Concorde Asset Management, LLC Incresed Positions in Q3 2024

Concorde Asset Management, LLC

  • $173 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
28.2K
+ 1619.98%
$194.66 - $225.97 $5.49M - $6.38M
30K $6.59M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
65.4K
+ 1788.63%
$79.58 - $91.64 $5.21M - $6M
69.1K $6.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.38K
+ 47.1%
$173.36 - $189.8 $1.45M - $1.59M
26.2K $4.97M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
31.6K
+ 44.83%
$44.83 - $47.42 $1.42M - $1.5M
102K $4.81M
IVV
Ishares Core S&P 500 ETF

ETFs
241
+ 1.1%
$520.18 - $576.82 $125K - $139K
22.2K $12.8M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
109K
+ 81.63%
$5.25 - $6.62 $573K - $723K
243K $1.52M
AAPL
Apple Inc.

Technology
1.62K
+ 12.36%
$207.23 - $234.82 $336K - $380K
14.7K $3.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.35K
+ 11.51%
$84.77 - $97.13 $369K - $422K
42.1K $4.04M
EFG
Msci Eafe Growth ETF

ETFs
3.2K
+ 13.16%
$96.84 - $108.77 $309K - $348K
27.5K $2.96M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.38K
+ 11.89%
$44.24 - $49.47 $282K - $316K
60.1K $2.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.23K
+ 7.04%
$162.64 - $179.3 $199K - $220K
18.6K $3.34M
EFV
Msci Eafe Value ETF

ETFs
3.67K
+ 14.6%
$51.72 - $57.96 $190K - $213K
28.8K $1.66M
PLTR
Palantir Technologies Inc.

Technology
1.14K
+ 5.87%
$24.09 - $37.95 $27.3K - $43.1K
20.5K $761K
IVE
Ishares S&P 500 Value ETF

ETFs
372
+ 3.84%
$181.06 - $197.17 $67.4K - $73.3K
10.1K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 2.14%
$191.76 - $263.26 $12.8K - $17.6K
3.19K $835K
MPW
Medical Properties Trust Inc

Real Estate
19.3K
+ 28.89%
$4.03 - $6.38 $77.7K - $123K
86K $502K
HDV
Ishares Core High Dividend ETF

ETFs
1.59K
+ 75.62%
$107.62 - $118.76 $171K - $189K
3.69K $433K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.31K
+ 15.62%
$56.04 - $62.99 $129K - $145K
17.1K $1.04M
MCD
Mcdonalds Corp

Consumer Cyclical
346
+ 28.27%
$245.82 - $304.51 $85.1K - $105K
1.57K $478K
IYW
Ishares Dj Us Tech ETF

ETFs
1K
+ 9.68%
$133.16 - $158.73 $133K - $159K
11.4K $1.72M
XOM
Exxon Mobil Corp

Energy
1.27K
+ 21.16%
$109.72 - $119.0 $140K - $151K
7.28K $853K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
8.2K
+ 27.06%
$9.76 - $11.79 $80K - $96.7K
38.5K $451K
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
2K
+ 33.06%
$42.08 - $51.4 $84.2K - $103K
8.05K $409K
GNL
Global Net Lease, Inc.

Real Estate
10.1K
+ 17.65%
$7.3 - $8.96 $73.9K - $90.7K
67.5K $568K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
4.4K
+ 25.58%
$14.15 - $17.51 $62.3K - $77K
21.6K $369K
RVT
Royce Value Trust, Inc.

Financial Services
5.44K
+ 19.41%
$14.28 - $16.01 $77.7K - $87.2K
33.5K $526K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
1.3K
+ 11.11%
$41.0 - $48.78 $53.3K - $63.4K
13K $617K
TLT
Ishares Barclays 20+ Year Trea

ETFs
638
+ 9.88%
$89.91 - $101.33 $57.4K - $64.6K
7.1K $696K
XLK
Technology Sector Spdr

ETFs
441
+ 21.66%
$197.34 - $237.68 $87K - $105K
2.48K $559K
JNJ
Johnson & Johnson

Healthcare
124
+ 2.54%
$145.48 - $167.38 $18K - $20.8K
5.01K $811K
HFRO
Highland Income Fund\Ma

Financial Services
16K
+ 37.66%
$5.8 - $6.44 $92.5K - $103K
58.3K $357K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
4.6K
+ 39.66%
$18.13 - $19.13 $83.4K - $88K
16.2K $306K
IEMG
Ishares Inc

ETFs
1.64K
+ 6.61%
$53.64 - $53.64 $88.1K - $88.1K
26.5K $1.42M
PG
Procter & Gamble CO

Consumer Defensive
446
+ 26.56%
$160.76 - $177.82 $71.7K - $79.3K
2.13K $367K
SMCI
Super Micro Computer, Inc.

Technology
812
+ 128.08%
$386.46 - $909.96 $314K - $739K
1.45K $602K
CTO
Cto Realty Growth, Inc.

Real Estate
3.25K
+ 27.78%
$17.36 - $20.15 $56.4K - $65.5K
15K $284K
MSFT
Microsoft Corp

Technology
360
+ 7.2%
$395.15 - $467.56 $142K - $168K
5.36K $2.31M
PAYC
Paycom Software, Inc.

Technology
86
+ 3.93%
$140.16 - $173.86 $12.1K - $15K
2.27K $378K
AMZN
Amazon Com Inc

Consumer Cyclical
605
+ 8.21%
$161.02 - $200.0 $97.4K - $121K
7.98K $1.49M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
4.15K
+ 27.95%
$12.28 - $14.02 $51K - $58.2K
19K $248K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 3.56%
$475.2 - $527.7 $20.4K - $22.7K
1.25K $660K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
4.32K
+ 10.74%
$11.25 - $13.4 $48.6K - $57.9K
44.6K $571K
AVGO
Broadcom Inc.

Technology
2.13K
+ 962.44%
$136.27 - $1745.86 $290K - $3.71M
2.35K $405K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 3.01%
$801.83 - $917.05 $17.6K - $20.2K
753 $667K
ENB
Enbridge Inc

Energy
300
+ 4.6%
$35.27 - $41.18 $10.6K - $12.4K
6.83K $277K
VCIT
Vanguard Intermediate Term Cor

ETFs
220
+ 5.65%
$79.29 - $84.02 $17.4K - $18.5K
4.12K $344K
CSCO
Cisco Systems, Inc.

Technology
94
+ 2.06%
$44.74 - $53.22 $4.21K - $5K
4.65K $247K
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.33%
$45.95 - $54.71 $781 - $930
5.14K $262K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.14K
+ 9.37%
$19.94 - $22.45 $22.7K - $25.6K
13.3K $286K
Activity Summary
Buys All Purchases 90 New Holdings 27 Increased Positions 63 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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