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Harold Blaine Miller

@Concourse Financial Group Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.681BTotal holdings22037
Assets growth rate5.22%Assets growth rate (2-Q avg)4.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Concourse Financial Group Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 22037 positions.

Assets under management

The assets under management (AUM) of Concourse Financial Group Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.681B in assets, with a quarterly growth rate of 5.22% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Harold Blaine Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MGCVanguard World Fd
Recent Activity
Decreased -0.43%
2.57%
$43.066M
208,412 shares@ $206.64 avg price
IVVIshares Tr
Recent Activity
Decreased -9.19%
2.36%
$39.654M
68,746 shares@ $576.83 avg price
QUALIshares Tr
Recent Activity
Decreased -1.6%
2.02%
$33.81M
188,564 shares@ $179.31 avg price
VEAVanguard Tax Managed Intl Fd
Recent Activity
Decreased -2.57%
1.82%
$30.451M
576,622 shares@ $52.81 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.64%
1.71%
$28.605M
54,041 shares@ $529.32 avg price
AAPLApple Inc
Recent Activity
Decreased -2.6%
1.68%
$28.167M
140,592 shares@ $200.35 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.18%
1.43%
$24.036M
55,858 shares@ $430.3 avg price
AGGIshares Tr
Recent Activity
Decreased -1.59%
1.42%
$23.795M
234,970 shares@ $101.27 avg price
VOVanguard Index Fds
Recent Activity
Decreased -4.89%
1.34%
$22.467M
85,155 shares@ $263.84 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -4.12%
1.08%
$18.146M
174,178 shares@ $104.18 avg price