• 13F History

Concord Wealth Partners

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$611M
Signature - Title
Jonathan R. Weatherly - Chief Compliance Officer
Location
Abingdon, VA
Summary
This page shows a list of all the recent 13F filings made by Concord Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Concord Wealth Partners reported 921 stock holdings with total value $611M as of Q4 2024. Top holdings included SPTI, SPSB, SHV, NVDA, and SPIB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 921 $611M +$119M -$101M +$18.1M SPTI, SPSB, SHV, NVDA, SPIB 13F-HR 1/23/2025, 07:01 PM
Q3 2024 955 $599M +$45.3M -$29.2M +$16.1M SPSB, NVDA, FLTR, SHV, SRLN 13F-HR 10/24/2024, 02:54 PM
Q2 2024 836 $567M +$44.6M -$22.2M +$22.3M SPSB, NVDA, FLTR, SHV, SRLN 13F-HR 7/31/2024, 01:45 PM
Q1 2024 843 $555M +$64.5M -$42M +$22.5M SPSB, FLTR, SRLN, SHV, DGRO 13F-HR 4/30/2024, 02:09 PM
Q4 2023 803 $499M +$62.9M -$68.7M -$5.75M SPSB, FLTR, DGRO, SRLN, SHV Restatement 4/30/2024, 02:26 PM
Q3 2023 1,026 $471M +$53.1M -$34.9M +$18.2M SPSB, DGRO, FLTR, SRLN, SHV Restatement 4/30/2024, 02:23 PM
Q2 2023 1,034 $464M +$112M -$13.6M +$98.9M SPSB, DGRO, SRLN, FLTR, SPYG 13F-HR 8/7/2023, 06:12 PM
Q1 2023 982 $352M +$44.9M -$34.8M +$10.1M DGRO, SPSB, SRLN, SPYG, FLTR 13F-HR 4/26/2023, 02:07 PM
Q4 2022 1,249 $333M +$79.4M -$82.3M -$2.97M DGRO, FLTR, SPYG, SRLN, SCHD 13F-HR 1/27/2023, 08:44 PM
Q3 2022 159 $315M +$17.8M -$9.4M +$8.35M DGRO, SRLN, VGIT, SPDW, FLTR 13F-HR 11/10/2022, 03:03 PM
Q2 2022 1,117 $364M +$57.7M -$26M +$31.7M DGRO, SRLN, VGIT, SPDW, SPMB 13F-HR 8/4/2022, 01:46 PM
Q1 2022 1,196 $386M +$58.4M -$49.7M +$8.63M DGRO, VGIT, SRLN, SPDW, XT 13F-HR 4/19/2022, 06:15 PM
Q4 2021 1,215 $408M +$159M -$3.09M +$156M VGIT, DGRO, SPDW, XT, VCIT 13F-HR 1/20/2022, 05:25 PM
Q3 2021 868 $244M +$3.06M -$100M -$97.2M VGIT, DGRO, SPDW, XT, SPMB 13F-HR 11/8/2021, 06:13 PM
Q2 2021 1,021 $349M +$61.1M -$20.1M +$41M VGIT, DGRO, SPDW, SPMB, VCIT 13F-HR 7/28/2021, 08:37 PM
Q1 2021 952 $297M +$210M -$57.1M +$153M VGIT, DGRO, DON, SPDW, SPMB 13F-HR 5/12/2021, 09:24 PM
Q4 2020 605 $130M DON, MUB, AAPL, TFC, MSFT 13F-HR 2/16/2021, 04:08 PM