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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, SPY, and represent 18.25% of Concorde Asset Management's stock portfolio.
Added to shares of these 10 stocks: FAN, NFLX, MISL, FJP, VIS, IVE, FTLS, FTCB, IVV, GBIL.
Started 33 new stock positions in MDB, VIS, FLTR, ONDS, ISRG, TGT, XRPI, JFR, ALB, RTX.
Reduced shares in these 10 stocks: SDVY, BUFQ, RDVY, , AIRR, BUFR, DOCU, , NVDA, DECK.
Sold out of its positions in T, YOLO, IPAY, CTO, SDVY, FI, STIP, MPTI.WS, Mackenzie Rlty Cap, PEN. KIE, Total, VYM, RCL.
Concorde Asset Management was a net buyer of stock by $11M.
Concorde Asset Management has $250M in assets under management (AUM), dropping by 6.05%.
Central Index Key (CIK): 0001631773

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Portfolio Holdings for Concorde Asset Management

Concorde Asset Management holds 241 positions in its portfolio as reported in the December 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	$14M	+3%	21k	684.93	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.8	$9.5M	+3%	80k	119.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$8.0M		13k	614.32	View chart
NVIDIA Corporation (NVDA)	2.8	$7.1M	-4%	38k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$6.8M	+2%	10k	681.95	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.7	$6.8M	+3%	24k	276.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$6.5M	-5%	191k	34.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	2.5	$6.2M	-11%	172k	35.84	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.4	$6.1M	-3%	101k	59.93	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.2	$5.4M	+2%	56k	96.84	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.1	$5.3M		74k	71.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$5.2M	+4%	42k	123.26	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$4.7M	+8%	101k	46.54	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.7	$4.2M	-7%	43k	98.32	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	1.7	$4.2M	+3%	32k	130.08	View chart
Apple (AAPL)	1.7	$4.2M		15k	271.86	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$4.1M	+7%	67k	60.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$4.0M	-5%	20k	198.62	View chart
Palantir Technologies Cl A (PLTR)	1.5	$3.7M		21k	177.75	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.3	$3.2M		88k	36.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$3.2M	+20%	15k	212.07	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$3.1M	-15%	45k	69.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$3.0M		26k	113.92	View chart
Microsoft Corporation (MSFT)	1.1	$2.7M		5.6k	483.66	View chart
First Tr Exchange-traded Common Shs (FDD)	1.1	$2.7M		156k	17.50	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.1	$2.7M	+46%	62k	42.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$2.6M	-5%	13k	199.68	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$2.3M	+13%	35k	67.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.8	$2.1M		13k	162.02	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$2.0M		29k	71.41	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.7	$1.7M	NEW	86k	20.47	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.7	$1.7M	+87%	25k	67.17	View chart
Amazon (AMZN)	0.7	$1.6M	+6%	7.0k	230.82	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.6	$1.6M	+43%	76k	21.23	View chart
Tesla Motors (TSLA)	0.6	$1.6M	-12%	3.5k	449.72	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$1.5M	+11%	16k	95.22	View chart
Fortis (FTS)	0.6	$1.5M		29k	51.94	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.5	$1.4M	+64%	19k	70.99	View chart
Sharkninja Com Shs (SN)	0.5	$1.3M		12k	111.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.3M	+3%	4.2k	313.02	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.5	$1.2M	-8%	301k	3.83	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.5	$1.1M	+6%	98k	11.63	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$1.1M	+16%	21k	52.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.1M		15k	72.68	View chart
M-tron Inds (MPTI)	0.4	$1.1M		20k	53.22	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M		3.2k	322.19	View chart
Uber Technologies (UBER)	0.4	$1.0M		13k	81.71	View chart
Netflix (NFLX)	0.4	$962k	+964%	10k	93.76	View chart
Eli Lilly & Co. (LLY)	0.4	$956k		890.00	1074.44	View chart
Adams Express Company (ADX)	0.4	$941k	+7%	40k	23.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$922k		6.3k	146.58	View chart
