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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
TJXTjx Cos Inc New
Recent Activity
Decreased -2.77%
0.16%
$2.671M
22,727 shares@ $117.54 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -18.69%
0.16%
$2.641M
6,497 shares@ $406.43 avg price
RDVYFirst Tr Exchange Traded Fd
Recent Activity
Decreased -7.09%
0.15%
$2.507M
42,341 shares@ $59.21 avg price
SHYIshares Tr
Recent Activity
Decreased -21.16%
0.15%
$2.507M
30,150 shares@ $83.15 avg price
IAGGIshares Tr
Recent Activity
Decreased -1.3%
0.14%
$2.348M
45,320 shares@ $51.83 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -40.54%
0.14%
$2.336M
17,244 shares@ $135.45 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -5.41%
0.14%
$2.299M
53,195 shares@ $43.22 avg price
DVYIshares Tr
Recent Activity
Decreased -2.21%
0.14%
$2.295M
16,993 shares@ $135.07 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -0.44%
0.14%
$2.275M
4,891 shares@ $465.08 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -3.1%
0.14%
$2.275M
7,527 shares@ $302.2 avg price