Concord Wealth Partners New Holdings in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
36.6K
New
$47.72 - $53.81 $1.75M - $1.97M
36.6K $1.95M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
29K
New
$56.04 - $62.99 $1.62M - $1.82M
29K $1.77M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.38K
New
$211.47 - $281.27 $925K - $1.23M
4.38K $1.07M
SLF
Sun Life Financial Inc

Financial Services
2K
New
$47.07 - $58.09 $94.1K - $116K
2K $116K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.03K
New
$65.15 - $72.97 $67.3K - $75.4K
1.03K $75K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.01K
New
$56.52 - $63.23 $57.3K - $64.1K
1.01K $62K
IQV
Iqvia Holdings Inc.

Healthcare
241
New
$206.81 - $251.55 $49.8K - $60.6K
241 $57K
XLG
Invesco Exchange Traded Fd Tr

ETFs
998
New
$42.54 - $47.97 $42.5K - $47.9K
998 $47K
DEO
Diageo PLC

Consumer Defensive
273
New
$120.02 - $140.77 $32.8K - $38.4K
273 $38K
CHKP
Check Point Software Technologies LTD

Technology
190
New
$165.0 - $195.47 $31.4K - $37.1K
190 $36K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.35K
New
$23.68 - $26.26 $31.9K - $35.4K
1.35K $34K
WMG
Warner Music Group Corp.

Communication Services
952
New
$27.51 - $32.17 $26.2K - $30.6K
952 $29K
ZBRA
Zebra Technologies Corp

Technology
80
New
$306.21 - $371.02 $24.5K - $29.7K
80 $29K
ALLE
Allegion PLC

Industrials
199
New
$114.67 - $145.7 $22.8K - $29K
199 $28K
WTMF
Wisdomtree Tr Managed Futures

ETFs
777
New
$34.69 - $36.83 $27K - $28.6K
777 $27K
LAMR
Lamar Advertising CO

Real Estate
196
New
$110.9 - $135.58 $21.7K - $26.6K
196 $26K
ADSK
Autodesk, Inc.

Technology
103
New
$245.83 - $245.83 $25.3K - $25.3K
103 $25K
ABC
Amerisourcebergen Corp

Healthcare
135
New
N/A
135 $24K
BR
Broadridge Financial Solutions, Inc.

Technology
111
New
$196.56 - $218.55 $21.8K - $24.3K
111 $23K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
451
New
$50.52 - $50.95 $22.8K - $23K
451 $22K
OMC
Omnicom Group Inc.

Communication Services
207
New
$87.69 - $103.9 $18.2K - $21.5K
207 $21K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
443
New
$43.98 - $46.02 $19.5K - $20.4K
443 $20K
CCJ
Cameco Corp

Energy
380
New
$36.9 - $53.72 $14K - $20.4K
380 $18K
CRL
Charles River Laboratories International, Inc.

Healthcare
95
New
$187.96 - $245.29 $17.9K - $23.3K
95 $18K
VEEV
Veeva Systems Inc

Healthcare
72
New
$180.43 - $223.9 $13K - $16.1K
72 $15K
RTO
Rentokil Initial PLC

Industrials
627
New
$24.2 - $32.96 $15.2K - $20.7K
627 $15K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
New
$162.83 - $179.16 $14.5K - $15.9K
89 $15K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
113
New
$112.99 - $126.45 $12.8K - $14.3K
113 $14K
VRIG
Invesco Actively Managed ETF F

ETFs
521
New
$25.05 - $25.21 $13.1K - $13.1K
521 $13K
LYG
Lloyds Banking Group PLC

Financial Services
4.05K
New
$2.73 - $3.17 $11.1K - $12.8K
4.05K $12K
JMEE
J P Morgan Exchange Traded Fd

ETFs
206
New
$55.81 - $61.01 $11.5K - $12.6K
206 $12K
HBI
Hanesbrands Inc.

Consumer Cyclical
1.51K
New
$4.66 - $7.36 $7.03K - $11.1K
1.51K $11K
SUN
Sunoco LP

Energy
200
New
$50.23 - $58.53 $10K - $11.7K
200 $10K
HUM
Humana Inc

Healthcare
23
New
$310.25 - $404.52 $7.14K - $9.3K
23 $7K
DRIV
Global X Fds Global X Autonomo

ETFs
300
New
$20.59 - $25.46 $6.18K - $7.64K
300 $7K
AI
C3.Ai, Inc.

Technology
315
New
$21.12 - $30.58 $6.65K - $9.63K
315 $7K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
73
New
$85.03 - $94.56 $6.21K - $6.9K
73 $6K
MSCI
Msci Inc.

Financial Services
11
New
$479.31 - $584.91 $5.27K - $6.43K
11 $6K
IT
Gartner Inc

Technology
12
New
$441.32 - $516.47 $5.3K - $6.2K
12 $6K
MKL
Markel Corp

Financial Services
4
New
$1494.55 - $1645.69 $5.98K - $6.58K
4 $6K
CPRT
Copart Inc

Consumer Cyclical
110
New
$49.19 - $55.54 $5.41K - $6.11K
110 $5K
MGM
Mgm Resorts International

Consumer Cyclical
142
New
$34.07 - $46.78 $4.84K - $6.64K
142 $5K
PAGP
Plains Gp Holdings LP

Energy
296
New
$17.93 - $19.98 $5.31K - $5.91K
296 $5K
ISCG
Ishares Morningstar Small Cap

ETFs
112
New
$44.24 - $49.07 $4.95K - $5.5K
112 $5K
TDG
Trans Digm Group Inc

Industrials
4
New
$1202.03 - $1427.41 $4.81K - $5.71K
4 $5K
TTE
Total Energies Se

Energy
74
New
$68.61 - $68.61 $5.08K - $5.08K
74 $5K
SAP
Sap Se

Technology
20
New
$197.21 - $231.0 $3.94K - $4.62K
20 $4K
TECK
Teck Resources LTD

Basic Materials
92
New
$43.48 - $53.4 $4K - $4.91K
92 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
New
$1015.62 - $1159.62 $4.06K - $4.64K
4 $4K
Activity Summary
Buys All Purchases 531 New Holdings 204 Increased Positions 327 Sells All Sells 156 Reductions 155 Sold out 1 Options Calls 0 Puts 1
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