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Concord Asset Management, LLC/VA

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
IDEXX LABORATORIES INC /DE$210.4K3110.0%
ISHARES TR$229.3K1,7800.0%
XCEL ENERGY INC$236.4K3,2000.0%
iShares MSCI UAE ETF$261.7K2,7790.0%
SPDR SERIES TRUST$336.0K13,0490.1%
SKYWORKS SOLUTIONS, INC.$385.1K6,0740.1%
LINDE PLC$439.4K1,0310.1%
VANGUARD WORLD FD$446.2K5920.1%
Cigna Group$446.8K1,6230.1%
VANECK ETF TRUST$448.7K17,6080.1%
S&P Global Inc.$488.3K9340.1%
SPDR S&P 500 ETF TR$817.6K1,1990.1%
INVESCO QQQ TR$820.7K1,3360.1%
DARDEN RESTAURANTS INC$831.7K4,5200.1%
SSGA ACTIVE ETF TR$844.5K20,4640.1%
ILLINOIS TOOL WORKS INC$884.4K3,5910.2%
BlackRock, Inc.$888.5K8300.2%
Coterra Energy Inc.$927.4K35,2370.2%
VANGUARD WHITEHALL FDS$991.3K6,9070.2%
PEPSICO INC$1.00M6,9880.2%
QUALCOMM INC/DE$1.02M5,9880.2%
PFIZER INC$1.04M41,7690.2%
BRISTOL MYERS SQUIBB CO$1.04M19,3190.2%
MARSH & MCLENNAN COMPANIES, INC.$1.05M5,6840.2%
J P MORGAN EXCHANGE TRADED F$1.11M17,5130.2%
CHEVRON CORP$1.14M7,5010.2%
PROSHARES TR$1.17M13,5510.2%
SPDR SERIES TRUST$1.19M29,2040.2%
Comcast Corp.$1.21M40,3370.2%
DOMINION ENERGY, INC$1.25M21,2630.2%
AFLAC INC$1.26M11,3870.2%
VANGUARD INDEX FDS$1.27M2,0200.2%
AbbVie Inc.$1.28M5,6190.2%
CISCO SYSTEMS, INC.$1.30M16,8430.2%
VERIZON COMMUNICATIONS INC$1.35M33,1140.2%
COLGATE PALMOLIVE CO$1.35M17,1100.2%
Duke Energy Corp$1.38M11,7810.2%
WELLS FARGO & COMPANY/MN$1.40M15,0550.2%
ServiceNow Inc$1.43M9,3670.2%
CITIGROUP INC$1.44M12,3060.2%
BANK OF AMERICA CORP /DE$1.45M26,2760.3%
ABBOTT LABORATORIES$1.59M12,6620.3%
Palo Alto Networks Inc$1.59M8,6540.3%
SPDR SERIES TRUST$1.61M20,0080.3%
UNITEDHEALTH GROUP INC$1.75M5,2950.3%
CADENCE DESIGN SYSTEMS INC$1.76M5,6430.3%
Intuitive Surgical Inc$1.78M3,1370.3%
ORACLE CORP$1.79M9,2060.3%
INVESCO EXCH TRADED FD TR II$1.88M146,9370.3%
SCHWAB STRATEGIC TR$1.92M69,8250.3%
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