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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
MAMastercard Incorporated
Recent Activity
Decreased -4.33%
0.56%
$9.291M
18,815 shares@ $493.8 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -6.31%
0.52%
$8.703M
49,856 shares@ $174.57 avg price
BSVVanguard Bd Index Fd Inc
Recent Activity
Decreased -3.99%
0.52%
$8.605M
109,352 shares@ $78.7 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.16%
0.5%
$8.278M
102,517 shares@ $80.76 avg price
SPYSpdr
Recent Activity
Decreased -4.9%
0.48%
$7.981M
13,869 shares@ $575.49 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.38%
0.47%
$7.789M
19,223 shares@ $405.2 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -5.18%
0.44%
$7.306M
125,793 shares@ $58.08 avg price
VVisa Inc
Recent Activity
Decreased -7.61%
0.44%
$7.267M
26,429 shares@ $274.96 avg price
MUBIshares Tr
Recent Activity
Decreased -8.21%
0.42%
$7.036M
85,552 shares@ $82.24 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.44%
0.42%
$6.91M
11,818 shares@ $584.66 avg price