Concord Wealth Partners
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1814214
Institutional-grade research for retail investors
13F Reported Value
ⓘ$770.5M
Holdings
207
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Concord Wealth Partners disclosed 207 positions worth $770.5M in its Form 13F-HR for Q1 2026, followed by $NVDA. During the quarter the fund opened 2 new positions and exited 486 — including a new stake in $JBL and a full exit from $WSM. The portfolio is most concentrated in Other (55.1% of disclosed assets). All figures are sourced directly from Concord Wealth Partners’s Form 13F-HR filing with the SEC under CIK 1814214.
AI Fund Analysis
StableSPDR INDEX SHS FDS
4.5% weight
Held 9 quarters
$NVDA4.5% weight
Held 9 quarters
SSGA ACTIVE TR
4.4% weight
Held 6 quarters
SPDR SERIES TRUST
4.3% weight
Held 9 quarters
SPDR SERIES TRUST
4.2% weight
Held 6 quarters
ISHARES TR
8 quarters accumulating
VANGUARD WHITEHALL FDS
8 quarters accumulating
ISHARES INC
8 quarters accumulating
ISHARES INC
8 quarters accumulating
INVESCO EXCH TRADED FD TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR INDEX SHS FDS
—Quality
$34.8M763,350 sh- 90.2#1
Quality
$34.8M199,553 sh SSGA ACTIVE TR
—Quality
$33.8M1,214,293 shSPDR SERIES TRUST
—Quality
$33.4M1,111,212 shSPDR SERIES TRUST
—Quality
$32.6M1,136,477 shSPDR SERIES TRUST
—Quality
$32.6M970,711 shVANGUARD SCOTTSDALE FDS
—Quality
$31.7M541,322 shSPDR SERIES TRUST
—Quality
$22.1M225,580 shAMERICAN CENTY ETF TR
—Quality
$20.0M248,102 sh- 76.1
Quality
$17.4M68,551 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR INDEX SHS FDS | — | $34.8M | 763,350 |
| NVIDIA CORP$NVDA | 90.2#1 | $34.8M | 199,553 |
| SSGA ACTIVE TR | — | $33.8M | 1,214,293 |
| SPDR SERIES TRUST | — | $33.4M | 1,111,212 |
| SPDR SERIES TRUST | — | $32.6M | 1,136,477 |
| SPDR SERIES TRUST | — | $32.6M | 970,711 |
| VANGUARD SCOTTSDALE FDS | — | $31.7M | 541,322 |
| SPDR SERIES TRUST | — | $22.1M | 225,580 |
| AMERICAN CENTY ETF TR | — | $20.0M | 248,102 |
 Apple Inc.$AAPL | 76.1 | $17.4M | 68,551 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Concord Wealth Partners's 207 positions.
Showing top 10 of 207 holdings.
Sector Allocation
Other
$424.4M
Technology
$119.4M
Financials
$79.5M
Industrials
$34.8M
Consumer Discretionary
$30.8M
Healthcare
$23.6M
Energy
$17.2M
Consumer Staples
$16.0M
Full Holdings — Concord Wealth Partners (Q1 2026)
All 207 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR INDEX SHS FDS | $34.8M | 4.5% | +3% | — |
| 2 | $NVDA | NVIDIA CORP | $34.8M | 4.5% | -1% | 90.2 |
| 3 | — | SSGA ACTIVE TR | $33.8M | 4.4% | +6% | — |
| 4 | — | SPDR SERIES TRUST | $33.4M | 4.3% | +5% | — |
