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Concorde Asset Management

Latest statistics and disclosures from Concorde Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPMO, QQQ, NVDA, BUFQ, and represent 19.01% of Concorde Asset Management's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$7.7M), BUFQ (+$6.8M), QQQ (+$6.0M), BUFR (+$5.9M), IWY (+$5.8M), SPY (+$5.8M), CIBR (+$5.6M), TDIV, AIRR, SKYY.
Started 63 new stock positions in SPHY, SILA, IBM, FJP, TBUX, UBER, BLOK, AMD, SFLR, IRT.
Reduced shares in these 10 stocks: FTSM (-$64M), IVV, IEF, ESGU, GXO, IUSB, PAPI, SMCI, , .
Sold out of its positions in FTHI, BUFD, GXO, LQD, IEF, ICVT, ESGU, PAPI, NVO, SPTM. XLP, NOW, SMCI, TWST, FLTR, VTV.
Concorde Asset Management was a net buyer of stock by $28M.
Concorde Asset Management has $236M in assets under management (AUM), dropping by 26.84%.
Central Index Key (CIK): 0001631773

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Portfolio Holdings for Concorde Asset Management

Concorde Asset Management holds 222 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.7	$13M	-6%	20k	671.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	4.0	$9.3M	+476%	77k	120.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$7.8M	+330%	13k	604.41	View chart
NVIDIA Corporation (NVDA)	3.2	$7.5M	-2%	40k	189.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	2.9	$6.8M	NEW	194k	34.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.9	$6.7M	+759%	201k	33.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$6.5M	+800%	9.8k	668.34	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.8	$6.5M	+868%	24k	275.43	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.7	$6.3M	-91%	105k	59.95	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.4	$5.6M	NEW	73k	76.95	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.3	$5.4M	+1018%	54k	99.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$4.9M		40k	121.29	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.9	$4.5M	NEW	47k	96.66	View chart
Ishares Tr Core Total Usd (IUSB)	1.8	$4.4M	-9%	93k	46.71	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	1.8	$4.2M	NEW	31k	135.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$4.1M	+10%	21k	195.81	View chart
Palantir Technologies Cl A (PLTR)	1.6	$3.9M	+10%	21k	186.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$3.7M	+6%	62k	59.15	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$3.6M	+944%	53k	67.33	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.3	$3.1M	NEW	87k	36.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$3.0M		26k	115.65	View chart
Microsoft Corporation (MSFT)	1.2	$2.9M	+3%	5.6k	515.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$2.7M		14k	198.29	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.1	$2.6M	NEW	69k	37.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.6M	+15%	13k	206.78	View chart
First Tr Exchange-traded Common Shs (FDD)	1.1	$2.5M	NEW	154k	16.09	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$2.0M	+12%	31k	66.70	View chart
Vertiv Holdings Com Cl A (VRT)	0.9	$2.0M	+64%	13k	160.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.9M		28k	68.01	View chart
Tesla Motors (TSLA)	0.8	$1.8M	+31%	4.1k	444.24	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.8	$1.8M	NEW	42k	41.98	View chart
Amazon (AMZN)	0.6	$1.5M	-2%	6.6k	222.14	View chart
Fortis (FTS)	0.6	$1.5M		29k	50.19	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$1.4M	-5%	14k	95.21	View chart
Sharkninja Com Shs (SN)	0.5	$1.2M	+34%	12k	100.75	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.5	$1.2M	+2%	6.3k	189.00	View chart
Uber Technologies (UBER)	0.5	$1.2M	NEW	12k	95.07	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.5	$1.2M	+12%	328k	3.56	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.5	$1.1M	+404%	53k	21.40	View chart
Netflix (NFLX)	0.5	$1.1M		964.00	1159.69	View chart
The Trade Desk Com Cl A (TTD)	0.5	$1.1M	+23%	21k	50.49	View chart
Docusign (DOCU)	0.4	$1.1M	NEW	15k	68.32	View chart
M-tron Inds (MPTI)	0.4	$1.0M	+6%	20k	52.89	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$1.0M	+94%	92k	11.39	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.0M	-18%	15k	68.25	View chart
Deckers Outdoor Corporation (DECK)	0.4	$1.0M	NEW	9.8k	102.61	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M		3.3k	308.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$985k	+13%	4.0k	243.62	View chart
Arista Networks Com Shs (ANET)	0.4	$967k	+3%	6.8k	143.18	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$960k	+21%	18k	53.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$959k	+41%	17k	56.80	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.4	$958k	-3%	142k	6.76	View chart
Broadcom (AVGO)	0.4	$956k	+27%	2.8k	341.38	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.4	$910k	+14%	59k	15.41	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.4	$874k	NEW	14k	64.56	View chart
Royce Value Trust (RVT)	0.4	$851k	+19%	53k	16.20	View chart
Adams Express Company (ADX)	0.4	$845k	+61%	38k	22.47	View chart
Meta Platforms Cl A (META)	0.4	$836k	-29%	1.2k	723.77	View chart
Soundhound Ai Class A Com (SOUN)	0.3	$816k	+44%	46k	17.75	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$815k	+55%	12k	70.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$809k	-24%	1.6k	498.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$802k	+22%	9.1k	87.98	View chart