Fs Kkr Capital Corp (FSK)	0.4	$922k	+24%	62k	14.81	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.4	$915k	+2%	145k	6.30	View chart
Broadcom (AVGO)	0.4	$902k	-6%	2.6k	346.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$887k	-8%	16k	57.24	View chart
Arista Networks Com Shs (ANET)	0.4	$884k		6.7k	131.03	View chart
Royce Value Trust (RVT)	0.3	$871k	+3%	54k	16.10	View chart
Neuberger Next Generation Common Stock (NBXG)	0.3	$834k	-2%	58k	14.44	View chart
Highland Opps & Income Highland Income (HFRO)	0.3	$834k	+112%	140k	5.98	View chart
Lpl Financial Holdings (LPLA)	0.3	$823k		2.3k	357.25	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$816k	+10%	8.0k	101.68	View chart
Meta Platforms Cl A (META)	0.3	$814k	+6%	1.2k	660.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$809k		9.0k	89.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$807k	+6%	1.7k	468.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$807k	+6%	1.3k	627.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$794k	+7%	1.6k	502.65	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.3	$789k	+8%	82k	9.65	View chart
Prospect Capital Corporation (PSEC)	0.3	$788k	+40%	304k	2.59	View chart
Johnson & Johnson (JNJ)	0.3	$788k		3.8k	206.97	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$772k	+26%	33k	23.67	View chart
Sofi Technologies (SOFI)	0.3	$755k	+13%	29k	26.18	View chart
Alignment Healthcare (ALHC)	0.3	$753k		38k	19.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$747k		2.1k	360.13	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$746k	+9%	62k	12.02	View chart
Exxon Mobil Corporation (XOM)	0.3	$736k	-4%	6.1k	120.34	View chart
Duff & Phelps Global (DPG)	0.3	$731k	+21%	58k	12.71	View chart
Deckers Outdoor Corporation (DECK)	0.3	$730k	-28%	7.0k	103.67	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$728k	+40%	2.1k	343.00	View chart
Applovin Corp Com Cl A (APP)	0.3	$719k	+33%	1.1k	673.82	View chart
Docusign (DOCU)	0.3	$715k	-32%	11k	68.40	View chart
Costco Wholesale Corporation (COST)	0.3	$710k	+33%	823.00	862.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$699k	-5%	1.8k	396.31	View chart
Chevron Corporation (CVX)	0.3	$689k	+73%	4.5k	152.42	View chart
Medical Properties Trust (MPT)	0.3	$683k	+7%	137k	5.00	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$655k	+8%	6.1k	106.69	View chart
Global Net Lease Com New (GNL)	0.3	$640k	-10%	74k	8.60	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$637k	+88%	27k	23.23	View chart
Vanguard World Industrial Etf (VIS)	0.3	$636k	NEW	2.1k	298.34	View chart
Abbvie (ABBV)	0.3	$631k	-6%	2.8k	228.52	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.3	$627k	+14%	66k	9.48	View chart
Blackrock Muniyield Fund (MYD)	0.2	$619k	+10%	59k	10.49	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$617k		15k	40.90	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$616k	-5%	5.2k	117.72	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.2	$610k	+13%	64k	9.57	View chart
Peakstone Realty Trust Common Shares (PKST)	0.2	$590k	-20%	41k	14.35	View chart
The Trade Desk Com Cl A (TTD)	0.2	$587k	-27%	16k	37.96	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$585k		14k	41.36	View chart
Ionq Inc Pipe (IONQ)	0.2	$584k	+27%	13k	44.87	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$574k		9.9k	58.12	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$564k	+21%	46k	12.38	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$554k	+17%	11k	50.01	View chart
Birkenstock Holding Com Shs (BIRK)	0.2	$551k	+85%	14k	40.90	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$535k	+29%	2.1k	250.27	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.2	$525k		8.0k	65.96	View chart
Intel Corporation (INTC)	0.2	$520k		14k	36.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$514k	+12%	2.4k	214.69	View chart
TJX Companies (TJX)	0.2	$513k		3.3k	153.62	View chart
Neuberger Berman Real Estate Sec (NRO)	0.2	$501k	-7%	165k	3.04	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.2	$497k		26k	19.03	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$496k	+8%	50k	9.97	View chart
Caterpillar (CAT)	0.2	$487k	-7%	850.00	572.88	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.2	$475k	+16%	55k	8.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$474k	+3%	7.6k	62.47	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$467k	NEW	4.7k	99.94	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$447k		5.1k	87.16	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$434k	NEW	9.4k	46.29	View chart
