HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (DGRO) |
473,756 | -25,510 | $23,683 |
| DGRO | 473,756 | -25,510 | $23,683 |
| SPDR SER TR (SPSB) |
719,714 | +314,442 | $21,325 |
| SPSB | 719,714 | +314,442 | $21,325 |
| SSGA ACTIVE ETF TR (SRLN) |
404,204 | +45,967 | $16,758 |
| SRLN | 404,204 | +45,967 | $16,758 |
| SPDR SER TR (SPYG) |
292,725 | -479 | $16,205 |
| SPYG | 292,725 | -479 | $16,205 |
| VANECK ETF TRUST (FLTR) |
599,426 | -2,716 | $14,968 |
| FLTR | 599,426 | -2,716 | $14,968 |
| SCHWAB STRATEGIC TR |
167,537 | -8,824 | $12,257 |
| SCHD | 167,537 | -8,824 | $12,257 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
158,258 | -1,250 | $12,012 |
| RPV | 158,258 | -1,250 | $12,012 |
| ISHARES TR (XT) |
213,798 | -16,999 | $11,267 |
| XT | 213,798 | -16,999 | $11,267 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
497,044 | +207,806 | $10,339 |
| BKLN | 497,044 | +207,806 | $10,339 |
| ISHARES TR (SHV) |
93,303 | +39,164 | $10,310 |
| SHV | 93,303 | +39,164 | $10,310 |
| AMERICAN CENTY ETF TR (AVEM) |
162,410 | +5,770 | $8,590 |
| AVEM | 162,410 | +5,770 | $8,590 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
129,868 | -53,409 | $7,787 |
| VGIT | 129,868 | -53,409 | $7,787 |
| WISDOMTREE TR |
186,343 | -44,138 | $7,636 |
| DON | 186,343 | -44,138 | $7,636 |
| ETF SER SOLUTIONS (NDJI) |
375,151 | +21,429 | $7,457 |
| NDJI | 375,151 | +21,429 | $7,457 |
| APPLE INC |
42,021 | +1,798 | $6,929 |
| AAPL | 42,021 | +1,798 | $6,929 |
| SPDR SER TR (BIL) |
73,878 | +30,391 | $6,783 |
| BIL | 73,878 | +30,391 | $6,783 |
| SPDR SER TR (SLYV) |
83,232 | +17,865 | $6,341 |
| SLYV | 83,232 | +17,865 | $6,341 |
| AMERICAN CENTY ETF TR (AVLV) |
119,383 | +18,672 | $6,102 |
| AVLV | 119,383 | +18,672 | $6,102 |
| MICROSOFT CORP |
19,629 | +956 | $5,659 |
| MSFT | 19,629 | +956 | $5,659 |
| SPDR INDEX SHS FDS (SPDW) |
154,268 | -57,474 | $4,955 |
| SPDW | 154,268 | -57,474 | $4,955 |
| NVIDIA CORPORATION |
17,694 | -78 | $4,915 |
| NVDA | 17,694 | -78 | $4,915 |
| NUSHARES ETF TR (NULV) |
130,082 | -2,318 | $4,432 |
| NULV | 130,082 | -2,318 | $4,432 |
| SPDR INDEX SHS FDS (DWX) |
108,636 | -28,327 | $3,724 |
| DWX | 108,636 | -28,327 | $3,724 |
| INVESCO EXCHANGE TRADED FD T (XMHQ) |
49,948 | +9,447 | $3,666 |
| XMHQ | 49,948 | +9,447 | $3,666 |
| SPDR SER TR (SPMB) |
147,562 | -93,918 | $3,273 |
| SPMB | 147,562 | -93,918 | $3,273 |
| ISHARES TR (DSI) |
39,071 | -552 | $3,047 |
| DSI | 39,071 | -552 | $3,047 |
| TRUIST FINL CORP |
83,972 | +5,319 | $2,863 |
| TFC | 83,972 | +5,319 | $2,863 |
| DIMENSIONAL ETF TRUST (DFAC) |
102,677 | +7,555 | $2,616 |
| DFAC | 102,677 | +7,555 | $2,616 |
 BERKSHIRE HATHAWAY INC DEL |
$2,317 | ||
| BRK.B | 4,489 | -424 | $1,386 |
| BRK.A | 2 | UNCH | $931 |
| AMAZON COM INC |
20,201 | -2,404 | $2,087 |
| AMZN | 20,201 | -2,404 | $2,087 |
| JOHNSON & JOHNSON |
13,039 | +4,679 | $2,021 |
| JNJ | 13,039 | +4,679 | $2,021 |
| EXXON MOBIL CORP |
17,418 | +10,320 | $1,910 |
| XOM | 17,418 | +10,320 | $1,910 |
| ISHARES TR (MUB) |
17,390 | -5,246 | $1,874 |
| MUB | 17,390 | -5,246 | $1,874 |
| PROCTER AND GAMBLE CO |
11,268 | +2,727 | $1,675 |
| PG | 11,268 | +2,727 | $1,675 |
| INVESCO EXCH TRADED FD TR II (CGW) |
31,124 | -10,257 | $1,552 |
| CGW | 31,124 | -10,257 | $1,552 |
| ISHARES TR (ESGD) |
20,725 | -2,371 | $1,489 |
| ESGD | 20,725 | -2,371 | $1,489 |
| HOME DEPOT INC |
4,966 | +459 | $1,466 |
| HD | 4,966 | +459 | $1,466 |
| JPMORGAN CHASE & CO |
11,001 | +2,696 | $1,433 |
| JPM | 11,001 | +2,696 | $1,433 |
| MERCK & CO INC |
13,039 | +5,013 | $1,387 |
| MRK | 13,039 | +5,013 | $1,387 |
| VANGUARD INDEX FDS (VTI) |
6,556 | -1,146 | $1,338 |
| VTI | 6,556 | -1,146 | $1,338 |
| ISHARES TR (HDV) |
12,901 | +854 | $1,311 |
| HDV | 12,901 | +854 | $1,311 |
| BROADCOM INC |
2,002 | +163 | $1,284 |
| AVGO | 2,002 | +163 | $1,284 |
| CHEVRON CORP NEW |
7,652 | +5,205 | $1,248 |
| CVX | 7,652 | +5,205 | $1,248 |
| PEPSICO INC |
6,798 | +1,351 | $1,239 |
| PEP | 6,798 | +1,351 | $1,239 |
| ALPHABET INC |
11,598 | +137 | $1,206 |
| GOOG | 11,598 | +137 | $1,206 |
| COCA COLA CO |
18,925 | +5,184 | $1,174 |
| KO | 18,925 | +5,184 | $1,174 |
| TESLA INC |
5,062 | -480 | $1,050 |
| TSLA | 5,062 | -480 | $1,050 |
| ALPHABET INC |
9,620 | +1,810 | $998 |
| GOOGL | 9,620 | +1,810 | $998 |
| ABBVIE INC |
5,920 | +4,066 | $944 |
| ABBV | 5,920 | +4,066 | $944 |
| BRISTOL MYERS SQUIBB CO |
13,092 | +3,910 | $907 |
| BMY | 13,092 | +3,910 | $907 |
See Full List: All Stocks Held By Concord Wealth Partners
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Concord Wealth Partners
|
Size ($ in 1000's)
At 03/31/2023: $352,407 At 12/31/2022: $332,511 Concord Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Concord Wealth Partners 13F filings. Link to 13F filings: SEC filings |
