CONCORD WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 181K | $33.78M |
 | TFC | 70K | $3.19M |
 | KO | 67K | $4.42M |
 | AAPL | 65K | $16.47M |
 | NEE | 48K | $3.60M |
 | PFE | 45K | $1.14M |
 | AMZN | 42K | $9.21M |
 | CMCSA | 41K | $1.30M |
 | VZ | 41K | $1.81M |
 | MSFT | 39K | $20.17M |
 | SO | 38K | $3.56M |
 | XOM | 37K | $4.22M |
 | CVS | 37K | $2.76M |
 | CTRA | 34K | $794.70K |
 | COP | 32K | $3.06M |
 | BAC | 32K | $1.66M |
 | AVGO | 31K | $10.15M |
 | JPM | 29K | $9.21M |
 | GOOGL | 29K | $7.03M |
 | WMT | 28K | $2.88M |
NVIDIA Corporation
NVDA
Shares Held
181K
Value
$33.78M
Truist Financial Corporation
TFC
Shares Held
70K
Value
$3.19M
The Coca-Cola Company
KO
Shares Held
67K
Value
$4.42M
Apple Inc.
AAPL
Shares Held
65K
Value
$16.47M
NextEra Energy, Inc.
NEE
Shares Held
48K
Value
$3.60M
Pfizer Inc.
PFE
Shares Held
45K
Value
$1.14M
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$9.21M
Comcast Corporation
CMCSA
Shares Held
41K
Value
$1.30M
Verizon Communications Inc.
VZ
Shares Held
41K
Value
$1.81M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$20.17M
The Southern Company
SO
Shares Held
38K
Value
$3.56M
Exxon Mobil Corporation
XOM
Shares Held
37K
Value
$4.22M
CVS Health Corporation
CVS
Shares Held
37K
Value
$2.76M
Coterra Energy Inc.
CTRA
Shares Held
34K
Value
$794.70K
ConocoPhillips
COP
Shares Held
32K
Value
$3.06M
Bank of America Corporation
BAC
Shares Held
32K
Value
$1.66M
Broadcom Inc.
AVGO
Shares Held
31K
Value
$10.15M
JPMorgan Chase & Co.
JPM
Shares Held
29K
Value
$9.21M
Alphabet Inc.
GOOGL
Shares Held
29K
Value
$7.03M
Walmart Inc.
WMT
Shares Held
28K
Value
$2.88M