Concord Wealth Partners - Q12026 Holdings

Concord Wealth Partners holds 207 stocks with a total portfolio value of $ 770.5M as of Q12026. In Q12026, Concord Wealth Partners added 4 new positions, increased stakes in 127 stocks, reduced 58 holdings, and fully exited 642 positions. The largest holding is Spdr Index Shs Fds (SPDW), representing 4.52% of the total portfolio.