Fs Kkr Capital Corp (FSK)	0.3	$760k	+28%	50k	15.23	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$747k	+35%	7.2k	103.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$739k		1.2k	614.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$732k	+10%	1.5k	496.10	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.3	$728k	+190%	75k	9.65	View chart
Eli Lilly & Co. (LLY)	0.3	$717k	-13%	881.00	813.43	View chart
Lpl Financial Holdings (LPLA)	0.3	$712k	+24%	2.3k	312.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$711k		6.4k	111.25	View chart
Johnson & Johnson (JNJ)	0.3	$705k	-21%	3.8k	185.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$703k	+8%	2.1k	338.60	View chart
Abbvie (ABBV)	0.3	$702k		2.9k	237.88	View chart
Ionq Inc Pipe (IONQ)	0.3	$688k	NEW	10k	67.67	View chart
Medical Properties Trust (MPW)	0.3	$687k	NEW	127k	5.42	View chart
Global Net Lease Com New (GNL)	0.3	$673k	-2%	83k	8.10	View chart
Peakstone Realty Trust Common Shares (PKST)	0.3	$671k	NEW	52k	13.03	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$666k	+267%	57k	11.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$661k	+3%	1.9k	353.91	View chart
Sofi Technologies (SOFI)	0.3	$658k	+19%	25k	25.94	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.3	$651k	+4%	15k	43.14	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$642k	-4%	5.5k	116.31	View chart
Alignment Healthcare (ALHC)	0.3	$621k	+17%	38k	16.30	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.3	$613k	NEW	26k	23.82	View chart
Duff & Phelps Global (DPG)	0.3	$610k	+2%	47k	12.90	View chart
Prospect Capital Corporation (PSEC)	0.3	$600k	+197%	217k	2.76	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$592k	-13%	5.6k	105.03	View chart
Neuberger Berman Real Estate Sec (NRO)	0.2	$577k		179k	3.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$572k	+25%	10k	57.27	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$566k	+4%	14k	39.96	View chart
Blackrock Muniyield Fund (MYD)	0.2	$565k	NEW	54k	10.56	View chart
Costco Wholesale Corporation (COST)	0.2	$563k	-16%	616.00	914.66	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.2	$544k	+446%	56k	9.67	View chart
Applovin Corp Com Cl A (APP)	0.2	$542k	NEW	798.00	679.01	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$531k	NEW	13k	41.16	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.2	$528k	+19%	58k	9.12	View chart
Paycom Software (PAYC)	0.2	$520k	+24%	2.6k	200.09	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.2	$517k	NEW	7.9k	65.06	View chart
Intel Corporation (INTC)	0.2	$515k	NEW	14k	36.50	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.2	$514k	-9%	26k	19.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$503k	NEW	1.5k	334.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$485k	NEW	9.4k	51.34	View chart
TJX Companies (TJX)	0.2	$472k		3.3k	142.41	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$460k	+47%	38k	12.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$458k	+19%	5.1k	89.66	View chart
Spdr Series Trust S&p Ins Etf (KIE)	0.2	$455k	NEW	7.7k	58.88	View chart
Caterpillar (CAT)	0.2	$447k		917.00	487.26	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$444k	+52%	2.1k	208.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$442k	-2%	7.3k	60.43	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.2	$423k	+26%	48k	8.90	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$423k	-12%	1.7k	255.47	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$422k	+7%	4.6k	91.46	View chart
Home Depot (HD)	0.2	$414k	-20%	1.0k	396.16	View chart
Highland Opps & Income Highland Income (HFRO)	0.2	$412k	+19%	66k	6.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$410k	NEW	8.2k	50.35	View chart
Western Asset Intm Muni Fd I (SBI)	0.2	$406k	+333%	51k	7.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$404k	-25%	837.00	483.00	View chart
Chevron Corporation (CVX)	0.2	$402k		2.6k	154.35	View chart
Apple (AAPL)	0.2	$397k	-4%	15k	26.37	View chart
Verizon Communications (VZ)	0.2	$389k		8.9k	43.56	View chart
Tortoise Capital Series Trus Essential Energy (TPZ)	0.2	$386k	-3%	18k	21.18	View chart
Doubleline Income Solutions (DSL)	0.2	$385k	+17%	31k	12.33	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.2	$378k		25k	15.16	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$374k	NEW	15k	25.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$352k	NEW	1.2k	285.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$351k	NEW	7.0k	50.05	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$349k	NEW	4.3k	80.90	View chart
Oneok (OKE)	0.1	$348k		4.8k	72.42	View chart
Enbridge (ENB)	0.1	$346k		7.0k	49.62	View chart
Cisco Systems (CSCO)	0.1	$345k		5.0k	68.45	View chart
Honeywell International (HON)	0.1	$342k		1.6k	210.84	View chart
Etf Ser Solutions Hoya Cap Housi (HOMZ)	0.1	$338k	-10%	7.2k	46.98	View chart
Us Bancorp Del Com New (USB)	0.1	$337k		7.1k	47.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$336k	-2%	6.4k	52.45	View chart
Boeing Company (BA)	0.1	$333k	-8%	1.5k	217.43	View chart
Philip Morris International (PM)	0.1	$333k	-14%	2.1k	160.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$333k		1.0k	329.20	View chart
Birkenstock Holding Com Shs (BIRK)	0.1	$331k	+7%	7.3k	45.48	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$324k	NEW	4.1k	78.63	View chart
Constellation Energy (CEG)	0.1	$324k	NEW	927.00	348.94	View chart
Valero Energy Corporation (VLO)	0.1	$317k		1.9k	164.06	View chart
