Concord Wealth Partners Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$769.7M
Holdings
845
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (845 positions)
| Stock | Value |
|---|---|
WPMWHEATON PRECIOUS METALS CORP | $64K |
IGMISHARES TR | $63K |
MLMMARTIN MARIETTA MATLS INC | $62K |
AZNASTRAZENECA PLC | $61K |
FFORD MTR CO | $61K |
COINCOINBASE GLOBAL INC | $60K |
VLOVALERO ENERGY CORP | $59K |
KMIKINDER MORGAN INC DEL | $59K |
PSLV/USPROTT ASSET MANAGEMENT LP | $59K |
KNFKNIFE RIVER CORP | $59K |
IVWISHARES TR | $57K |
LVHILEGG MASON ETF INVT | $56K |
QUALISHARES TR | $55K |
VTVVANGUARD INDEX FDS | $55K |
PCYINVESCO EXCH TRADED FD TR II | $54K |
BURLBURLINGTON STORES INC | $54K |
BBARRICK MNG CORP | $53K |
XLESELECT SECTOR SPDR TR | $53K |
VOVANGUARD INDEX FDS | $53K |
ITA*ISHARES TR | $53K |
PHYS/USPROTT ASSET MANAGEMENT LP | $52K |
FMATFIDELITY COVINGTON TRUST | $51K |
IUSVISHARES TR | $51K |
BIPBROOKFIELD INFRAST PARTNERS | $50K |
FTMAPUTNAM ETF TRUST | $50K |
MDYGSPDR SERIES TRUST | $50K |
DTMDT MIDSTREAM INC | $49K |
VUGVANGUARD INDEX FDS | $49K |
QTUMETF SER SOLUTIONS | $48K |
SHOPSHOPIFY INC | $48K |
NSCNORFOLK SOUTHN CORP | $48K |
XRPBITWISE XRP ETF | $48K |
YUMCYUM CHINA HLDGS INC | $47K |
TMOTHERMO FISHER SCIENTIFIC INC | $46K |
MSEXMIDDLESEX WTR CO | $46K |
IVEISHARES TR | $46K |
NEMNEWMONT CORP | $45K |
MDTMEDTRONIC PLC | $45K |
KEYKEYCORP | $45K |
SPTMSPDR SERIES TRUST | $45K |
SCHXSCHWAB STRATEGIC TR | $45K |
IWPISHARES TR | $45K |
DFAWDIMENSIONAL ETF TRUST | $45K |
PPLPPL CORP | $44K |
XLGINVESCO EXCHANGE TRADED FD T | $44K |
EBAEBAY INC. | $43K |
TMTOYOTA MOTOR CORP | $43K |
APOAPOLLO GLOBAL MGMT INC | $43K |
SBUXSTARBUCKS CORP | $42K |
AEMAGNICO EAGLE MINES LTD | $42K |
VEEVVEEVA SYS INC | $42K |
HOODROBINHOOD MKTS INC | $41K |
WDCWESTERN DIGITAL CORP | $41K |
IXCISHARES TR | $40K |
ITOTISHARES TR | $39K |
TPRTAPESTRY INC | $39K |
4I1PHILIP MORRIS INTL INC | $39K |
IDUISHARES TR | $39K |
FCBCFIRST CMNTY BANKSHARES INC V | $38K |
AORISHARES TR | $38K |
LYGLLOYDS BANKING GROUP PLC | $38K |
VAWVANGUARD WORLD FD | $38K |
ENBENBRIDGE INC | $37K |
CHTRCHARTER COMMUNICATIONS INC N | $37K |
VDCVANGUARD WORLD FD | $37K |
CCLCARNIVAL CORP | $37K |
RACEFERRARI N V | $36K |
AGGISHARES TR | $36K |
COFCAPITAL ONE FINL CORP | $36K |
VMCVULCAN MATLS CO | $35K |
SMINISHARES TR | $35K |
RYROYAL BK CDA | $35K |
VXUSVANGUARD STAR FDS | $35K |
IYZISHARES TR | $34K |
ETRENTERGY CORP NEW | $34K |
SHELSHELL PLC | $34K |
XLFSELECT SECTOR SPDR TR | $33K |
SHYISHARES TR | $33K |
ESGUISHARES TR | $33K |
FLEXFLEX LTD | $33K |
DFSVDIMENSIONAL ETF TRUST | $32K |
RCLROYAL CARIBBEAN GROUP | $32K |
IYJISHARES TR | $32K |
RZVINVESCO EXCHANGE TRADED FD T | $32K |
MSIMOTOROLA SOLUTIONS INC | $32K |
NUMVNUSHARES ETF TR | $31K |
WMBWILLIAMS COS INC | $30K |
SMCISUPER MICRO COMPUTER INC | $30K |
VBVANGUARD INDEX FDS | $30K |
AIZASSURANT INC | $30K |
HLTHILTON WORLDWIDE HLDGS INC | $30K |
SILGLOBAL X FDS | $29K |
IWFISHARES TR | $29K |
FITBFIFTH THIRD BANCORP | $29K |
IMFLINVESCO EXCH TRD SLF IDX FD | $29K |
IWRISHARES TR | $29K |
CRWDCROWDSTRIKE HLDGS INC | $28K |
VRSNVERISIGN INC | $28K |
MDYSPDR S&P MIDCAP 400 ETF TR | $28K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $27K |