Concord Wealth Partners
Top Portfolio Positions
112 positions ·
$311,040,533 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
199,553 | $34,802,043 | 11.19% | |
| AAPL |
Apple Inc.
Technology
|
68,551 | $17,397,558 | 5.59% | |
| MSFT |
Microsoft Corp
Technology
|
41,219 | $15,258,037 | 4.91% | |
| AVGO |
Broadcom Inc.
Technology
|
33,359 | $10,324,944 | 3.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,065 | $9,385,687 | 3.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,773 | $9,052,185 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,596 | $8,798,185 | 2.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,126 | $6,937,648 | 2.23% | |
| CAT |
Caterpillar Inc
Industrials
|
9,764 | $6,917,403 | 2.22% | |
| LMT |
Lockheed Martin Corp
Industrials
|
9,946 | $6,011,262 | 1.93% |
Portfolio Trend
Holdings in MIN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,066 | 3,857 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,336 | 3,857 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,452 | 3,857 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,375 | 3,857 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,259 | 3,857 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,491 | 3,857 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,259 | 3,857 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,259 | 3,857 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,336 | 3,857 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $10,336 | 3,857 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $10,568 | 3,857 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,683 | 3,857 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $10,645 | 3,857 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $11,455 | 3,857 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,149 | 3,857 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $13,846 | 3,857 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,962 | 3,857 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,425 | 3,857 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $14,348 | 3,857 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,695 | 3,857 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||