
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
17,981 | -2,202 | $7,391 |
IVV | 17,981 | -2,202 | $7,391 |
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171,022 | +107,490 | $6,071 |
FDL | 171,022 | +107,490 | $6,071 |
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86,951 | +86,951 | $4,694 |
IHI | 86,951 | +86,951 | $4,694 |
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29,676 | +27,677 | $4,691 |
ABBV | 29,676 | +27,677 | $4,691 |
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103,269 | +37,766 | $4,634 |
RDVY | 103,269 | +37,766 | $4,634 |
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112,306 | +38,492 | $4,510 |
FVD | 112,306 | +38,492 | $4,510 |
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60,776 | +47,294 | $4,446 |
SCHD | 60,776 | +47,294 | $4,446 |
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53,085 | +53,085 | $4,367 |
DHS | 53,085 | +53,085 | $4,367 |
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55,614 | +13,515 | $3,037 |
JEPI | 55,614 | +13,515 | $3,037 |
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65,374 | +1,886 | $2,917 |
MO | 65,374 | +1,886 | $2,917 |
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48,419 | +7,917 | $2,235 |
IUSB | 48,419 | +7,917 | $2,235 |
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30,479 | -23 | $2,152 |
EIX | 30,479 | -23 | $2,152 |
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22,217 | +2,319 | $2,081 |
EFG | 22,217 | +2,319 | $2,081 |
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16,075 | +16,075 | $1,994 |
QUAL | 16,075 | +16,075 | $1,994 |
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10,117 | -2,745 | $1,668 |
AAPL | 10,117 | -2,745 | $1,668 |
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30,438 | -18,822 | $1,478 |
EFV | 30,438 | -18,822 | $1,478 |
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27,985 | +27,985 | $1,365 |
IEMG | 27,985 | +27,985 | $1,365 |
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29,000 | UNCH | $1,233 |
FTS | 29,000 | UNCH | $1,233 |
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6,017 | -2,807 | $1,227 |
NVDA | 6,017 | -2,807 | $1,227 |
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9,492 | +57 | $959 |
MGV | 9,492 | +57 | $959 |
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10,258 | +1,467 | $952 |
IYW | 10,258 | +1,467 | $952 |
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9,244 | +760 | $876 |
MBB | 9,244 | +760 | $876 |
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9,152 | -4,473 | $828 |
ESGU | 9,152 | -4,473 | $828 |
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3,497 | -186 | $721 |
TSLA | 3,497 | -186 | $721 |
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9,713 | -7,189 | $707 |
USMV | 9,713 | -7,189 | $707 |
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2,370 | -1,811 | $681 |
MSFT | 2,370 | -1,811 | $681 |
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5,926 | -25 | $668 |
XOM | 5,926 | -25 | $668 |
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4,353 | -755 | $630 |
JPM | 4,353 | -755 | $630 |
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3,409 | -138 | $608 |
IWM | 3,409 | -138 | $608 |
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1,366 | -96 | $514 |
VOO | 1,366 | -96 | $514 |
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1,221 | -1,131 | $504 |
DE | 1,221 | -1,131 | $504 |
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20,429 | -3,769 | $478 |
GOVT | 20,429 | -3,769 | $478 |
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2,898 | -2,194 | $440 |
IVE | 2,898 | -2,194 | $440 |
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2,283 | -2,059 | $418 |
GLD | 2,283 | -2,059 | $418 |
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10,071 | -450 | $407 |
VWO | 10,071 | -450 | $407 |
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8,674 | +631 | $392 |
VEA | 8,674 | +631 | $392 |
![]() |
946 | -593 | $387 |
SPY | 946 | -593 | $387 |
![]() |
3,725 | -4,153 | $384 |
AMZN | 3,725 | -4,153 | $384 |
![]() |
2,349 | -307 | $384 |
CVX | 2,349 | -307 | $384 |
![]() |
1,875 | -46 | $383 |
VTI | 1,875 | -46 | $383 |
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1,282 | -100 | $378 |
HD | 1,282 | -100 | $378 |
![]() |
727 | +3 | $361 |
COST | 727 | +3 | $361 |
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1,287 | -12 | $359 |
PEN | 1,287 | -12 | $359 |
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2,250 | UNCH | $358 |
NVO | 2,250 | UNCH | $358 |
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1,254 | -228 | $351 |
MCD | 1,254 | -228 | $351 |
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5,478 | -126 | $350 |
IVW | 5,478 | -126 | $350 |
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2,464 | +2,464 | $342 |
IWY | 2,464 | +2,464 | $342 |
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26,970 | -3,312 | $340 |
F | 26,970 | -3,312 | $340 |
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2,274 | -189 | $336 |
JNJ | 2,274 | -189 | $336 |
![]() |
987 | -977 | $316 |
QQQ | 987 | -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
![]() 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 |