Concourse Financial Group Securities, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.64 Billion distributed in 22037 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $43.1M, Ishares Core S&P 500 ETF with a value of $39.7M, Ishares Msci Usa Quality Facto with a value of $33.8M, Nvidia Corp with a value of $33.4M, and Apple Inc. with a value of $32.7M.
Examining the 13F form we can see an increase of $83.9M in the current position value, from $1.56B to 1.64B.
Also it can be appreciated an additional of 9194 stocks purchases and 170 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.
Portfolio value
$1.64 Billion
ETFs: $1.01 Billion
Technology: $162 Million
Financial Services: $93 Million
Healthcare: $70 Million
Industrials: $68.7 Million
Consumer Cyclical: $64.8 Million
Consumer Defensive: $45.3 Million
Communication Services: $38.8 Million
Other: $73.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
