CONCORD WEALTH PARTNERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 200K | $34.80M |
 | KO | 70K | $5.32M |
 | TFC | 70K | $3.21M |
 | AAPL | 69K | $17.40M |
 | NEE | 49K | $4.58M |
 | PFE | 47K | $1.31M |
 | AMZN | 45K | $9.39M |
 | SO | 45K | $4.33M |
 | VZ | 44K | $2.22M |
 | CMCSA | 44K | $1.26M |
 | MSFT | 41K | $15.26M |
 | CVS | 41K | $2.94M |
 | COP | 35K | $4.66M |
 | XOM | 35K | $5.92M |
 | BAC | 34K | $1.66M |
 | AVGO | 33K | $10.33M |
 | JPM | 31K | $9.05M |
 | GOOGL | 31K | $8.80M |
 | WMT | 29K | $3.64M |
 | DIS | 29K | $2.80M |
NVIDIA Corporation
NVDA
Shares Held
200K
Value
$34.80M
The Coca-Cola Company
KO
Shares Held
70K
Value
$5.32M
Truist Financial Corporation
TFC
Shares Held
70K
Value
$3.21M
Apple Inc.
AAPL
Shares Held
69K
Value
$17.40M
NextEra Energy, Inc.
NEE
Shares Held
49K
Value
$4.58M
Pfizer Inc.
PFE
Shares Held
47K
Value
$1.31M
Amazon.com, Inc.
AMZN
Shares Held
45K
Value
$9.39M
The Southern Company
SO
Shares Held
45K
Value
$4.33M
Verizon Communications Inc.
VZ
Shares Held
44K
Value
$2.22M
Comcast Corporation
CMCSA
Shares Held
44K
Value
$1.26M
Microsoft Corporation
MSFT
Shares Held
41K
Value
$15.26M
CVS Health Corp.
CVS
Shares Held
41K
Value
$2.94M
ConocoPhillips
COP
Shares Held
35K
Value
$4.66M
Exxon Mobil Corporation
XOM
Shares Held
35K
Value
$5.92M
Bank of America Corporation
BAC
Shares Held
34K
Value
$1.66M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$10.33M
JPMorgan Chase & Co.
JPM
Shares Held
31K
Value
$9.05M
Alphabet Inc.
GOOGL
Shares Held
31K
Value
$8.80M
Walmart Inc.
WMT
Shares Held
29K
Value
$3.64M
The Walt Disney Company
DIS
Shares Held
29K
Value
$2.80M