Concord Wealth Partners Purchases in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.09%
$170.03 - $192.78 $170 - $193
1.15K $212K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.19%
$316.94 - $357.88 $317 - $358
539 $185K
VOOV
Vanguard S&P 500 Value ETF

ETFs
61
+ 762.5%
$184.21 - $199.29 $11.2K - $12.2K
69 $12K
BIIB
Biogen Inc.

Healthcare
78
+ 216.67%
$146.47 - $191.55 $11.4K - $14.9K
114 $17K
JMEE
J P Morgan Exchange Traded Fd

ETFs
161
+ 78.16%
$60.1 - $66.4 $9.68K - $10.7K
367 $22K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
60
+ 11.19%
$58.32 - $85.45 $3.5K - $5.13K
596 $44K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
100
+ 88.5%
$114.08 - $125.68 $11.4K - $12.6K
213 $24K
SYK
Stryker Corp

Healthcare
30
+ 2.2%
$345.14 - $392.15 $10.4K - $11.8K
1.4K $502K
OKE
Oneok Inc

Energy
2
+ 0.25%
$92.28 - $117.05 $185 - $234
799 $80K
WM
Waste Management Inc

Industrials
44
+ 9.84%
$201.79 - $228.46 $8.88K - $10.1K
491 $99K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
259
New
$26.65 - $29.34 $6.9K - $7.6K
259 $7K
VRIG
Invesco Actively Managed ETF F

ETFs
255
+ 48.94%
$25.06 - $25.2 $6.39K - $6.43K
776 $19K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
303
+ 5.64%
$51.09 - $55.27 $15.5K - $16.7K
5.68K $290K
IBM
International Business Machines Corp

Technology
34
+ 2.34%
$204.9 - $238.04 $6.97K - $8.09K
1.49K $327K
MTB
M&T Bank Corp

Financial Services
2
+ 0.52%
$172.48 - $221.95 $345 - $444
383 $72K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
218
+ 52.91%
$26.55 - $27.32 $5.79K - $5.96K
630 $16K
VFH
Vanguard Financial ETF

ETFs
48
New
$108.87 - $126.2 $5.23K - $6.06K
48 $5K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 0.66%
$43.54 - $66.18 $87.1 - $132
306 $19K
FISV
Fiserv Inc

Technology
38
+ 2.99%
N/A
1.31K $164K
HON
Honeywell International Inc

Industrials
1
+ 0.39%
$202.84 - $236.0 $203 - $236
256 $57K
TLT
Ishares Barclays 20+ Year Trea

ETFs
52
+ 260.0%
$87.1 - $98.49 $4.53K - $5.12K
72 $6K
FSTA
Fidelity Covington Tr Msci Con

ETFs
101
New
$49.28 - $52.29 $4.98K - $5.28K
101 $4K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.17%
$129.96 - $144.97 $130 - $145
602 $83K
IYF
Ishares Tr

ETFs
45
New
$102.7 - $119.05 $4.62K - $5.36K
45 $4K
LOGI
Logitech International S.A.

Technology
50
New
$77.08 - $91.82 $3.85K - $4.59K
50 $4K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.3%
$179.17 - $207.15 $179 - $207
336 $63K
XSW
Spdr S&P Software & Services E

ETFs
21
New
$156.76 - $204.72 $3.29K - $4.3K
21 $3K
KR
Kroger CO

Consumer Defensive
2
+ 0.32%
$55.21 - $63.3 $110 - $127
624 $38K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 4.29%
$417.69 - $450.94 $2.51K - $2.71K
146 $62K
KOMP
Spdr S&P Kensho New Economies

ETFs
31
+ 3.44%
$48.59 - $54.76 $1.51K - $1.7K
931 $47K
SLV
I Shares Silver Trust

ETFs
290
+ 13.03%
$26.33 - $31.74 $7.64K - $9.2K
2.52K $66K
HOOD
Robinhood Markets, Inc.

Technology
100
New
$22.33 - $43.2 $2.23K - $4.32K
100 $3K
BDX
Becton Dickinson & CO

Healthcare
32
+ 9.44%
$220.02 - $243.75 $7.04K - $7.8K
371 $84K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.18%
$94.43 - $105.47 $94.4 - $105
550 $55K
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 277.78%
$7.63 - $16.88 $763 - $1.69K
136 $2K
RKLB
Rocket Lab Usa, Inc.

Industrials
116
New
$9.23 - $28.44 $1.07K - $3.3K
116 $2K
HPE
Hewlett Packard Enterprise CO

Technology
10
+ 0.5%
$19.31 - $23.95 $193 - $240
2K $42K
VLUE
Ishares Msci Usa Value Factor

ETFs
17
+ 9.29%
$104.01 - $115.38 $1.77K - $1.96K
200 $21K
FDX
Fedex Corp

Industrials
9
New
$260.5 - $305.15 $2.34K - $2.75K
9 $2K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
30
+ 6.58%
$134.53 - $150.65 $4.04K - $4.52K
486 $65K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.49%
$121.89 - $135.52 $609 - $678
1.04K $129K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.96%
$178.39 - $215.0 $357 - $430
210 $40K
VCIT
Vanguard Intermediate Term Cor

ETFs
426
+ 4.53%
$80.13 - $83.77 $34.1K - $35.7K
9.84K $789K
SRE
Sempra Energy

Utilities
1
+ 0.42%
$80.81 - $94.77 $80.8 - $94.8
241 $21K
IEMG
Ishares Inc

ETFs
18
+ 1.21%
N/A
1.51K $80K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
444
New
$1.81 - $4.49 $804 - $1.99K
444 $1K
DOCU
Docusign, Inc.

Technology
14
New
$61.42 - $106.99 $860 - $1.5K
14 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
17
+ 65.38%
$57.14 - $64.54 $971 - $1.1K
43 $2K
UAA
Under Armour, Inc.

Consumer Cyclical
140
New
$8.21 - $11.13 $1.15K - $1.56K
140 $1K
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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