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 251–300 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 489 | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 844 | $100K–$500K | SH |
| IUSG | ISHARES TR | 606 | $100K–$500K | SH |
| IWV | ISHARES TR | 262 | $100K–$500K | SH |
| CCJ | CAMECO CORP | 1K | $50K–$100K | SH |
| LOB | LIVE OAK BANCSHARES INC | 3K | $50K–$100K | SH |
| ESGD | ISHARES TR | 1K | $50K–$100K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 3K | $50K–$100K | SH |
| IEMG | ISHARES INC | 1K | $50K–$100K | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 3K | $50K–$100K | SH |
| FIVE | FIVE BELOW INC | 500 | $50K–$100K | SH |
| XLK | SELECT SECTOR SPDR TR | 644 | $50K–$100K | SH |
| IWD | ISHARES TR | 439 | $50K–$100K | SH |
| APPN | APPIAN CORP | 3K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO | 676 | $50K–$100K | SH |
| XLV | SELECT SECTOR SPDR TR | 576 | $50K–$100K | SH |
| PLD | PROLOGIS INC. | 685 | $50K–$100K | SH |
| IMCG | ISHARES TR | 1K | $50K–$100K | SH |
| FSSL | FS SPECIALTY LENDING FD | 6K | $50K–$100K | SH |
| BA | BOEING CO | 387 | $50K–$100K | SH |
| HON | HONEYWELL INTL INC | 427 | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP | 235 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC | 360 | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP | 705 | $50K–$100K | SH |
| MUB | ISHARES TR | 763 | $50K–$100K | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 3K | $50K–$100K | SH |
| VOE | VANGUARD INDEX FDS | 457 | $50K–$100K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 200 | $50K–$100K | SH |
| WEC | WEC ENERGY GROUP INC | 752 | $50K–$100K | SH |
| WPC | WP CAREY INC | 1K | $50K–$100K | SH |
| TLT | ISHARES TR | 888 | $50K–$100K | SH |
| BDX | BECTON DICKINSON & CO | 398 | $50K–$100K | SH |
| IJS | ISHARES TR | 678 | $50K–$100K | SH |
| HRL | HORMEL FOODS CORP | 3K | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 263 | $50K–$100K | SH |
| USHY | ISHARES TR | 2K | $50K–$100K | SH |
| XLC | SELECT SECTOR SPDR TR | 630 | $50K–$100K | SH |
| DCOR | DIMENSIONAL ETF TRUST | 998 | $50K–$100K | SH |
| RDDT | REDDIT INC | 319 | $50K–$100K | SH |
| ECG | EVERUS CONSTR GROUP | 847 | $50K–$100K | SH |
| XLI | SELECT SECTOR SPDR TR | 465 | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP | 684 | $50K–$100K | SH |
| TTMI | TTM TECHNOLOGIES INC | 1K | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO | 184 | $50K–$100K | SH |
| JCI | JOHNSON CTLS INTL PLC | 561 | $50K–$100K | SH |
| IJT | ISHARES TR | 474 | $50K–$100K | SH |
| USB | US BANCORP DEL | 1K | $50K–$100K | SH |
| MDU | MDU RES GROUP INC | 3K | $50K–$100K | SH |
| MTB | M & T BK CORP | 320 | $50K–$100K | SH |