Concord Wealth Partners
CIK: 0001814214SEC EDGAR →
Portfolio Value
$769.7B
Holdings
845
As of
Q4 2025
New Positions
845
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 201,199 | $37.5B | 4.87% |
| 2 | SPDR INDEX SHS FDS | 740,978 | $32.9B | 4.27% |
| 3 | SSGA ACTIVE TR | 1,140,550 | $32.4B | 4.21% |
| 4 | ISHARES TR | 291,782 | $32.1B | 4.18% |
| 5 | SPDR SERIES TRUST | 1,062,335 | $32.1B | 4.17% |
| 6 | SPDR SERIES TRUST | 1,072,706 | $30.9B | 4.02% |
| 7 | SPDR SERIES TRUST | 913,722 | $30.9B | 4.01% |
| 8 | SPDR SERIES TRUST | 219,265 | $23.4B | 3.04% |
| 9 | MICROSOFT CORP | 40,706 | $19.7B | 2.56% |
| 10 | AMERICAN CENTY ETF TR | 242,611 | $18.7B | 2.43% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (845)
$37.5B · 201K shares
$32.9B · 741K shares
$32.4B · 1.1M shares
$32.1B · 292K shares
$32.1B · 1.1M shares
$30.9B · 1.1M shares
$30.9B · 914K shares
$23.4B · 219K shares
$19.7B · 41K shares
$18.7B · 243K shares
$17.8B · 65K shares
$13.1B · 176K shares
$11.8B · 229K shares
$11.7B · 274K shares
$11.2B · 233K shares
$11.0B · 32K shares
$10.8B · 246K shares
$10.2B · 44K shares
$9.7B · 30K shares
$9.2B · 30K shares
$9.0B · 120K shares
$8.9B · 87K shares
$8.7B · 85K shares
$8.3B · 13K shares
$7.3B · 105K shares
$7.0B · 92K shares
$6.8B · 82K shares
$6.7B · 73K shares
$5.6B · 171K shares
$5.2B · 9K shares
$5.2B · 6K shares
$4.8B · 69K shares
$4.8B · 10K shares
$4.6B · 38K shares
$4.5B · 9K shares
$4.4B · 25K shares
$4.1B · 20K shares
$4.1B · 45K shares
$4.1B · 12K shares
$4.0B · 80K shares
$4.0B · 39K shares
$3.9B · 4K shares
$3.9B · 48K shares
$3.8B · 9K shares
$3.6B · 41K shares
$3.4B · 13K shares
$3.4B · 10K shares
$3.4B · 70K shares
$3.4B · 15K shares
$3.4B · 6K shares
$3.3B · 83K shares
$3.3B · 29K shares
$3.3B · 10K shares
$3.2B · 10K shares
$3.2B · 22K shares
$3.2B · 19K shares
$3.2B · 4K shares
$3.1B · 27K shares
$3.1B · 33K shares
$3.0B · 65K shares
$3.0B · 38K shares
$3.0B · 96K shares
$3.0B · 67K shares
$2.9B · 107K shares
$2.9B · 17K shares
$2.9B · 11K shares
$2.9B · 3K shares
$2.8B · 8K shares
$2.8B · 43K shares
$2.6B · 73K shares
$2.5B · 8K shares
$2.5B · 61K shares
$2.5B · 25K shares
$2.5B · 10K shares
$2.5B · 2K shares
$2.5B · 8K shares
$2.5B · 4K shares
$2.3B · 15K shares
$2.3B · 19K shares
$2.2B · 8K shares
$2.2B · 7K shares
$2.2B · 12K shares
$2.2B · 4K shares
$2.2B · 31K shares
$2.1B · 7K shares
$2.1B · 3K shares
$2.0B · 2K shares
$2.0B · 42K shares
$2.0B · 10K shares
$1.9B · 16K shares
$1.9B · 147K shares
$1.9B · 49K shares
$1.8B · 23K shares
$1.8B · 5K shares
$1.8B · 6K shares
$1.8B · 14K shares
$1.8B · 32K shares
$1.8B · 5K shares
$1.7B · 3K shares
$1.7B · 43K shares
$1.7B · 7K shares
$1.7B · 41K shares
$1.6B · 42K shares
$1.6B · 9K shares
$1.5B · 16K shares
$1.5B · 19K shares
$1.5B · 13K shares
$1.5B · 13K shares
$1.5B · 9K shares
$1.4B · 25K shares
