Concord Wealth Partners Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$685.9B
Holdings
861
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (861 positions)
| Stock | Value |
|---|---|
WMBWILLIAMS COS INC | $31.4M |
IYJISHARES TR | $30.7M |
PSLV/USPROTT PHYSICAL SILVER TR | $30.6M |
PEOEXELON CORP | $30.6M |
ESGEISHARES INC | $30.5M |
IVEISHARES TR | $30.3M |
ESGUISHARES TR | $30.0M |
AEMAGNICO EAGLE MINES LTD | $29.9M |
ADSKAUTODESK INC | $29.7M |
PRUPRUDENTIAL FINL INC | $29.7M |
NUMVNUSHARES ETF TR | $29.6M |
GSKGSK PLC | $29.3M |
RZVINVESCO EXCHANGE TRADED FD T | $28.9M |
BSXBOSTON SCIENTIFIC CORP | $28.7M |
BIIBBIOGEN INC | $28.6M |
CAGCONAGRA BRANDS INC | $28.6M |
HLTHILTON WORLDWIDE HLDGS INC | $28.5M |
AWCAMERICAN WTR WKS CO INC NEW | $28.4M |
VBVANGUARD INDEX FDS | $28.2M |
CTVACORTEVA INC | $28.2M |
ABNBAIRBNB INC | $28.1M |
IWRISHARES TR | $28.1M |
FLEXFLEX LTD | $27.6M |
KRKROGER CO | $27.5M |
OXYOCCIDENTAL PETE CORP | $27.4M |
RYROYAL BK CDA | $27.2M |
TPRTAPESTRY INC | $27.1M |
CAHCARDINAL HEALTH INC | $26.9M |
VSSVANGUARD INTL EQUITY INDEX F | $26.7M |
METMETLIFE INC | $26.7M |
NEMNEWMONT CORP | $26.6M |
MDYSPDR S&P MIDCAP 400 ETF TR | $26.6M |
IWFISHARES TR | $26.4M |
ARMARM HOLDINGS PLC | $26.0M |
TEMTEMPUS AI INC | $25.9M |
FITBFIFTH THIRD BANCORP | $25.9M |
BBARRICK MNG CORP | $25.6M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $25.3M |
EATBRINKER INTL INC | $25.0M |
DDDUPONT DE NEMOURS INC | $25.0M |
OTISOTIS WORLDWIDE CORP | $24.8M |
AIZASSURANT INC | $24.7M |
PG4PRINCIPAL FINANCIAL GROUP IN | $24.6M |
CHKPCHECK POINT SOFTWARE TECH LT | $24.6M |
VISVANGUARD WORLD FD | $24.1M |
DYHTARGET CORP | $23.6M |
NXJNUVEEN NEW JERSEY QULT MUN F | $23.2M |
FRELFIDELITY COVINGTON TRUST | $23.1M |
SIXGETF SER SOLUTIONS | $22.5M |
PSXPHILLIPS 66 | $22.4M |
ABGCENCORA INC | $22.2M |
CRCLCIRCLE INTERNET GROUP INC | $21.7M |
GISGENERAL MLS INC | $21.4M |
PNRPENTAIR PLC | $20.5M |
WHWYNDHAM HOTELS & RESORTS INC | $20.4M |
DEDEERE & CO | $20.3M |
BPBP PLC | $20.3M |
JMEEJ P MORGAN EXCHANGE TRADED F | $20.2M |
MPLXMPLX LP | $20.0M |
SFYTIDAL TRUST I | $20.0M |
UFPIUFP INDUSTRIES INC | $19.9M |
HPEHEWLETT PACKARD ENTERPRISE C | $19.7M |
VTRSVIATRIS INC | $19.6M |
FENIFIDELITY COVINGTON TRUST | $19.2M |
NANCTIDAL TRUST I | $19.2M |
SAMBOSTON BEER INC | $19.1M |
LULULULULEMON ATHLETICA INC | $19.0M |
LAMRLAMAR ADVERTISING CO NEW | $18.8M |
FSKFS KKR CAP CORP | $18.8M |
GSYINVESCO ACTIVELY MANAGED EXC | $18.7M |
DFEMDIMENSIONAL ETF TRUST | $18.6M |
FESMFIDELITY COVINGTON TRUST | $18.6M |
JPCNUVEEN PFD & INCOME OPPORTUN | $18.6M |
OMCOMNICOM GROUP INC | $18.5M |
VNTVONTIER CORPORATION | $18.4M |
VEEVVEEVA SYS INC | $18.4M |
7HPHP INC | $18.4M |
DOVDOVER CORP | $18.3M |
TMUST-MOBILE US INC | $17.9M |
BXBLACKSTONE INC | $17.8M |
MTUMISHARES TR | $17.8M |
MOATVANECK ETF TRUST | $17.5M |
SILGLOBAL X FDS | $17.2M |
NRANRG ENERGY INC | $17.2M |
GSLCGOLDMAN SACHS ETF TR | $17.1M |
VLUEISHARES TR | $16.6M |
IRINGERSOLL RAND INC | $16.6M |
FSLRFIRST SOLAR INC | $16.6M |
HACKAMPLIFY ETF TR | $16.4M |
BAXBAXTER INTL INC | $15.8M |
ADIANALOG DEVICES INC | $15.5M |
VRIGINVESCO ACTIVELY MANAGED EXC | $15.5M |
EXEEXPAND ENERGY CORPORATION | $15.4M |
TWLOTWILIO INC | $15.4M |
OMFSINVESCO EXCH TRD SLF IDX FD | $15.4M |
EEMVISHARES INC | $15.3M |
ALSALLSTATE CORP | $15.3M |
DFGRDIMENSIONAL ETF TRUST | $15.3M |
HSYHERSHEY CO | $15.1M |
ECLECOLAB INC | $15.1M |