Stock Taper

CONCORD WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
PepsiCo, Inc.PEP8.2K$1.11M
AbbVie Inc.ABBV7.8K$1.96M
International Business Machines CorporationIBM7.26K$2.04M
Lloyds Banking Group plcLYG7.18K$41.84K
CSX CorporationCSX6.94K$329.67K
Salesforce, Inc.CRM6.92K$1.08M
Cadence Design Systems, Inc.CDNS6.84K$2.57M
QUALCOMM IncorporatedQCOM6.56K$1.21M
Energy Transfer LPET6.32K$120.76K
Marsh & McLennan Companies, Inc.MRSH6.1K$1.02M
Mastercard IncorporatedMA6.06K$3.11M
Palantir Technologies Inc.PLTR5.9K$688.82K
AT&T Inc.T5.69K$117.88K
The Goldman Sachs Group, Inc.GS5.65K$5.72M
Illinois Tool Works Inc.ITW5.42K$1.47M
British American Tobacco p.l.c.BTI5.33K$329.49K
Darden Restaurants, Inc.DRI5.3K$1.09M
Advanced Micro Devices, Inc.AMD4.81K$2.79M
Ford Motor CompanyF4.7K$65.38K
Xcel Energy Inc.XEL4.56K$366.25K