$1.4B · 17K shares
$1.3B · 45K shares
$1.3B · 22K shares
$1.3B · 3K shares
$1.3B · 11K shares
$1.2B · 21K shares
$1.2B · 8K shares
$1.2B · 30K shares
$1.2B · 14K shares
$1.1B · 21K shares
$1.1B · 8K shares
$1.1B · 8K shares
$1.1B · 18K shares
$1.1B · 2K shares
$1.1B · 45K shares
$1.1B · 6K shares
$1.1B · 6K shares
$1.1B · 13K shares
$1.1B · 982 shares
$1.0B · 5K shares
$955.0M · 38K shares
$929.0M · 35K shares
$923.0M · 4K shares
$833.0M · 5K shares
$830.0M · 1K shares
$791.0M · 30K shares
$762.0M · 4K shares
$758.0M · 3K shares
$754.0M · 1 shares
$698.0M · 13K shares
$613.0M · 2K shares
$603.0M · 3K shares
$588.0M · 1K shares
$553.0M · 5K shares
$536.0M · 9K shares
$533.0M · 6K shares
$515.0M · 25K shares
$510.0M · 9K shares
$449.0M · 2K shares
$445.0M · 1K shares
$391.0M · 2K shares
$391.0M · 1K shares
$385.0M · 6K shares
$380.0M · 2K shares
$372.0M · 4K shares
$372.0M · 4K shares
$350.0M · 1K shares
$346.0M · 3K shares
$341.0M · 5K shares
$340.0M · 6K shares
$340.0M · 9K shares
$337.0M · 13K shares
$315.0M · 461 shares
$302.0M · 5K shares
$299.0M · 34K shares
$295.0M · 9K shares
$289.0M · 1K shares
$286.0M · 2K shares
$277.0M · 2K shares
$275.0M · 5K shares
$262.0M · 4K shares
$262.0M · 5K shares
$259.0M · 3K shares
$259.0M · 1K shares
$251.0M · 7K shares
$238.0M · 2K shares
$234.0M · 762 shares
$233.0M · 590 shares
$232.0M · 522 shares
$230.0M · 3K shares
$230.0M · 3K shares
$227.0M · 921 shares
$226.0M · 10K shares
$225.0M · 3K shares
$224.0M · 28K shares
$219.0M · 5K shares
$219.0M · 531 shares
$216.0M · 4K shares
$213.0M · 6K shares
$210.0M · 311 shares
$205.0M · 4K shares
$203.0M · 4K shares
$200.0M · 660 shares
$197.0M · 3K shares
$196.0M · 3K shares
$193.0M · 11K shares
$189.0M · 5K shares
$189.0M · 1K shares
$188.0M · 2K shares
$178.0M · 2K shares
$178.0M · 7K shares
$178.0M · 3K shares
$177.0M · 1K shares
$175.0M · 989 shares
$175.0M · 269 shares
$174.0M · 3K shares
$174.0M · 995 shares
$172.0M · 3K shares
$164.0M · 613 shares
$164.0M · 2K shares
$163.0M · 4K shares
$161.0M · 2K shares
$159.0M · 528 shares
$156.0M · 1K shares
$155.0M · 2K shares
$151.0M · 1K shares
$147.0M · 2K shares
$145.0M · 2K shares
$143.0M · 1K shares
$142.0M · 656 shares
$141.0M · 6K shares
$141.0M · 4K shares
$140.0M · 1K shares
$139.0M · 26 shares
$138.0M · 1K shares
$138.0M · 410 shares
$133.0M · 8K shares
$133.0M · 10K shares
$132.0M · 6K shares
$130.0M · 4K shares
$128.0M · 92 shares
$127.0M · 458 shares
$123.0M · 3K shares
$123.0M · 820 shares
$121.0M · 2K shares
$120.0M · 2K shares
$118.0M · 739 shares
$117.0M · 533 shares
$116.0M · 2K shares
$116.0M · 2K shares
$116.0M · 632 shares
$115.0M · 2K shares
$115.0M · 1K shares
$115.0M · 2K shares
$112.0M · 2K shares
$112.0M · 1K shares
$110.0M · 637 shares
$105.0M · 1K shares
$105.0M · 654 shares
$105.0M · 821 shares
$104.0M · 1K shares
$104.0M · 489 shares
