Concord Wealth Partners Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$685.9B

Holdings

861

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (861 positions)

#StockSharesValue% PortfolioType
601
TELTE CONNECTIVITY PLC
38$6.4M0.00%
602
LDOSLEIDOS HOLDINGS INC
40$6.3M0.00%
603
YETIYETI HLDGS INC
200$6.3M0.00%
604
6RJ0ROCKET LAB CORP
176$6.3M0.00%
605
VFHVANGUARD WORLD FD
48$6.1M0.00%
606
T7DTRANSDIGM GROUP INC
4$6.1M0.00%
607
FALNISHARES TR
224$6.1M0.00%
608
BAHBOOZ ALLEN HAMILTON HLDG COR
58$6.0M0.00%
609
BSVVANGUARD BD INDEX FDS
74$5.9M0.00%
610
SESEA LTD
36$5.8M0.00%
611
EWBCEAST WEST BANCORP INC
57$5.8M0.00%
612
LMATLEMAITRE VASCULAR INC
69$5.7M0.00%
613
STOKSTOKE THERAPEUTICS INC
500$5.7M0.00%
614
CMGCHIPOTLE MEXICAN GRILL INC
100$5.6M0.00%
615
ISCGISHARES TR
112$5.6M0.00%
616
CNPCENTERPOINT ENERGY INC
152$5.6M0.00%
617
XEVVXEATON VANCE LIMITED DURATION
539$5.5M0.00%
618
CMECME GROUP INC
20$5.5M0.00%
619
IYFISHARES TR
45$5.5M0.00%
620
ORLYOREILLY AUTOMOTIVE INC
60$5.4M0.00%
621
CPRTCOPART INC
110$5.4M0.00%
622
CITCINTAS CORP
24$5.3M0.00%
623
EXASEXACT SCIENCES CORP
100$5.3M0.00%
624
PIIPOLARIS INC
130$5.3M0.00%
625
NADNUVEEN QUALITY MUNCP INCOME
468$5.3M0.00%
626
PJTPJT PARTNERS INC
32$5.3M0.00%
627
FSTAFIDELITY COVINGTON TRUST
102$5.2M0.00%
628
ARKKARK ETF TR
74$5.2M0.00%
629
MPWRMONOLITHIC PWR SYS INC
7$5.1M0.00%
630
CASYCASEYS GEN STORES INC
10$5.1M0.00%
631
DFLVDIMENSIONAL ETF TRUST
164$5.1M0.00%
632
COWGPACER FDS TR
143$5.0M0.00%
633
SYU1SYNOVUS FINL CORP
96$5.0M0.00%
634
NANRSPDR INDEX SHS FDS
87$4.9M0.00%
635
ENSGENSIGN GROUP INC
32$4.9M0.00%
636
IBBISHARES TR
39$4.9M0.00%
637
SRCE1ST SOURCE CORP
79$4.9M0.00%
638
OKEONEOK INC NEW
60$4.9M0.00%
639
AQLTISHARES TR
175$4.8M0.00%
640
CINFCINCINNATI FINL CORP
32$4.8M0.00%
641
ONEQFIDELITY COMWLTH TR
59$4.7M0.00%
642
IPINTERNATIONAL PAPER CO
100$4.7M0.00%
643
VNQVANGUARD INDEX FDS
51$4.6M0.00%
644
SCHFSCHWAB STRATEGIC TR
206$4.6M0.00%
645
PAGPPLAINS GP HLDGS L P
234$4.5M0.00%
646
WYWEYERHAEUSER CO MTN BE
173$4.4M0.00%
647
ICFISHARES TR
72$4.4M0.00%
648
PPGPPG INDS INC
38$4.3M0.00%
649
SPHSUBURBAN PROPANE PARTNERS L
233$4.3M0.00%
650
CGNXCOGNEX CORP
132$4.2M0.00%
651
SRESEMPRA
55$4.2M0.00%
652
EFXEQUIFAX INC
16$4.2M0.00%
653
SSNCSS&C TECHNOLOGIES HLDGS INC
50$4.1M0.00%
654
KELKELLANOVA
52$4.1M0.00%
655
ALGMALLEGRO MICROSYSTEMS INC
120$4.1M0.00%
656
AQLTISHARES TR
46$4.1M0.00%
657
BKRBAKER HUGHES COMPANY
106$4.1M0.00%
658
MIGAMICROSTRATEGY INC
10$4.0M0.00%
659
GOFGUGGENHEIM STRATEGIC OPPORTU
271$4.0M0.00%
660
LITGLOBAL X FDS
105$4.0M0.00%
661
LWLAMB WESTON HLDGS INC
77$4.0M0.00%
662
EQIXEQUINIX INC
5$4.0M0.00%
663
NTNXNUTANIX INC
52$4.0M0.00%
664
GFSGLOBALFOUNDRIES INC
103$3.9M0.00%
665
SPOTSPOTIFY TECHNOLOGY S A
5$3.8M0.00%
666
ERIIENERGY RECOVERY INC
300$3.8M0.00%
667
NNNNNN REIT INC
84$3.6M0.00%
668
VICIVICI PPTYS INC
111$3.6M0.00%
669
DCIDONALDSON INC
52$3.6M0.00%
670
FNDFLOOR & DECOR HLDGS INC
47$3.6M0.00%
671
KDPKEURIG DR PEPPER INC
108$3.6M0.00%
672
AXTAAXALTA COATING SYS LTD
120$3.6M0.00%
673
MAAMID-AMER APT CMNTYS INC
24$3.6M0.00%
674
AFGAMERICAN FINL GROUP INC OHIO
28$3.5M0.00%
675
WEXWEX INC
24$3.5M0.00%
676
LSCCLATTICE SEMICONDUCTOR CORP
71$3.5M0.00%
677
HALOHALOZYME THERAPEUTICS INC
66$3.4M0.00%
678
EXPDEXPEDITORS INTL WASH INC
30$3.4M0.00%
679
TLRYEURTILRAY BRANDS INC
8,009$3.3M0.00%
680
BIPCBROOKFIELD INFRASTRUCTURE CO
78$3.2M0.00%
681
ACWXISHARES TR
53$3.2M0.00%
682
LSTRLANDSTAR SYS INC
23$3.2M0.00%
683
ARKTARK ETF TR
21$3.1M0.00%
684
MCHPMICROCHIP TECHNOLOGY INC.
44$3.1M0.00%
685
OTTROTTER TAIL CORP
40$3.1M0.00%
686
BWXSPDR SERIES TRUST
128$3.0M0.00%
687
FIZZNATIONAL BEVERAGE CORP
69$3.0M0.00%
688
TMEDT ROWE PRICE ETF INC
65$2.9M0.00%
689
GENGEN DIGITAL INC
100$2.9M0.00%
690
GGGGRACO INC
34$2.9M0.00%
691
VTWGVANGUARD SCOTTSDALE FDS
14$2.9M0.00%
692
AIFFFIREFLY NEUROSCIENCE INC
1,000$2.8M0.00%
693
ANETARISTA NETWORKS INC
27$2.8M0.00%
694
FTVFORTIVE CORP
53$2.8M0.00%
695
GNTXGENTEX CORP
124$2.7M0.00%
696
NLOPNET LEASE OFFICE PROPERTIES
83$2.7M0.00%
697
G2CEVERI HLDGS INC
188$2.7M0.00%
698
EFVISHARES TR
42$2.7M0.00%
699
POOLPOOL CORP
9$2.6M0.00%
700
KRGKITE RLTY GROUP TR
114$2.6M0.00%
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