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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
VBVanguard Index Fds
Recent Activity
Decreased -5.44%
0.23%
$3.859M
16,220 shares@ $237.91 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.83%
0.23%
$3.729M
22,304 shares@ $167.19 avg price
AXPAmerican Express Co
Recent Activity
Decreased -2.83%
0.22%
$3.64M
13,421 shares@ $271.21 avg price
VRIGInvesco Actively Managd Etf
Recent Activity
Decreased -1.59%
0.22%
$3.626M
144,561 shares@ $25.09 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -7.1%
0.22%
$3.625M
11,904 shares@ $304.52 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.97%
0.22%
$3.593M
31,253 shares@ $114.97 avg price
IGSBIshares Tr
Recent Activity
Decreased -5.46%
0.22%
$3.59M
68,182 shares@ $52.66 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.36%
0.21%
$3.521M
6,024 shares@ $584.53 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -4.41%
0.21%
$3.48M
9,845 shares@ $353.48 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -6.07%
0.2%
$3.251M
33,097 shares@ $98.24 avg price