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Home > Institutional Investor > Concord Wealth Partners > Profile

Instuitional Investor - Concord Wealth Partners

Fund Profile
Filing Period:
Fund Name: Concord Wealth Partners
Portfolio Value $873,165,779
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 200,224 $40,062,837 4.59%
2.
Spdr Index Shs Fds - ST STR PO EX ETF
 774,332 $39,018,570 4.47%
3.
Ssga Active Tr - ST STR BLACK ETF
 1,262,818 $35,295,761 4.04%
4.
Spdr Series Trust
 KRE 1,140,512 $34,226,760 3.92%
5.
Spdr Series Trust
 KRE 1,188,621 $33,744,963 3.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.