| 5 | — | SPDR SERIES TRUST | $32.6M | 4.2% | +6% | — |
| 6 | — | SPDR SERIES TRUST | $32.6M | 4.2% | +6% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS | $31.7M | 4.1% | NEW | — |
| 8 | — | SPDR SERIES TRUST | $22.1M | 2.9% | +3% | — |
| 9 | — | AMERICAN CENTY ETF TR | $20.0M | 2.6% | +2% | — |
| 10 | $AAPL | Apple Inc. | $17.4M | 2.3% | +5% | 76.1 |
| 11 |  $MSFT | MICROSOFT CORP | $15.3M | 2.0% | +1% | 83.7 |
| 12 |  $WT | WisdomTree, Inc. | $12.5M | 1.6% | +4% | 62.9 |
| 13 | — | DIMENSIONAL ETF TRUST | $12.5M | 1.6% | -0% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $12.0M | 1.6% | +4% | — |
| 15 | — | SPDR INDEX SHS FDS | $11.6M | 1.5% | +3% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $11.5M | 1.5% | +3% | — |
| 17 |  $AVGO | Broadcom Inc. | $10.3M | 1.3% | +5% | 86.4 |
| 18 | — | AMERICAN CENTY ETF TR | $9.8M | 1.3% | +2% | — |
| 19 |  $AMZN | AMAZON COM INC | $9.4M | 1.2% | +2% | 74.6 |
| 20 |  $IVZ | Invesco Ltd. | $9.2M | 1.2% | +2% | — |
| 21 | $IVZ | Invesco Ltd. | $9.2M | 1.2% | +4% | — |
| 22 |  $JPM | JPMORGAN CHASE & CO | $9.1M | 1.2% | +2% | 35.6 |
| 23 |  $GOOG | Alphabet Inc. | $8.8M | 1.1% | +4% | 80.2 |
| 24 | — | ISHARES TR | $7.6M | 1.0% | +11% | — |
| 25 | — | VANGUARD WHITEHALL FDS | $7.2M | 0.9% | +12% | — |
| 26 | — | AMERICAN CENTY ETF TR | $7.2M | 0.9% | -3% | — |
| 27 | — | ISHARES TR | $7.1M | 0.9% | -4% | — |
| 28 |  $META | Meta Platforms, Inc. | $6.9M | 0.9% | -3% | 80.9 |
| 29 |  $CAT | CATERPILLAR INC | $6.9M | 0.9% | +7% | 67.8 |
| 30 |  $LMT | LOCKHEED MARTIN CORP | $6.0M | 0.8% | +8% | 65 |
| 31 | — | DIMENSIONAL ETF TRUST | $6.0M | 0.8% | +3% | — |
| 32 |  $XOM | EXXON MOBIL CORP | $5.9M | 0.8% | -8% | 61.8 |
| 33 |  $KO | COCA COLA CO | $5.3M | 0.7% | +1% | 74 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $4.9M | 0.6% | +1% | 72.8 |
| 35 |  $AMAT | APPLIED MATERIALS INC /DE | $4.7M | 0.6% | +3% | 74.8 |
| 36 |  $GS | GOLDMAN SACHS GROUP INC | $4.7M | 0.6% | -7% | — |
| 37 |  $COP | CONOCOPHILLIPS | $4.7M | 0.6% | +8% | 74.8 |
| 38 |  $NEE | NEXTERA ENERGY INC | $4.6M | 0.6% | +3% | 71.7 |
| 39 |  $CVX | CHEVRON CORP | $4.5M | 0.6% | +169% | 54.7 |
| 40 |  $SO | SOUTHERN CO | $4.3M | 0.6% | +10% | 65.1 |
| 41 |  $UNP | UNION PACIFIC CORP | $4.2M | 0.6% | +19% | 74 |
| 42 | — | SPDR SERIES TRUST | $4.2M | 0.6% | +2% | — |
| 43 |  $HD | HOME DEPOT, INC. | $4.1M | 0.5% | +5% | 69.2 |
| 44 |  $AMGN | AMGEN INC | $4.1M | 0.5% | +18% | 79.5 |
| 45 | — | PROSHARES TR | $4.1M | 0.5% | -1% | — |
| 46 | — | DIMENSIONAL ETF TRUST | $4.1M | 0.5% | +0% | — |
| 47 |  $MS | MORGAN STANLEY | $3.9M | 0.5% | -4% | — |
| 48 |  $STLD | STEEL DYNAMICS INC | $3.7M | 0.5% | +9% | 56 |
| 49 |  $PG | PROCTER & GAMBLE Co | $3.7M | 0.5% | +15% | 72.9 |
