CIK 1814214
Concord Wealth Partners
Institutional 13F holdings & portfolio
Holdings
845
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | 372 | $15K–$50K | SH |
| VNT | VONTIER CORPORATION | 500 | $15K–$50K | SH |
| FENI | FIDELITY COVINGTON TRUST | 508 | $15K–$50K | SH |
| MTUM | ISHARES TR | 74 | $15K–$50K | SH |
| BX | BLACKSTONE INC | 119 | $15K–$50K | SH |
| DVN | DEVON ENERGY CORP NEW | 500 | $15K–$50K | SH |
| ROG | ROGERS CORP | 200 | $15K–$50K | SH |
| APH | AMPHENOL CORP NEW | 134 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 51 | $15K–$50K | SH |
| WTMF | WISDOMTREE TR | 466 | $15K–$50K | SH |
| ARM | ARM HOLDINGS PLC | 161 | $15K–$50K | SH |
| AIG | AMERICAN INTL GROUP INC | 204 | $15K–$50K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 398 | $15K–$50K | SH |
| NRG | NRG ENERGY INC | 107 | $15K–$50K | SH |
| PAAS | PAN AMERN SILVER CORP | 328 | $15K–$50K | SH |
| GIS | GENERAL MLS INC | 361 | $15K–$50K | SH |
| UUUU | ENERGY FUELS INC | 1K | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC | 80 | $15K–$50K | SH |
| IYR | ISHARES TR | 177 | $15K–$50K | SH |
| HSY | HERSHEY CO | 91 | $15K–$50K | SH |
| XLRE | SELECT SECTOR SPDR TR | 406 | $15K–$50K | SH |
| OMFS | INVESCO EXCH TRD SLF IDX FD | 366 | $15K–$50K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 287 | $15K–$50K | SH |
| FDRR | FIDELITY COVINGTON TRUST | 266 | $15K–$50K | SH |
| EQT | EQT CORP | 300 | $15K–$50K | SH |
| HPQ | HP INC | 711 | $15K–$50K | SH |
| ILF | ISHARES TR | 519 | $15K–$50K | SH |
| NDAQ | NASDAQ INC | 162 | $15K–$50K | SH |
| KARS | KRANESHARES TRUST | 516 | $15K–$50K | SH |
| LQD | ISHARES TR | 143 | $15K–$50K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 324 | $15K–$50K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 236 | $15K–$50K | SH |
| EEMV | ISHARES INC | 244 | $15K–$50K | SH |
| NUE | NUCOR CORP | 96 | $15K–$50K | SH |
| FTS | FORTIS INC | 300 | $15K–$50K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 588 | $15K–$50K | SH |
| IAU | ISHARES GOLD TR | 186 | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 49 | $1K–$15K | SH |
| AES | AES CORP | 1K | $1K–$15K | SH |
| ADI | ANALOG DEVICES INC | 52 | $1K–$15K | SH |
| KOMP | SPDR SERIES TRUST | 237 | $1K–$15K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 69 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC | 69 | $1K–$15K | SH |
| WTRG | ESSENTIAL UTILS INC | 365 | $1K–$15K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 41 | $1K–$15K | SH |
| FESM | FIDELITY COVINGTON TRUST | 365 | $1K–$15K | SH |
| FSK | FS KKR CAP CORP | 906 | $1K–$15K | SH |
| DG | DOLLAR GEN CORP NEW | 100 | $1K–$15K | SH |
| GOP | TIDAL TRUST I | 355 | $1K–$15K | SH |
| FDLO | FIDELITY COVINGTON TRUST | 193 | $1K–$15K | SH |