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 551–600 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | 90 | $1K–$15K | SH |
| SMLF | ISHARES TR | 122 | $1K–$15K | SH |
| ABNB | AIRBNB INC | 67 | $1K–$15K | SH |
| EIX | EDISON INTL | 150 | $1K–$15K | SH |
| ENTG | ENTEGRIS INC | 106 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW | 200 | $1K–$15K | SH |
| YETI | YETI HLDGS INC | 200 | $1K–$15K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 123 | $1K–$15K | SH |
| ES | EVERSOURCE ENERGY | 128 | $1K–$15K | SH |
| KMX | CARMAX INC | 223 | $1K–$15K | SH |
| ADSK | AUTODESK INC | 29 | $1K–$15K | SH |
| LPLA | LPL FINL HLDGS INC | 24 | $1K–$15K | SH |
| PFF | ISHARES TR | 266 | $1K–$15K | SH |
| BN | BROOKFIELD CORP | 178 | $1K–$15K | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 126 | $1K–$15K | SH |
| HE | HAWAIIAN ELEC INDUSTRIES | 640 | $1K–$15K | SH |
| COR | CENCORA INC | 23 | $1K–$15K | SH |
| QQQH | NEOS ETF TRUST | 140 | $1K–$15K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 35 | $1K–$15K | SH |
| MP | MP MATERIALS CORP | 147 | $1K–$15K | SH |
| SPEM | SPDR INDEX SHS FDS | 156 | $1K–$15K | SH |
| DEO | DIAGEO PLC | 84 | $1K–$15K | SH |
| FAST | FASTENAL CO | 180 | $1K–$15K | SH |
| EIS | ISHARES INC | 65 | $1K–$15K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 86 | $1K–$15K | SH |
| XOEF | ISHARES TR | 276 | $1K–$15K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 124 | $1K–$15K | SH |
| TSCO | TRACTOR SUPPLY CO | 140 | $1K–$15K | SH |
| PLNT | PLANET FITNESS INC | 63 | $1K–$15K | SH |
| SNY | SANOFI SA | 141 | $1K–$15K | SH |
| LIT | GLOBAL X FDS | 105 | $1K–$15K | SH |
| ERII | ENERGY RECOVERY INC | 500 | $1K–$15K | SH |
| MAS | MASCO CORP | 106 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC | 100 | $1K–$15K | SH |
| PSP | INVESCO EXCHANGE TRADED FD T | 100 | $1K–$15K | SH |
| EQR | EQUITY RESIDENTIAL | 105 | $1K–$15K | SH |
| IXUS | ISHARES TR | 78 | $1K–$15K | SH |
| IBB | ISHARES TR | 39 | $1K–$15K | SH |
| SNPS | SYNOPSYS INC | 14 | $1K–$15K | SH |
| BAX | BAXTER INTL INC | 344 | $1K–$15K | SH |
| HUBS | HUBSPOT INC | 16 | $1K–$15K | SH |
| EWBC | EAST WEST BANCORP INC | 57 | $1K–$15K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 7 | $1K–$15K | SH |
| SYM | SYMBOTIC INC | 104 | $1K–$15K | SH |
| ISCG | ISHARES TR | 112 | $1K–$15K | SH |
| CAVA | CAVA GROUP INC | 105 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 113 | $1K–$15K | SH |
| DE | DEERE & CO | 13 | $1K–$15K | SH |
| ACHR | ARCHER AVIATION INC | 800 | $1K–$15K | SH |
| BSV | VANGUARD BD INDEX FDS | 76 | $1K–$15K | SH |