5K
TLRYEURTILRAY BRANDS INC
$5K
WINGWINGSTOP INC
$5K
SYU1SYNOVUS FINL CORP
$4K
ICFISHARES TR
$4K
PJTPJT PARTNERS INC
$4K
COWGPACER FDS TR
$4K
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