$102.0M · 844 shares
$101.0M · 262 shares
$101.0M · 606 shares
$98.0M · 1K shares
$97.0M · 3K shares
$96.0M · 1K shares
$96.0M · 3K shares
$95.0M · 1K shares
$94.0M · 3K shares
$94.0M · 500 shares
$92.0M · 644 shares
$92.0M · 439 shares
$91.0M · 3K shares
$89.0M · 576 shares
$89.0M · 676 shares
$87.0M · 685 shares
$85.0M · 1K shares
$85.0M · 6K shares
$84.0M · 387 shares
$83.0M · 427 shares
$82.0M · 235 shares
$81.0M · 705 shares
$81.0M · 3K shares
$81.0M · 763 shares
$81.0M · 360 shares
$80.0M · 457 shares
$79.0M · 1K shares
$79.0M · 200 shares
$79.0M · 752 shares
$77.0M · 398 shares
$77.0M · 678 shares
$77.0M · 888 shares
$75.0M · 3K shares
$74.0M · 630 shares
$74.0M · 2K shares
$74.0M · 263 shares
$73.0M · 319 shares
$73.0M · 998 shares
$72.0M · 847 shares
$72.0M · 465 shares
$69.0M · 684 shares
$69.0M · 1K shares
$68.0M · 184 shares
$67.0M · 561 shares
$66.0M · 474 shares
$66.0M · 3K shares
$66.0M · 1K shares
$64.0M · 320 shares
$64.0M · 545 shares
$63.0M · 493 shares
$62.0M · 100 shares
$61.0M · 671 shares
$61.0M · 5K shares
$60.0M · 267 shares
$59.0M · 847 shares
$59.0M · 3K shares
$59.0M · 2K shares
$59.0M · 364 shares
$57.0M · 465 shares
$56.0M · 2K shares
$55.0M · 280 shares
$55.0M · 290 shares
$54.0M · 3K shares
$54.0M · 188 shares
$53.0M · 1K shares
$53.0M · 247 shares
$53.0M · 186 shares
$53.0M · 1K shares
$52.0M · 2K shares
$51.0M · 504 shares
$51.0M · 962 shares
$50.0M · 548 shares
$50.0M · 1K shares
$50.0M · 6K shares
$49.0M · 410 shares
$49.0M · 102 shares
$48.0M · 167 shares
$48.0M · 443 shares
$48.0M · 2K shares
$48.0M · 300 shares
$47.0M · 1K shares
$46.0M · 81 shares
$46.0M · 921 shares
$46.0M · 217 shares
$45.0M · 472 shares
$45.0M · 2K shares
$45.0M · 552 shares
$45.0M · 2K shares
$45.0M · 457 shares
$45.0M · 329 shares
$45.0M · 609 shares
$44.0M · 1K shares
$44.0M · 759 shares
$43.0M · 501 shares
$43.0M · 203 shares
$43.0M · 300 shares
$42.0M · 499 shares
$42.0M · 252 shares
$42.0M · 191 shares
$41.0M · 369 shares
$41.0M · 240 shares
$40.0M · 974 shares
$39.0M · 266 shares
$39.0M · 311 shares
$39.0M · 244 shares
$39.0M · 362 shares
$38.0M · 1K shares
$38.0M · 592 shares
$38.0M · 7K shares
$38.0M · 185 shares
$37.0M · 787 shares
$37.0M · 178 shares
$37.0M · 176 shares
$37.0M · 1K shares
$36.0M · 100 shares
$36.0M · 367 shares
$36.0M · 152 shares
$35.0M · 125 shares
$35.0M · 501 shares
$35.0M · 207 shares
$35.0M · 466 shares
$34.0M · 1K shares
$34.0M · 376 shares
$34.0M · 464 shares
$33.0M · 603 shares
$33.0M · 409 shares
$33.0M · 222 shares
$33.0M · 553 shares
$32.0M · 991 shares
$32.0M · 117 shares
$32.0M · 216 shares
$32.0M · 276 shares
$32.0M · 84 shares
$31.0M · 809 shares
$30.0M · 500 shares
$30.0M · 1K shares
$30.0M · 119 shares
$30.0M · 125 shares
$30.0M · 107 shares
$29.0M · 358 shares
$29.0M · 62 shares
$29.0M · 629 shares
$29.0M · 978 shares
