Concord Wealth Partners Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$609.0B

Holdings

813

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (813 positions)

#StockSharesValue% PortfolioType
701
ETHEGRAYSCALE ETHEREUM TRUST ETF
100$1.5M0.00%
702
DJTTRUMP MEDIA & TECHNOLOGY GRO
76$1.5M0.00%
703
JRSNUVEEN REAL ESTATE INCOME FD
180$1.5M0.00%
704
FUTYFIDELITY COVINGTON TRUST
29$1.5M0.00%
705
FPFFIRST TR INTER DURATN PFD &
80$1.5M0.00%
706
DECKDECKERS OUTDOOR CORP
13$1.5M0.00%
707
ROBTFIRST TR EXCHANGE TRADED FD
35$1.4M0.00%
708
TEITEMPLETON EMERGING MKTS INCO
258$1.4M0.00%
709
MCHIISHARES TR
25$1.4M0.00%
710
WCBRWISDOMTREE TR
50$1.4M0.00%
711
NVONOVO-NORDISK A S
19$1.4M0.00%
712
SMCISUPER MICRO COMPUTER INC
39$1.3M0.00%
713
ARKFARK ETF TR
39$1.3M0.00%
714
INTAINTAPP INC
22$1.3M0.00%
715
SLISTANDARD LITHIUM LTD
1,000$1.3M0.00%
716
FBTCFIDELITY WISE ORIGIN BITCOIN
17$1.3M0.00%
717
8BT0BRIACELL THERAPEUTICS CORP
333$1.2M0.00%
718
BDCBELDEN INC
12$1.2M0.00%
719
VTEBVANGUARD MUN BD FDS
24$1.2M0.00%
720
EFSCENTERPRISE FINL SVCS CORP
21$1.1M0.00%
721
BNDXVANGUARD CHARLOTTE FDS
23$1.1M0.00%
722
IWFISHARES TR
3$1.1M0.00%
723
ICUIICU MED INC
8$1.1M0.00%
724
TTDTHE TRADE DESK INC
20$1.1M0.00%
725
BEPCBROOKFIELD RENEWABLE CORP
39$1.1M0.00%
726
VHTVANGUARD WORLD FD
4$1.1M0.00%
727
LUVSOUTHWEST AIRLS CO
31$1.0M0.00%
728
CLXCLOROX CO DEL
7$1.0M0.00%
729
DISVDIMENSIONAL ETF TRUST
35$1.0M0.00%
730
ANGLVANECK ETF TRUST
34$981K0.00%
731
VBTXVERITEX HLDGS INC
39$974K0.00%
732
JMSTJ P MORGAN EXCHANGE TRADED F
19$966K0.00%
733
OSCVETF SER SOLUTIONS
26$906K0.00%
734
NOKNOKIA CORP
172$905K0.00%
735
JNKSPDR SER TR
9$901K0.00%
736
LUNRINTUITIVE MACHINES INC
120$894K0.00%
737
CCCHEMOURS CO
66$893K0.00%
738
GARPISHARES TR
17$876K0.00%
739
RDWREDWIRE CORPORATION
100$829K0.00%
740
FEFIRSTENERGY CORP
20$808K0.00%
741
IWNISHARES TR
5$794K0.00%
742
ARKRARK RESTAURANTS CORP
75$758K0.00%
743
NBISNEBIUS GROUP N.V.
34$718K0.00%
744
RUMRUMBLE INC
100$707K0.00%
745
QTRXQUANTERIX CORP
100$651K0.00%
746
STROSUTRO BIOPHARMA INC
1,000$651K0.00%
747
FERGFERGUSON ENTERPRISES INC
4$641K0.00%
748
PPAINVESCO EXCHANGE TRADED FD T
5$612K0.00%
749
SLVMSYLVAMO CORP
9$604K0.00%
750
SIRISIRIUSXM HOLDINGS INC
26$586K0.00%
751
BHFBRIGHTHOUSE FINL INC
10$580K0.00%
752
CWENCLEARWAY ENERGY INC
18$546K0.00%
753
MOSMOSAIC CO NEW
20$540K0.00%
754
VDEVANGUARD WORLD FD
4$535K0.00%
755
AALAMERICAN AIRLS GROUP INC
50$528K0.00%
756
SRVRPACER FDS TR
18$528K0.00%
757
CIBRFIRST TR EXCHANGE TRADED FD
8$520K0.00%
758
HLNHALEON PLC
50$515K0.00%
759
DJPBARCLAYS BANK PLC
14$494K0.00%
760
CRNCCERENCE INC
62$490K0.00%
761
TELFYTELEFONICA S A
100$466K0.00%
762
FTREFORTREA HLDGS INC
60$453K0.00%
763
TGBTASEKO MINES LTD
200$448K0.00%
764
HIMUBLACKROCK ETF TRUST II
9$446K0.00%
765
MEDMEDIFAST INC
33$445K0.00%
766
JUCYETF SER SOLUTIONS
19$434K0.00%
767
MARAMARA HOLDINGS INC
37$426K0.00%
768
SOFISOFI TECHNOLOGIES INC
36$419K0.00%
769
BTBTBIT DIGITAL INC
196$396K0.00%
770
ALCALCON AG
4$380K0.00%
771
UBERUBER TECHNOLOGIES INC
5$364K0.00%
772
ICEINTERCONTINENTAL EXCHANGE IN
2$345K0.00%
773
OGNORGANON & CO
20$298K0.00%
774
TAKTAKEDA PHARMACEUTICAL CO LTD
20$297K0.00%
775
KLGWK KELLOGG CO
13$259K0.00%
776
RIOTRIOT PLATFORMS INC
33$235K0.00%
777
LACLITHIUM AMERS CORP NEW
71$192K0.00%
778
TROWPRICE T ROWE GROUP INC
2$184K0.00%
779
WABWABTEC
1$181K0.00%
780
QUIKQUICKLOGIC CORP
35$179K0.00%
781
GKDGRAND CANYON ED INC
1$173K0.00%
782
ETHGRAYSCALE ETHEREUM MINI TR E
10$172K0.00%
783
ERICTELEFONAKTIEBOLAGET LM ERICS
20$155K0.00%
784
LARLITHIUM ARGENTINA AG
71$152K0.00%
785
EMBISHARES TR
1$136K0.00%
786
SESEA LTD
1$130K0.00%
787
XYZBLOCK INC
2$109K0.00%
788
ZIMVZIMVIE INC
10$108K0.00%
789
SFYXTIDAL ETF TR
8$108K0.00%
790
W3UWESTERN UN CO
10$106K0.00%
791
EMBCEMBECTA CORP
8$102K0.00%
792
BBBLACKBERRY LTD
25$94K0.00%
793
SPYDSPDR SER TR
2$89K0.00%
794
VNQIVANGUARD INTL EQUITY INDEX F
2$85K0.00%
795
QSQUANTUMSCAPE CORP
18$75K0.00%
796
VRTVERTIV HOLDINGS CO
1$72K0.00%
797
ABRARBOR REALTY TRUST INC
6$71K0.00%
798
BANDBANDWIDTH INC
3$39K0.00%
799
VXRTVAXART INC
75$31K0.00%
800
ONLORION PROPERTIES INC
13$28K0.00%
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