Concorde Asset Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $173 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.8M, First Tr Ex Td Viii Ft Cboe Ve with a value of $10.5M, First Trust Nasdaq Technology with a value of $9.64M, Invesco Qqq Trust, Series 1 with a value of $9.2M, and Spdr S&P 500 ETF Trust with a value of $8.35M.
Examining the 13F form we can see an increase of $13.3M in the current position value, from $159M to 173M.
Below you can find more details about Concorde Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$173 Million
ETFs: $122 Million
Technology: $19 Million
Financial Services: $10.9 Million
Healthcare: $5.02 Million
Consumer Cyclical: $3.97 Million
Energy: $3.16 Million
Real Estate: $2.22 Million
Communication Services: $2.04 Million
Other: $4.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
