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Name: |
Concord Wealth Partners |
City: |
ABINGDON |
State: |
VA |
Zip: |
24210 |
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Holdings
Found :
71 |
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|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
WSM |
Williams Sonoma Inc |
|
New |
$301.62 |
$2,950,000 |
9,289 |
% |
2,950,000 |
9,289 |
0 |
N/A |
|
TDV |
Proshares S&p Technology Di... |
|
New |
$0.00 |
$1,329,000 |
18,465 |
% |
1,329,000 |
18,465 |
0 |
N/A |
|
SMCI |
Super Micro Computer Inc |
|
New |
$819.29 |
$508,000 |
503 |
% |
508,000 |
503 |
0 |
N/A |
|
DVN |
Devon Energy Corp |
|
New |
$50.98 |
$471,000 |
9,381 |
% |
471,000 |
9,381 |
0 |
N/A |
|
DVYA |
Ishares Asia Pacific Dividend |
|
New |
$37.40 |
$463,000 |
12,794 |
% |
463,000 |
12,794 |
0 |
N/A |
|
XSHD |
Invesco S&P Smallcap High D... |
|
New |
$0.00 |
$443,000 |
28,741 |
% |
443,000 |
28,741 |
0 |
N/A |
|
OMFL |
Oppenheimer Russell 1000 Dy... |
|
New |
$0.00 |
$203,000 |
3,683 |
% |
203,000 |
3,683 |
0 |
N/A |
|
IGRO |
Ishares International Divid... |
|
New |
$0.00 |
$198,000 |
2,946 |
% |
198,000 |
2,946 |
0 |
N/A |
|
VIGI |
Vanguard International Divi... |
|
New |
$80.13 |
$178,000 |
2,180 |
% |
178,000 |
2,180 |
0 |
N/A |
|
APPN |
Appian Corp |
|
New |
$31.83 |
$85,000 |
2,120 |
% |
85,000 |
2,120 |
0 |
N/A |
|
DCOR |
Dimensional Us Core Equity ... |
|
New |
$0.00 |
$69,000 |
1,183 |
% |
69,000 |
1,183 |
0 |
N/A |
|
VXF |
Vanguard Extended Market VI... |
|
New |
$170.59 |
$59,000 |
335 |
% |
59,000 |
335 |
0 |
N/A |
|
SCHY |
Schwab International Divide... |
|
New |
$0.00 |
$55,000 |
2,249 |
% |
55,000 |
2,249 |
0 |
N/A |
|
GSY |
Invesco Ultra Short Duratio... |
|
New |
$49.94 |
$46,000 |
921 |
% |
46,000 |
921 |
0 |
N/A |
|
OMFS |
Invesco Russell 2000 Dynami... |
|
New |
$0.00 |
$35,000 |
915 |
% |
35,000 |
915 |
0 |
N/A |
|
ABC |
AmerisourceBergen Corp |
|
New |
$226.74 |
$33,000 |
135 |
% |
33,000 |
135 |
0 |
N/A |
|
VGSH |
Vanguard Scottsdale Funds |
|
New |
$57.74 |
$27,000 |
461 |
% |
27,000 |
461 |
0 |
N/A |
|
WTFC |
Wintrust Financial Corp |
|
New |
$100.73 |
$26,000 |
250 |
% |
26,000 |
250 |
0 |
N/A |
|
IBIT |
iShares Bitcoin Trust |
|
New |
$35.93 |
$23,000 |
576 |
% |
23,000 |
576 |
0 |
N/A |
|
GBTC |
Grayscale Bitcoin |
|
New |
$0.00 |
$19,000 |
300 |
