Concord Wealth Partners Sells in Q4 2024

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-113
- 78.47%
$48.37 - $52.65 $5.47K - $5.95K
31 $1K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-99
- 73.33%
$46.96 - $51.46 $4.65K - $5.09K
36 $1K
OMFL
Invesco Exchange Traded Self I

ETFs
-241
- 4.71%
$52.49 - $56.58 $12.7K - $13.6K
4.87K $264K
FSK
Fs Kkr Capital Corp

Financial Services
-375
- 41.39%
$19.71 - $22.22 $7.39K - $8.33K
531 $11K
PAVE
Global X Fds Us Infrastructure

ETFs
-111
- 4.21%
$40.41 - $45.95 $4.49K - $5.1K
2.53K $102K
ACN
Accenture PLC

Technology
-11
- 1.5%
$343.9 - $376.86 $3.78K - $4.15K
722 $253K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-81
- 46.02%
$77.86 - $79.27 $6.31K - $6.42K
95 $7K
FE
Firstenergy Corp

Utilities
-100
- 83.33%
$39.14 - $44.52 $3.91K - $4.45K
20 $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-50
- 43.1%
$173.13 - $258.09 $8.66K - $12.9K
66 $15K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-29
- 32.58%
$174.22 - $187.62 $5.05K - $5.44K
60 $10K
SHW
Sherwin Williams CO

Basic Materials
-5
- 11.9%
$338.75 - $399.71 $1.69K - $2K
37 $12K
ALL
Allstate Corp

Financial Services
-25
- 10.25%
$181.25 - $208.2 $4.53K - $5.21K
219 $42K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-854
- 34.79%
$7.33 - $12.37 $6.26K - $10.6K
1.6K $16K
PM
Philip Morris International Inc.

Consumer Defensive
-31
- 10.03%
$118.38 - $133.06 $3.67K - $4.12K
278 $33K
CTVA
Corteva, Inc.

Basic Materials
-38
- 7.42%
$55.21 - $64.13 $2.1K - $2.44K
474 $26K
IYR
Ishares Tr

ETFs
-2
- 0.57%
$90.74 - $102.87 $181 - $206
351 $32K
MET
Metlife Inc

Financial Services
-34
- 9.77%
$78.15 - $88.25 $2.66K - $3K
314 $25K
AIG
American International Group, Inc.

Financial Services
-40
- 7.21%
$70.0 - $79.22 $2.8K - $3.17K
515 $37K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-168
- 10.69%
$43.37 - $51.46 $7.29K - $8.65K
1.4K $67K
VDC
Vanguard Consumer Staples ETF

ETFs
-8
- 3.92%
$210.96 - $223.62 $1.69K - $1.79K
196 $41K
IWD
Ishares Russell 1000 Val ETF

ETFs
-15
- 14.71%
$183.23 - $199.79 $2.75K - $3K
87 $16K
UBER
Uber Technologies, Inc

Technology
-25
- 83.33%
$59.93 - $86.34 $1.5K - $2.16K
5 $0
ETN
Eaton Corp PLC

Industrials
-6
- 1.75%
$326.96 - $377.52 $1.96K - $2.27K
337 $111K
TTE
Total Energies Se

Energy
-25
- 33.78%
N/A
49 $3K
LUV
Southwest Airlines CO

Industrials
-74
- 70.48%
$28.99 - $34.84 $2.15K - $2.58K
31 $1K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-19
- 7.14%
$124.26 - $134.12 $2.36K - $2.55K
247 $31K
HE
Hawaiian Electric Industries Inc

Utilities
-40
- 3.23%
$9.12 - $10.98 $365 - $439
1.2K $11K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1
- 0.56%
$58.88 - $64.8 $58.9 - $64.8
177 $10K
GLW
Corning Inc

Technology
-68
- 5.47%
$44.11 - $49.76 $3K - $3.38K
1.18K $55K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1
- 0.25%
$38.37 - $42.82 $38.4 - $42.8
400 $15K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-15
- 5.58%
$30.48 - $34.2 $457 - $513
254 $7K
DJP
Barclays Bank PLC

ETFs
-41
- 74.55%
N/A
14 $0
XLF
Financial Sector Spdr

ETFs
-70
- 10.4%
$44.89 - $51.34 $3.14K - $3.59K
603 $29K
DWAC
Digital World Acquisition Corp.

Financial Services
-76
- 50.0%
N/A
76 $0
Net Lease Office Properties
-10
- 9.35%
N/A
97 $0
Brookfield Corp
-56
- 30.43%
N/A
128 $0
Dimensional ETF Trust
-16.9K
- 31.74%
N/A
36.3K $0
EMB
Ishares Tr

ETFs
-1
- 50.0%
$88.94 - $93.46 $88.9 - $93.5
1 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3
- 3.95%
$77.02 - $78.58 $231 - $236
73 $5K
NRG
Nrg Energy, Inc.

Utilities
-1
- 0.93%
$85.3 - $101.61 $85.3 - $102
107 $9K
CNP
Centerpoint Energy Inc

Utilities
-12
- 7.32%
$28.58 - $32.66 $343 - $392
152 $4K
BA
Boeing CO

Industrials
-69
- 13.69%
$138.14 - $180.72 $9.53K - $12.5K
435 $76K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3
- 0.45%
$104.59 - $118.05 $314 - $354
661 $71K
COOK
Traeger, Inc.

Consumer Cyclical
-125
- 93.28%
$2.34 - $3.58 $293 - $448
9 $0
ONL
Orion Office Reit Inc.

Real Estate
-33
- 71.74%
$3.68 - $4.32 $121 - $143
13 $0
Briacell Therapeutics Corp
-9.08K
- 64.48%
N/A
5K $0
Gsk PLC
-46
- 5.87%
N/A
737 $0
Microcloud Hologram Inc
-143
- 95.33%
N/A
7 $0
Solventum Corp
-9
- 4.0%
N/A
216 $0
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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