$29.0M · 305 shares
$28.0M · 47 shares
$28.0M · 118 shares
$28.0M · 61 shares
$27.0M · 310 shares
$27.0M · 727 shares
$27.0M · 200 shares
$27.0M · 100 shares
$27.0M · 428 shares
$26.0M · 600 shares
$26.0M · 334 shares
$26.0M · 653 shares
$26.0M · 2K shares
$26.0M · 210 shares
$25.0M · 200 shares
$25.0M · 86 shares
$25.0M · 221 shares
$25.0M · 472 shares
$25.0M · 538 shares
$25.0M · 2K shares
$25.0M · 124 shares
$25.0M · 222 shares
$25.0M · 72 shares
$25.0M · 881 shares
$24.0M · 1K shares
$24.0M · 697 shares
$24.0M · 300 shares
$23.0M · 352 shares
$23.0M · 297 shares
$22.0M · 172 shares
$22.0M · 292 shares
$22.0M · 169 shares
$21.0M · 400 shares
$21.0M · 219 shares
$21.0M · 250 shares
$21.0M · 366 shares
$21.0M · 146 shares
$21.0M · 637 shares
$21.0M · 95 shares
$20.0M · 114 shares
$20.0M · 147 shares
$20.0M · 600 shares
$20.0M · 861 shares
$20.0M · 459 shares
$20.0M · 875 shares
$20.0M · 389 shares
$20.0M · 200 shares
$19.0M · 155 shares
$19.0M · 100 shares
$19.0M · 405 shares
$19.0M · 100 shares
$19.0M · 313 shares
$19.0M · 106 shares
$18.0M · 134 shares
$18.0M · 80 shares
$18.0M · 200 shares
$18.0M · 119 shares
$18.0M · 74 shares
$18.0M · 142 shares
$18.0M · 508 shares
$18.0M · 500 shares
$18.0M · 500 shares
$18.0M · 372 shares
$17.0M · 51 shares
$17.0M · 466 shares
$17.0M · 107 shares
$17.0M · 328 shares
$17.0M · 204 shares
$17.0M · 398 shares
$17.0M · 161 shares
$16.0M · 266 shares
$16.0M · 80 shares
$16.0M · 91 shares
$16.0M · 361 shares
$16.0M · 406 shares
$16.0M · 366 shares
$16.0M · 300 shares
$16.0M · 177 shares
$16.0M · 287 shares
$16.0M · 1K shares
$15.0M · 588 shares
$15.0M · 96 shares
$15.0M · 236 shares
$15.0M · 186 shares
$15.0M · 519 shares
$15.0M · 324 shares
$15.0M · 516 shares
$15.0M · 162 shares
$15.0M · 143 shares
$15.0M · 300 shares
$15.0M · 244 shares
$15.0M · 711 shares
$14.0M · 69 shares
$14.0M · 237 shares
$14.0M · 49 shares
$14.0M · 69 shares
$14.0M · 1K shares
$14.0M · 52 shares
$13.0M · 365 shares
$13.0M · 100 shares
$13.0M · 365 shares
$13.0M · 41 shares
$13.0M · 906 shares
$12.0M · 332 shares
$12.0M · 521 shares
$12.0M · 26 shares
$12.0M · 38 shares
$12.0M · 60 shares
$12.0M · 170 shares
$12.0M · 184 shares
$12.0M · 500 shares
$12.0M · 147 shares
$12.0M · 100 shares
$12.0M · 37 shares
$12.0M · 98 shares
$12.0M · 355 shares
$12.0M · 193 shares
$11.0M · 106 shares
$11.0M · 49 shares
$11.0M · 37 shares
$11.0M · 36 shares
$11.0M · 225 shares
$11.0M · 323 shares
$11.0M · 297 shares
$11.0M · 78 shares
$10.0M · 315 shares
$10.0M · 82 shares
$10.0M · 4K shares
$10.0M · 107 shares
$10.0M · 101 shares
$10.0M · 283 shares
$10.0M · 134 shares
$10.0M · 717 shares
$10.0M · 97 shares
$10.0M · 171 shares
$10.0M · 100 shares
$10.0M · 123 shares
$10.0M · 112 shares
$10.0M · 450 shares
$10.0M · 162 shares
$10.0M · 100 shares
$10.0M · 250 shares
$10.0M · 68 shares
$10.0M · 19 shares