Bank Montreal Medium NT LKD 38 (FNGS)	0.1	$313k	-21%	4.5k	69.89	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$313k	-3%	3.3k	95.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$311k	-39%	1.3k	242.56	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$310k	-19%	5.8k	53.33	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$309k	-3%	13k	23.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$307k	-14%	3.7k	84.14	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$305k	NEW	4.4k	68.75	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$303k	+8%	5.1k	59.67	View chart
Nexpoint Real Estate Fin (NREF)	0.1	$302k		21k	14.11	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$297k		2.2k	137.53	View chart
Shell Spon Ads (SHEL)	0.1	$297k	-14%	4.1k	71.93	View chart
Intuit (INTU)	0.1	$296k		438.00	675.08	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$291k	NEW	7.7k	37.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$290k	NEW	1.2k	244.30	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$289k	NEW	8.3k	34.87	View chart
Amgen (AMGN)	0.1	$288k	+10%	975.00	295.53	View chart
Abbott Laboratories (ABT)	0.1	$287k		2.2k	132.36	View chart
Medpace Hldgs (MEDP)	0.1	$284k	NEW	527.00	539.48	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$284k	NEW	7.4k	38.66	View chart
Altria (MO)	0.1	$283k	-16%	4.3k	65.86	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$283k		5.5k	51.20	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$283k	+25%	29k	9.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$283k		3.9k	72.47	View chart
Gilead Sciences (GILD)	0.1	$283k		2.6k	109.91	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.1	$280k	NEW	14k	19.72	View chart
Penumbra (PEN)	0.1	$278k		1.1k	252.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$278k	+16%	2.8k	100.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$277k	+10%	4.1k	68.08	View chart
Independence Realty Trust In (IRT)	0.1	$277k	NEW	17k	16.30	View chart
Visa Com Cl A (V)	0.1	$277k	+12%	801.00	345.54	View chart
RBB Motley Fol Etf (TMFC)	0.1	$276k	+3%	3.9k	70.52	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$274k	+17%	5.7k	48.30	View chart
Cummins (CMI)	0.1	$268k	NEW	626.00	428.66	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$267k	+32%	5.3k	50.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$266k	NEW	2.6k	103.23	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$266k	NEW	7.6k	34.81	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$264k	NEW	11k	24.61	View chart
Ford Motor Company (F)	0.1	$264k		22k	12.16	View chart
Deere & Company (DE)	0.1	$263k		573.00	458.11	View chart
Welltower Inc Com reit (WELL)	0.1	$262k	NEW	1.5k	176.33	View chart
Procter & Gamble Company (PG)	0.1	$261k	-17%	1.7k	152.09	View chart
Kinder Morgan (KMI)	0.1	$259k		9.1k	28.33	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$257k	NEW	5.4k	47.70	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$256k	NEW	3.3k	78.43	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$255k	-8%	5.9k	42.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$254k	-8%	628.00	405.17	View chart
Kkr & Co (KKR)	0.1	$251k		2.0k	125.09	View chart
McDonald's Corporation (MCD)	0.1	$251k		832.00	301.17	View chart
Nuveen Mtg opportunity term (JLS)	0.1	$245k	NEW	13k	18.73	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$245k	-11%	5.5k	44.88	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$239k	NEW	6.9k	34.77	View chart
Coca-Cola Company (KO)	0.1	$237k	+2%	3.6k	65.90	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$234k	NEW	4.8k	49.17	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$233k	NEW	4.6k	50.43	View chart
At&t (T)	0.1	$231k	+3%	8.6k	27.02	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$230k	NEW	4.6k	49.87	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$227k	NEW	11k	20.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$227k	NEW	1.6k	140.78	View chart
International Business Machines (IBM)	0.1	$226k	NEW	793.00	285.52	View chart
Advanced Micro Devices (AMD)	0.1	$225k	NEW	1.3k	170.27	View chart
Fiserv (FI)	0.1	$224k		1.8k	126.12	View chart
Paypal Holdings (PYPL)	0.1	$222k	NEW	3.2k	68.22	View chart
Ameriprise Financial (AMP)	0.1	$221k	-18%	448.00	492.29	View chart
Jackson Financial Com Cl A (JXN)	0.1	$212k	NEW	2.1k	100.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$212k	NEW	4.3k	49.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$211k	NEW	1.5k	138.54	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$208k	NEW	6.7k	31.03	View chart
Amplify Etf Tr Amplify Dgtl Pay (IPAY)	0.1	$208k	-19%	3.6k	57.66	View chart
Royal Caribbean Cruises (RCL)	0.1	$207k	NEW	654.00	316.04	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$205k	NEW	1.3k	152.55	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.1	$184k	-4%	17k	10.93	View chart
Cto Realty Growth (CTO)	0.1	$175k	-27%	11k	16.14	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.1	$173k	-45%	36k	4.79	View chart
Mobile Infrastructure Corp Com Shs (BEEP)	0.1	$171k	-13%	51k	3.36	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$163k	+12%	20k	8.20	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$144k	+103%	23k	6.39	View chart
Mackenzie Rlty Cap	0.1	$120k	-75%	24k	5.02	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$87k	-8%	16k	5.49	View chart
Advisorshares Tr Pure Cannabis (YOLO)	0.0	$63k	-25%	18k	3.53	View chart
Anixa Biosciences (ANIX)	0.0	$46k		14k	3.27	View chart
M-tron Inds *w Exp 04/25/202 (MPTI.WS)	0.0	$30k	NEW	18k	1.65	View chart

