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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 $185,773,513
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 1,165,643 $69,717,126 37.53%
2.
Ishares Trust
 IEF 21,281 $11,657,982 6.28%
3.
Ishares Tr
 103,322 $4,712,623 2.54%
4.
Nvidia Corp
 NVDA 40,577 $4,639,122 2.5%
5.
Ishares Trust
 IEF 40,449 $3,734,907 2.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)