Instuitional Investor - Concord Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Concord Wealth Partners |
| Portfolio Value | $770,499,459 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 763,350 | $34,846,941 | 4.52% | |
| 2. | NVDA | 199,553 | $34,802,105 | 4.52% | |
| 3. | Ssga Active Tr | 1,214,293 | $33,805,929 | 4.39% | |
| 4. | Spdr Series Trust | 1,111,212 | $33,414,134 | 4.34% | |
| 5. | Spdr Series Trust | 1,136,477 | $32,571,439 | 4.23% |