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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
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
FTSMFirst Tr Exchange Traded Fd
Recent Activity
Decreased -4.59%
0.78%
$13.016M
216,515 shares@ $60.12 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -4.05%
0.77%
$12.91M
33,625 shares@ $383.93 avg price
IJRIshares Tr
Recent Activity
Decreased -4.86%
0.75%
$12.54M
107,216 shares@ $116.97 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.65%
0.7%
$11.631M
40,949 shares@ $284.04 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -4.63%
0.67%
$11.264M
235,399 shares@ $47.86 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -2.91%
0.67%
$11.255M
223,852 shares@ $50.28 avg price
BINCBlackrock Etf Trust Ii Flexible Income Added
Recent Activity
Decreased -5.55%
0.62%
$10.41M
194,467 shares@ $53.53 avg price
EFGIshares Tr
Recent Activity
Decreased -8.24%
0.6%
$9.945M
92,381 shares@ $107.66 avg price