$116 Million is the total value of Concorde Asset Management, LLC's 568 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 43.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IHI | Buy | ISHARES TRu.s. med dvc etf | $9,924,000 | +117.7% | 59,418 | +117.2% | 8.59% | +39.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,781,000 | +122.0% | 26,768 | +113.4% | 5.87% | +42.4% |
| FTS | Buy | FORTIS INC | $4,150,000 | +103.5% | 116,000 | +100.0% | 3.59% | +30.6% |
| IGIB | Buy | ISHARES TRintrmd cr bd etf | $3,643,000 | +69.0% | 33,076 | +68.4% | 3.15% | +8.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,100,000 | +5.7% | 35,528 | -2.1% | 1.82% | -32.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,951,000 | +139.4% | 26,276 | +126.2% | 1.69% | +53.5% |
| JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $1,840,000 | -4.4% | 49,364 | -4.6% | 1.59% | -38.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,728,000 | +34.0% | 13,291 | +36.2% | 1.50% | -14.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,723,000 | +10.0% | 32,512 | +3.7% | 1.49% | -29.5% |
| MBB | Sell | ISHARES TRmbs etf | $1,699,000 | -7.6% | 15,867 | -7.9% | 1.47% | -40.7% |
| GNL | Buy | GLOBAL NET LEASE INC | $1,685,000 | +55.7% | 76,978 | +58.2% | 1.46% | -0.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,680,000 | +176.8% | 9,386 | +168.6% | 1.46% | +77.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,626,000 | +107.9% | 25,353 | +97.3% | 1.41% | +33.5% |
| HEI | Buy | HEICO CORP NEW | $1,579,000 | +115.1% | 17,585 | +72.1% | 1.37% | +37.9% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $1,521,000 | +38.9% | 52,578 | +36.4% | 1.32% | -10.9% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,461,000 | +81.9% | 13,715 | +82.1% | 1.26% | +16.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,415,000 | +2.9% | 27,306 | -0.3% | 1.22% | -34.0% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,389,000 | +140.7% | 53,614 | +129.4% | 1.20% | +54.4% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $1,354,000 | +62.0% | 9,306 | +53.3% | 1.17% | +3.9% |
| LMAT | Buy | LEMAITRE VASCULAR INC | $1,313,000 | +112.5% | 35,112 | +77.5% | 1.14% | +36.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,276,000 | -9.2% | 14,383 | -9.6% | 1.10% | -41.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,271,000 | +148.7% | 23,540 | +130.6% | 1.10% | +59.4% |
| FOXF | Buy | FOX FACTORY HLDG CORP | $1,253,000 | +108.8% | 29,066 | +72.4% | 1.08% | +34.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,230,000 | +109.2% | 26,270 | +101.3% | 1.06% | +34.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,193,000 | +61.7% | 12,479 | +54.5% | 1.03% | +3.7% |
| BEAT | Buy | BIOTELEMETRY INC | $1,182,000 | +41.2% | 35,813 | +43.2% | 1.02% | -9.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,112,000 | +63.0% | 10,297 | +58.3% | 0.96% | +4.7% |
| IGSB | Buy | ISHARES TR1 3 yr cr bd etf | $1,084,000 | +55.3% | 10,288 | +55.1% | 0.94% | -0.3% |
| BP | Sell | BP PLCsponsored adr | $1,078,000 | -13.3% | 27,925 | -22.2% | 0.93% | -44.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,068,000 | +103.0% | 7,183 | +92.3% | 0.92% | +30.3% |
