Top 50 Concord Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 4.52% | 763.4K | $34.8M | +3.02%(+22.37K) | $36.68(+37.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.52% | 199.6K | $34.8M | -0.82%(-1.65K) | $62.30(+262.50%) | 2026-03-31 | |
| HYBL | SSGA ACTIVE TR | 4.39% | 1.21M | $33.8M | +6.47%(+73.74K) | $28.42(-1.28%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 4.34% | 1.11M | $33.4M | +4.60%(+48.88K) | $29.59(+1.40%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 4.23% | 1.14M | $32.6M | +5.94%(+63.77K) | $28.52(-0.47%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 4.23% | 970.7K | $32.6M | +6.24%(+56.99K) | $33.31(+0.35%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.11% | 541.3K | $31.7M | +316462.57%(+541.15K) | $58.72(-0.76%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.87% | 225.6K | $22.1M | +2.88%(+6.32K) | $76.20(+55.95%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.59% | 248.1K | $20.0M | +2.26%(+5.49K) | $61.11(+55.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.26% | 68.6K | $17.4M | +4.98%(+3.25K) | $167.37(+78.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.72% | +32.09% |
| Top 20 Holdings Unweighted | +11.77% | +39.64% |
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