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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
SDVYFirst Tr Exchange Traded Fd
Recent Activity
Decreased -5.02%
0.39%
$6.536M
179,668 shares@ $36.38 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -5.87%
0.37%
$6.203M
10,022 shares@ $618.99 avg price
VGTVanguard World Fd
Recent Activity
Decreased -27.25%
0.37%
$6.125M
10,427 shares@ $587.43 avg price
TLTIshares Tr
Recent Activity
Decreased -9.79%
0.37%
$6.109M
62,276 shares@ $98.11 avg price
VYMVanguard Whitehall Fds Inc
Recent Activity
Decreased -0.25%
0.37%
$6.082M
47,438 shares@ $128.2 avg price
BIVVanguard Bd Index Fd Inc
Recent Activity
Decreased -2.45%
0.36%
$6.051M
77,216 shares@ $78.38 avg price
XSDSpdr Series Trust
Recent Activity
Decreased -11.05%
0.36%
$6.006M
24,999 shares@ $240.25 avg price
ITOTIshares Tr
Recent Activity
Decreased -26.18%
0.36%
$5.914M
47,076 shares@ $125.62 avg price
HACKAmplify Etf Tr
Recent Activity
Decreased -1.84%
0.35%
$5.756M
84,305 shares@ $68.28 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -1.05%
0.33%
$5.547M
46,584 shares@ $119.08 avg price