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Value $
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$611M
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Signature - Title
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Jonathan R. Weatherly - Chief Compliance Officer
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Location
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Abingdon, VA
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Summary
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This page shows a list of all the recent 13F filings made by Concord Wealth Partners. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Concord Wealth Partners reported 921 stock holdings with total value $611M as of Q4 2024. Top holdings included SPTI, SPSB, SHV, NVDA, and SPIB.