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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Concord Wealth Partners
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|---|---|
| CRD # | 118643 |
| SEC # | 801-79249 |
| CIK # | 0001814214 |
| AUM | $946.0 M (2025-05-30) |
| Employees | 15 (67% Investors, 7% Brokers) |
| Phone | 276-628-5910 |
| Address | 955 West Main Street Abingdon, VA 24210-2427 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 32.6 | ||
| Microsoft Corp | 19.4 | ||
| Apple Inc | 14.1 | ||
| Amazon Com Inc | 9.7 | ||
| Broadcom Inc | 8.6 | ||
| J P Morgan Chase & Co | 8.4 | ||
| Facebook Inc | 8.4 | ||
| Alphabet Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,041 | 420.5 |
| (b) Individuals (high net worth individuals) | 200 | 431.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 60.7 |
| (h) Charitable organizations | 5 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 8 | 11.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,264 | 946.0 |
| By Discretionary | ||
| Discretionary | 3,264 | 946.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,264 | 946.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 946.0 | |
| Total | 3,264 | 946.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001814214] |
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|---|---|---|
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0.9 | |
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Horizon Wealth Management LLC
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IL | 0.9 |
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Guardian Wealth Strategies LLC
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WI | 0.9 |
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Fierston Financial Group Inc
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CT | 0.9 |
|
Ignite Planners LLC
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CA | 0.9 |
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Harvey Investment Company LLC
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KY | 0.9 |