$10.0M · 1K shares
$9.0M · 37 shares
$9.0M · 150 shares
$9.0M · 112 shares
$9.0M · 586 shares
$9.0M · 255 shares
$9.0M · 122 shares
$9.0M · 2K shares
$9.0M · 120 shares
$9.0M · 90 shares
$9.0M · 144 shares
$9.0M · 67 shares
$9.0M · 45 shares
$9.0M · 253 shares
$9.0M · 130 shares
$8.0M · 200 shares
$8.0M · 126 shares
$8.0M · 178 shares
$8.0M · 128 shares
$8.0M · 24 shares
$8.0M · 123 shares
$8.0M · 106 shares
$8.0M · 29 shares
$8.0M · 200 shares
$8.0M · 223 shares
$8.0M · 266 shares
$7.0M · 65 shares
$7.0M · 35 shares
$7.0M · 180 shares
$7.0M · 84 shares
$7.0M · 276 shares
$7.0M · 124 shares
$7.0M · 140 shares
$7.0M · 147 shares
$7.0M · 140 shares
$7.0M · 640 shares
$7.0M · 156 shares
$7.0M · 86 shares
$7.0M · 23 shares
$6.0M · 105 shares
$6.0M · 500 shares
$6.0M · 106 shares
$6.0M · 141 shares
$6.0M · 344 shares
$6.0M · 105 shares
$6.0M · 16 shares
$6.0M · 112 shares
$6.0M · 100 shares
$6.0M · 39 shares
$6.0M · 104 shares
$6.0M · 78 shares
$6.0M · 57 shares
$6.0M · 7 shares
$6.0M · 14 shares
$6.0M · 113 shares
$6.0M · 100 shares
$6.0M · 63 shares
$6.0M · 105 shares
$6.0M · 13 shares
$6.0M · 800 shares
$5.0M · 143 shares
$5.0M · 113 shares
$5.0M · 71 shares
$5.0M · 73 shares
$5.0M · 65 shares
$5.0M · 175 shares
$5.0M · 32 shares
$5.0M · 76 shares
$5.0M · 59 shares
$5.0M · 20 shares
$5.0M · 27 shares
$5.0M · 81 shares
$5.0M · 46 shares
$5.0M · 32 shares
$5.0M · 14 shares
$5.0M · 4 shares
$5.0M · 32 shares
$5.0M · 103 shares
$5.0M · 10 shares
$5.0M · 60 shares
$5.0M · 88 shares
$5.0M · 468 shares
$5.0M · 200 shares
$4.0M · 36 shares
$4.0M · 94 shares
$4.0M · 151 shares
$4.0M · 233 shares
$4.0M · 66 shares
$4.0M · 79 shares
$4.0M · 17 shares
$4.0M · 1K shares
$4.0M · 234 shares
$4.0M · 24 shares
$4.0M · 132 shares
$4.0M · 52 shares
$4.0M · 420 shares
$4.0M · 326 shares
$4.0M · 30 shares
$4.0M · 20 shares
$4.0M · 54 shares
$4.0M · 61 shares
$4.0M · 72 shares
$4.0M · 50 shares
$4.0M · 58 shares
$4.0M · 96 shares
$4.0M · 96 shares
$4.0M · 40 shares
$3.0M · 24 shares
$3.0M · 16 shares
$3.0M · 24 shares
$3.0M · 100 shares
$3.0M · 43 shares
$3.0M · 129 shares
$3.0M · 51 shares
$3.0M · 120 shares
$3.0M · 100 shares
$3.0M · 78 shares
$3.0M · 29 shares
$3.0M · 43 shares
$3.0M · 103 shares
$3.0M · 5 shares
$3.0M · 39 shares
$3.0M · 120 shares
$3.0M · 53 shares
$3.0M · 13 shares
$3.0M · 131 shares
$3.0M · 27 shares
$3.0M · 30 shares
$3.0M · 28 shares
$3.0M · 21 shares
$3.0M · 159 shares
$3.0M · 111 shares
$3.0M · 84 shares
$3.0M · 23 shares
$3.0M · 39 shares
$3.0M · 58 shares
$2.0M · 114 shares
$2.0M · 50 shares
$2.0M · 44 shares
$2.0M · 47 shares
$2.0M · 45 shares
$2.0M · 25 shares
$2.0M · 100 shares
$2.0M · 72 shares
$2.0M · 33 shares
$2.0M · 21 shares
$2.0M · 165 shares
$2.0M · 5 shares
$2.0M · 129 shares
$2.0M · 124 shares
$2.0M · 9 shares
$2.0M · 74 shares
$2.0M · 263 shares
$2.0M · 18 shares
