Concord Asset Management, Llc/Va Incresed Positions in Q3 2025

Concord Asset Management, Llc/Va

  • $551 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
73.2K
+ 55.93%
$94.33 - $105.31 $6.91M - $7.71M
204K $21.3B
AVEM
American Centy ETF Tr Avantis

ETFs
45.3K
+ 26.14%
$68.33 - $75.41 $3.09M - $3.41M
218K $16.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.1K
+ 1.91%
$39.8 - $42.86 $520K - $560K
696K $29.8B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
68.3K
+ 7.11%
$28.38 - $29.05 $1.94M - $1.98M
1.03M $29.7B
SPIB
Spdr Portfolio Intermediate Te

ETFs
48.2K
+ 5.85%
$33.26 - $34.01 $1.6M - $1.64M
873K $29.6B
ORCL
Oracle Corp

Technology
4.75K
+ 199.0%
$218.96 - $328.33 $1.04M - $1.56M
7.14K $2.01B
SHV
Ishares Tr

ETFs
12.3K
+ 4.7%
$110.06 - $110.49 $1.35M - $1.36M
274K $30.2B
SPSB
Spdr Portfolio Short Term Corp

ETFs
35.4K
+ 3.66%
$30.02 - $30.29 $1.06M - $1.07M
1M $30.3B
AVUV
American Centy ETF Tr Avantis

ETFs
1.49K
+ 1.82%
$90.37 - $102.12 $134K - $152K
83.1K $8.27B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
26.7K
+ 2.63%
$28.34 - $28.67 $756K - $765K
1.04M $29.8B
GS
Goldman Sachs Group Inc

Financial Services
262
+ 4.81%
$696.56 - $806.32 $182K - $211K
5.71K $4.55B
IGRO
Ishares Tr International Divid

ETFs
7.57K
+ 10.85%
$75.97 - $80.24 $575K - $607K
77.3K $6.16B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.54K
+ 10.24%
$86.07 - $90.74 $563K - $594K
70.5K $6.31B
MS
Morgan Stanley

Financial Services
154
+ 0.65%
$139.09 - $161.16 $21.4K - $24.8K
23.8K $3.79B
PANW
Palo Alto Networks Inc

Technology
2.12K
+ 34.4%
$167.06 - $208.19 $355K - $442K
8.3K $1.69B
UNP
Union Pacific Corp

Industrials
1.33K
+ 10.44%
$214.91 - $237.16 $286K - $316K
14.1K $3.33B
DVYE
Ishares Emerging Markets Divid

ETFs
10.3K
+ 12.38%
$28.5 - $30.64 $294K - $316K
93.7K $2.78B
KLAC
Kla Corp

Technology
76
+ 4.75%
$843.9 - $1078.6 $64.1K - $82K
1.68K $1.81B
AMAT
Applied Materials Inc

Technology
472
+ 3.75%
$156.25 - $204.95 $73.8K - $96.7K
13.1K $2.68B
CVS
Cvs Health Corp

Healthcare
1.95K
+ 5.73%
$58.75 - $76.5 $115K - $149K
36K $2.72B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.81K
+ 12.72%
$91.44 - $91.77 $348K - $349K
33.7K $3.1B
DVYA
Ishares Asia/Pacific Divid 30

ETFs
2.19K
+ 3.52%
$38.81 - $43.36 $85K - $95K
64.3K $2.71B
STLD
Steel Dynamics Inc

Basic Materials
779
+ 4.34%
N/A
18.7K $2.61B
CDNS
Cadence Design Systems Inc

Technology
238
+ 4.6%
$309.46 - $373.37 $73.7K - $88.9K
5.41K $1.9B
MCK
Mckesson Corp

Healthcare
213
+ 5.97%
$659.01 - $772.54 $140K - $165K
3.78K $2.92B
INTU
Intuit Inc

Technology
753
+ 26.79%
$646.03 - $807.39 $486K - $608K
3.56K $2.43B
UNH
Unitedhealth Group Inc

Healthcare
32
+ 0.62%
$237.77 - $353.61 $7.61K - $11.3K
5.17K $1.78B
CTRA
Coterra Energy Inc.

Energy
9.2K
+ 37.74%
$23.09 - $25.45 $212K - $234K
33.6K $794M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.31K
+ 42.76%
$184.73 - $220.27 $243K - $289K
4.39K $835M
TRV
Travelers Companies, Inc.

Financial Services
270
+ 3.74%
$250.62 - $279.43 $67.7K - $75.4K
7.49K $2.09B
COP
Conocophillips

Energy
32
+ 0.1%
$91.0 - $98.99 $2.91K - $3.17K
32K $3.03B
WFC
Wells Fargo & Company

Financial Services
1.19K
+ 8.56%
$77.05 - $85.16 $92K - $102K
15.1K $1.27B
D
Dominion Energy, Inc

Utilities
541
+ 2.65%
$56.32 - $62.1 $30.5K - $33.6K
21K $1.28B
ETN
Eaton Corp PLC

Industrials
7
+ 0.1%
$342.99 - $392.76 $2.4K - $2.75K
7.09K $2.65B
GWW
W.W. Grainger, Inc.

Industrials
286
+ 13.82%
$932.44 - $1059.49 $267K - $303K
2.36K $2.24B
COST
Costco Wholesale Corp

Consumer Defensive
267
+ 9.57%
$915.95 - $994.57 $245K - $266K
3.06K $2.83B
IBM
International Business Machines Corp

Technology
490
+ 7.9%
$234.77 - $292.47 $115K - $143K
6.69K $1.89B
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
4.84K
+ 3.51%
$12.91 - $13.87 $62.5K - $67.1K
143K $1.92B
ITW
Illinois Tool Works Inc

Industrials
23
+ 0.65%
$252.31 - $269.41 $5.8K - $6.2K
3.55K $926M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.45K
+ 14.55%
$25.21 - $25.99 $36.5K - $37.6K
11.4K $295M
NOW
Service Now, Inc.

Technology
214
+ 14.01%
$850.86 - $1044.69 $182K - $224K
1.74K $1.6B
Linde PLC
54
+ 5.75%
N/A
993 $472M
CL
Colgate Palmolive CO

Consumer Defensive
2.29K
+ 15.81%
$79.36 - $93.33 $182K - $214K
16.8K $1.34B
CSCO
Cisco Systems, Inc.

Technology
133
+ 0.79%
$66.2 - $71.79 $8.8K - $9.55K
16.9K $1.16B
CRM
Salesforce, Inc.

Technology
1.06K
+ 11.21%
$231.66 - $273.65 $246K - $291K
10.5K $2.5B
Activity Summary
Buys All Purchases 47 New Holdings 1 Increased Positions 46 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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