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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
VUGVanguard Index Fds
Recent Activity
Decreased -4.05%
0.77%
$12.91M
33,625 shares@ $383.93 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 4.23%
0.77%
$12.903M
72,021 shares@ $179.16 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.28%
0.77%
$12.889M
77,718 shares@ $165.85 avg price
IJRIshares Tr
Recent Activity
Decreased -4.86%
0.75%
$12.54M
107,216 shares@ $116.97 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 8.72%
0.74%
$12.304M
79,883 shares@ $154.03 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
EFVIshares Tr
Recent Activity
Increased 125.77%
0.66%
$10.93M
189,989 shares@ $57.53 avg price
IVEIshares Tr
Recent Activity
Increased 7.04%
0.63%
$10.501M
53,260 shares@ $197.17 avg price