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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
VTWGVanguard Scottsdale Fds
Recent Activity
New Position
0.02%
$333,672
1,610 shares@ $207.25 avg price
FTHIFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.02%
$325,157
14,125 shares@ $23.02 avg price
IAGIamgold Corp
Recent Activity
New Position
0.02%
$249,491
47,704 shares@ $5.23 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.02%
$237,437
1,191 shares@ $199.36 avg price
AMSCAmerican Superconductor Corp
Recent Activity
New Position
0.02%
$235,386
9,974 shares@ $23.6 avg price
POWLPowell Inds Inc
Recent Activity
New Position
0.02%
$228,871
1,031 shares@ $221.99 avg price
CVGWCalavo Growers Inc
Recent Activity
New Position
0.02%
$214,602
7,522 shares@ $28.53 avg price
OPRTOportun Finl Corp
Recent Activity
New Position
0.02%
$191,124
68,016 shares@ $2.81 avg price
QLTAIshares Tr
Recent Activity
New Position
0.02%
$189,473
3,855 shares@ $49.15 avg price
AEYEAudioeye Inc
Recent Activity
New Position
0.02%
$187,438
8,203 shares@ $22.85 avg price