| AAPL | Buy | APPLE INC | $1,058,000 | +76.0% | 6,862 | +64.4% | 0.92% | +12.9% |
| USMV | Buy | ISHARES TRmin vol usa etf | $1,029,000 | +162.5% | 20,428 | +154.8% | 0.89% | +68.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,007,000 | +51.0% | 9,196 | +50.8% | 0.87% | -3.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $988,000 | +73.3% | 7,626 | +66.3% | 0.86% | +11.2% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $955,000 | +244.8% | 7,877 | +242.3% | 0.83% | +121.1% |
| GLD | Buy | SPDR GOLD TRUST | $954,000 | +86.7% | 7,845 | +81.3% | 0.83% | +19.7% |
| FB | Buy | FACEBOOK INCcl a | $920,000 | +91.3% | 5,390 | +69.0% | 0.80% | +22.8% |
| OEF | Buy | ISHARES TRs&p 100 etf | $899,000 | +77.0% | 8,080 | +70.0% | 0.78% | +13.4% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $879,000 | +38.9% | 7,052 | +39.5% | 0.76% | -10.9% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $878,000 | +69.2% | 55,766 | +68.7% | 0.76% | +8.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $874,000 | +182.8% | 6,583 | +170.8% | 0.76% | +81.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $849,000 | -33.7% | 16,002 | -35.1% | 0.74% | -57.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $843,000 | +119.0% | 5,872 | +108.8% | 0.73% | +40.4% |
| AMZN | Buy | AMAZON COM INC | $832,000 | +72.3% | 866 | +73.5% | 0.72% | +10.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $828,000 | +102.0% | 4,149 | +96.2% | 0.72% | +29.7% |
| VOO | Buy | VANGUARD INDEX FDS | $776,000 | +51.9% | 3,364 | +46.3% | 0.67% | -2.6% |
| FVD | FIRST TR VALUE LINE DIVID IN | $776,000 | +1.7% | 26,100 | 0.0% | 0.67% | -34.8% | |
| PYPL | Buy | PAYPAL HLDGS INC | $766,000 | +49.3% | 11,968 | +25.2% | 0.66% | -4.2% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $754,000 | +178.2% | 6,475 | +172.1% | 0.65% | +78.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $745,000 | -7.5% | 9,312 | -7.4% | 0.64% | -40.6% |
| AOBC | Buy | AMERICAN OUTDOOR BRANDS CORP | $733,000 | +16.5% | 48,096 | +69.3% | 0.64% | -25.2% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $718,000 | +139.3% | 16,536 | +128.0% | 0.62% | +53.6% |
| IGLB | Sell | ISHARES10+ yr cr bd etf | $669,000 | -7.9% | 10,794 | -8.4% | 0.58% | -40.9% |
| SPIP | Sell | SPDR SERIES TRUSTblombrg brc tips | $648,000 | -4.8% | 11,493 | -5.2% | 0.56% | -39.0% |
| T | Sell | AT&T INC | $646,000 | -1.5% | 16,426 | -5.5% | 0.56% | -36.8% |
| PFF | Buy | ISHARES TRs&p us pfd stk | $641,000 | +9.9% | 16,518 | +10.9% | 0.56% | -29.5% |
| NEAR | Buy | ISHARES U S ETF TRsht mat bd etf | $634,000 | +167.5% | 12,599 | +167.7% | 0.55% | +71.6% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $612,000 | +94.9% | 7,672 | +94.8% | 0.53% | +25.0% |
| STPZ | Buy | PIMCO ETF TR1-5 us tip idx | $603,000 | +93.3% | 11,558 | +93.2% | 0.52% | +24.0% |
| BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $603,000 | +22.8% | 26,057 | +23.0% | 0.52% | -21.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $598,000 | +111.3% | 624 | +100.6% | 0.52% | +35.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $587,000 | +13.3% | 1,785 | +9.4% | 0.51% | -27.3% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $586,000 | +94.0% | 11,503 | +93.7% | 0.51% | +24.3% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $585,000 | – | 5,595 | +100.0% | 0.51% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $578,000 | +54.1% | 13,203 | +43.7% | 0.50% | -1.2% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $574,000 | +62.6% | 6,916 | +63.2% | 0.50% | +4.4% |
| DGRO | New | ISHARES TRcore div grwth | $562,000 | – | 17,313 | +100.0% | 0.49% | – |
| MTUM | New | ISHARES TRusa momentum fct | $543,000 | – | 5,672 | +100.0% | 0.47% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $536,000 | +106.2% | 3,517 | +99.3% | 0.46% | +32.2% |
| XOM | Sell | EXXON MOBIL CORP | $514,000 | -9.8% | 6,279 | -11.0% | 0.44% | -42.1% |
| PSA | Sell | PUBLIC STORAGE | $495,000 | -5.4% | 2,327 | -7.3% | 0.43% | -39.2% |
| MO | Buy | ALTRIA GROUP INC | $472,000 | +2.4% | 7,432 | +20.2% | 0.41% | -34.2% |
| GE | Buy | GENERAL ELECTRIC CO | $465,000 | +28.8% | 19,193 | +43.9% | 0.40% | -17.2% |
| BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $457,000 | -1.5% | 5,405 | -1.6% | 0.40% | -36.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $452,000 | +24.2% | 5,522 | +20.2% | 0.39% | -20.4% |
| XBI | Sell | SPDR SERIES TRUSTs&p biotech | $442,000 | -3.1% | 5,045 | -14.7% | 0.38% | -37.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $437,000 | +84.4% | 6,388 | +74.6% | 0.38% | +18.1% |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $432,000 | +8.0% | 15,444 | +8.1% | 0.37% | -30.7% |
| IRM | Sell | IRON MTN INC NEW | $428,000 | -16.7% | 11,000 | -26.4% | 0.37% | -46.5% |
| TTE | Buy | TOTAL S Asponsored adr | $419,000 | +54.0% | 7,834 | +42.6% | 0.36% | -1.1% |
| PSL | Sell | POWERSHARES ETF TRUSTcon staple sec | $403,000 | -18.8% | 6,550 | -21.4% | 0.35% | -47.8% |
| MSFT | Sell | MICROSOFT CORP | $396,000 | +1.3% | 5,301 | -6.4% | 0.34% | -35.0% |
| IGM | New | ISHARES TRn amer tech etf | $396,000 | – | 2,548 | +100.0% | 0.34% | – |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $392,000 | -3.7% | 3,858 | -3.9% | 0.34% | -38.3% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $384,000 | – | 2,520 | +100.0% | 0.33% | – |
| EFV | New | ISHARES TReafe value etf | $370,000 | – | 6,771 | +100.0% | 0.32% | – |
| BA | Sell | BOEING CO | $366,000 | +0.3% | 1,436 | -22.1% | 0.32% | -35.7% |
| PBJ | Sell | POWERSHARES ETF TRUSTdyn fd & bev | $364,000 | -9.9% | 11,231 | -12.3% | 0.32% | -42.2% |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $358,000 | – | 6,302 | +100.0% | 0.31% | – |
| PFE | Buy | PFIZER INC | $358,000 | +23.9% | 9,970 | +16.1% | 0.31% | -20.5% |
| RFV | New | RYDEX ETF TRUSTgug s&p mc400 pv | $358,000 | – | 5,540 | +100.0% | 0.31% | – |
| RHS | New | RYDEX ETF TRUSTgug s&p500 ewcon | $350,000 | – | 2,856 | +100.0% | 0.30% | – |
| NVEE | Buy | NV5 GLOBAL INC | $348,000 | +56.1% | 6,372 | +21.2% | 0.30% | 0.0% |
| UWM | New | PROSHARES TR | $346,000 | – | 5,175 | +100.0% | 0.30% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $347,000 | – | 33,777 | +100.0% | 0.30% | – |
| MCD | Buy | MCDONALDS CORP | $345,000 | +15.8% | 2,200 | +13.3% | 0.30% | -25.6% |
