Concorde Asset Management, LLC Incresed Positions in Q1 2025

Concorde Asset Management, LLC

  • $183 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
FLTR
Vaneck ETF Tr Investment Grade

ETFs
143
+ 1.58%
$25.44 - $25.58 $3.64K - $3.66K
9.22K $235K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.09%
$112.81 - $126.16 $338 - $378
3.29K $400K
Morgan Stanley ETF Trust
8.07K
+ 76.73%
N/A
18.6K $0
Mackenzie Rlty Cap Inc
74.4K
+ 313.44%
N/A
98.1K $0
Arista Networks Inc
484
+ 8.01%
N/A
6.53K $0
FSCO
Fs Cr Opportunities Corp Com
6.2K
+ 4.41%
N/A
147K $0
USA
Liberty All Star Equity Fund

Financial Services
600
+ 5.74%
$6.41 - $7.32 $3.85K - $4.39K
11.1K $72K
ACHR
Archer Aviation Inc.

Industrials
5.71K
+ 33.08%
$6.8 - $11.51 $38.8K - $65.7K
23K $163K
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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