Concord Wealth Partners Top Holdings and 13F Report (2025) About Concord Wealth PartnersInvestment ActivityConcord Wealth Partners has $685.93 million in total holdings as of June 30, 2025.Concord Wealth Partners owns shares of 861 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 8.47% of the portfolio was purchased this quarter.About 3.66% of the portfolio was sold this quarter.This quarter, Concord Wealth Partners has purchased 813 new stocks and bought additional shares in 279 stocks.Concord Wealth Partners sold shares of 160 stocks and completely divested from 47 stocks this quarter.Largest Holdings NVIDIA $32,623,499SPDR Portfolio Short Term Corporate Bond ETF $29,152,369SPDR Blackstone High Income ETF $28,947,183iShares Short Treasury Bond ETF $28,865,299SPDR Portfolio Intermediate Term Corporate Bond ETF $27,683,471 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $1,844,741 Holding237194105 - Darden Restaurants $669,822 Holding127097103 - Coterra Energy $618,663 Holding922020730 - VANGUARD MALVERN FDS $223,667 Holding19260Q107 - Coinbase Global $188,087 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 147,012 shares (about $5.95M)SPDR Blackstone High Income ETF 208,041 shares (about $5.95M)NVIDIA 16,088 shares (about $2.54M)SPDR S&P International Dividend ETF 54,988 shares (about $2.32M)CVS Health 33,152 shares (about $2.29M) Largest Sales this Quarter iShares MSCI India ETF 42,448 shares (about $2.36M)Vertex Pharmaceuticals 3,459 shares (about $1.54M)Broadcom 4,645 shares (about $1.28M)Apple 6,001 shares (about $1.23M)iShares Core Dividend Growth ETF 18,466 shares (about $1.18M) 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 PortfolioSectorNVDANVIDIA$32,623,499$2,541,742 ▲8.4%206,4914.8%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$29,152,369$418,252 ▲1.5%965,6304.3%ETFHYBLSPDR Blackstone High Income ETF$28,947,183$5,947,894 ▲25.9%1,012,4934.2%ETFSHViShares Short Treasury Bond ETF$28,865,299$1,427,508 ▲5.2%261,4144.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$27,683,471$1,985,954 ▲7.7%824,4044.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$27,661,181$5,952,514 ▲27.4%683,1614.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$27,603,797$71,004 ▼-0.3%959,4654.0%ETFMSFTMicrosoft$19,391,081$738,158 ▼-3.7%38,9842.8%Computer and TechnologyAAPLApple$14,113,282$1,231,229 ▼-8.0%68,7882.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$12,479,493$752,743 ▼-5.7%130,9221.8%ETFDONWisdomTree U.S. MidCap Dividend Fund$11,882,750$204,039 ▲1.7%237,0861.7%FinanceAVEMAvantis Emerging Markets Equity ETF$11,867,345$1,557,364 ▲15.1%173,1451.7%ETFJQUAJPMorgan U.S. Quality Factor ETF$10,545,463$929,036 ▼-8.1%175,6111.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,117,766$2,207,595 ▲27.9%210,7431.5%ETFDFUSDimensional U.S. Equity ETF$9,980,122$442,733 ▲4.6%148,9131.5%ETFAMZNAmazon.com$9,675,083$14,918 ▼-0.2%44,1001.4%Retail/WholesaleDWXSPDR S&P International Dividend ETF$9,621,168$2,317,746 ▲31.7%228,2601.4%ETFAVGOBroadcom$8,617,164$1,280,405 ▼-12.9%31,2611.3%Computer and TechnologyJPMJPMorgan Chase & Co.