Western Asset Intm Muni Fd I (SBI)	0.2	$432k	+9%	56k	7.68	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$421k	+2%	8.3k	50.50	View chart
Nuveen Mtg opportunity term (JLS)	0.2	$416k	+74%	23k	18.19	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$414k	-31%	8.8k	47.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$412k		844.00	488.09	View chart
Paycom Software (PAYC)	0.2	$411k		2.6k	159.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$405k	+8%	1.3k	313.68	View chart
Independence Realty Trust In (IRT)	0.2	$398k	+33%	23k	17.48	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$393k	+91%	2.6k	153.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$387k	+22%	4.8k	81.17	View chart
RBB Motley Fol Etf (TMFC)	0.2	$378k	+34%	5.3k	71.77	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$377k	+27%	9.8k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$376k	+64%	11k	33.30	View chart
Doubleline Income Solutions (DSL)	0.1	$374k	+6%	33k	11.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$373k	+31%	5.4k	69.42	View chart
Tortoise Capital Series Trus Essential Energy (TPZ)	0.1	$371k		18k	20.38	View chart
Oneok (OKE)	0.1	$369k	+4%	5.0k	73.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$364k	+15%	3.8k	96.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$363k	+2%	7.2k	50.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$361k	+17%	16k	23.03	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$355k	-3%	24k	14.70	View chart
Cisco Systems (CSCO)	0.1	$345k	-10%	4.5k	77.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$344k	+93%	2.4k	143.97	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$343k		6.5k	52.62	View chart
Altria (MO)	0.1	$342k	+38%	5.9k	57.66	View chart
Us Bancorp Del Com New (USB)	0.1	$341k	-9%	6.4k	53.36	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.1	$338k	+21%	17k	19.57	View chart
Boeing Company (BA)	0.1	$332k		1.5k	217.12	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$331k	NEW	5.1k	64.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$330k	-5%	4.1k	80.63	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$329k	+43%	6.6k	49.85	View chart
Nexpoint Real Estate Fin (NREF)	0.1	$329k	+9%	23k	14.08	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$325k		4.1k	80.22	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$321k	+20%	6.4k	50.25	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$319k	+36%	6.5k	49.14	View chart
Constellation Energy (CEG)	0.1	$318k	-2%	900.00	353.31	View chart
Honeywell International (HON)	0.1	$316k		1.6k	195.09	View chart
Home Depot (HD)	0.1	$312k	-13%	905.00	344.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$308k	+48%	6.4k	48.32	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$306k		2.2k	141.16	View chart
Totalenergies Se Act (TTE)	0.1	$306k	NEW	4.7k	65.42	View chart
Bank Montreal Medium NT LKD 38 (FNGS)	0.1	$305k		4.5k	68.05	View chart
Shell Spon Ads (SHEL)	0.1	$305k		4.1k	73.48	View chart
Amgen (AMGN)	0.1	$304k	-4%	927.00	327.45	View chart
Medpace Hldgs (MEDP)	0.1	$296k		527.00	561.65	View chart
Philip Morris International (PM)	0.1	$296k	-11%	1.8k	160.36	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$295k		8.4k	35.33	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$293k		5.5k	53.06	View chart
Verizon Communications (VZ)	0.1	$292k	-19%	7.2k	40.73	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$287k	NEW	11k	25.48	View chart
United Parcel Service CL B (UPS)	0.1	$287k	NEW	2.9k	99.20	View chart
Intuit (INTU)	0.1	$286k		431.00	662.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$284k	-6%	3.4k	83.75	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$284k	+16%	6.4k	44.65	View chart
Ford Motor Company (F)	0.1	$284k		22k	13.12	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$283k	+3%	7.9k	35.64	View chart
Advanced Micro Devices (AMD)	0.1	$283k		1.3k	214.16	View chart
Visa Com Cl A (V)	0.1	$281k		802.00	350.78	View chart
Valero Energy Corporation (VLO)	0.1	$280k	-10%	1.7k	162.75	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$279k	-33%	3.1k	91.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$278k	-11%	1.1k	246.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$272k		2.7k	99.89	View chart
Cummins (CMI)	0.1	$271k	-15%	531.00	510.11	View chart
Target Corporation (TGT)	0.1	$271k	NEW	2.8k	97.75	View chart
