Concord Asset Management, Llc/Va Portfolio Holdings

Concord Asset Management, Llc/Va

  • $455 Billion
  • Q4 2024

Concord Asset Management, Llc/Va has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $455 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $31.8B, Spdr Portfolio Short Term Corp with a value of $28.1B, Ishares Tr with a value of $26.6B, Spdr Portfolio Intermediate Te with a value of $24.1B, and Apple Inc. with a value of $17.2B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $443B to 455B.

Concord Asset Management, Llc/Va is based out at Abingdon, VA

Below you can find more details about Concord Asset Management, Llc/Va portfolio as well as his latest detailed transactions.

Portfolio value $455 Billion
ETFs: $223 Billion
Technology: $69.2 Billion
Financial Services: $30.9 Billion
Healthcare: $27.5 Billion
Consumer Cyclical: $23.7 Billion
Communication Services: $18.7 Billion
Consumer Defensive: $18.4 Billion
Industrials: $15.9 Billion
Other: $18.9 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $455 Billion
  • Prior Value $443 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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