Concord Wealth Partners New Holdings in Q3 2025

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
5.97K
New
$67.52 - $82.97 $403K - $496K
5.97K $459K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.82K
New
$22.45 - $23.2 $221K - $228K
9.82K $226K
HYD
Vaneck High Yield Muni ETF

ETFs
3.45K
New
$48.85 - $50.94 $168K - $176K
3.45K $175K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.03K
New
$24.11 - $24.94 $170K - $175K
7.03K $175K
MTZ
Mastec Inc

Industrials
656
New
$168.23 - $212.81 $110K - $140K
656 $139K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.36K
New
$26.52 - $27.64 $89.1K - $92.9K
3.36K $92K
WPM
Wheaton Precious Metals Corp.

Basic Materials
545
New
$86.72 - $111.84 $47.3K - $61K
545 $60K
STNE
Stone Co Ltd.

Technology
3.16K
New
$12.57 - $19.46 $39.7K - $61.5K
3.16K $59K
AIR
Aar Corp

Industrials
573
New
$69.47 - $89.67 $39.8K - $51.4K
573 $51K
DASH
Door Dash, Inc.

Communication Services
183
New
$234.5 - $272.5 $42.9K - $49.9K
183 $49K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.2K
New
$31.79 - $33.42 $38.1K - $40K
1.2K $40K
DHI
Horton D R Inc

Consumer Cyclical
146
New
$129.82 - $184.04 $19K - $26.9K
146 $24K
DVN
Devon Energy Corp

Energy
500
New
$31.75 - $36.99 $15.9K - $18.5K
500 $17K
EQT
Eqt Corp

Energy
300
New
$49.19 - $59.19 $14.8K - $17.8K
300 $16K
CGDV
Capital Group Divid Value ETF

ETFs
398
New
$39.59 - $42.21 $15.8K - $16.8K
398 $16K
LPG
Dorian Lpg Ltd.

Energy
500
New
$24.6 - $32.7 $12.3K - $16.4K
500 $14K
UUUU
Energy Fuels Inc

Energy
700
New
$5.59 - $17.26 $3.91K - $12.1K
700 $10K
PEAK
Healthpeak Properties, Inc.

Real Estate
577
New
N/A
577 $10K
MP
Mp Materials Corp.

Basic Materials
147
New
$30.03 - $77.13 $4.41K - $11.3K
147 $9K
AGX
Argan Inc

Industrials
5
New
$202.53 - $271.07 $1.01K - $1.36K
5 $1K
APLD
Applied Blockchain, Inc.

Financial Services
76
New
$9.18 - $24.67 $698 - $1.87K
76 $1K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
254
New
$5.79 - $5.98 $1.47K - $1.52K
254 $1K
Volatility Shs Tr
77
New
N/A
77 $0
ATAT
Atour Lifestyle Holdings LTD
521
New
N/A
521 $0
Bionano Genomics Inc
1K
New
N/A
1K $0
Paramount Skydance Corp
78
New
N/A
78 $0
Ishares Bitcoin Trust ETF
1K
New
N/A
1K $0
First Tr Exchng Traded Fd Vi
166
New
N/A
166 $0
First Tr Exchng Traded Fd Vi
166
New
N/A
166 $0
Figma Inc
47
New
N/A
47 $0
First Tr Exchng Traded Fd Vi
262
New
N/A
262 $0
Activity Summary
Buys All Purchases 220 New Holdings 32 Increased Positions 188 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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