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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
VOVanguard Index Fds
Recent Activity
Decreased -4.89%
1.34%
$22.467M
85,155 shares@ $263.84 avg price
NVDANvidia Corp
Recent Activity
Increased 1.77%
1.24%
$20.729M
274,878 shares@ $75.42 avg price
IVWIshares Tr
Recent Activity
Increased 0.67%
1.11%
$18.56M
193,836 shares@ $95.75 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -4.12%
1.08%
$18.146M
174,178 shares@ $104.18 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.47%
1.06%
$17.791M
95,484 shares@ $186.33 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 1.12%
1.04%
$17.342M
350,554 shares@ $49.48 avg price
IEFAIshares Tr
Recent Activity
Decreased -5.19%
1%
$16.786M
215,064 shares@ $78.05 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -3.36%
0.89%
$14.823M
153,570 shares@ $96.53 avg price
LQDIshares Tr
Recent Activity
Increased 13.02%
0.79%
$13.242M
117,205 shares@ $112.99 avg price
FTSMFirst Tr Exchange Traded Fd
Recent Activity
Decreased -4.59%
0.78%
$13.016M
216,515 shares@ $60.12 avg price