Concorde Asset Management, LLC - Q12026 Holdings
Concorde Asset Management, LLC holds 207 stocks with a total portfolio value of $ 203.96M as of Q12026. In Q12026, Concorde Asset Management, LLC added 14 new positions, increased stakes in 39 stocks, reduced 150 holdings, and fully exited 48 positions. The largest holding is Ishares Tr (IVV), representing 6.69% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options