Concord Wealth Partners Top Holdings and 13F Report (2025) About Concord Wealth PartnersInvestment ActivityConcord Wealth Partners has $608.97 million in total holdings as of March 31, 2025.Concord Wealth Partners owns shares of 813 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 14.55% of the portfolio was purchased this quarter.About 12.92% of the portfolio was sold this quarter.This quarter, Concord Wealth Partners has purchased 921 new stocks and bought additional shares in 172 stocks.Concord Wealth Partners sold shares of 253 stocks and completely divested from 193 stocks this quarter.Largest Holdings SPDR Portfolio Short Term Corporate Bond ETF $28,648,465SPDR Portfolio Intermediate Term Treasury ETF $27,492,035iShares Short Treasury Bond ETF $27,447,805SPDR Portfolio Intermediate Term Corporate Bond ETF $25,437,328SPDR Blackstone High Income ETF $22,621,199 Largest New Holdings this Quarter 025072877 - Avantis U.S. Small Cap Value ETF $7,107,990 Holding46429B598 - iShares MSCI India ETF $3,575,698 Holding46429B614 - iShares MSCI India Small-Cap ETF $3,355,067 Holding858119100 - Steel Dynamics $1,803,278 Holding512807306 - LAM RESEARCH CORP $1,195,061 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 430,940 shares (about $15.69M)SPDR Blackstone High Income ETF 262,004 shares (about $7.37M)Avantis U.S. Small Cap Value ETF 81,542 shares (about $7.11M)iShares MSCI India ETF 69,458 shares (about $3.58M)iShares MSCI India Small-Cap ETF 49,274 shares (about $3.36M) Largest Sales this Quarter SPDR S&P 600 Small Cap Value ETF 110,791 shares (about $8.69M)iShares Core Dividend Growth ETF 108,502 shares (about $6.70M)SPDR Portfolio Intermediate Term Treasury ETF 179,784 shares (about $5.14M)AbbVie 21,812 shares (about $4.57M)Avantis Emerging Markets Equity ETF 64,518 shares (about $3.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConcord Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPSBSPDR Portfolio Short Term Corporate Bond ETF$28,648,465$539,573 ▼-1.8%951,7764.7%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$27,492,035$5,138,225 ▼-15.7%961,9334.5%ETFSHViShares Short Treasury Bond ETF$27,447,805$1,524,240 ▼-5.3%248,4864.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$25,437,328$953,688 ▲3.9%765,2634.2%ETFHYBLSPDR Blackstone High Income ETF$22,621,199$7,367,555 ▲48.3%804,4523.7%ETFNVDANVIDIA$20,635,849$282,113 ▲1.4%190,4033.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$19,521,192$15,690,531 ▲409.6%536,1493.2%ETFAAPLApple$16,612,800$958,264 ▼-5.5%74,7892.7%Computer and TechnologyMSFTMicrosoft$15,191,179$1,263,930 ▼-7.7%40,4682.5%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$11,538,907$384,176 ▲3.4%233,0151.9%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$11,156,903$104,803 ▲0.9%138,8191.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$10,790,402$907,812 ▲9.2%191,0821.8%ETFAVEMAvantis Emerging Markets Equity ETF$9,050,975$3,882,058 ▼-30.0%150,4231.5%ETFDFUSDimensional U.S. Equity ETF$8,606,703$943,606 ▼-9.9%142,3071.4%ETFAMZNAmazon.com$8,403,389$796,427 ▼-8.7%44,1681.4%Retail/WholesaleDGROiShares Core Dividend Growth ETF$8,246,260$6,703,245 ▼-44.8%133,4781.