Concorde Asset Management, LLC Purchases in Q3 2025

Concorde Asset Management, LLC

  • $222 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
63.9K
+ 476.79%
$110.74 - $122.12 $7.07M - $7.8M
77.3K $9.35M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
194K
New
$33.07 - $34.84 $6.4M - $6.75M
194K $6.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.89K
+ 330.02%
$546.99 - $602.2 $5.41M - $5.96M
12.9K $7.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
178K
+ 759.8%
$31.79 - $33.42 $5.65M - $5.94M
201K $6.72M
IWY
Ishares Tr Russell 200 Growth

ETFs
21.2K
+ 868.7%
$243.93 - $275.62 $5.17M - $5.84M
23.6K $6.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.68K
+ 800.55%
$617.65 - $666.84 $5.36M - $5.79M
9.76K $6.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
73K
New
$70.85 - $76.96 $5.18M - $5.62M
73K $5.55M
TDIV
First Trust Nasdaq Technology

ETFs
49.5K
+ 1018.85%
$89.27 - $100.33 $4.42M - $4.97M
54.4K $5.36M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
46.9K
New
$82.22 - $96.68 $3.86M - $4.54M
46.9K $4.54M
SKYY
First Trust Cloud Computing Et

ETFs
31.1K
New
$118.24 - $138.53 $3.67M - $4.31M
31.1K $4.18M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
68.7K
New
$35.42 - $38.65 $2.43M - $2.66M
68.7K $2.61M
FDD
First Trust Stoxx European Sel

ETFs
154K
New
$15.26 - $16.67 $2.35M - $2.57M
154K $2.49M
PLTR
Palantir Technologies Inc.

Technology
2K
+ 10.66%
$130.68 - $186.97 $261K - $374K
20.7K $3.79M
UBER
Uber Technologies, Inc

Technology
12.4K
New
$86.91 - $99.57 $1.08M - $1.24M
12.4K $1.22M
DOCU
Docusign, Inc.

Technology
15.4K
New
$67.14 - $85.01 $1.03M - $1.31M
15.4K $1.11M
TSLA
Tesla, Inc.

Consumer Cyclical
975
+ 31.6%
$293.94 - $444.72 $287K - $434K
4.06K $1.81M
DECK
Deckers Outdoor Corp

Consumer Cyclical
9.82K
New
$95.32 - $123.91 $936K - $1.22M
9.82K $995K
FJP
First Trust Japan Alphadex Fun

ETFs
13.5K
New
$57.54 - $67.32 $779K - $911K
13.5K $882K
MSFT
Microsoft Corp

Technology
203
+ 3.74%
$491.09 - $535.64 $99.7K - $109K
5.63K $2.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.02K
+ 10.63%
$182.33 - $194.5 $368K - $392K
21K $4.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.56K
+ 6.09%
$54.35 - $59.32 $193K - $211K
62K $3.67M
IYW
Ishares Dj Us Tech ETF

ETFs
32
+ 0.23%
$171.38 - $197.01 $5.48K - $6.3K
13.7K $2.68M
MPW
Medical Properties Trust Inc

Real Estate
127K
New
$3.98 - $5.13 $504K - $650K
127K $642K
IONQ
Ion Q, Inc.

Technology
10.2K
New
$36.79 - $75.14 $374K - $764K
10.2K $625K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.7K
New
$23.54 - $23.97 $606K - $617K
25.7K $616K
APP
App Lovin Corp

Technology
798
New
$335.1 - $718.54 $267K - $573K
798 $573K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
53.5K
New
$9.82 - $10.65 $525K - $569K
53.5K $564K
AVGO
Broadcom Inc.

Technology
612
+ 27.98%
$264.74 - $369.57 $162K - $226K
2.8K $923K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
44.6K
+ 94.14%
$10.62 - $11.43 $474K - $510K
92K $1.05M
IVE
Ishares S&P 500 Value ETF

ETFs
1.65K
+ 15.24%
$194.44 - $206.51 $322K - $342K
12.5K $2.58M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
41.4K
+ 267.94%
$11.04 - $11.83 $457K - $490K
56.9K $665K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.45K
New
$50.85 - $51.35 $480K - $485K
9.45K $483K
SOUN
Soundhound Ai, Inc.

Technology
14.1K
+ 44.17%
$10.11 - $18.05 $142K - $254K
46K $739K
VKQ
Invesco Municipal Trust

Financial Services
49.4K
+ 190.72%
$8.95 - $9.65 $443K - $477K
75.4K $727K
INTC
Intel Corp

Technology
14.1K
New
$19.31 - $35.5 $272K - $501K
14.1K $473K
KIE
Spdr S&P Insurance ETF

ETFs
7.74K
New
$55.71 - $59.62 $431K - $461K
7.74K $458K
VMO
Invesco Municipal Opportunity Trust

Financial Services
46K
+ 446.47%
$8.9 - $9.67 $409K - $445K
56.3K $544K
GOOGL
Alphabet Inc.

Communication Services
491
+ 13.83%
$174.36 - $254.72 $85.6K - $125K
4.04K $982K
VRT
Vertiv Holdings CO

Industrials
4.94K
+ 64.69%
N/A
12.6K $1.09M
SOFI
So Fi Technologies, Inc.

Financial Services
4.15K
+ 19.55%
$17.64 - $29.81 $73.2K - $124K
25.4K $670K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.15K
New
$49.09 - $50.58 $400K - $412K
8.15K $411K
OEF
Ishares S&P 100 ETF

ETFs
1.51K
New
N/A
1.51K $400K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
14.3K
+ 61.48%
$21.15 - $22.45 $303K - $321K
37.6K $838K
FTGC
First Trust Global Tactical CO

ETFs
14.5K
New
$24.67 - $26.32 $358K - $382K
14.5K $376K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.02K
New
$48.5 - $50.19 $340K - $352K
7.02K $351K
HYG
Ishares Tr

ETFs
4.32K
New
$79.85 - $81.32 $345K - $351K
4.32K $350K
XLK
Technology Sector Spdr

ETFs
1.23K
New
$250.97 - $282.66 $310K - $349K
1.23K $347K
FTLS
First Tr Long/Short Equity ETF

ETFs
4.13K
+ 55.25%
$65.78 - $69.95 $272K - $289K
11.6K $812K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.13K
New
$72.65 - $78.68 $300K - $325K
4.13K $323K
Activity Summary
Buys All Purchases 161 New Holdings 63 Increased Positions 98 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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