Concorde Asset Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $222 Million distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $13.4M, Invesco ETF Tr Ii S&P 500 Mome with a value of $9.35M, Invesco Qqq Trust, Series 1 with a value of $7.74M, Nvidia Corp with a value of $7.42M, and First Tr Ex Tr Fd Viii Ft Cboe with a value of $6.75M.
Examining the 13F form we can see an increase of $38.9M in the current position value, from $183M to 222M.
Below you can find more details about Concorde Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $147 Million
Technology: $28.4 Million
Financial Services: $18.3 Million
Consumer Cyclical: $7 Million
Healthcare: $4.17 Million
Communication Services: $3.91 Million
Industrials: $3.26 Million
Energy: $3.05 Million
Other: $5.99 Million
Stock Holdings Table Market Cap. of $200 Billions or more
