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 301–350 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | 545 | $50K–$100K | SH |
| IGM | ISHARES TR | 493 | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 100 | $50K–$100K | SH |
| AZN | ASTRAZENECA PLC | 671 | $50K–$100K | SH |
| F | FORD MTR CO | 5K | $50K–$100K | SH |
| COIN | COINBASE GLOBAL INC | 267 | $50K–$100K | SH |
| KNF | KNIFE RIVER CORP | 847 | $50K–$100K | SH |
| VLO | VALERO ENERGY CORP | 364 | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL | 2K | $50K–$100K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 3K | $50K–$100K | SH |
| IVW | ISHARES TR | 465 | $50K–$100K | SH |
| LVHI | LEGG MASON ETF INVT | 2K | $50K–$100K | SH |
| QUAL | ISHARES TR | 280 | $50K–$100K | SH |
| VTV | VANGUARD INDEX FDS | 290 | $50K–$100K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 3K | $50K–$100K | SH |
| BURL | BURLINGTON STORES INC | 188 | $50K–$100K | SH |
| VO | VANGUARD INDEX FDS | 186 | $50K–$100K | SH |
| B | BARRICK MNG CORP | 1K | $50K–$100K | SH |
| XLE | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| ITA | ISHARES TR | 247 | $50K–$100K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 2K | $50K–$100K | SH |
| IUSV | ISHARES TR | 504 | $50K–$100K | SH |
| FMAT | FIDELITY COVINGTON TRUST | 962 | $50K–$100K | SH |
| MDYG | SPDR SERIES TRUST | 548 | $50K–$100K | SH |
| FTMA | PUTNAM ETF TRUST | 6K | $50K–$100K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 1K | $50K–$100K | SH |
| VUG | VANGUARD INDEX FDS | 102 | $15K–$50K | SH |
| DTM | DT MIDSTREAM INC | 410 | $15K–$50K | SH |
| XRP | BITWISE XRP ETF | 2K | $15K–$50K | SH |
| QTUM | ETF SER SOLUTIONS | 443 | $15K–$50K | SH |
| SHOP | SHOPIFY INC | 300 | $15K–$50K | SH |
| NSC | NORFOLK SOUTHN CORP | 167 | $15K–$50K | SH |
| YUMC | YUM CHINA HLDGS INC | 1K | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 81 | $15K–$50K | SH |
| MSEX | MIDDLESEX WTR CO | 921 | $15K–$50K | SH |
| IVE | ISHARES TR | 217 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 457 | $15K–$50K | SH |
| SPTM | SPDR SERIES TRUST | 552 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC | 472 | $15K–$50K | SH |
| SCHX | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| DFAW | DIMENSIONAL ETF TRUST | 609 | $15K–$50K | SH |
| KEY | KEYCORP | 2K | $15K–$50K | SH |
| IWP | ISHARES TR | 329 | $15K–$50K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 759 | $15K–$50K | SH |
| PPL | PPL CORP | 1K | $15K–$50K | SH |
| EBAY | EBAY INC. | 501 | $15K–$50K | SH |
| TM | TOYOTA MOTOR CORP | 203 | $15K–$50K | SH |
| APO | APOLLO GLOBAL MGMT INC | 300 | $15K–$50K | SH |
| AEM | AGNICO EAGLE MINES LTD | 252 | $15K–$50K | SH |
| VEEV | VEEVA SYS INC | 191 | $15K–$50K | SH |