$8,448,986$22,323 ▲0.3%29,1431.2%FinanceMETAMeta Platforms$8,356,003$135,072 ▼-1.6%11,3211.2%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$8,237,941$297,154 ▲3.7%115,6041.2%ETFXMHQInvesco S&P MidCap Quality ETF$7,894,412$95,097 ▼-1.2%80,3581.2%ETFDFCFDimensional Core Fixed Income ETF$7,710,726$320,078 ▲4.3%182,4591.1%ETFAVUVAvantis U.S. Small Cap Value ETF$7,430,897$2,460 ▲0.0%81,5691.1%ETFDGROiShares Core Dividend Growth ETF$7,353,877$1,180,718 ▼-13.8%115,0121.1%ETFAVLVAvantis U.S. Large Cap Value ETF$6,411,835$10,436 ▼-0.2%94,0010.9%ETFVIGIVanguard International Dividend Appreciation ETF$5,760,587$2,283,651 ▲65.7%63,9210.8%ETFGOOGLAlphabet$5,504,758$21,853 ▲0.4%31,2360.8%Computer and TechnologyIGROiShares International Dividend Growth ETF$5,504,099$1,968,787 ▲55.7%69,7690.8%ETFBRK.BBerkshire Hathaway$4,566,238$435,736 ▼-8.7%9,4000.7%FinanceKOCocaCola$4,348,103$742,949 ▼-14.6%61,4570.6%Consumer StaplesDFAXDimensional World ex U.S. Core Equity 2 ETF$4,154,074$260,865 ▲6.7%141,4390.6%ETFSOSouthern$4,086,828$153,541 ▲3.9%44,5040.6%UtilitiesXOMExxon Mobil$3,980,253$245,134 ▼-5.8%36,9230.6%EnergyLMTLockheed Martin$3,878,962$926 ▲0.0%8,3750.6%AerospaceNEENextEra Energy$3,877,950$106,768 ▲2.8%55,8620.6%UtilitiesNOBLProShares S&P 500 Aristocrats ETF$3,869,061$759,070 ▼-16.4%38,4220.6%ETFGSThe Goldman Sachs Group$3,855,261$380,784 ▲11.0%5,4470.6%FinanceCATCaterpillar$3,756,479$206,925 ▼-5.2%9,6760.5%IndustrialsHDHome Depot$3,714,159$129,061 ▼-3.4%10,1300.5%Retail/WholesaleDIMENSIONAL ETF TRUST$3,486,672$43,340 ▲1.3%68,7030.5%ULTRASHORT FIXEDSCHDSchwab US Dividend Equity ETF$3,482,957$603,990 ▼-14.8%131,4320.5%ETFPGProcter & Gamble$3,451,828$128,093 ▲3.9%21,6660.5%Consumer StaplesMSMorgan Stanley$3,336,930$359,893 ▲12.1%23,6900.5%FinanceVVisa$3,300,319$85,925 ▼-2.5%9,2950.5%Business ServicesTXNTexas Instruments$3,272,691$49,206 ▲1.5%15,7630.5%Computer and TechnologyMAMastercard$3,241,864$274,791 ▲9.3%5,7690.5%Business ServicesJNJJohnson & Johnson$3,184,021$338,488 ▼-9.6%20,8450.5%MedicalDFACDimensional U.S. Core Equity 2 ETF$3,015,787$57,559 ▲1.9%84,1460.4%ETFTFCTruist Financial$3,002,723$11,994 ▼-0.4%69,8470.4%FinanceSMINiShares MSCI India Small-Cap ETF$2,976,138$826,829 ▼-21.7%38,5610.4%ETFUNPUnion Pacific$2,933,376$92,725 ▼-3.1%12,7490.4%TransportationCOPConocoPhillips$2,867,811$11,666 ▲0.4%31,9570.4%EnergyLLYEli Lilly and Company$2,846,926$117,712 ▼-4.0%3,6520.4%MedicalCOSTCostco Wholesale$2,760,537$15,837 ▼-0.6%2,7890.4%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,746,527$943,823 ▲52.4%29,9410.4%ETFADPAutomatic Data Processing$2,739,845$169,313 ▼-5.8%8,8840.4%Computer and TechnologyWMTWalmart$2,724,513$64,045 ▲2.4%27,8640.4%Retail/WholesaleDUKDuke Energy$2,667,899$1,085,261 ▲68.6%22,6090.4%UtilitiesTSLATesla$2,663,594$685,514 ▲34.7%8,3850.4%Auto/Tires/TrucksSRLNSPDR Blackstone Senior Loan ETF$2,652,880$115,122 ▼-4.2%63,7860.4%ETFAMGNAmgen$2,643,405$125,092 ▼-4.5%9,4670.4%MedicalMCKMcKesson$2,615,295$1,062,532 ▼-28.9%3,5690.4%MedicalCRMSalesforce$2,584,859$555,203 ▲27.4%9,4790.4%Computer and TechnologyCMCSAComcast$2,532,200$128,163 ▲5.3%70,9500.4%Consumer DiscretionaryETNEaton$2,527,152$327,005 ▲14.9%7,0790.4%IndustrialsFEZSPDR EURO STOXX 50 ETF$2,493,966$189,882 ▲8.2%41,7540.4%ETFDVYAiShares Asia/Pacific Dividend ETF$2,390,876$279,204 ▲13.2%62,1430.3%ETFDVYEiShares Emerging Markets Dividend ETF$2,388,409$206,337 ▲9.5%83,3650.3%ETFCVSCVS Health$2,350,714$2,286,838 ▲3,580.1%34,0780.3%MedicalFNDESchwab Fundamental Emerging Markets Equity ETF$2,326,347$45,851 ▲2.0%70,4740.3%ETFAMATApplied Materials$2,306,913$251,910 ▲12.3%12,6010.3%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$2,305,063$1,685,675 ▲272.2%54,4160.3%ETFCBChubb$2,303,080$316,098 ▼-12.1%7,9490.3%FinanceSTLDSteel Dynamics$2,295,754$450,216 ▲24.4%17,9340.3%Basic MaterialsSMHVanEck Semiconductor ETF$2,270,380$312,906 ▼-12.1%8,1410.3%ManufacturingINTUIntuit$2,214,056$114,208 ▼-4.9%2,8110.3%Computer and TechnologyWSMWilliams-Sonoma$2,155,754$227,076 ▲11.8%13,1960.3%Retail/WholesaleGWWW.W. Grainger$2,152,284$294,392 ▼-12.0%2,0690.3%IndustrialsMCDMcDonald's$2,135,790$39,151 ▲1.9%7,3100.3%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$2,073,574$482,905 ▼-18.9%17,4120.3%ETFDFASDimensional U.S. Small Cap ETF$2,010,080$21,725 ▼-1.1%31,5500.3%ETFDISWalt Disney$1,941,348$355,655 ▲22.4%15,6550.3%Consumer DiscretionaryTRVTravelers Companies$1,931,436$28,628 ▲1.5%7,2190.3%FinanceISRGIntuitive Surgical$1,911,173$69,013 ▲3.7%3,5170.3%MedicalGOOGAlphabet$1,885,919$167,996 ▼-8.2%10,6310.3%Computer and TechnologyHDViShares Core High Dividend ETF$1,882,131$225,673 ▲13.6%16,0630.3%ETFXSHDInvesco S&P SmallCap High Dividend Low Volatility ETF$1,857,139$547,526 ▲41.8%137,9340.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,844,741$1,844,741 ▲New Holding18,3210.3%ETFQQQInvesco QQQ$1,838,182$604,084 ▼-24.7%3,3320.3%FinanceIBMInternational Business Machines$1,828,764$618,726 ▲51.1%6,2040.3%Computer and TechnologyTJXTJX Companies$1,798,869$5,063 ▲0.3%14,5670.3%Retail/WholesaleABTAbbott Laboratories$1,776,962$375,930 ▼-17.5%13,0650.3%MedicalLAM RESEARCH CORP$1,703,676$103,572 ▲6.5%17,5020.2%COM NEWVZVerizon Communications$1,692,959$166,462 ▲10.9%39,1250.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,676,993$21,882 ▼-1.3%5,5180.2%ETFVOOVanguard S&P 500 ETF$1,617,305$1,039,574 ▲179.9%2,8470.2%ETFUNHUnitedHealth Group$1,602,590$97,647 ▼-5.7%5,1370.2%MedicalCDNSCadence Design Systems$1,594,984$105,387 ▲7.1%5,1760.2%Computer and TechnologyNOWServiceNow$1,570,906$228,234 ▲17.0%1,5280.2%Computer and TechnologyShowing 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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