Past Filings by Concorde Asset Management

SEC 13F filings are viewable for Concorde Asset Management going back to 2014

Concorde Asset Management 2025 Q3 filed Nov. 14, 2025
Concorde Asset Management 2025 Q1 filed May 15, 2025
Concorde Asset Management 2024 Q4 filed Feb. 13, 2025
Concorde Asset Management 2024 Q3 filed Nov. 12, 2024
Concorde Asset Management 2024 Q2 filed Aug. 12, 2024
Concorde Asset Management 2024 Q1 filed May 15, 2024
Concorde Asset Management 2023 Q4 filed Feb. 15, 2024
Concorde Asset Management 2023 Q3 filed Nov. 13, 2023
Concorde Asset Management 2023 Q2 filed July 25, 2023
Concorde Asset Management 2023 Q1 filed May 9, 2023
Concorde Asset Management 2022 Q4 filed Feb. 2, 2023
Concorde Asset Management 2022 Q3 filed Oct. 31, 2022
Concorde Asset Management 2022 Q2 filed Aug. 5, 2022
Concorde Asset Management 2022 Q1 filed April 22, 2022
Concorde Asset Management 2021 Q4 filed Feb. 2, 2022
Concorde Asset Management 2021 Q3 filed Oct. 21, 2021

View all past filings

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