| 50 |  $ETN | Eaton Corp plc | $3.7M | 0.5% | +34% | — |
| 51 |  $LRCX | LAM RESEARCH CORP | $3.7M | 0.5% | +1% | 82.4 |
| 52 |  $V | VISA INC. | $3.6M | 0.5% | +23% | 83.5 |
| 53 |  $WMT | Walmart Inc. | $3.6M | 0.5% | +0% | 63.2 |
| 54 | — | ISHARES INC | $3.5M | 0.5% | +7% | — |
| 55 | — | DIMENSIONAL ETF TRUST | $3.5M | 0.5% | +7% | — |
| 56 | — | ISHARES INC | $3.4M | 0.5% | +7% | — |
| 57 |  $TSLA | Tesla, Inc. | $3.3M | 0.4% | +4% | 50.1 |
| 58 |  $TFC | TRUIST FINANCIAL CORP | $3.2M | 0.4% | -0% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.2M | 0.4% | -4% | 67 |
| 60 | — | ISHARES TR | $3.2M | 0.4% | +42% | — |
| 61 |  $MCK | MCKESSON CORP | $3.2M | 0.4% | -5% | 63.7 |
| 62 |  $MA | Mastercard Inc | $3.1M | 0.4% | +6% | 81.7 |
| 63 |  $LLY | ELI LILLY & Co | $3.1M | 0.4% | -8% | 89.3 |
| 64 | — | ISHARES TR | $3.0M | 0.4% | +23% | — |
| 65 |  $GWW | W.W. GRAINGER, INC. | $3.0M | 0.4% | +11% | 69.5 |
| 66 |  $MCD | MCDONALDS CORP | $2.9M | 0.4% | +30% | 73.9 |
| 67 |  $CVS | CVS HEALTH Corp | $2.9M | 0.4% | +8% | 51.3 |
| 68 | — | SCHWAB STRATEGIC TR | $2.9M | 0.4% | -11% | — |
| 69 |  $GOOGL | Alphabet Inc. | $2.8M | 0.4% | -4% | 80.2 |
| 70 | — | SCHWAB STRATEGIC TR | $2.8M | 0.4% | +1% | — |
| 71 |  $DIS | Walt Disney Co | $2.8M | 0.4% | +6% | 68.9 |
| 72 |  $RTX | RTX Corp | $2.8M | 0.4% | +247% | 70 |
| 73 | — | VANECK ETF TRUST | $2.8M | 0.4% | -7% | — |
| 74 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.4% | +97% | — |
| 75 |  $CB | Chubb Ltd | $2.7M | 0.3% | +2% | — |
| 76 |  $STT | STATE STREET CORP | $2.7M | 0.3% | -0% | 61.5 |
| 77 | — | DIMENSIONAL ETF TRUST | $2.7M | 0.3% | -9% | — |
| 78 |  $CRM | Salesforce, Inc. | $2.5M | 0.3% | +24% | 75.2 |
| 79 |  $TJX | TJX COMPANIES INC /DE/ | $2.5M | 0.3% | +3% | 70.7 |
| 80 | — | TCW ETF TRUST | $2.5M | 0.3% | +44% | — |
| 81 | — | DIMENSIONAL ETF TRUST | $2.4M | 0.3% | +8% | — |
| 82 |  $TRV | TRAVELERS COMPANIES, INC. | $2.4M | 0.3% | +4% | 71.5 |
| 83 | — | INVESCO EXCH TRADED FD TR II | $2.3M | 0.3% | +21% | — |
| 84 | — | ISHARES TR | $2.3M | 0.3% | +8% | — |
| 85 | — | DIMENSIONAL ETF TRUST | $2.3M | 0.3% | +20% | — |
| 86 |  $INTU | INTUIT INC. | $2.3M | 0.3% | +41% | 82 |
| 87 |  $VZ | VERIZON COMMUNICATIONS INC | $2.2M | 0.3% | +8% | 71.6 |
| 88 | — | DIMENSIONAL ETF TRUST | $2.1M | 0.3% | +6% | — |
| 89 |  $KLAC | KLA CORP | $2.0M | 0.3% | -18% | 84.4 |
| 90 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.3% | +0% | — |
| 91 |  $UNH | UNITEDHEALTH GROUP INC | $1.9M | 0.3% | +32% | 66.8 |
| 92 |  $DUK | Duke Energy CORP | $1.9M | 0.2% | +15% | 64 |
| 93 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.9M | 0.2% | +16% | 74.4 |