% |
19,000 |
300 |
0 |
N/A |
|
PNR |
Pentair Inc |
|
New |
$83.02 |
$17,000 |
200 |
% |
17,000 |
200 |
0 |
N/A |
|
SFY |
Sofi Select 500 Etf |
|
New |
$0.00 |
$16,000 |
847 |
% |
16,000 |
847 |
0 |
N/A |
|
NANC |
Unusual Whales Subversive D... |
|
New |
$0.00 |
$16,000 |
459 |
% |
16,000 |
459 |
0 |
N/A |
|
RDDT |
Reddit, Inc. |
|
New |
$49.40 |
$15,000 |
306 |
% |
15,000 |
306 |
0 |
N/A |
|
MSTR |
Microstrategy Inc |
|
New |
$1,257.45 |
$14,000 |
8 |
% |
14,000 |
8 |
0 |
N/A |
|
HBIO |
Harvard Bioscience Inc |
|
New |
$3.75 |
$10,000 |
2,250 |
% |
10,000 |
2,250 |
0 |
N/A |
|
LYFT |
Lyft, Inc. |
|
New |
$16.60 |
$8,000 |
400 |
% |
8,000 |
400 |
0 |
N/A |
|
ITI |
Iteris Inc |
|
New |
$4.59 |
$7,000 |
1,500 |
% |
7,000 |
1,500 |
0 |
N/A |
|
DYNF |
Blackrock Us Equity Factor ... |
|
New |
$44.04 |
$6,000 |
130 |
% |
6,000 |
130 |
0 |
N/A |
|
EPI |
WisdomTree India Earnings |
|
New |
$44.42 |
$6,000 |
140 |
% |
6,000 |
140 |
0 |
N/A |
|
XLG |
Invesco S&P 500 Top 50 ETF |
|
New |
$42.10 |
$6,000 |
150 |
% |
6,000 |
150 |
0 |
N/A |
|
AIQ |
Alliance Healthcare Services |
|
New |
$33.55 |
$6,000 |
165 |
% |
6,000 |
165 |
0 |
N/A |
|
GFS |
Globalfoundries Ord Shs |
|
New |
$0.00 |
$5,000 |
103 |
% |
5,000 |
103 |
0 |
N/A |
|
PLTR |
Palantir Technologies Inc |
|
New |
$21.40 |
$5,000 |
227 |
% |
5,000 |
227 |
0 |
N/A |
|
GTO |
Invesco Total Return Bond ETF |
|
New |
$46.29 |
$5,000 |
106 |
% |
5,000 |
106 |
0 |
N/A |
|
GNTX |
Gentex Corp |
|
New |
$34.55 |
$4,000 |
105 |
% |
4,000 |
105 |
0 |
N/A |
|
SNV |
Synovus Financial Corp |
|
New |
$38.38 |
$4,000 |
96 |
% |
4,000 |
96 |
0 |
N/A |
|
IPXL |
Impax Laboratories Inc |
|
New |
$6.51 |
$4,000 |
600 |
% |
4,000 |
600 |
0 |
N/A |
|
UAL |
United Continental Holding |
|
New |
$50.67 |
$4,000 |
90 |
% |
4,000 |
90 |
0 |
N/A |
|
MPWR |
Monolithic Power Systems Inc |
|
New |
$702.22 |
$4,000 |
6 |
% |
4,000 |
6 |
0 |
N/A |
|
AGTI |
Agiliti, Inc. |
|
New |
$10.05 |
$4,000 |
370 |
% |
4,000 |
370 |
0 |
N/A |
|
CTAS |
Cintas Corp |
|
New |
$692.78 |
$4,000 |
6 |
% |
4,000 |
6 |
0 |
N/A |
|
FIZZ |
National Beverage Corp |
|
New |
$47.38 |
$3,000 |
54 |
% |
3,000 |
54 |
0 |
N/A |
|
ALB |
Albemarle Corp |
|
New |
$131.55 |
$3,000 |
25 |
% |
3,000 |
25 |
0 |
N/A |
|
NNN |
National Retail Properties |
|
New |
$42.46 |
$3,000 |
68 |
% |
3,000 |
68 |
0 |
N/A |
|
ENSG |
