HoldingsChannel.com
Concorde Asset Management LLC Top Holdings
As of  03/31/2023, below is a summary of the Concorde Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by Concorde Asset Management LLC. In the Concorde Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Concorde Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the Concorde Asset Management LLC top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 17,981 -2,202 $7,391
     IVV17,981-2,202$7,391
FIRST TR MORNINGSTAR DIVID L (FDL) 171,022 +107,490 $6,071
     FDL171,022+107,490$6,071
ISHARES TR (IHI) 86,951 +86,951 $4,694
     IHI86,951+86,951$4,694
ABBVIE INC 29,676 +27,677 $4,691
     ABBV29,676+27,677$4,691
FIRST TR EXCHANGE TRADED FD (RDVY) 103,269 +37,766 $4,634
     RDVY103,269+37,766$4,634
FIRST TR VALUE LINE DIVID IN (FVD) 112,306 +38,492 $4,510
     FVD112,306+38,492$4,510
SCHWAB STRATEGIC TR 60,776 +47,294 $4,446
     SCHD60,776+47,294$4,446
WISDOMTREE TR 53,085 +53,085 $4,367
     DHS53,085+53,085$4,367
J P MORGAN EXCHANGE TRADED F (JEPI) 55,614 +13,515 $3,037
     JEPI55,614+13,515$3,037
ALTRIA GROUP INC 65,374 +1,886 $2,917
     MO65,374+1,886$2,917
ISHARES TR (IUSB) 48,419 +7,917 $2,235
     IUSB48,419+7,917$2,235
EDISON INTL 30,479 -23 $2,152
     EIX30,479-23$2,152
ISHARES TR (EFG) 22,217 +2,319 $2,081
     EFG22,217+2,319$2,081
ISHARES TR (QUAL) 16,075 +16,075 $1,994
     QUAL16,075+16,075$1,994
APPLE INC 10,117 -2,745 $1,668
     AAPL10,117-2,745$1,668
ISHARES TR (EFV) 30,438 -18,822 $1,478
     EFV30,438-18,822$1,478
ISHARES INC (IEMG) 27,985 +27,985 $1,365
     IEMG27,985+27,985$1,365
FORTIS INC 29,000 UNCH $1,233
     FTS29,000UNCH$1,233
NVIDIA CORPORATION 6,017 -2,807 $1,227
     NVDA6,017-2,807$1,227
VANGUARD WORLD FD (MGV) 9,492 +57 $959
     MGV9,492+57$959
ISHARES TR (IYW) 10,258 +1,467 $952
     IYW10,258+1,467$952
ISHARES TR (MBB) 9,244 +760 $876
     MBB9,244+760$876
ISHARES TR (ESGU) 9,152 -4,473 $828
     ESGU9,152-4,473$828
TESLA INC 3,497 -186 $721
     TSLA3,497-186$721
ISHARES TR (USMV) 9,713 -7,189 $707
     USMV9,713-7,189$707
MICROSOFT CORP 2,370 -1,811 $681
     MSFT2,370-1,811$681
EXXON MOBIL CORP 5,926 -25 $668
     XOM5,926-25$668
JPMORGAN CHASE & CO 4,353 -755 $630
     JPM4,353-755$630
ISHARES TR (IWM) 3,409 -138 $608
     IWM3,409-138$608
VANGUARD INDEX FDS (VOO) 1,366 -96 $514
     VOO1,366-96$514
DEERE & CO 1,221 -1,131 $504
     DE1,221-1,131$504
ISHARES TR (GOVT) 20,429 -3,769 $478
     GOVT20,429-3,769$478
ISHARES TR (IVE) 2,898 -2,194 $440
     IVE2,898-2,194$440
SPDR GOLD TR (GLD) 2,283 -2,059 $418
     GLD2,283-2,059$418
VANGUARD INTL EQUITY INDEX F (VWO) 10,071 -450 $407
     VWO10,071-450$407
VANGUARD TAX MANAGED FDS (VEA) 8,674 +631 $392
     VEA8,674+631$392
SPDR S&P 500 ETF TR (SPY) 946 -593 $387
     SPY946-593$387
AMAZON COM INC 3,725 -4,153 $384
     AMZN3,725-4,153$384
CHEVRON CORP NEW 2,349 -307 $384
     CVX2,349-307$384
VANGUARD INDEX FDS (VTI) 1,875 -46 $383
     VTI1,875-46$383
HOME DEPOT INC 1,282 -100 $378
     HD1,282-100$378
COSTCO WHSL CORP NEW 727 +3 $361
     COST727+3$361
PENUMBRA INC 1,287 -12 $359
     PEN1,287-12$359
NOVO NORDISK A S 2,250 UNCH $358
     NVO2,250UNCH$358
MCDONALDS CORP 1,254 -228 $351
     MCD1,254-228$351
ISHARES TR (IVW) 5,478 -126 $350
     IVW5,478-126$350
ISHARES TR (IWY) 2,464 +2,464 $342
     IWY2,464+2,464$342
FORD MTR CO DEL 26,970 -3,312 $340
     F26,970-3,312$340
JOHNSON & JOHNSON 2,274 -189 $336
     JNJ2,274-189$336
INVESCO QQQ TR 987 -977 $316
     QQQ987-977$316

See Full List: All Stocks Held By Concorde Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Concorde Asset Management LLC

Size ($ in 1000's)
At 03/31/2023: $84,350
At 12/31/2022: $112,350

Concorde Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Concorde Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Concorde Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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