HoldingsChannel.com
Concorde Asset Management LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 18,994 -1,402 $7,202
     IVV18,994-1,402$7,202
ISHARES TR (ESGU) 56,094 -4,812 $4,707
     ESGU56,094-4,812$4,707
ISHARES TR (EFV) 52,256 -1,984 $2,267
     EFV52,256-1,984$2,267
ISHARES TR (IUSB) 44,759 -4,166 $2,096
     IUSB44,759-4,166$2,096
ISHARES TR (ITOT) 24,806 +13,758 $2,078
     ITOT24,806+13,758$2,078
INVESCO EXCHANGE TRADED FD T (RSP) 13,795 +2,326 $1,852
     RSP13,795+2,326$1,852
FORTIS INC 29,000 UNCH $1,371
     FTS29,000UNCH$1,371
FIRST TR EXCHNG TRADED FD VI (FIXD) 29,132 -501 $1,351
     FIXD29,132-501$1,351
APPLE INC 9,690 -1,685 $1,325
     AAPL9,690-1,685$1,325
ISHARES TR (GOVT) 55,319 -7,049 $1,323
     GOVT55,319-7,049$1,323
ISHARES TR (EFG) 15,739 -1,525 $1,267
     EFG15,739-1,525$1,267
SCHWAB STRATEGIC TR 17,278 -656 $1,238
     SCHD17,278-656$1,238
VANGUARD WORLD FDS (VHT) 5,108 -48 $1,203
     VHT5,108-48$1,203
ISHARES TR (USMV) 15,345 -1,118 $1,078
     USMV15,345-1,118$1,078
SPDR GOLD TR (GLD) 5,951 +502 $1,003
     GLD5,951+502$1,003
ISHARES TR (TIP) 8,453 +656 $962
     TIP8,453+656$962
SELECT SECTOR SPDR TR (XLB) 12,635 +2,869 $930
     XLB12,635+2,869$930
ISHARES TR (HDV) 9,128 +9,128 $917
     HDV9,128+9,128$917
VANGUARD WORLD FD (MGV) 9,302 +56 $895
     MGV9,302+56$895
TESLA INC 1,239 -160 $834
     TSLA1,239-160$834
FIRST TR EXCHANGE TRADED FD (LMBS) 15,739 -710 $760
     LMBS15,739-710$760
SELECT SECTOR SPDR TR (XLI) 8,666 -76 $757
     XLI8,666-76$757
JPMORGAN CHASE & CO 5,252 +37 $752
     JPM5,252+37$752
VANGUARD TAX MANAGED INTL FD (VEA) 18,440 -85 $752
     VEA18,440-85$752
ISHARES INC (EEMV) 13,105 +13,105 $727
     EEMV13,105+13,105$727
ALIGNMENT HEALTHCARE INC 62,380 -3,200 $712
     ALHC62,380-3,200$712
NVIDIA CORPORATION 5,851 -671 $675
     NVDA5,851-671$675
ABSOLUTE SHS TR 37,090 +1,595 $672
     WBIT37,090+1,595$672
VANGUARD INDEX FDS (VOO) 1,826 -178 $634
     VOO1,826-178$634
ISHARES TR (IVE) 4,412 +651 $606
     IVE4,412+651$606
ISHARES TR (IWM) 3,546 -75 $601
     IWM3,546-75$601
SELECT SECTOR SPDR TR (XLF) 18,737 -760 $589
     XLF18,737-760$589
MICROSOFT CORP 2,220 -2,056 $571
     MSFT2,220-2,056$571
HOME DEPOT INC 1,999 +8 $548
     HD1,999+8$548
EXXON MOBIL CORP 6,356 -17,386 $544
     XOM6,356-17,386$544
ISHARES TR (IYE) 14,103 -10,442 $538
     IYE14,103-10,442$538
SELECT SECTOR SPDR TR (XLU) 7,543 +3,458 $529
     XLU7,543+3,458$529
ISHARES U S ETF TR (COMT) 12,476 -5,617 $511
     COMT12,476-5,617$511
ISHARES TR (IJS) 5,688 +5,688 $506
     IJS5,688+5,688$506
ISHARES INC (ESGE) 15,543 -15,863 $503
     ESGE15,543-15,863$503
VANGUARD INTL EQUITY INDEX F (VWO) 10,872 -3,798 $453
     VWO10,872-3,798$453
JOHNSON & JOHNSON 3,075 +605 $451
     JNJ3,075+605$451
INVESCO QQQ TR 1,587 -798 $445
     QQQ1,587-798$445
VICTORY PORTFOLIOS II 7,559 +7,559 $439
     CDL7,559+7,559$439
US BANCORP DEL 9,311 -265 $429
     USB9,311-265$429
ISHARES TR (MBB) 4,224 -382 $412
     MBB4,224-382$412
AMAZON COM INC 3,700 +3,521 $393
     AMZN3,700+3,521$393
FIRST TR LRG CP VL ALPHADEX (FTA) 6,242 -92 $388
     FTA6,242-92$388
ISHARES TR (TLH) 3,196 +1,178 $384
     TLH3,196+1,178$384
VERIZON COMMUNICATIONS INC 7,523 -24,692 $381
     VZ7,523-24,692$381

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 06/30/2022: $66,317
At 03/31/2022: $150,547

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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