test

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
VITLVital Farms Inc
Recent Activity
New Position
0.01%
$45,696
1,303 shares@ $35.07 avg price
NZACSpdr Index Shs Fds
Recent Activity
New Position
0.01%
$44,748
1,200 shares@ $37.29 avg price
EALTInnovator Etfs Tr
Recent Activity
New Position
0.01%
$42,774
1,351 shares@ $31.67 avg price
AXAxos Finl Inc
Recent Activity
New Position
0.01%
$42,443
675 shares@ $62.88 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
New Position
0.01%
$42,195
1,500 shares@ $28.13 avg price
UHSUniversal Hlth Svcs Inc
Recent Activity
New Position
0.01%
$38,931
170 shares@ $229.01 avg price
NFTYFirst Tr Exch Trd Alpha Fd I
Recent Activity
New Position
0.01%
$36,051
556 shares@ $64.84 avg price
TAILCambria Etf Tr
Recent Activity
New Position
0.01%
$33,740
2,800 shares@ $12.05 avg price
BRFSBrf Sa
Recent Activity
New Position
0.01%
$32,792
7,504 shares@ $4.37 avg price
JCPBJp Morgan Exchange Traded Fd
Recent Activity
New Position
0.01%
$29,957
621 shares@ $48.24 avg price