Concorde Asset Management, LLC New Holdings in Q3 2024

Concorde Asset Management, LLC

  • $173 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
2.41K
New
$217.89 - $392.15 $524K - $944K
2.41K $674K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.81K
New
$48.51 - $52.86 $330K - $360K
6.81K $360K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.65K
New
$63.28 - $70.06 $294K - $326K
4.65K $325K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.78K
New
$77.02 - $85.06 $291K - $322K
3.78K $319K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.81K
New
$74.49 - $81.27 $284K - $309K
3.81K $309K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.8K
New
$22.38 - $23.66 $286K - $303K
12.8K $300K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.77K
New
$54.98 - $59.51 $262K - $284K
4.77K $283K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.94K
New
$43.99 - $46.63 $261K - $277K
5.94K $275K
HON
Honeywell International Inc

Industrials
1.25K
New
$196.73 - $220.21 $246K - $275K
1.25K $258K
ITA
Ishares Tr

ETFs
1.69K
New
$131.58 - $149.64 $222K - $253K
1.69K $252K
EMB
Ishares Tr

ETFs
2.65K
New
$87.75 - $93.74 $232K - $248K
2.65K $247K
LRCX
Lam Research Corp

Technology
296
New
$731.56 - $1127.3 $217K - $334K
296 $241K
FISV
Fiserv Inc

Technology
1.75K
New
N/A
1.75K $219K
FSK
Fs Kkr Capital Corp

Financial Services
11K
New
$18.74 - $20.43 $207K - $226K
11K $217K
DGRO
Ishares Core Dividend Growth E

ETFs
3.38K
New
$57.47 - $62.76 $194K - $212K
3.38K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.85K
New
$49.7 - $56.11 $191K - $216K
3.85K $211K
GILD
Gilead Sciences, Inc.

Healthcare
2.52K
New
$66.59 - $83.99 $168K - $212K
2.52K $211K
NEE
Nextera Energy Inc

Utilities
2.47K
New
$69.9 - $84.97 $172K - $209K
2.47K $208K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.76K
New
$105.53 - $118.34 $185K - $208K
1.76K $205K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.42K
New
$32.1 - $38.93 $174K - $211K
5.42K $204K
VRIG
Invesco Actively Managed ETF F

ETFs
8.06K
New
$25.05 - $25.21 $202K - $203K
8.06K $202K
KMI
Kinder Morgan, Inc.

Energy
9.13K
New
$19.72 - $22.22 $180K - $203K
9.13K $201K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
11.5K
New
$9.89 - $11.43 $114K - $131K
11.5K $126K
EVF
Eaton Vance Senior Income Trust

Financial Services
17.2K
New
$6.01 - $6.49 $103K - $111K
17.2K $106K
PMX
Pimco Municipal Income Fund Iii

Financial Services
11K
New
$7.63 - $8.33 $83.8K - $91.5K
11K $90K
Sila Realty Trust Inc
8.65K
New
N/A
8.65K $0
Activity Summary
Buys All Purchases 90 New Holdings 27 Increased Positions 63 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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