
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
18,994 | -1,402 | $7,202 |
IVV | 18,994 | -1,402 | $7,202 |
![]() |
56,094 | -4,812 | $4,707 |
ESGU | 56,094 | -4,812 | $4,707 |
![]() |
52,256 | -1,984 | $2,267 |
EFV | 52,256 | -1,984 | $2,267 |
![]() |
44,759 | -4,166 | $2,096 |
IUSB | 44,759 | -4,166 | $2,096 |
![]() |
24,806 | +13,758 | $2,078 |
ITOT | 24,806 | +13,758 | $2,078 |
![]() |
13,795 | +2,326 | $1,852 |
RSP | 13,795 | +2,326 | $1,852 |
![]() |
29,000 | UNCH | $1,371 |
FTS | 29,000 | UNCH | $1,371 |
![]() |
29,132 | -501 | $1,351 |
FIXD | 29,132 | -501 | $1,351 |
![]() |
9,690 | -1,685 | $1,325 |
AAPL | 9,690 | -1,685 | $1,325 |
![]() |
55,319 | -7,049 | $1,323 |
GOVT | 55,319 | -7,049 | $1,323 |
![]() |
15,739 | -1,525 | $1,267 |
EFG | 15,739 | -1,525 | $1,267 |
![]() |
17,278 | -656 | $1,238 |
SCHD | 17,278 | -656 | $1,238 |
![]() |
5,108 | -48 | $1,203 |
VHT | 5,108 | -48 | $1,203 |
![]() |
15,345 | -1,118 | $1,078 |
USMV | 15,345 | -1,118 | $1,078 |
![]() |
5,951 | +502 | $1,003 |
GLD | 5,951 | +502 | $1,003 |
![]() |
8,453 | +656 | $962 |
TIP | 8,453 | +656 | $962 |
![]() |
12,635 | +2,869 | $930 |
XLB | 12,635 | +2,869 | $930 |
![]() |
9,128 | +9,128 | $917 |
HDV | 9,128 | +9,128 | $917 |
![]() |
9,302 | +56 | $895 |
MGV | 9,302 | +56 | $895 |
![]() |
1,239 | -160 | $834 |
TSLA | 1,239 | -160 | $834 |
![]() |
15,739 | -710 | $760 |
LMBS | 15,739 | -710 | $760 |
![]() |
8,666 | -76 | $757 |
XLI | 8,666 | -76 | $757 |
![]() |
5,252 | +37 | $752 |
JPM | 5,252 | +37 | $752 |
![]() |
18,440 | -85 | $752 |
VEA | 18,440 | -85 | $752 |
![]() |
13,105 | +13,105 | $727 |
EEMV | 13,105 | +13,105 | $727 |
![]() |
62,380 | -3,200 | $712 |
ALHC | 62,380 | -3,200 | $712 |
![]() |
5,851 | -671 | $675 |
NVDA | 5,851 | -671 | $675 |
![]() |
37,090 | +1,595 | $672 |
WBIT | 37,090 | +1,595 | $672 |
![]() |
1,826 | -178 | $634 |
VOO | 1,826 | -178 | $634 |
![]() |
4,412 | +651 | $606 |
IVE | 4,412 | +651 | $606 |
![]() |
3,546 | -75 | $601 |
IWM | 3,546 | -75 | $601 |
![]() |
18,737 | -760 | $589 |
XLF | 18,737 | -760 | $589 |
![]() |
2,220 | -2,056 | $571 |
MSFT | 2,220 | -2,056 | $571 |
![]() |
1,999 | +8 | $548 |
HD | 1,999 | +8 | $548 |
![]() |
6,356 | -17,386 | $544 |
XOM | 6,356 | -17,386 | $544 |
![]() |
14,103 | -10,442 | $538 |
IYE | 14,103 | -10,442 | $538 |
![]() |
7,543 | +3,458 | $529 |
XLU | 7,543 | +3,458 | $529 |
![]() |
12,476 | -5,617 | $511 |
COMT | 12,476 | -5,617 | $511 |
![]() |
5,688 | +5,688 | $506 |
IJS | 5,688 | +5,688 | $506 |
![]() |
15,543 | -15,863 | $503 |
ESGE | 15,543 | -15,863 | $503 |
![]() |
10,872 | -3,798 | $453 |
VWO | 10,872 | -3,798 | $453 |
![]() |
3,075 | +605 | $451 |
JNJ | 3,075 | +605 | $451 |
![]() |
1,587 | -798 | $445 |
QQQ | 1,587 | -798 | $445 |
![]() |
7,559 | +7,559 | $439 |
CDL | 7,559 | +7,559 | $439 |
![]() |
9,311 | -265 | $429 |
USB | 9,311 | -265 | $429 |
![]() |
4,224 | -382 | $412 |
MBB | 4,224 | -382 | $412 |
![]() |
3,700 | +3,521 | $393 |
AMZN | 3,700 | +3,521 | $393 |
![]() |
6,242 | -92 | $388 |
FTA | 6,242 | -92 | $388 |
![]() |
3,196 | +1,178 | $384 |
TLH | 3,196 | +1,178 | $384 |
![]() |
7,523 | -24,692 | $381 |
VZ | 7,523 | -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
![]() 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 |