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Home > Institutional Investor > Concorde Asset Management, Llc > Profile

Instuitional Investor - Concorde Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Concorde Asset Management, Llc
Portfolio Value $191,767,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 21,624 $12,729,522 6.63%
2.
First Tr Exchange-Traded Fd
 125,496 $9,846,431 5.13%
3.
Invesco Qqq Tr
 18,939 $9,681,937 5.04%
4.
Spdr S & P 500 Etf Trust
 SPY 14,951 $8,762,300 4.56%
5.
First Tr Exchng Traded Fd Vi
 283,969 $8,652,535 4.51%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)