CONCORD WEALTH PARTNERS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 201K | $37.52M |
 | TFC | 70K | $3.44M |
 | KO | 69K | $4.84M |
 | AAPL | 65K | $17.75M |
 | NEE | 48K | $3.86M |
 | CMCSA | 45K | $1.34M |
 | PFE | 45K | $1.11M |
 | AMZN | 44K | $10.21M |
 | VZ | 41K | $1.67M |
 | SO | 41K | $3.56M |
 | MSFT | 41K | $19.69M |
 | CVS | 38K | $3.02M |
 | XOM | 38K | $4.57M |
 | CTRA | 35K | $929.27K |
 | COP | 33K | $3.07M |
 | BAC | 32K | $1.77M |
 | AVGO | 32K | $11.00M |
 | JPM | 30K | $9.68M |
 | GOOGL | 30K | $9.24M |
 | WMT | 29K | $3.25M |
NVIDIA Corporation
NVDA
Shares Held
201K
Value
$37.52M
Truist Financial Corporation
TFC
Shares Held
70K
Value
$3.44M
The Coca-Cola Company
KO
Shares Held
69K
Value
$4.84M
Apple Inc.
AAPL
Shares Held
65K
Value
$17.75M
NextEra Energy, Inc.
NEE
Shares Held
48K
Value
$3.86M
Comcast Corporation
CMCSA
Shares Held
45K
Value
$1.34M
Pfizer Inc.
PFE
Shares Held
45K
Value
$1.11M
Amazon.com, Inc.
AMZN
Shares Held
44K
Value
$10.21M
Verizon Communications Inc.
VZ
Shares Held
41K
Value
$1.67M
The Southern Company
SO
Shares Held
41K
Value
$3.56M
Microsoft Corporation
MSFT
Shares Held
41K
Value
$19.69M
CVS Health Corporation
CVS
Shares Held
38K
Value
$3.02M
Exxon Mobil Corporation
XOM
Shares Held
38K
Value
$4.57M
Coterra Energy Inc.
CTRA
Shares Held
35K
Value
$929.27K
ConocoPhillips
COP
Shares Held
33K
Value
$3.07M
Bank of America Corporation
BAC
Shares Held
32K
Value
$1.77M
Broadcom Inc.
AVGO
Shares Held
32K
Value
$11.00M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.68M
Alphabet Inc.
GOOGL
Shares Held
30K
Value
$9.24M
Walmart Inc.
WMT
Shares Held
29K
Value
$3.25M