Concorde Asset Management, LLC New Holdings in Q3 2025

Concorde Asset Management, LLC

  • $222 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
194K
New
$33.07 - $34.84 $6.4M - $6.75M
194K $6.75M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
73K
New
$70.85 - $76.96 $5.18M - $5.62M
73K $5.55M
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
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
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
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
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.45K
New
$50.85 - $51.35 $480K - $485K
9.45K $483K
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
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
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.13K
New
$72.65 - $78.68 $300K - $325K
4.13K $323K
CEG
Constellation Energy Corp

Utilities
927
New
$298.82 - $354.89 $277K - $329K
927 $305K
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.43K
New
$56.05 - $67.13 $249K - $298K
4.43K $297K
GOOG
Alphabet Inc.

Communication Services
1.19K
New
$175.16 - $255.24 $208K - $303K
1.19K $289K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
14.2K
New
$19.5 - $19.83 $277K - $282K
14.2K $279K
IRT
Independence Realty Trust, Inc.

Real Estate
17K
New
$16.35 - $18.11 $278K - $308K
17K $278K
MEDP
Medpace Holdings, Inc.

Healthcare
527
New
$308.88 - $514.16 $163K - $271K
527 $270K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.58K
New
$102.4 - $103.88 $264K - $268K
2.58K $266K
SMR
Nuscale Power Corp

Industrials
7.35K
New
$32.65 - $51.67 $240K - $380K
7.35K $264K
WELL
Welltower Inc.

Real Estate
1.48K
New
$150.71 - $178.14 $224K - $264K
1.48K $264K
CMI
Cummins Inc

Industrials
626
New
$327.85 - $426.39 $205K - $267K
626 $264K
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.39K
New
$46.38 - $47.74 $250K - $257K
5.39K $256K
JLS
Nuveen Mortgage & Income Fund

Financial Services
13.1K
New
$18.63 - $19.04 $244K - $249K
13.1K $246K
VNLA
Janus Henderson Short Duration

ETFs
4.76K
New
$48.99 - $49.29 $233K - $235K
4.76K $234K
TFLO
Ishares Treasury Floating Rate

ETFs
4.61K
New
$50.45 - $50.65 $233K - $234K
4.61K $233K
TBUX
T Rowe Price Exchange Traded F

ETFs
4.61K
New
$49.7 - $49.98 $229K - $230K
4.61K $229K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
10.9K
New
$20.07 - $21.62 $218K - $235K
10.9K $229K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.61K
New
$132.9 - $142.03 $215K - $229K
1.61K $227K
IBM
International Business Machines Corp

Technology
793
New
$234.77 - $292.47 $186K - $232K
793 $223K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.25K
New
$65.64 - $78.22 $213K - $254K
3.25K $217K
AMD
Advanced Micro Devices Inc

Technology
1.32K
New
$134.8 - $184.42 $178K - $243K
1.32K $213K
JXN
Jackson Financial Inc.

Financial Services
2.1K
New
$84.06 - $103.8 $177K - $218K
2.1K $212K
BNDX
Vanguard Total International B

ETFs
4.28K
New
$49.0 - $49.51 $210K - $212K
4.28K $211K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
654
New
$301.44 - $365.84 $197K - $239K
654 $211K
VT
Vanguard Total World Stk Index

ETFs
1.52K
New
$128.41 - $138.03 $195K - $210K
1.52K $209K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.34K
New
$138.08 - $151.2 $185K - $203K
1.34K $202K
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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