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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
IYWIshares Tr
Recent Activity
Decreased -21.5%
0.3%
$5.033M
33,192 shares@ $151.62 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -2.2%
0.29%
$4.862M
6,747 shares@ $720.67 avg price
PEPPepsico Inc
Recent Activity
Decreased -6.28%
0.28%
$4.615M
27,137 shares@ $170.06 avg price
DONWisdomtree Tr
Recent Activity
Decreased -0.25%
0.27%
$4.536M
88,716 shares@ $51.13 avg price
DFNVTrimtabs Etf Tr
Recent Activity
Decreased -6.67%
0.27%
$4.522M
134,551 shares@ $33.62 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.82%
0.27%
$4.518M
39,518 shares@ $114.33 avg price
IJHIshares Tr
Recent Activity
Decreased -1.29%
0.27%
$4.497M
72,167 shares@ $62.33 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -29.67%
0.27%
$4.427M
25,563 shares@ $173.2 avg price
DFHYTrimtabs Etf Tr
Recent Activity
Decreased -3.25%
0.24%
$3.899M
178,006 shares@ $21.91 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.87%
0.24%
$3.876M
23,917 shares@ $162.06 avg price