Ensign Group Inc |
|
New |
$117.95 |
$3,000 |
27 |
% |
3,000 |
27 |
0 |
N/A |
|
LMAT |
Lemaitre Vascular Inc |
|
New |
$75.90 |
$3,000 |
51 |
% |
3,000 |
51 |
0 |
N/A |
|
SRCE |
1st Source Corp |
|
New |
$51.37 |
$3,000 |
66 |
% |
3,000 |
66 |
0 |
N/A |
|
AFG |
American Financial Group Inc |
|
New |
$129.18 |
$3,000 |
23 |
% |
3,000 |
23 |
0 |
N/A |
|
SSNC |
Ss&c Technologies Holdings Inc |
|
New |
$62.72 |
$3,000 |
50 |
% |
3,000 |
50 |
0 |
N/A |
|
SLP |
Simulations Plus Inc |
|
New |
$48.54 |
$3,000 |
63 |
% |
3,000 |
63 |
0 |
N/A |
|
FBCG |
Fidelity Blue Chip Growth ETF |
|
New |
$0.00 |
$3,000 |
74 |
% |
3,000 |
74 |
0 |
N/A |
|
CINF |
Cincinnati Financial Corp |
|
New |
$117.20 |
$3,000 |
27 |
% |
3,000 |
27 |
0 |
N/A |
|
TTC |
Toro Co |
|
New |
$89.08 |
$2,000 |
26 |
% |
2,000 |
26 |
0 |
N/A |
|
EMXC |
Ishares Msci Emerging Marke... |
|
New |
$0.00 |
$2,000 |
35 |
% |
2,000 |
35 |
0 |
N/A |
|
ARKR |
Ark Restaurants Corp |
|
New |
$13.52 |
$1,000 |
75 |
% |
1,000 |
75 |
0 |
N/A |
|
MARA |
Marathon Patent Group Inc |
|
New |
$20.21 |
$1,000 |
37 |
% |
1,000 |
37 |
0 |
N/A |
|
BTBT |
Bit Digital |
|
New |
$2.17 |
$1,000 |
196 |
% |
1,000 |
196 |
0 |
N/A |
|
IFRA |
Ishares Us Infrastructure Etf |
|
New |
$0.00 |
$1,000 |
15 |
% |
1,000 |
15 |
0 |
N/A |
|
MED |
Medifast Inc |
|
New |
$25.51 |
$1,000 |
33 |
% |
1,000 |
33 |
0 |
N/A |
|
ARKF |
Ark Fintech Innovation Etf |
|
New |
$0.00 |
$1,000 |
39 |
% |
1,000 |
39 |
0 |
N/A |
|
SOFI |
SoFi Technologies, Inc |
|
New |
$7.06 |
$0 |
36 |
% |
0 |
36 |
0 |
N/A |
|
ABR |
Arbor Realty Trust Inc |
|
New |
$13.46 |
$0 |
6 |
% |
0 |
6 |
0 |
N/A |
|
BAND |
Bandwidth Inc. |
|
New |
$22.54 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
GPRO |
Gopro, Inc. |
|
New |
$1.84 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
RIOT |
Riot Blockchain Inc |
|
New |
$10.17 |
$0 |
33 |
% |
0 |
33 |
0 |
N/A |
|
LOPE |
Grand Canyon Education, Inc. |
|
New |
$139.78 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
SFYX |
Sofi Next 500 Etf |
|
New |
$0.00 |
$0 |
8 |
% |
0 |
8 |
0 |
N/A |
|
CPRX |
Catalyst Pharmaceutical Par... |
|
New |
$15.14 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
AGEN |
Antigenics Inc |
|
New |
$0.44 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
ARBK |
Argo Blockchain Adr |
|
New |
$0.00 |
$0 |
10 |
% |
0 |
10 |
0 |
N/A |
|