Instuitional Investor - Concord Wealth Partners

Fund Profile
Filing Period:
Fund Name: Concord Wealth Partners
Portfolio Value $769,743,456
Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 201,199 $37,523,631 4.87%
2.
Spdr Index Shs Fds
740,978 $32,906,846 4.28%
3.
Ssga Active Tr
1,140,550 $32,437,240 4.21%
4.
Ishares Tr
291,782 $32,139,746 4.18%
5.
Spdr Series Trust
1,062,335 $32,082,510 4.17%