Concorde Asset Management, LLC Incresed Positions 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
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
TDIV
First Trust Nasdaq Technology

ETFs
49.5K
+ 1018.85%
$89.27 - $100.33 $4.42M - $4.97M
54.4K $5.36M
RDVY
First Trust Rising Dividend Ac

ETFs
48.1K
+ 944.78%
$62.38 - $67.29 $3M - $3.24M
53.2K $3.58M
PLTR
Palantir Technologies Inc.

Technology
2K
+ 10.66%
$130.68 - $186.97 $261K - $374K
20.7K $3.79M
TSLA
Tesla, Inc.

Consumer Cyclical
975
+ 31.6%
$293.94 - $444.72 $287K - $434K
4.06K $1.81M
MSFT
Microsoft Corp

Technology
203
+ 3.74%
$491.09 - $535.64 $99.7K - $109K
5.63K $2.91M
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
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
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
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
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
14.3K
+ 61.48%
$21.15 - $22.45 $303K - $321K
37.6K $838K
FTLS
First Tr Long/Short Equity ETF

ETFs
4.13K
+ 55.25%
$65.78 - $69.95 $272K - $289K
11.6K $812K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
178
+ 2.91%
$103.83 - $179.9 $18.5K - $32K
6.3K $1.13M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
39.5K
+ 333.2%
$7.56 - $7.93 $298K - $313K
51.3K $404K
PSEC
Prospect Capital Corp

Financial Services
144K
+ 197.87%
$2.59 - $3.47 $374K - $501K
217K $597K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.99K
+ 42.0%
$55.61 - $57.37 $278K - $287K
16.9K $964K
EFV
Msci Eafe Value ETF

ETFs
435
+ 1.57%
$62.79 - $68.42 $27.3K - $29.8K
28.2K $1.91M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
7.36K
+ 14.23%
$14.33 - $15.38 $105K - $113K
59.1K $908K
MPTI
M Tron Industries, Inc.

Technology
1.3K
+ 6.99%
$38.68 - $55.48 $50.1K - $71.8K
19.8K $1.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
168
+ 8.81%
$275.84 - $326.36 $46.3K - $54.8K
2.08K $677K
NFLX
Netflix Inc

Communication Services
17
+ 1.8%
$1147.87 - $1297.18 $19.5K - $22.1K
964 $1.16M
IEFA
Ishares Tr

ETFs
1.67K
+ 22.38%
$81.7 - $87.53 $136K - $146K
9.12K $795K
ITA
Ishares Tr

ETFs
731
+ 52.4%
$184.73 - $209.26 $135K - $153K
2.13K $444K
RVT
Royce Value Trust, Inc.

Financial Services
8.57K
+ 19.5%
$14.94 - $16.5 $128K - $141K
52.5K $847K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.88K
+ 35.01%
$98.52 - $103.93 $185K - $195K
7.23K $744K
IEMG
Ishares Inc

ETFs
3.36K
+ 12.31%
N/A
30.7K $1.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.03K
+ 25.55%
$53.81 - $57.52 $109K - $117K
9.99K $574K
LPLA
Lpl Financial Holdings Inc.

Financial Services
450
+ 24.59%
$332.69 - $399.0 $150K - $180K
2.28K $758K
GLD
Spdr Gold Trust

ETFs
68
+ 3.78%
$300.96 - $355.47 $20.5K - $24.2K
1.87K $664K
CAT
Caterpillar Inc

Industrials
14
+ 1.55%
$390.92 - $477.15 $5.47K - $6.68K
917 $437K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
12K
+ 47.25%
$12.11 - $12.64 $146K - $152K
37.5K $463K
HFRO
Highland Income Fund\Ma

Financial Services
10.8K
+ 19.67%
$5.03 - $6.83 $54.3K - $73.8K
65.7K $417K
ACHR
Archer Aviation Inc.

Industrials
5.92K
+ 25.77%
$8.25 - $13.4 $48.8K - $79.3K
28.9K $276K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
9.5K
+ 19.63%
$8.7 - $9.11 $82.7K - $86.6K
57.9K $527K
TTD
Trade Desk, Inc.

Technology
4.12K
+ 23.84%
$43.93 - $89.76 $181K - $370K
21.4K $1.05M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
37.1K
+ 12.73%
$3.64 - $5.24 $135K - $194K
328K $1.21M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
9.9K
+ 26.29%
$8.65 - $9.01 $85.6K - $89.2K
47.6K $422K
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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