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Concord Asset Management, LLC/VA
RIA/Wealth
Concord Asset Management, LLC/VA is a RIA/Wealth based in Abingdon, VA led by Gary Neil Aiken, managing $550.5M across 121 long positions as of Q3 2025 with 56% ETF concentration.
CIOGary Neil Aiken
- Portfolio Value
- $550.5M
- Positions
- 121
- Top Holding
- SPSB at 5.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Concord Asset Management, LLC/VA's portfolio (45.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $30.3M | 5.51% | +$1.1M Bought | — 1.0M shares | |
ETF ETF | $30.2M | 5.49% | +$1.4M Bought | — 273.7K shares | |
ETF ETF | $29.8M | 5.41% | +$559.5K Bought | — 696.2K shares | |
ETF ETF | $29.8M | 5.41% | +$764.4K Bought | — 1.0M shares | |
ETF ETF | $29.7M | 5.40% | +$2.0M Bought | — 1.0M shares | |
ETF ETF | $29.6M | 5.37% | +$1.6M Bought | — 872.6K shares | |
ETF ETF | $21.3M | 3.88% | +$7.7M Bought | — 204.1K shares | |
Semiconductors Technology | $17.4M | 3.16% | -$21.1M Sold | 0.00% 93.3K shares | |
ETF ETF | $16.4M | 2.98% | +$3.4M Bought | — 218.4K shares | |
Software - Infrastructure Technology | $15.1M | 2.75% | -$5.0M Sold | 0.00% 29.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Concord Asset Management, LLC/VA's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+199.0% | |
+55.93% | |
+53.52% | |
+42.76% | |
+37.74% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Concord Asset Management, LLC/VA
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