T. Rowe Price (TROW)	0.1	$269k	NEW	2.6k	102.37	View chart
Coca-Cola Company (KO)	0.1	$268k	+6%	3.8k	69.91	View chart
Welltower Inc Com reit (WELL)	0.1	$268k	-2%	1.4k	185.66	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$267k	-16%	4.9k	54.77	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$267k	+22%	36k	7.52	View chart
Deere & Company (DE)	0.1	$267k		573.00	465.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$265k	-21%	790.00	335.19	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$264k	+8%	12k	22.36	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$264k	NEW	3.0k	86.89	View chart
Albemarle Corporation (ALB)	0.1	$261k	NEW	1.8k	141.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$260k		629.00	412.61	View chart
Abbott Laboratories (ABT)	0.1	$253k	-6%	2.0k	125.27	View chart
Kinder Morgan (KMI)	0.1	$251k		9.1k	27.49	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.1	$248k		4.4k	56.89	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$243k	-3%	5.7k	42.56	View chart
McDonald's Corporation (MCD)	0.1	$242k	-4%	793.00	305.70	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$239k	-12%	5.0k	47.95	View chart
International Business Machines (IBM)	0.1	$237k		800.00	296.21	View chart
Raytheon Technologies Corp (RTX)	0.1	$237k	NEW	1.3k	183.40	View chart
Etf Ser Solutions Hoya Cap Housi (HOMZ)	0.1	$236k	-27%	5.2k	45.36	View chart
Gilead Sciences (GILD)	0.1	$236k	-25%	1.9k	122.75	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$233k	NEW	2.6k	89.76	View chart
Siriusxm Holdings Common Stock (SIRI)	0.1	$231k	NEW	12k	19.99	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$230k	NEW	9.7k	23.65	View chart
Intuitive Surgical Com New (ISRG)	0.1	$229k	NEW	404.00	566.36	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$227k	-11%	4.8k	47.35	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$225k	-11%	2.9k	77.89	View chart
Kkr & Co (KKR)	0.1	$225k	-12%	1.8k	127.48	View chart
Mongodb Cl A (MDB)	0.1	$222k	NEW	529.00	419.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$220k	+2%	1.6k	141.06	View chart
Procter & Gamble Company (PG)	0.1	$220k	-10%	1.5k	143.31	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$220k	NEW	724.00	303.89	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$220k	NEW	1.7k	126.67	View chart
Ameriprise Financial (AMP)	0.1	$219k		446.00	490.34	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$218k	NEW	4.3k	50.58	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$217k	NEW	2.2k	98.50	View chart
Enbridge (ENB)	0.1	$216k	-35%	4.5k	47.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$215k	-7%	4.3k	50.46	View chart
Jackson Financial Com Cl A (JXN)	0.1	$213k	-4%	2.0k	106.65	View chart
Wec Energy Group (WEC)	0.1	$213k	NEW	2.0k	105.45	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$211k		6.7k	31.63	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$206k	-17%	8.8k	23.31	View chart
Exp World Holdings Inc equities (EXPI)	0.1	$205k	NEW	23k	9.05	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.1	$205k	NEW	11k	18.94	View chart
Paypal Holdings (PYPL)	0.1	$202k	+6%	3.5k	58.38	View chart
Goldman Sachs (GS)	0.1	$200k	NEW	228.00	879.00	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.1	$165k	-2%	16k	10.03	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$160k	+53%	11k	14.17	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$150k	-6%	19k	8.11	View chart
Joby Aviation Common Stock (JOBY)	0.1	$144k	NEW	11k	13.20	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$133k	-6%	21k	6.28	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.1	$132k	-22%	28k	4.72	View chart
Mobile Infrastructure Corp Com Shs (BEEP)	0.1	$127k	-2%	50k	2.55	View chart
Fermi (FRMI)	0.0	$121k	NEW	15k	8.00	View chart
Mackenzie Rlty Cap Com New (MKZR)	0.0	$111k	NEW	27k	4.07	View chart
Volatility Shs Tr Xrp Etf (XRPI)	0.0	$108k	NEW	10k	10.57	View chart
Ondas Hldgs Com New (ONDS)	0.0	$104k	NEW	11k	9.76	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.0	$100k	NEW	10k	10.04	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$100k	NEW	13k	7.83	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$83k		16k	5.27	View chart
Anixa Biosciences (ANIX)	0.0	$37k	-14%	12k	3.12	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 Q4 filed Feb. 13, 2026
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

View all past filings

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