Concord Wealth Partners Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$769.7M
Holdings
845
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (845 positions)
| Stock | Value |
|---|---|
FIGFIGMA INC | $27K |
STZCONSTELLATION BRANDS INC | $27K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $27K |
SIXGETF SER SOLUTIONS | $27K |
PEOEXELON CORP | $26K |
METMETLIFE INC | $26K |
OXYOCCIDENTAL PETE CORP | $26K |
VTRSVIATRIS INC | $26K |
ZTSZOETIS INC | $26K |
KKRKKR & CO INC | $25K |
VISVANGUARD WORLD FD | $25K |
PHMPULTE GROUP INC | $25K |
INDAISHARES TR | $25K |
GTOINVESCO ACTIVELY MANAGED EXC | $25K |
NXJNUVEEN NEW JERSEY QULT MUN F | $25K |
CAHCARDINAL HEALTH INC | $25K |
PRUPRUDENTIAL FINL INC | $25K |
ADBEADOBE INC | $25K |
WBDWARNER BROS DISCOVERY INC | $25K |
CAGCONAGRA BRANDS INC | $24K |
BPBP PLC | $24K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $24K |
CTVACORTEVA INC | $23K |
OMCOMNICOM GROUP INC | $23K |
PSXPHILLIPS 66 | $22K |
XLFISELECT SECTOR SPDR TR | $22K |
SFYTIDAL TRUST I | $22K |
CARRCARRIER GLOBAL CORPORATION | $21K |
DYHTARGET CORP | $21K |
OTISOTIS WORLDWIDE CORP | $21K |
TEMTEMPUS AI INC | $21K |
DHID R HORTON INC | $21K |
DFEMDIMENSIONAL ETF TRUST | $21K |
IQVIQVIA HLDGS INC | $21K |
BIIBBIOGEN INC | $20K |
VLUEISHARES TR | $20K |
BUFRFIRST TR EXCHNG TRADED FD VI | $20K |
HPEHEWLETT PACKARD ENTERPRISE C | $20K |
NANCTIDAL TRUST I | $20K |
DOWDOW INC | $20K |
MPLXMPLX LP | $20K |
PNRPENTAIR PLC | $20K |
LAMRLAMAR ADVERTISING CO NEW | $19K |
SAMBOSTON BEER INC | $19K |
GSKGSK PLC | $19K |
DOVDOVER CORP | $19K |
KRKROGER CO | $19K |
CHKPCHECK POINT SOFTWARE TECH LT | $19K |
APHAMPHENOL CORP NEW | $18K |
SNDKSANDISK CORP | $18K |
RG6ROGERS CORP | $18K |
BXBLACKSTONE INC | $18K |
MTUMISHARES TR | $18K |
GSLCGOLDMAN SACHS ETF TR | $18K |
FENIFIDELITY COVINGTON TRUST | $18K |
DVNDEVON ENERGY CORP NEW | $18K |
VNTVONTIER CORPORATION | $18K |
GSYINVESCO ACTIVELY MANAGED EXC | $18K |
ELVELEVANCE HEALTH INC FORMERLY | $17K |
WTMFWISDOMTREE TR | $17K |
NRANRG ENERGY INC | $17K |
PAASPAN AMERN SILVER CORP | $17K |
AIGAMERICAN INTL GROUP INC | $17K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $17K |
ARMARM HOLDINGS PLC | $17K |
FDRRFIDELITY COVINGTON TRUST | $16K |
LULULULULEMON ATHLETICA INC | $16K |
HSYHERSHEY CO | $16K |
GISGENERAL MLS INC | $16K |
XLRESELECT SECTOR SPDR TR | $16K |
OMFSINVESCO EXCH TRD SLF IDX FD | $16K |
EQTEQT CORP | $16K |
IYRISHARES TR | $16K |
FDVVFIDELITY COVINGTON TRUST | $16K |
EFRENERGY FUELS INC | $16K |
DFGRDIMENSIONAL ETF TRUST | $15K |
NUENUCOR CORP | $15K |
FISFIDELITY NATL INFORMATION SV | $15K |
IAU*ISHARES GOLD TR | $15K |
ILFISHARES TR | $15K |
SOLSSOLSTICE ADVANCED MATLS INC | $15K |
KARSKRANESHARES TRUST | $15K |
NDAQNASDAQ INC | $15K |
LQDISHARES TR | $15K |
FTSFORTIS INC | $15K |
EEMVISHARES INC | $15K |
7HPHP INC | $15K |
TMUST-MOBILE US INC | $14K |
KOMPSPDR SERIES TRUST | $14K |
LHXL3HARRIS TECHNOLOGIES INC | $14K |
VOOVVANGUARD ADMIRAL FDS INC | $14K |
AESAES CORP | $14K |
ADIANALOG DEVICES INC | $14K |
FESMFIDELITY COVINGTON TRUST | $13K |
DGDOLLAR GEN CORP NEW | $13K |
WTRGESSENTIAL UTILS INC | $13K |
HIIHUNTINGTON INGALLS INDS INC | $13K |
FSKFS KKR CAP CORP | $13K |
SLBSLB LIMITED | $12K |
SCHFSCHWAB STRATEGIC TR | $12K |