| XPH | Sell | SPDR SERIES TRUSTs&p pharmac | $340,000 | -10.5% | 7,866 | -11.0% | 0.29% | -42.7% |
| NVDA | Buy | NVIDIA CORP | $323,000 | +53.1% | 1,810 | +23.7% | 0.28% | -1.8% |
| HUBB | New | HUBBELL INC | $320,000 | – | 2,758 | +100.0% | 0.28% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $316,000 | – | 2,667 | +100.0% | 0.27% | – |
| WY | Buy | WEYERHAEUSER CO | $313,000 | +3.0% | 9,206 | +1.4% | 0.27% | -33.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $309,000 | -55.5% | 1,221 | -57.8% | 0.27% | -71.4% |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $309,000 | – | 3,263 | +100.0% | 0.27% | – |
| RYE | Buy | RYDEX ETF TRUSTgug s&p500eqwten | $307,000 | +29.5% | 5,597 | +24.6% | 0.27% | -16.9% |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $304,000 | – | 2,926 | +100.0% | 0.26% | – |
| VRP | New | POWERSHARES ETF TR IIvar rate pfd por | $298,000 | – | 11,444 | +100.0% | 0.26% | – |
| IFGL | New | ISHARES TRintl dev re etf | $293,000 | – | 10,020 | +100.0% | 0.25% | – |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $288,000 | +24.1% | 3,414 | +24.6% | 0.25% | -20.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $267,000 | -77.1% | 3,764 | -78.0% | 0.23% | -85.3% |
| PXH | New | POWERSHARES ETF TR IIemer mrkt port | $264,000 | – | 12,389 | +100.0% | 0.23% | – |
| CSCO | Sell | CISCO SYS INC | $263,000 | -1.9% | 7,837 | -8.5% | 0.23% | -37.0% |
| CVX | New | CHEVRON CORP NEW | $259,000 | – | 2,205 | +100.0% | 0.22% | – |
| LKQ | New | LKQ CORP | $257,000 | – | 7,130 | +100.0% | 0.22% | – |
| PCY | New | POWERSHARES ETF TR IIsovereign debt | $256,000 | – | 8,586 | +100.0% | 0.22% | – |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $255,000 | -2.7% | 4,441 | -6.2% | 0.22% | -37.6% |
| PAYC | New | PAYCOM SOFTWARE INC | $254,000 | – | 3,388 | +100.0% | 0.22% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $248,000 | – | 2,146 | +100.0% | 0.22% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $246,000 | +21.8% | 2,215 | +28.3% | 0.21% | -22.0% |
| WEC | New | WEC ENERGY GROUP INC | $245,000 | – | 3,899 | +100.0% | 0.21% | – |
| AIRR | New | FIRST TR EXCHANGE TRADED FDrba indl etf | $244,000 | – | 9,346 | +100.0% | 0.21% | – |
| ABBV | Sell | ABBVIE INC | $244,000 | -18.9% | 3,086 | -25.5% | 0.21% | -48.0% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $241,000 | – | 1,587 | +100.0% | 0.21% | – |
| AMGN | Sell | AMGEN INC | $237,000 | -29.9% | 1,281 | -34.8% | 0.20% | -55.0% |
| CSFL | New | CENTERSTATE BK CORP | $237,000 | – | 8,837 | +100.0% | 0.20% | – |
| MINI | New | MOBILE MINI INC | $232,000 | – | 6,737 | +100.0% | 0.20% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $231,000 | -25.0% | 1,926 | -30.8% | 0.20% | -51.9% |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $230,000 | – | 4,657 | +100.0% | 0.20% | – |
| ETP | Sell | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $226,000 | -24.2% | 12,375 | -15.2% | 0.20% | -51.2% |
| PX | New | PRAXAIR INC | $222,000 | – | 1,582 | +100.0% | 0.19% | – |
| UST | Sell | PROSHARES TRultr 7-10 trea | $219,000 | -0.5% | 3,758 | -0.4% | 0.19% | -36.0% |
| RINF | New | PROSHARES TRinflatn expectns | $220,000 | – | 8,140 | +100.0% | 0.19% | – |
