Concourse Financial Group Securities, Inc. Portfolio Holdings
Concourse Financial Group Securities, Inc.
- $1.67 Billion
- Q4 2024
Concourse Financial Group Securities, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.67 Billion distributed in 22019 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $44.4M, Ishares Core S&P 500 ETF with a value of $40.9M, Apple Inc. with a value of $37.8M, Nvidia Corp with a value of $37.3M, and Ishares Msci Usa Quality Facto with a value of $36.1M.
Examining the 13F form we can see an increase of $29.2M in the current position value, from $1.64B to 1.67B. Also it can be appreciated an additional of 9262 stocks purchases and 109 closed positions.
Concourse Financial Group Securities, Inc. is based out at Birmingham, AL
Below you can find more details about Concourse Financial Group Securities, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 22,019
- Current Value $1.67 Billion
- Prior Value $1.64 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 9,262 stocks
- Additional Purchases 807 stocks
- Sold out of 109 stocks
- Reduced holdings in 800 stocks