| 94 | — | ISHARES TR | $1.9M | 0.2% | +5% | — |
| 95 | — | SPDR SERIES TRUST | $1.8M | 0.2% | +7% | — |
| 96 | — | SSGA ACTIVE ETF TR | $1.8M | 0.2% | -24% | — |
| 97 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.2% | +4% | 66.7 |
| 98 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | -0% | — |
| 99 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.2% | +15% | 67 |
| 100 |  $ABBV | AbbVie Inc. | $1.7M | 0.2% | +5% | 59.3 |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.2% | +12% | 72.3 |
| 102 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | +0% | — |
| 103 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.2% | +5% | 68.4 |
| 104 |  $C | CITIGROUP INC | $1.6M | 0.2% | +14% | 54.8 |
| 105 |  $NOW | ServiceNow, Inc. | $1.6M | 0.2% | +59% | 76 |
| 106 |  $CL | COLGATE PALMOLIVE CO | $1.6M | 0.2% | +7% | 72.4 |
| 107 |  $PANW | Palo Alto Networks Inc | $1.6M | 0.2% | +11% | 66.5 |
| 108 |  $D | DOMINION ENERGY, INC | $1.5M | 0.2% | +12% | 74.9 |
| 109 |  $AFL | AFLAC INC | $1.4M | 0.2% | +12% | 60.3 |
| 110 |  $CTRA | Coterra Energy Inc. | $1.4M | 0.2% | +12% | 80.6 |
| 111 |  $WFC | WELLS FARGO & COMPANY/MN | $1.3M | 0.2% | +6% | — |
| 112 |  $ITW | ILLINOIS TOOL WORKS INC | $1.3M | 0.2% | +37% | 71.2 |
| 113 |  $PFE | PFIZER INC | $1.3M | 0.2% | +5% | 69 |
| 114 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.3M | 0.2% | -2% | 70.1 |
| 115 |  $CCZ | COMCAST CORP | $1.3M | 0.2% | -2% | 70.4 |
| 116 |  $PEP | PEPSICO INC | $1.3M | 0.2% | +2% | 62.7 |
| 117 |  $ORCL | ORACLE CORP | $1.3M | 0.2% | -15% | 67.2 |
| 118 | — | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.2% | +3% | — |
| 119 | — | SPDR SERIES TRUST | $1.2M | 0.2% | -3% | — |
| 120 | — | VANGUARD WHITEHALL FDS | $1.2M | 0.1% | -2% | — |
| 121 | — | PROSHARES TR | $1.1M | 0.1% | -1% | — |
| 122 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.1% | +3% | — |
| 123 |  $BLK | BlackRock, Inc. | $1.1M | 0.1% | +16% | 70.3 |
| 124 |  $LIN | LINDE PLC | $1.1M | 0.1% | +112% | — |
| 125 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.1M | 0.1% | +10% | 71.5 |
| 126 |  $DRI | DARDEN RESTAURANTS INC | $1.0M | 0.1% | +18% | 68.6 |
| 127 | — | ISHARES TR | $1.0M | 0.1% | -97% | — |
| 128 | — | VANGUARD SCOTTSDALE FDS | $1.0M | 0.1% | -2% | — |
| 129 |  $BRK.B | BERKSHIRE HATHAWAY INC | $994,819 | 0.1% | -78% | 64.5 |
| 130 | — | ISHARES TR | $953,181 | 0.1% | +0% | — |
| 131 | — | VANECK ETF TRUST | $926,373 | 0.1% | -3% | — |
| 132 | — | STATE STR SPDR DOW JONES IND | $881,758 | 0.1% | -28% | — |
| 133 | — | VANGUARD WORLD FD | $805,867 | 0.1% | +5% | — |
| 134 |  $QCOM | QUALCOMM INC/DE | $793,325 | 0.1% | -1% | 81.9 |
