Instuitional Investor - Concord Wealth Partners
Fund Profile
Filing Period:
Fund Name: | Concord Wealth Partners |
Portfolio Value | $610,587,850 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 1,141,717 | $31,831,058 | 5.21% | |
2. | Spdr Series Trust | 969,702 | $28,955,300 | 4.74% | |
3. | Ishares Tr | 262,285 | $28,880,231 | 4.72% | |
4. | NVDA | 187,800 | $25,219,690 | 4.13% | |
5. | Spdr Series Trust | 736,572 | $24,130,109 | 3.95% |