$2.0M · 44 shares
$2.0M · 43 shares
$2.0M · 69 shares
$2.0M · 36 shares
$2.0M · 11 shares
$2.0M · 42 shares
$2.0M · 34 shares
$1.0M · 22 shares
$1.0M · 77 shares
$1.0M · 1K shares
$1.0M · 17 shares
$1.0M · 27 shares
$1.0M · 60 shares
$1.0M · 40 shares
$1.0M · 76 shares
$1.0M · 5 shares
$1.0M · 39 shares
$1.0M · 139 shares
$1.0M · 50 shares
$1.0M · 10 shares
$1.0M · 29 shares
$1.0M · 160 shares
$1.0M · 17 shares
$1.0M · 35 shares
$1.0M · 78 shares
$1.0M · 71 shares
$1.0M · 237 shares
$1.0M · 24 shares
$1.0M · 500 shares
$1.0M · 170 shares
$1.0M · 40 shares
$1.0M · 60 shares
$1.0M · 188 shares
$1.0M · 200 shares
$1.0M · 178 shares
$0 · 1 shares
$0 · 250 shares
$0 · 26 shares
$0 · 2 shares
$0 · 1 shares
$0 · 8 shares
$0 · 1 shares
$0 · 10 shares
$0 · 2 shares
$0 · 5 shares
$0 · 3 shares
$0 · 11 shares
$0 · 14 shares
$0 · 1 shares
$0 · 2 shares
$0 · 2 shares
$0 · 8 shares
$0 · 15 shares
$0 · 7 shares
$0 · 5 shares
$0 · 19 shares
$0 · 2 shares
$0 · 13 shares
$0 · 3 shares
$0 · 23 shares
$0 · 2 shares
$0 · 1 shares
$0 · 30 shares
$0 · 14 shares
$0 · 80 shares
$0 · 2 shares
$0 · 17 shares
$0 · 18 shares
$0 · 33 shares
$0 · 8 shares
$0 · 1 shares
$0 · 1 shares
$0 · 62 shares
$0 · 5 shares
$0 · 2 shares
$0 · 4 shares
$0 · 9 shares
$0 · 5 shares
$0 · 2 shares
$0 · 1K shares
$0 · 75 shares
$0 · 40 shares
$0 · 71 shares
$0 · 20 shares
$0 · 2 shares
$0 · 8 shares
$0 · 2 shares
$0 · 4 shares
$0 · 1 shares
$0 · 7 shares
$0 · 7 shares
$0 · 8 shares
$0 · 1 shares
$0 · 3 shares
$0 · 1 shares
$0 · 2 shares
$0 · 1 shares
$0 · 28 shares
$0 · 5 shares
$0 · 1 shares
$0 · 3 shares
$0 · 250 shares
$0 · 36 shares
$0 · 2 shares
$0 · 1 shares
$0 · 11 shares
$0 · 6 shares
$0 · 14 shares
$0 · 28 shares
$0 · 9 shares
$0 · 2 shares
$0 · 1 shares
$0 · 3 shares
$0 · 300 shares
$0 · 1 shares
$0 · 4 shares
$0 · 100 shares
$0 · 1 shares
$0 · 13 shares
$0 · 3 shares
$0 · 1 shares
$0 · 134 shares
$0 · 4 shares
$0 · 12 shares
$0 · 144 shares
$0 · 11 shares
$0 · 5 shares
$0 · 13 shares
$0 · 20 shares
$0 · 1 shares
$0 · 1 shares
$0 · 21 shares
$0 · 71 shares
$0 · 6 shares
$0 · 17 shares
$0 · 100 shares
$0 · 18 shares
$0 · 11 shares
$0 · 160 shares
$0 · 2 shares
$0 · 1 shares
$0 · 33 shares
$0 · 28 shares
$0 · 54 shares
$0 · 8 shares
$0 · 34 shares
$0 · 21 shares
$0 · 7 shares
$0 · 37 shares
$0 · 7 shares
$0 · 35 shares
$0 · 196 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 346 | $484.8B | 63.0% |
| Technology | 113 | $114.7B | 14.9% |
| Healthcare | 64 | $29.6B | 3.9% |
| Consumer Cyclical | 56 | $27.9B | 3.6% |
| Communication Services | 20 | $25.8B | 3.3% |
| Industrials | 73 | $24.1B | 3.1% |
| Consumer Defensive | 27 | $17.5B | 2.3% |
| Unknown | 47 | $17.4B | 2.3% |
| Utilities | 27 | $11.6B | 1.5% |
| Energy | 28 | $10.9B | 1.4% |
| Basic Materials | 28 | $4.5B | 0.6% |
| Real Estate | 16 | $514.0M | 0.1% |