| 135 | — | ISHARES TR | $737,793 | 0.1% | +145% | — |
| 136 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 137 |  $LOW | LOWES COMPANIES INC | $654,660 | 0.1% | -12% | 63.5 |
| 138 | — | DIMENSIONAL ETF TRUST | $618,420 | 0.1% | -11% | — |
| 139 |  $MO | ALTRIA GROUP, INC. | $617,084 | 0.1% | +0% | 72.1 |
| 140 | — | PIMCO ETF TR | $614,180 | 0.1% | -21% | — |
| 141 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $601,172 | 0.1% | +0% | 70.9 |
| 142 |  $MPC | Marathon Petroleum Corp | $588,230 | 0.1% | +0% | 50.7 |
| 143 | — | J P MORGAN EXCHANGE TRADED F | $546,852 | 0.1% | -50% | — |
| 144 | $IVZ | Invesco Ltd. | $538,746 | 0.1% | -6% | — |
| 145 | — | ISHARES TR | $525,187 | 0.1% | +0% | — |
| 146 |  $SPGI | S&P Global Inc. | $507,653 | 0.1% | +6% | 79.4 |
| 147 | — | VANGUARD SCOTTSDALE FDS | $466,459 | 0.1% | -8% | — |
| 148 | $IVZ | Invesco Ltd. | $459,886 | 0.1% | -8% | — |
| 149 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $459,870 | 0.1% | +41% | 52.1 |
| 150 | — | ISHARES TR | $457,847 | 0.1% | +1% | — |
| 151 | — | FIDELITY COVINGTON TRUST | $432,138 | 0.1% | +2342% | — |
| 152 |  $GLW | CORNING INC /NY | $395,179 | 0.1% | +143% | 72.7 |
| 153 |  $ISRG | INTUITIVE SURGICAL INC | $381,239 | 0.1% | -79% | 81.4 |
| 154 | — | SPDR SERIES TRUST | $376,947 | 0.1% | +12% | — |
| 155 | — | ISHARES TR | $376,341 | 0.1% | +0% | — |
| 156 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $369,916 | 0.1% | +0% | 65.9 |
| 157 |  $XEL | XCEL ENERGY INC | $362,326 | 0.1% | -1% | — |
| 158 | — | DIMENSIONAL ETF TRUST | $339,577 | 0.0% | +0% | — |
| 159 | — | DIMENSIONAL ETF TRUST | $336,882 | 0.0% | +10% | — |
| 160 | $IVZ | Invesco Ltd. | $335,282 | 0.0% | -6% | — |
| 161 |  $HON | HONEYWELL INTERNATIONAL INC | $325,149 | 0.0% | +237% | 65.7 |
| 162 |  $EMR | EMERSON ELECTRIC CO | $317,199 | 0.0% | +258% | 65.9 |
| 163 | — | DIMENSIONAL ETF TRUST | $312,990 | 0.0% | +801% | — |
| 164 |  $BTI | British American Tobacco p.l.c. | $311,937 | 0.0% | +0% | — |
| 165 | — | DIMENSIONAL ETF TRUST | $307,066 | 0.0% | +69% | — |
| 166 | — | VANGUARD MUN BD FDS | $299,946 | 0.0% | +48% | — |
| 167 |  $ADP | AUTOMATIC DATA PROCESSING INC | $295,438 | 0.0% | -85% | 77.9 |
| 168 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $294,829 | 0.0% | +3% | — |
| 169 |  $SYK | STRYKER CORP | $289,575 | 0.0% | -21% | 69.8 |
| 170 |  $CSX | CSX CORP | $284,764 | 0.0% | -0% | 66.4 |
| 171 | — | ISHARES TR | $281,318 | 0.0% | -2% | — |
| 172 | — | DIMENSIONAL ETF TRUST | $275,416 | 0.0% | +0% | — |
| 173 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $271,325 | 0.0% | +581% | 63.7 |
| 174 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $271,205 | 0.0% | -0% | 75.4 |
