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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
JPMJpmorgan Chase & Co
Recent Activity
Decreased -5.97%
0.33%
$5.495M
26,059 shares@ $210.87 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.38%
0.33%
$5.491M
10,605 shares@ $517.78 avg price
XARSpdr Series Trust
Recent Activity
Decreased -21.93%
0.33%
$5.41M
34,382 shares@ $157.34 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -4.76%
0.33%
$5.382M
45,912 shares@ $117.22 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -6.97%
0.32%
$5.357M
113,477 shares@ $47.22 avg price
BLVVanguard Bd Index Fd Inc
Recent Activity
Decreased -3.1%
0.32%
$5.338M
71,008 shares@ $75.18 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.89%
0.32%
$5.336M
6,019 shares@ $886.47 avg price
DFRATrimtabs Etf Tr
Recent Activity
Decreased -4.91%
0.32%
$5.295M
165,561 shares@ $31.99 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.72%
0.31%
$5.196M
71,821 shares@ $72.35 avg price
TSLATesla Inc
Recent Activity
Decreased -5.65%
0.31%
$5.132M
19,615 shares@ $261.63 avg price