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 401–450 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 100 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 310 | $15K–$50K | SH |
| SIXG | ETF SER SOLUTIONS | 428 | $15K–$50K | SH |
| FIG | FIGMA INC | 727 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 653 | $15K–$50K | SH |
| VTRS | VIATRIS INC | 2K | $15K–$50K | SH |
| ZTS | ZOETIS INC | 210 | $15K–$50K | SH |
| MET | METLIFE INC | 334 | $15K–$50K | SH |
| EXC | EXELON CORP | 600 | $15K–$50K | SH |
| PHM | PULTE GROUP INC | 221 | $15K–$50K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 2K | $15K–$50K | SH |
| VIS | VANGUARD WORLD FD | 86 | $15K–$50K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 538 | $15K–$50K | SH |
| INDA | ISHARES TR | 472 | $15K–$50K | SH |
| KKR | KKR & CO INC | 200 | $15K–$50K | SH |
| CAH | CARDINAL HEALTH INC | 124 | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INC | 881 | $15K–$50K | SH |
| ADBE | ADOBE INC | 72 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 222 | $15K–$50K | SH |
| CAG | CONAGRA BRANDS INC | 1K | $15K–$50K | SH |
| BP | BP PLC | 697 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 300 | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC | 297 | $15K–$50K | SH |
| CTVA | CORTEVA INC | 352 | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 292 | $15K–$50K | SH |
| SFY | TIDAL TRUST I | 169 | $15K–$50K | SH |
| PSX | PHILLIPS 66 | 172 | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP | 250 | $15K–$50K | SH |
| TEM | TEMPUS AI INC | 366 | $15K–$50K | SH |
| IQV | IQVIA HLDGS INC | 95 | $15K–$50K | SH |
| TGT | TARGET CORP | 219 | $15K–$50K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 400 | $15K–$50K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 637 | $15K–$50K | SH |
| DHI | D R HORTON INC | 146 | $15K–$50K | SH |
| NANC | TIDAL TRUST I | 459 | $15K–$50K | SH |
| PNR | PENTAIR PLC | 200 | $15K–$50K | SH |
| MPLX | MPLX LP | 389 | $15K–$50K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 861 | $15K–$50K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 600 | $15K–$50K | SH |
| DOW | DOW INC | 875 | $15K–$50K | SH |
| VLUE | ISHARES TR | 147 | $15K–$50K | SH |
| BIIB | BIOGEN INC | 114 | $15K–$50K | SH |
| GSK | GSK PLC | 405 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 106 | $15K–$50K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 155 | $15K–$50K | SH |
| KR | KROGER CO | 313 | $15K–$50K | SH |
| DOV | DOVER CORP | 100 | $15K–$50K | SH |
| SAM | BOSTON BEER INC | 100 | $15K–$50K | SH |
| SNDK | SANDISK CORP | 80 | $15K–$50K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 142 | $15K–$50K | SH |