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,829,465$524,907 ▲7.2%164,7611.3%ETFXMHQInvesco S&P MidCap Quality ETF$7,443,734$2,483,930 ▲50.1%81,3261.2%ETFSPHQInvesco S&P 500 Quality ETF$7,392,532$359,828 ▼-4.6%111,4341.2%ETFDFCFDimensional Core Fixed Income ETF$7,355,673$1,304,871 ▼-15.1%174,8851.2%ETFJPMJPMorgan Chase & Co.$7,129,981$337,047 ▼-4.5%29,0661.2%FinanceAVUVAvantis U.S. Small Cap Value ETF$7,107,990$7,107,990 ▲New Holding81,5421.2%ETFDWXSPDR S&P International Dividend ETF$6,646,730$3,101,759 ▲87.5%173,2721.1%ETFMETAMeta Platforms$6,630,503$1,182,701 ▼-15.1%11,5041.1%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$6,139,768$294,618 ▲5.0%94,1541.0%ETFAVGOBroadcom$6,011,810$1,692,569 ▼-22.0%35,9061.0%Computer and TechnologyBRK.BBerkshire Hathaway$5,483,976$209,837 ▼-3.7%10,2970.9%FinanceKOCocaCola$5,153,598$286,693 ▼-5.3%71,9580.8%Consumer StaplesGOOGLAlphabet$4,811,154$232,424 ▼-4.6%31,1120.8%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$4,696,177$130,688 ▼-2.7%45,9600.8%ETFXOMExxon Mobil$4,661,670$828,699 ▼-15.1%39,1970.8%EnergySCHDSchwab US Dividend Equity ETF$4,312,116$315,613 ▼-6.8%154,2240.7%ETFSOSouthern$3,938,418$245,599 ▲6.7%42,8320.6%UtilitiesNEENextEra Energy$3,851,019$625,390 ▲19.4%54,3240.6%UtilitiesHDHome Depot$3,841,568$374,188 ▼-8.9%10,4820.6%Retail/WholesaleJNJJohnson & Johnson$3,824,397$25,705 ▼-0.7%23,0610.6%MedicalLMTLockheed Martin$3,740,118$948,318 ▲34.0%8,3730.6%AerospaceINDAiShares MSCI India ETF$3,575,698$3,575,698 ▲New Holding69,4580.6%ETFPGProcter & Gamble$3,555,287$4,942 ▲0.1%20,8620.6%Consumer StaplesDFAXDimensional World ex U.S. Core Equity 2 ETF$3,472,999$120,232 ▼-3.3%132,5570.6%ETFDIMENSIONAL ETF TRUST$3,441,957$1,602,652 ▲87.1%67,8490.6%ULTRASHORT FIXEDMCKMcKesson$3,377,737$3,278,807 ▲3,314.3%5,0190.6%MedicalCATCaterpillar$3,367,053$320,907 ▲10.5%10,2090.6%IndustrialsSMINiShares MSCI India Small-Cap ETF$3,355,067$3,355,067 ▲New Holding49,2740.6%ETFCOPConocoPhillips$3,342,491$478,579 ▼-12.5%31,8270.5%EnergyVVisa$3,342,456$118,460 ▲3.7%9,5370.5%Business ServicesIGROiShares International Dividend Growth ETF$3,246,284$2,555,128 ▲369.7%44,8130.5%ETFVIGIVanguard International Dividend Appreciation ETF$3,199,949$2,558,980 ▲399.2%38,5810.5%ETFLLYEli Lilly and Company$3,141,160$1,329,810 ▼-29.7%3,8030.5%MedicalUNPUnion Pacific$3,107,021$125,207 ▼-3.9%13,1520.5%TransportationAMGNAmgen$3,088,964$283,817 ▲10.1%9,9150.5%MedicalMAMastercard$2,894,134$302,569 ▼-9.5%5,2800.5%Business ServicesTFCTruist Financial$2,885,685$165 ▲0.0%70,1260.5%FinanceADPAutomatic Data Processing$2,881,925$129,538 ▼-4.3%9,4330.5%Computer and TechnologyUNHUnitedHealth Group$2,854,520$1,106,192 ▼-27.9%5,4500.5%MedicalTXNTexas Instruments$2,789,972$333,517 ▼-10.7%15,5260.5%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$2,737,354$1,544,713 ▲129.5%66,5540.4%ETFCBChubb$2,729,985$26,575 ▲1.0%9,0400.4%FinanceDFACDimensional