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