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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 $203,961,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 20,900 $13,652,393 6.69%
2.
Invesco Qqq Tr
 11,555 $6,669,333 3.27%
3.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 53,272 $5,972,293 2.93%
4.
Spdr S & P 500 Etf Trust
 SPY 8,779 $5,725,016 2.81%
5.
First Tr Exchng Traded Fd Vi
 150,664 $5,087,923 2.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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