U.S. Core Equity 2 ETF$2,722,988$94,714 ▼-3.4%82,5400.4%ETFGSThe Goldman Sachs Group$2,681,760$89,046 ▲3.4%4,9090.4%FinanceCOSTCostco Wholesale$2,652,502$1,427,907 ▼-35.0%2,8050.4%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$2,535,983$2,379,101 ▲1,516.5%21,4670.4%ETFCMCSAComcast$2,485,561$227,010 ▲10.1%67,3590.4%Consumer DiscretionaryMSMorgan Stanley$2,465,762$998,788 ▲68.1%21,1350.4%FinanceWMTWalmart$2,388,688$1,404,734 ▼-37.0%27,2090.4%Retail/WholesaleGWWW.W. Grainger$2,323,4000.0%2,3520.4%IndustrialsMCDMcDonald's$2,241,567$421,387 ▼-15.8%7,1760.4%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Equity ETF$2,127,818$270,855 ▲14.6%69,0850.3%ETFABTAbbott Laboratories$2,099,662$187,430 ▼-8.2%15,8290.3%MedicalFEZSPDR EURO STOXX 50 ETF$2,098,856$33,190 ▼-1.6%38,5750.3%ETFDVYEiShares Emerging Markets Dividend ETF$2,078,477$783,410 ▲60.5%76,1630.3%ETFCRMSalesforce$1,997,426$22,811 ▼-1.1%7,4430.3%Computer and TechnologyDVYAiShares Asia/Pacific Dividend ETF$1,959,616$759,590 ▲63.3%54,8860.3%ETFSMHVanEck Semiconductor ETF$1,958,860$964,310 ▲97.0%9,2630.3%ManufacturingDFASDimensional U.S. Small Cap ETF$1,905,494$149,435 ▼-7.3%31,8910.3%ETFTRVTravelers Companies$1,880,895$72,200 ▲4.0%7,1120.3%FinanceWSMWilliams-Sonoma$1,866,603$1,972,060 ▼-51.4%11,8060.3%Retail/WholesaleINTUIntuit$1,814,975$678,467 ▲59.7%2,9560.3%Computer and TechnologyGOOGAlphabet$1,808,889$186,232 ▼-9.3%11,5780.3%Computer and TechnologySTLDSteel Dynamics$1,803,278$1,803,278 ▲New Holding14,4170.3%Basic MaterialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,802,649$1,473,160 ▼-45.0%19,6520.3%ETFTJXTJX Companies$1,769,270$16,687 ▼-0.9%14,5260.3%Retail/WholesaleVRTXVertex Pharmaceuticals$1,720,626$19,878 ▲1.2%3,5490.3%MedicalHDViShares Core High Dividend ETF$1,712,246$114,457 ▲7.2%14,1370.3%ETFISRGIntuitive Surgical$1,678,965$1,138,130 ▲210.4%3,3900.3%MedicalETNEaton$1,675,297$1,583,690 ▲1,728.8%6,1630.3%IndustrialsJEPIJPMorgan Equity Premium Income ETF$1,653,860$30,056 ▲1.9%28,9440.3%ETFDUKDuke Energy$1,635,811$870,595 ▲113.8%13,4120.3%UtilitiesAMATApplied Materials$1,629,033$172,554 ▼-9.6%11,2250.3%Computer and TechnologyTSLATesla$1,613,789$1,587,096 ▲5,945.6%6,2270.3%Auto/Tires/TrucksABBVAbbVie$1,606,610$4,570,081 ▼-74.0%7,6680.3%MedicalVZVerizon Communications$1,600,213$250,524 ▲18.6%35,2780.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,536,408$56,069 ▼-3.5%5,5900.3%ETFCLColgate-Palmolive$1,516,569$152,641 ▼-9.1%16,1850.2%Consumer StaplesSPDR SER TR$1,500,344$26,107 ▲1.8%39,6530.2%SPDR PORTFOLIO SMMCMarsh & McLennan Companies$1,475,893$26,111 ▼-1.7%6,0480.2%FinanceCVXChevron$1,383,102$79,962 ▲6.1%8,2680.2%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,356,429$29,825 ▲2.2%26,1960.2%ETFXSHDInvesco S&P SmallCap High Dividend Low Volatility ETF$1,350,079$305,041 ▲29.2%97,2680.2%ETFTDVProShares S&P Technology Dividend Aristocrats ETF$1,345,374$29,358 ▼-2.1%18,4680.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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