| 175 |  $APD | Air Products & Chemicals, Inc. | $267,809 | 0.0% | +0% | 41.2 |
| 176 |  $DELL | Dell Technologies Inc. | $267,204 | 0.0% | -41% | 76 |
| 177 | — | ISHARES TR | $265,891 | 0.0% | -1% | — |
| 178 |  $TXN | TEXAS INSTRUMENTS INC | $264,769 | 0.0% | +114% | 70.4 |
| 179 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $263,312 | 0.0% | +0% | — |
| 180 | — | DIMENSIONAL ETF TRUST | $260,160 | 0.0% | -90% | — |
| 181 | — | ISHARES TR | $251,952 | 0.0% | -3% | — |
| 182 |  $GLD | SPDR GOLD TRUST | $244,048 | 0.0% | -4% | — |
| 183 | — | SELECT SECTOR SPDR TR | $240,711 | 0.0% | +181% | — |
| 184 | — | FIDELITY COVINGTON TRUST | $240,422 | 0.0% | +0% | — |
| 185 | — | VANGUARD WHITEHALL FDS | $235,600 | 0.0% | +0% | — |
| 186 |  $GEV | GE Vernova Inc. | $234,725 | 0.0% | +0% | 70.1 |
| 187 | $IVZ | Invesco Ltd. | $233,189 | 0.0% | -12% | — |
| 188 | — | VANGUARD MALVERN FDS | $231,148 | 0.0% | +0% | — |
| 189 | — | VANGUARD SPECIALIZED FUNDS | $230,980 | 0.0% | -18% | — |
| 190 | — | SPDR SERIES TRUST | $229,318 | 0.0% | -15% | — |
| 191 | — | VANGUARD BD INDEX FDS | $228,464 | 0.0% | +0% | — |
| 192 |  $JBL | JABIL INC | $227,114 | 0.0% | NEW | 51.9 |
| 193 |  $DE | DEERE & CO | $225,883 | 0.0% | +2985% | 57.4 |
| 194 | — | ISHARES TR | $224,344 | 0.0% | -0% | — |
| 195 | — | SCHWAB STRATEGIC TR | $223,443 | 0.0% | +0% | — |
| 196 | — | DIMENSIONAL ETF TRUST | $220,259 | 0.0% | +0% | — |
| 197 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $220,052 | 0.0% | -1% | — |
| 198 |  $GE | GENERAL ELECTRIC CO | $216,398 | 0.0% | +0% | 74.8 |
| 199 | — | VANGUARD ADMIRAL FDS INC | $212,870 | 0.0% | +0% | — |
| 200 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $212,252 | 0.0% | +2% | — |
| 201 |  $MTZ | MASTEC INC | $211,067 | 0.0% | +0% | 59.7 |
| 202 |  $SLV | iShares Silver Trust | $209,270 | 0.0% | +0% | — |
| 203 |  $PH | Parker-Hannifin Corp | $205,010 | 0.0% | NEW | 73.8 |
| 204 | — | ISHARES TR | $204,344 | 0.0% | +1% | — |
| 205 | — | SPDR SERIES TRUST | $200,746 | 0.0% | -2% | — |
| 206 |  $PDI | PIMCO Dynamic Income Fund | $194,402 | 0.0% | +4% | — |
| 207 |  $CLF | CLEVELAND-CLIFFS INC. | $85,075 | 0.0% | +0% | 35.7 |
Exited Positions (486)
$WSM WILLIAMS SONOMA INC
$CI Cigna Group
$BSX BOSTON SCIENTIFIC CORP NUSHARES ETF TR
$IDXX IDEXX LABORATORIES INC /DE BNY MELLON ETF TRUST II
$NVS NOVARTIS AG
$PLTR Palantir Technologies Inc.
$AMT AMERICAN TOWER CORP /MA/
$NGG NATIONAL GRID PLC
$ACN Accenture plc DBX ETF TR
$YUM YUM BRANDS INC
$MRK Merck & Co., Inc.
$INTC INTEL CORPBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Concord Wealth Partners
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