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Concord Wealth Partners lifted its position in Chevron Co. (NYSE:CVX – Free Report) by 37.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,524 shares of the oil and gas company’s stock after buying an additional 5,319 shares during the […]
Concord Wealth Partners increased its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 3.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,310 shares of the company’s stock after purchasing an additional 709 shares during the […]
Concord Wealth Partners boosted its holdings in The Southern Company (NYSE:SO – Free Report) by 12.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,308 shares of the utilities provider’s stock after acquiring an additional 2,611 shares during the […]
Concord Wealth Partners grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 40.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,790 shares of the healthcare conglomerate’s stock after purchasing an additional 1,379 shares […]
Concord Wealth Partners raised its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 48.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,055 shares of the home improvement retailer’s stock after acquiring an additional 1,639 shares during the quarter. Concord Wealth Partners’ […]