Concorde Asset Management, LLC Purchases in Q1 2025

Concorde Asset Management, LLC

  • $183 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
17
+ 0.49%
$60.81 - $72.32 $1.03K - $1.23K
3.5K $250K
FTLS
First Tr Long/Short Equity ETF

ETFs
695
+ 10.24%
$63.42 - $68.17 $44.1K - $47.4K
7.48K $479K
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 1.43%
$225.19 - $279.95 $10.4K - $12.9K
3.27K $801K
DE
Deere & CO

Industrials
1
+ 0.18%
$408.57 - $509.27 $409 - $509
566 $265K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
4.12K
+ 8.66%
$12.17 - $13.83 $50.1K - $57K
51.7K $633K
HEFA
Ishares Currency Hedged Msci E

ETFs
169
+ 1.27%
$34.83 - $37.52 $5.89K - $6.34K
13.5K $489K
VEA
Vanguard Ftse Developed Market

ETFs
51
+ 0.69%
$47.4 - $52.99 $2.42K - $2.7K
7.49K $380K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
100
+ 0.27%
$8.25 - $8.79 $825 - $879
37.7K $330K
EMB
Ishares Tr

ETFs
158
+ 4.86%
$88.64 - $92.03 $14K - $14.5K
3.41K $308K
VCIT
Vanguard Intermediate Term Cor

ETFs
125
+ 3.01%
$79.17 - $82.04 $9.9K - $10.3K
4.27K $349K
DSL
Double Line Income Solutions Fund

Financial Services
1K
+ 3.91%
$12.53 - $12.88 $12.5K - $12.9K
26.6K $335K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
140
+ 2.2%
$40.79 - $42.32 $5.71K - $5.92K
6.49K $272K
RVT
Royce Value Trust, Inc.

Financial Services
4.79K
+ 12.23%
$14.07 - $16.68 $67.4K - $79.9K
43.9K $625K
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.29%
$158.56 - $176.26 $951 - $1.06K
2.09K $355K
DFSD
Dimensional ETF Tr Short Durat

ETFs
60
+ 1.26%
$46.74 - $47.55 $2.8K - $2.85K
4.83K $229K
LQD
Ishares Iboxx $ Investment Gra

ETFs
6
+ 0.29%
$105.1 - $109.61 $631 - $658
2.11K $229K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.09%
$112.81 - $126.16 $338 - $378
3.29K $400K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
143
+ 1.58%
$25.44 - $25.58 $3.64K - $3.66K
9.22K $235K
Morgan Stanley ETF Trust
8.07K
+ 76.73%
N/A
18.6K $0
Birkenstock Holding PLC
6.78K
New
N/A
6.78K $0
USA
Liberty All Star Equity Fund

Financial Services
600
+ 5.74%
$6.41 - $7.32 $3.85K - $4.39K
11.1K $72K
Arista Networks Inc
484
+ 8.01%
N/A
6.53K $0
Mackenzie Rlty Cap Inc
74.4K
+ 313.44%
N/A
98.1K $0
First Tr Exchange Traded Fd
10.5K
New
N/A
10.5K $0
FSCO
Fs Cr Opportunities Corp Com
6.2K
+ 4.41%
N/A
147K $0
ACHR
Archer Aviation Inc.

Industrials
5.71K
+ 33.08%
$6.8 - $11.51 $38.8K - $65.7K
23K $163K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
199
+ 5.59%
$54.9 - $62.36 $10.9K - $12.4K
3.76K $209K
BA
Boeing CO

Industrials
13
+ 0.78%
$148.15 - $186.25 $1.93K - $2.42K
1.68K $286K
CAT
Caterpillar Inc

Industrials
23
+ 2.61%
$326.75 - $407.63 $7.52K - $9.38K
903 $297K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.53%
$347.25 - $424.87 $2.43K - $2.97K
1.32K $482K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.04%
$120.24 - $134.3 $240 - $269
4.82K $586K
QUAL
Ishares Msci Usa Quality Facto

ETFs
516
+ 2.8%
$168.16 - $186.21 $86.8K - $96.1K
19K $3.24M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.05%
$108.17 - $167.07 $108 - $167
2K $231K
AVGO
Broadcom Inc.

Technology
7
+ 0.32%
$167.43 - $244.7 $1.17K - $1.71K
2.19K $366K
MSFT
Microsoft Corp

Technology
255
+ 4.94%
$375.39 - $447.2 $95.7K - $114K
5.42K $2.04M
IYW
Ishares Dj Us Tech ETF

ETFs
608
+ 4.66%
$140.44 - $166.79 $85.4K - $101K
13.7K $1.92M
AAPL
Apple Inc.

Technology
814
+ 5.47%
$209.68 - $247.1 $171K - $201K
15.7K $3.49M
SOUN
Soundhound Ai, Inc.

Technology
4.63K
+ 16.99%
$8.12 - $20.62 $37.6K - $95.5K
31.9K $258K
IVW
Ishares S&P 500 Growth ETF

ETFs
202
+ 0.5%
$92.45 - $106.69 $18.7K - $21.6K
40.4K $3.75M
TTD
Trade Desk, Inc.

Technology
6.17K
+ 55.59%
$53.59 - $126.58 $331K - $781K
17.3K $945K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
44.6K
+ 18.08%
$3.77 - $6.08 $168K - $271K
291K $1.12M
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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