Concord Wealth Partners
Top Portfolio Positions
113 positions ·
$312,035,352 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
199,553 | $34,802,043 | 11.15% | |
| AAPL |
Apple Inc.
Technology
|
68,551 | $17,397,558 | 5.58% | |
| MSFT |
Microsoft Corp
Technology
|
41,219 | $15,258,037 | 4.89% | |
| AVGO |
Broadcom Inc.
Technology
|
33,359 | $10,324,944 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,065 | $9,385,687 | 3.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,773 | $9,052,185 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,596 | $8,798,185 | 2.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,126 | $6,937,648 | 2.22% | |
| 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
22 quarters · across all stocks
Holdings in XRP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $48,837 | 2,380 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||