| DWDP | New | DOWDUPONT INC | $217,000 | – | 3,139 | +100.0% | 0.19% | – |
| VLO | Sell | VALERO ENERGY CORP NEW | $216,000 | -23.7% | 2,803 | -33.0% | 0.19% | -51.0% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $214,000 | – | 2,106 | +100.0% | 0.18% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $212,000 | – | 3,332 | +100.0% | 0.18% | – |
| THO | New | THOR INDS INC | $211,000 | – | 1,674 | +100.0% | 0.18% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $210,000 | – | 1,135 | +100.0% | 0.18% | – |
| NEE | Sell | NEXTERA ENERGY INC | $210,000 | -25.3% | 1,425 | -29.1% | 0.18% | -52.0% |
| HD | New | HOME DEPOT INC | $207,000 | – | 1,260 | +100.0% | 0.18% | – |
| CVS | Sell | CVS HEALTH CORP | $205,000 | -3.3% | 2,518 | -4.4% | 0.18% | -38.1% |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $204,000 | – | 1,422 | +100.0% | 0.18% | – |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $204,000 | -31.1% | 1,695 | -36.7% | 0.18% | -55.6% |
| BCE | Sell | BCE INC | $202,000 | -0.5% | 4,325 | -3.9% | 0.18% | -36.1% |
| YYY | New | EXCHANGE TRADED CONCEPTS TR | $198,000 | – | 10,000 | +100.0% | 0.17% | – |
| SIRI | Buy | SIRIUS XM HLDGS INC | $193,000 | +23.7% | 35,033 | +22.5% | 0.17% | -20.9% |
| MAT | Sell | MATTEL INC | $171,000 | -29.0% | 10,886 | -2.6% | 0.15% | -54.5% |
| AEG | Buy | AEGON N Vny registry sh | $168,000 | +14.3% | 29,000 | +1.0% | 0.14% | -26.8% |
| NUAN | New | NUANCE COMMUNICATIONS INC | $159,000 | – | 10,139 | +100.0% | 0.14% | – |
| AMLP | Sell | ALPS ETF TRalerian mlp | $152,000 | -52.4% | 13,552 | -49.2% | 0.13% | -69.4% |
| OILNF | BARCLAYS BK PLCipsp croil etn | $118,000 | +10.3% | 22,000 | 0.0% | 0.10% | -29.2% | |
| ITUS | New | ITUS CORP | $36,000 | – | 13,520 | +100.0% | 0.03% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -4,128 | -100.0% | -0.27% | – |
| SEP | Exit | SPECTRA ENERGY PARTNERS LP | $0 | – | -4,988 | -100.0% | -0.29% | – |
| VFC | Exit | V F CORP | $0 | – | -4,152 | -100.0% | -0.32% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,412 | -100.0% | -0.33% | – |
| CME | Exit | CME GROUP INC | $0 | – | -1,955 | -100.0% | -0.33% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -1,370 | -100.0% | -0.39% | – |
| IEI | Exit | ISHARES TR3-7 yr tr bd etf | $0 | – | -2,627 | -100.0% | -0.44% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -6,758 | -100.0% | -0.50% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -4,548 | -100.0% | -0.55% | – |
| GMTB | Exit | COLUMBIA ETF TRcore bd etf | $0 | – | -8,716 | -100.0% | -0.61% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,392 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 11.9% |
| ISHARES TR | 36 | Q3 2023 | 3.4% |
| SPDR S&P 500 ETF TR | 36 | Q3 2023 | 10.7% |
| APPLE INC | 36 | Q3 2023 | 2.3% |
| FIRST TR VALUE LINE DIVID IN | 36 | Q3 2023 | 5.5% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 1.9% |
| ISHARES TR | 34 | Q3 2023 | 2.8% |
| ALTRIA GROUP INC | 34 | Q3 2023 | 3.5% |
| JPMORGAN CHASE & CO | 34 | Q3 2023 | 1.1% |
| SPDR GOLD TRUST | 34 | Q3 2023 | 1.5% |
View Concorde Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-21 |
View Concorde Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.