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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
BILSpdr Ser Tr
Recent Activity
Decreased -16.23%
0.19%
$3.193M
34,773 shares@ $91.81 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.18%
0.19%
$3.108M
9,647 shares@ $322.21 avg price
CVXChevron Corp New
Recent Activity
Decreased -7.43%
0.18%
$3.017M
20,486 shares@ $147.28 avg price
BKNGBooking Hldgs Inc
Recent Activity
Decreased -3.72%
0.18%
$2.941M
698 shares@ $4213.28 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -3.42%
0.18%
$2.873M
5,164 shares@ $556.44 avg price
HEFAIshares Tr
Recent Activity
Decreased -32.19%
0.18%
$2.862M
80,792 shares@ $35.42 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -3.44%
0.17%
$2.839M
96,524 shares@ $29.42 avg price
USMVIshares Tr
Recent Activity
Decreased -3.79%
0.17%
$2.795M
30,606 shares@ $91.31 avg price
PHParker Hannifin Corp
Recent Activity
Decreased -2.19%
0.17%
$2.701M
4,274 shares@ $631.85 avg price
IEMGIshares Inc
Recent Activity
Decreased -48.78%
0.17%
$2.692M
46,899 shares@ $57.41 avg price