Sign In
test

Danielle Delongchamp

Concorde Asset Management, Llc

Assets Managed
$203.961M
Holdings
207
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-18.41%(2Q avg: -6.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Concorde Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Concorde Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 203.961M in assets, with a quarterly growth rate of -18.41% and a 2-quarter average growth rate of -6.93%. The portfolio is managed by Danielle Delongchamp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.08%
6.7%
$13.652M
20,900 shares@ $653.23 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -11.36%
3.27%
$6.669M
11,555 shares@ $577.19 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -33.41%
2.93%
$5.972M
53,272 shares@ $112.11 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -11.83%
2.81%
$5.725M
8,779 shares@ $652.13 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -20.97%
2.5%
$5.088M
150,664 shares@ $33.77 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -25.25%
2.44%
$4.973M
28,514 shares@ $174.41 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 1.24%
2.33%
$4.736M
102,539 shares@ $46.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.82%
2.27%
$4.614M
40,790 shares@ $113.12 avg price
TDIV
Ft Nasdaq Tech Dvd Index Fd
Recent Activity
Decreased -13.32%
2.23%
$4.533M
48,395 shares@ $93.66 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Decreased -6.37%
2.2%
$4.478M
40,421 shares@ $110.78 avg price

1-10 of 207