Concord Asset Management, Llc/Va Incresed Positions in Q4 2024

Concord Asset Management, Llc/Va

  • $455 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
3.95K
+ 10.2%
$105.51 - $125.37 $417K - $495K
42.7K $4.59B
DSI
Ishares Msci Kld 400 Social Et

ETFs
385
+ 10.85%
$107.41 - $115.71 $41.4K - $44.5K
3.93K $434M
DVN
Devon Energy Corp

Energy
3.28K
+ 33.27%
$30.52 - $42.96 $100K - $141K
13.1K $430M
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 2.41%
$481.22 - $538.17 $13.5K - $15.1K
1.19K $609M
SPGI
S&P Global Inc.

Financial Services
101
+ 17.47%
$480.36 - $529.17 $48.5K - $53.4K
679 $338M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
235
+ 7.94%
$126.68 - $134.74 $29.8K - $31.7K
3.19K $407M
DUK
Duke Energy Corp

Utilities
517
+ 10.74%
$105.76 - $120.76 $54.7K - $62.4K
5.33K $575M
VZ
Verizon Communications Inc

Communication Services
2.6K
+ 14.59%
$39.6 - $45.21 $103K - $118K
20.4K $817M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
763
+ 9.49%
$38.96 - $43.28 $29.7K - $33K
8.81K $347M
JEPI
J P Morgan Exchange Traded Fd

ETFs
32
+ 0.9%
$57.53 - $60.83 $1.84K - $1.95K
3.57K $206M
SO
Southern CO

Utilities
3.01K
+ 8.94%
$81.5 - $94.15 $245K - $284K
36.7K $3.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 0.68%
$442.29 - $483.08 $28.7K - $31.4K
9.63K $4.36B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
84
+ 1.41%
$209.89 - $233.24 $17.6K - $19.6K
6.05K $1.28B
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 0.39%
$244.52 - $284.07 $3.91K - $4.55K
4.11K $1.01B
KO
Coca Cola CO

Consumer Defensive
7.52K
+ 12.7%
$61.74 - $71.71 $464K - $539K
66.7K $4.15B
UNP
Union Pacific Corp

Industrials
415
+ 3.14%
$223.15 - $249.32 $92.6K - $103K
13.6K $3.11B
LEN
Lennar Corp

Consumer Cyclical
207
+ 5.55%
$136.2 - $188.96 $28.2K - $39.1K
3.94K $537M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
3.16K
+ 3.97%
$34.74 - $38.36 $110K - $121K
82.8K $2.9B
PHM
Pultegroup Inc

Consumer Cyclical
5
+ 0.1%
$108.86 - $149.04 $544 - $745
5.16K $562M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
223
+ 20.96%
$701.85 - $1046.91 $157K - $233K
1.29K $917M
LLY
Eli Lilly & CO

Healthcare
377
+ 8.3%
$727.2 - $932.06 $274K - $351K
4.92K $3.8B
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 5.83%
$164.99 - $203.87 $256K - $316K
28.2K $5B
Linde PLC
23
+ 0.48%
N/A
4.77K $2B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
516
+ 1.13%
$99.2 - $108.47 $51.2K - $56K
46.3K $4.61B
ELV
Elevance Health, Inc.

Healthcare
18
+ 0.89%
$365.96 - $514.62 $6.59K - $9.26K
2.03K $749M
TXN
Texas Instruments Inc

Technology
49
+ 0.29%
N/A
17.2K $3.23B
AMAT
Applied Materials Inc

Technology
668
+ 5.86%
$161.44 - $213.89 $108K - $143K
12.1K $1.96B
NEE
Nextera Energy Inc

Utilities
2.54K
+ 6.06%
$69.77 - $85.43 $177K - $217K
44.4K $3.18B
AMGN
Amgen Inc

Healthcare
182
+ 2.26%
$258.78 - $328.31 $47.1K - $59.8K
8.24K $2.15B
UNH
Unitedhealth Group Inc

Healthcare
245
+ 3.36%
$485.52 - $625.25 $119K - $153K
7.55K $3.82B
Activity Summary
Buys All Purchases 90 New Holdings 9 Increased Positions 81 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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