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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
SDVDFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.01%
$91,912
4,137 shares@ $22.22 avg price
CGIECapital Group International
Recent Activity
New Position
0.01%
$67,095
2,210 shares@ $30.36 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$56,556
374 shares@ $151.22 avg price
HIMSHims & Hers Health Inc
Recent Activity
New Position
0.01%
$55,260
3,000 shares@ $18.42 avg price
CRDOCredo Technology Group Holdi
Recent Activity
New Position
0.01%
$53,314
1,731 shares@ $30.8 avg price
GAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$50,938
1,465 shares@ $34.77 avg price
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$50,532
1,600 shares@ $31.59 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$49,632
1,539 shares@ $32.25 avg price
CGCVCapital Group Conservative E
Recent Activity
New Position
0.01%
$47,975
1,755 shares@ $27.34 avg price
TEFTelefonica S A
Recent Activity
New Position
0.01%
$46,145
9,495 shares@ $4.86 avg price