Concord Wealth Partners Purchases in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
2.96K
+ 121.6%
$181.96 - $405.9 $538K - $1.2M
5.39K $980K
CME
Cme Group Inc.

Financial Services
418
+ 14.8%
$221.17 - $246.02 $92.4K - $103K
3.24K $752K
CLF
Cleveland Cliffs Inc.

Basic Materials
13K
New
$9.24 - $13.94 $120K - $181K
13K $122K
CMCSA
Comcast Corp

Communication Services
9.12K
+ 17.5%
$37.39 - $45.14 $341K - $411K
61.2K $2.3M
BLK
Black Rock Inc.

Financial Services
66
+ 10.05%
$934.02 - $1065.26 $61.6K - $70.3K
723 $741K
D
Dominion Energy, Inc

Utilities
2.49K
+ 50.63%
$52.63 - $60.92 $131K - $152K
7.42K $399K
ABT
Abbott Laboratories

Healthcare
1.14K
+ 7.09%
$111.93 - $119.39 $128K - $136K
17.2K $1.95M
TXN
Texas Instruments Inc

Technology
587
+ 3.5%
N/A
17.4K $3.38M
MPC
Marathon Petroleum Corp

Energy
1.12K
+ 59.81%
$131.65 - $174.84 $147K - $195K
2.98K $415K
MO
Altria Group, Inc.

Consumer Defensive
1.86K
+ 30.05%
$49.06 - $57.74 $91.1K - $107K
8.03K $420K
XOM
Exxon Mobil Corp

Energy
4.67K
+ 11.25%
$105.51 - $125.37 $492K - $585K
46.2K $4.97M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.77K
+ 222.97%
$34.25 - $37.94 $94.8K - $105K
4.01K $145K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.65K
+ 57.54%
$24.94 - $26.14 $91K - $95.3K
9.99K $249K
VGT
Vanguard Information Technolog

ETFs
80
+ 8.44%
$571.78 - $647.97 $45.7K - $51.8K
1.03K $639K
DOW
Dow Inc.

Basic Materials
2.02K
+ 838.17%
$39.1 - $55.34 $79K - $112K
2.26K $90K
VTI
Vanguard Total Stock Market Et

ETFs
102
+ 1.79%
$280.04 - $302.45 $28.6K - $30.8K
5.79K $1.68M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
328
+ 7.5%
$238.25 - $261.28 $78.1K - $85.7K
4.7K $1.14M
XLC
Select Sector Spdr Tr Communic

ETFs
636
+ 240.0%
$89.66 - $102.16 $57K - $65K
901 $87K
VLO
Valero Energy Corp

Energy
846
+ 25.97%
$118.59 - $144.02 $100K - $122K
4.1K $503K
XLK
Technology Sector Spdr

ETFs
256
New
$220.26 - $241.44 $56.4K - $61.8K
256 $59K
IYJ
Ishares Tr

ETFs
430
New
$132.97 - $143.93 $57.2K - $61.9K
430 $57K
IWR
Ishares Russell Mid Cap ETF

ETFs
610
New
$87.25 - $95.52 $53.2K - $58.3K
610 $53K
DVN
Devon Energy Corp

Energy
3.46K
+ 35.71%
$30.52 - $42.96 $106K - $149K
13.1K $430K
SPGI
S&P Global Inc.

Financial Services
119
+ 15.58%
$480.36 - $529.17 $57.2K - $63K
883 $439K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
357
+ 9.05%
$126.68 - $134.74 $45.2K - $48.1K
4.3K $548K
XLG
Invesco Exchange Traded Fd Tr

ETFs
800
+ 80.16%
$46.94 - $51.62 $37.6K - $41.3K
1.8K $89K
ETR
Entergy Corp

Utilities
2.57K
+ 92.78%
$73.19 - $156.4 $188K - $402K
5.34K $404K
XLE
Energy Sector Spdr

ETFs
415
+ 813.73%
$83.32 - $97.27 $34.6K - $40.4K
466 $39K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
181
+ 0.21%
$33.92 - $36.6 $6.14K - $6.62K
85.4K $2.96M
FANG
Diamondback Energy, Inc.

Energy
402
+ 10.22%
$153.06 - $199.5 $61.5K - $80.2K
4.33K $710K
PLTR
Palantir Technologies Inc.

Technology
300
+ 132.16%
$36.46 - $82.38 $10.9K - $24.7K
527 $39K
GTO
Invesco Actively Managed ETF T

ETFs
654
+ 75.96%
$46.33 - $48.41 $30.3K - $31.7K
1.52K $70K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.22K
+ 90.87%
$23.48 - $25.49 $28.7K - $31.2K
2.57K $60K
NDAQ
Nasdaq, Inc.

Financial Services
288
New
$70.87 - $83.05 $20.4K - $23.9K
288 $22K
DUK
Duke Energy Corp

Utilities
596
+ 10.5%
$105.76 - $120.76 $63K - $72K
6.27K $675K
WTMF
Wisdomtree Tr Managed Futures

ETFs
620
+ 79.79%
$34.6 - $36.99 $21.5K - $22.9K
1.4K $48K
EMR
Emerson Electric CO

Industrials
1
+ 0.08%
$108.13 - $134.33 $108 - $134
1.24K $153K
SYM
Symbotic Inc.

Financial Services
785
New
$22.73 - $38.78 $17.8K - $30.4K
785 $18K
MPLX
Mplx LP

Energy
389
New
$43.77 - $51.66 $17K - $20.1K
389 $18K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
208
+ 1.8%
N/A
11.7K $1.01M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
246
+ 126.15%
$65.31 - $74.15 $16.1K - $18.2K
441 $29K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
331
+ 73.39%
$50.62 - $50.97 $16.8K - $16.9K
782 $39K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
201
+ 39.33%
$96.64 - $101.23 $19.4K - $20.3K
712 $68K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
140
New
$111.85 - $120.71 $15.7K - $16.9K
140 $16K
BAH
Booz Allen Hamilton Holding Corp

Industrials
116
New
$128.36 - $186.0 $14.9K - $21.6K
116 $14K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
584
+ 3.19%
$74.69 - $79.24 $43.6K - $46.3K
18.9K $1.42M
DFAU
Dimensional ETF Tr

ETFs
54
+ 0.37%
$39.27 - $42.38 $2.12K - $2.29K
14.6K $590K
DFAI
Dimensional ETF Tr

ETFs
1.35K
+ 12.92%
$29.0 - $31.6 $39.3K - $42.8K
11.8K $345K
MSI
Motorola Solutions, Inc.

Technology
27
+ 47.37%
$449.08 - $504.6 $12.1K - $13.6K
84 $38K
Activity Summary
Buys All Purchases 260 New Holdings 36 Increased Positions 224 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 1
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