Concord Wealth Partners Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$685.9M

Holdings

861

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (861 positions)

StockValue
FMDEFIDELITY COVINGTON TRUST
$15K
OCOWENS CORNING NEW
$15K
NDAQNASDAQ INC
$15K
FTSFORTIS INC
$14K
DKNGDRAFTKINGS INC NEW
$14K
RG6ROGERS CORP
$14K
LYGLLOYDS BANKING GROUP PLC
$14K
WTRGESSENTIAL UTILS INC
$13K
HEHAWAIIAN ELEC INDUSTRIES
$13K
KOMPSPDR SERIES TRUST
$13K
VOOVVANGUARD ADMIRAL FDS INC
$13K
SMRNUSCALE PWR CORP
$13K
EDCONSOLIDATED EDISON INC
$13K
DIVGLOBAL X FDS
$13K
SHWSHERWIN WILLIAMS CO
$12K
APHAMPHENOL CORP NEW
$12K
NUENUCOR CORP
$12K
XLESELECT SECTOR SPDR TR
$12K
FDLOFIDELITY COVINGTON TRUST
$12K
GOPTIDAL TRUST I
$12K
FQIDIGITAL RLTY TR INC
$12K
LHXL3HARRIS TECHNOLOGIES INC
$12K
DFSVDIMENSIONAL ETF TRUST
$12K
VXUSVANGUARD STAR FDS
$12K
NXPINXP SEMICONDUCTORS N V
$12K
DGDOLLAR GEN CORP NEW
$11K
KARSKRANESHARES TRUST
$11K
SLBSCHLUMBERGER LTD
$11K
IWOISHARES TR
$11K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$11K
RBARB GLOBAL INC
$11K
AESAES CORP
$11K
BLDRBUILDERS FIRSTSOURCE INC
$11K
MINMFS INTER INCOME TR
$10K
TIPISHARES TR
$10K
AQLTISHARES TR
$10K
PRIMPRIMORIS SVCS CORP
$10K
SOLVSOLVENTUM CORP
$10K
ZBHZIMMER BIOMET HOLDINGS INC
$10K
WBDWARNER BROS DISCOVERY INC
$10K
BBNBLACKROCK TAX MUNICPAL BD TR
$10K
MBBISHARES TR
$10K
PAYXPAYCHEX INC
$10K
SKYYFIRST TR EXCHANGE TRADED FD
$10K
FDNFIRST TR EXCHANGE-TRADED FD
$10K
HCAHCA HEALTHCARE INC
$10K
PODDINSULET CORP
$10K
SYYSYSCO CORP
$10K
PGFINVESCO EXCHANGE TRADED FD T
$10K
DHRDANAHER CORPORATION
$10K
PMMPUTNAM MANAGED MUN INCOME TR
$9K
PAASPAN AMERN SILVER CORP
$9K
GEHCGE HEALTHCARE TECHNOLOGIES I
$9K
FISFIDELITY NATL INFORMATION SV
$9K
WWDWOODWARD INC
$9K
NOCNORTHROP GRUMMAN CORP
$9K
LPLALPL FINL HLDGS INC
$9K
SPLVINVESCO EXCH TRADED FD TR II
$9K
HUBSHUBSPOT INC
$9K
CAVACAVA GROUP INC
$9K
FELCFIDELITY COVINGTON TRUST
$9K
XSOEWISDOMTREE TR
$9K
ACHRARCHER AVIATION INC
$9K
AOMISHARES TR
$9K
ENQENTEGRIS INC
$9K
GBTCGRAYSCALE BITCOIN TRUST ETF
$8K
TDTORONTO DOMINION BK ONT
$8K
SMLFISHARES TR
$8K
ESEVERSOURCE ENERGY
$8K
QUBTQUANTUM COMPUTING INC
$8K
CSGPCOSTAR GROUP INC
$8K
PFFISHARES TR
$8K
EIXEDISON INTL
$8K
AIC3 AI INC
$8K
BGHBARINGS GLOBAL SHORT DURATIO
$8K
FASTFASTENAL CO
$8K
SUSUNCOR ENERGY INC NEW
$7K
GTLSCHART INDS INC
$7K
TSCOTRACTOR SUPPLY CO
$7K
XLISELECT SECTOR SPDR TR
$7K
BNBROOKFIELD CORP
$7K
QBTSD-WAVE QUANTUM INC
$7K
EOGEOG RES INC
$7K
EQREQUITY RESIDENTIAL
$7K
PFNPIMCO INCOME STRATEGY FD II
$7K
DOWDOW INC
$7K
CRWVCOREWEAVE INC
$7K
NKENIKE INC
$7K
QQQHNEOS ETF TRUST
$7K
KDKYNDRYL HLDGS INC
$7K
PSPINVESCO EXCHANGE TRADED FD T
$7K
PLNTPLANET FITNESS INC
$7K
SHAKSHAKE SHACK INC
$7K
KNSLKINSALE CAP GROUP INC
$7K
WINGWINGSTOP INC
$7K
VWOBVANGUARD WHITEHALL FDS
$7K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$7K
SPEMSPDR INDEX SHS FDS
$7K
AGIOAGIOS PHARMACEUTICALS INC
$7K
ADMARCHER DANIELS MIDLAND CO
$7K
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