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
SHV
Ishares Tr

ETFs
76.4K
+ 46.32%
$109.92 - $110.57 $8.4M - $8.45M
241K $26.6B
AMZN
Amazon Com Inc

Consumer Cyclical
4.03K
+ 10.84%
$180.88 - $232.93 $729K - $939K
41.2K $9.04B
WMT
Walmart Inc.

Consumer Defensive
20.8K
+ 102.56%
$79.1 - $95.7 $1.65M - $1.99M
41.1K $3.72B
LMT
Lockheed Martin Corp

Industrials
4.34K
+ 375.65%
$479.66 - $614.62 $2.08M - $2.66M
5.49K $2.67B
AAPL
Apple Inc.

Technology
2.13K
+ 3.2%
$221.69 - $259.02 $472K - $551K
68.5K $17.2B
COP
Conocophillips

Energy
17.4K
+ 90.93%
$95.12 - $114.72 $1.65M - $1.99M
36.5K $3.61B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20.4K
+ 18.56%
$50.53 - $55.55 $1.03M - $1.14M
131K $6.66B
TJX
Tjx Companies Inc

Consumer Cyclical
6.61K
+ 82.38%
$112.15 - $127.2 $741K - $841K
14.6K $1.77B
GE
General Electric CO

Industrials
5.26K
+ 129.13%
$159.95 - $194.23 $842K - $1.02M
9.34K $1.56B
SPYG
Spdr Portfolio

ETFs
251
+ 0.2%
$81.74 - $91.38 $20.5K - $22.9K
125K $11B
GS
Goldman Sachs Group Inc

Financial Services
455
+ 10.47%
$486.1 - $608.57 $221K - $277K
4.8K $2.75B
CRM
Salesforce, Inc.

Technology
323
+ 4.69%
$270.87 - $367.87 $87.5K - $119K
7.22K $2.41B
CDNS
Cadence Design Systems Inc

Technology
1.41K
+ 43.61%
$249.1 - $324.54 $351K - $458K
4.64K $1.4B
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
37.2K
+ 97.5%
$14.42 - $15.68 $536K - $583K
75.3K $1.1B
DVYA
Ishares Asia/Pacific Divid 30

ETFs
15.2K
+ 82.53%
$35.33 - $39.3 $537K - $597K
33.6K $1.2B
DVYE
Ishares Emerging Markets Divid

ETFs
21.2K
+ 81.39%
$25.42 - $29.74 $538K - $630K
47.2K $1.22B
CB
Chubb LTD

Financial Services
2K
+ 28.93%
$271.57 - $301.89 $543K - $603K
8.9K $2.46B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.9K
+ 265.75%
$26.93 - $84.95 $2.18M - $6.87M
111K $3.04B
CL
Colgate Palmolive CO

Consumer Defensive
5.7K
+ 46.11%
$90.22 - $102.31 $515K - $584K
18.1K $1.64B
AFL
Aflac Inc

Financial Services
3.57K
+ 88.8%
$100.37 - $115.27 $358K - $411K
7.58K $784M
COST
Costco Wholesale Corp

Consumer Defensive
230
+ 5.62%
$873.59 - $994.69 $201K - $229K
4.32K $3.96B
INTU
Intuit Inc

Technology
496
+ 35.86%
$602.01 - $706.25 $299K - $350K
1.88K $1.18B
NOW
Service Now, Inc.

Technology
87
+ 6.35%
$867.18 - $1148.42 $75.4K - $99.9K
1.46K $1.55B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.31K
+ 126.3%
$79.93 - $88.06 $345K - $380K
7.73K $618M
DGRO
Ishares Core Dividend Growth E

ETFs
9.33K
+ 4.7%
$60.73 - $64.94 $567K - $606K
208K $12.8B
SNPS
Synopsys Inc

Technology
687
+ 42.72%
$485.36 - $588.0 $333K - $404K
2.3K $1.11B
ADP
Automatic Data Processing Inc

Industrials
597
+ 7.67%
$280.08 - $307.97 $167K - $184K
8.38K $2.45B
IGRO
Ishares Tr International Divid

ETFs
4.84K
+ 102.87%
$67.76 - $74.48 $328K - $360K
9.54K $648M
MSFT
Microsoft Corp

Technology
1.25K
+ 4.04%
$406.35 - $454.46 $509K - $569K
32.3K $13.6B
C
Citigroup Inc

Financial Services
2.21K
+ 23.34%
$61.31 - $72.5 $136K - $160K
11.7K $823M
LRCX
Lam Research Corp

Technology
14.2K
+ 1325.37%
$70.05 - $814.09 $992K - $11.5M
15.2K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
334
+ 40.24%
$567.81 - $607.81 $190K - $203K
1.16K $682M
ITW
Illinois Tool Works Inc

Industrials
790
+ 44.68%
$253.56 - $278.5 $200K - $220K
2.56K $649M
WFC
Wells Fargo & Company

Financial Services
1.54K
+ 29.77%
$54.98 - $77.35 $84.8K - $119K
6.72K $472M
KLAC
Kla Corp

Technology
569
+ 40.35%
$614.46 - $829.55 $350K - $472K
1.98K $1.25B
GWW
W.W. Grainger, Inc.

Industrials
99
+ 4.33%
$1023.06 - $1220.93 $101K - $121K
2.38K $2.51B
BAC
Bank Of America Corp

Financial Services
1.46K
+ 9.19%
$39.22 - $47.77 $57.2K - $69.6K
17.3K $761M
PANW
Palo Alto Networks Inc

Technology
2.94K
+ 115.69%
$181.96 - $405.9 $534K - $1.19M
5.47K $996M
BLK
Black Rock Inc.

Financial Services
85
+ 18.4%
$934.02 - $1065.26 $79.4K - $90.5K
547 $561M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
741
+ 26.21%
$396.64 - $516.74 $294K - $383K
3.57K $1.44B
D
Dominion Energy, Inc

Utilities
2.37K
+ 57.54%
$52.63 - $60.92 $125K - $145K
6.5K $350M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.25K
+ 9.07%
$66.77 - $71.52 $83.4K - $89.3K
15K $1.04B
CME
Cme Group Inc.

Financial Services
309
+ 10.88%
$221.17 - $246.02 $68.3K - $76K
3.15K $731M
CMCSA
Comcast Corp

Communication Services
8.21K
+ 15.97%
$37.39 - $45.14 $307K - $371K
59.6K $2.24B
FANG
Diamondback Energy, Inc.

Energy
661
+ 22.44%
$153.06 - $199.5 $101K - $132K
3.61K $591M
ABT
Abbott Laboratories

Healthcare
756
+ 4.98%
$111.93 - $119.39 $84.6K - $90.3K
15.9K $1.8B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
350
+ 8.05%
$238.25 - $261.28 $83.4K - $91.4K
4.7K $1.14B
VLO
Valero Energy Corp

Energy
791
+ 27.0%
$118.59 - $144.02 $93.8K - $114K
3.72K $456M
CI
Cigna Corp

Healthcare
459
+ 42.7%
$265.59 - $358.58 $122K - $165K
1.53K $424M
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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