Notify me when Concorde Asset Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 241 | $249,996,173 | +$23,358,456 | -$11,790,328 | +$11,568,128 | IVV, SPMO, QQQ, NVDA, SPY | 13F-HR | 12 Feb 2026, 17:49 |
| Q3 2025 | 223 | $239,105,461 | +$103,350,060 | -$75,052,094 | +$28,297,966 | IVV, SPMO, QQQ, NVDA, BUFQ | 13F-HR | 14 Nov 2025, 16:36 |
| Q1 2025 | 176 | $185,763,154 | +$75,144,761 | -$69,965,935 | +$5,178,826 | FTSM, IVV, IUSB, NVDA, IVW | 13F-HR | 15 May 2025, 11:46 |
| Q4 2024 | 182 | $191,767,437 | +$33,194,886 | -$21,359,296 | +$11,835,590 | IVV, TDIV, QQQ, SPY, BUFR | 13F-HR | 13 Feb 2025, 12:59 |
| Q3 2024 | 176 | $177,182,873 | +$29,456,258 | -$22,279,727 | +$7,176,531 | IVV, BUFR, TDIV, QQQ, SPY | 13F-HR | 12 Nov 2024, 08:14 |
| Q2 2024 | 162 | $162,238,044 | +$30,041,183 | -$24,263,553 | +$5,777,630 | BUFR, IVV, QQQ, TDIV, SPY | 13F-HR | 12 Aug 2024, 16:34 |
| Q1 2024 | 135 | $145,387,884 | +$28,661,449 | -$33,809,234 | -$5,147,785 | BUFR, IVV, TDIV, QQQ, SPY | 13F-HR | 15 May 2024, 16:16 |
| Q4 2023 | 165 | $128,871,469 | +$45,340,856 | -$24,927,475 | +$20,413,381 | BUFR, SPY, QQQ, TDIV, GRID | 13F-HR | 14 Feb 2024, 18:44 |
| Q3 2023 | 143 | $111,059,272 | +$27,900,857 | -$20,755,251 | +$7,145,606 | IVV, BUFR, RDVY, GRID, IHI | 13F-HR | 09 Nov 2023, 19:15 |
| Q2 2023 | 129 | $108,323,113 | +$40,345,652 | -$18,760,232 | +$21,585,420 | IVV, BUFR, RDVY, FVD, IHI | 13F-HR | 25 Jul 2023, 15:06 |
| Q1 2023 | 81 | $84,143,679 | +$30,621,125 | -$61,736,294 | -$31,115,169 | IVV, FDL, IHI, RDVY, ABBV | 13F-HR | 09 May 2023, 12:08 |
| Q4 2022 | 149 | $111,551,040 | +$38,085,236 | -$20,602,520 | +$17,482,716 | IVV, FVD, MO, RDVY, FTC | 13F-HR | 02 Feb 2023, 10:42 |
| Q3 2022 | 144 | $88,283,000 | +$35,051,061 | -$7,668,222 | +$27,382,839 | IVV, ESGU, FDL, AAPL, EFV | 13F-HR | 31 Oct 2022, 12:00 |
| Q2 2022 | 111 | $65,424,000 | +$8,875,718 | -$81,435,945 | -$72,560,227 | IVV, ESGU, EFV, IUSB, ITOT | 13F-HR | 05 Aug 2022, 09:39 |
| Q1 2022 | 157 | $149,598,000 | +$43,867,640 | -$52,205,252 | -$8,337,612 | IVV, ESGU, MO, BCE, TRP | 13F-HR | 22 Apr 2022, 12:11 |
| Q4 2021 | 176 | $162,786,000 | +$19,779,558 | -$35,663,209 | -$15,883,651 | IVV, ESGU, IUSB, GOVT, EFG | 13F-HR | 02 Feb 2022, 12:49 |
| Q3 2021 | 201 | $172,773,000 | +$47,484,703 | -$48,979,038 | -$1,494,335 | IVV, ESGU, IUSB, GOVT, UPST | 13F-HR | 21 Oct 2021, 15:14 |
| Q2 2021 | 202 | $177,504,000 | +$28,875,954 | -$32,133,889 | -$3,257,935 | IVV, ESGU, IUSB, GOVT, MO | 13F-HR | 20 Jul 2021, 09:35 |
| Q1 2021 | 221 | $172,760,000 | +$83,444,586 | -$93,401,520 | -$9,956,934 | IVV, ESGU, GOVT, IUSB, T | 13F-HR | 27 Apr 2021, 11:07 |
| Q4 2020 | 161 | $179,169,000 | +$45,370,647 | -$56,842,124 | -$11,471,477 | IVV, ESGU, LQD, GOVT, ESGE | 13F-HR | 29 Jan 2021, 14:15 |
| Q3 2020 | 189 | $174,423,000 | +$59,714,109 | -$9,187,116 | +$50,526,993 | IVV, LQD, ESGU, GOVT, EFG | 13F-HR | 23 Oct 2020, 15:10 |
| Q2 2020 | 136 | $118,803,000 | +$42,227,197 | -$32,179,903 | +$10,047,294 | IVV, LQD, GOVT, ESGU, EFG | 13F-HR | 17 Jul 2020, 18:01 |
| Q1 2020 | 106 | $97,164,000 | +$22,898,356 | -$56,509,671 | -$33,611,315 | IVV, GOVT, IEFA, QUAL, IGIB | 13F-HR | 22 Apr 2020, 16:22 |
| Q4 2019 | 151 | $144,352,000 | +$27,874,983 | -$20,069,700 | +$7,805,283 | IVV, GOVT, IHI, SHOP, IEFA | 13F-HR | 30 Jan 2020, 16:11 |
| Q3 2019 | 144 | $129,882,000 | +$14,936,796 | -$53,645,635 | -$38,708,839 | IVV, GOVT, IHI, NEAR, IEFA | 13F-HR | 28 Oct 2019, 09:51 |
| Q2 2019 | 249 | $170,648,000 | +$30,524,039 | -$19,490,064 | +$11,033,975 | IVV, IHI, GOVT, ITOT, IEFA | 13F-HR | 08 Aug 2019, 08:41 |
| Q1 2019 | 220 | $154,617,000 | +$36,272,820 | -$13,571,639 | +$22,701,181 | IVV, IHI, NEAR, IEFA, ITOT | 13F-HR | 01 May 2019, 08:56 |
| Q4 2018 | 188 | $117,923,000 | +$40,409,894 | -$14,090,494 | +$26,319,400 | IVV, IHI, NEAR, IEFA, LQD | 13F-HR | 25 Jan 2019, 16:19 |
| Q3 2018 | 146 | $102,229,000 | +$24,162,686 | -$12,078,710 | +$12,083,976 | IVV, IHI, NEAR, LQD, IEFA | 13F-HR | 30 Oct 2018, 09:21 |
| Q2 2018 | 130 | $87,493,000 | +$14,584,219 | -$9,776,572 | +$4,807,647 | IVV, IHI, QQQ, IJH, XLK | 13F-HR | 17 Jul 2018, 09:53 |
| Q1 2018 | 120 | $81,645,000 | +$13,402,407 | -$10,013,144 | +$3,389,263 | IVV, IHI, QQQ, IGIB, IEFA | 13F-HR | 24 Apr 2018, 11:32 |
| Q4 2017 | 123 | $78,894,000 | +$7,196,938 | -$47,068,923 | -$39,871,985 | IVV, IHI, IGIB, FTS, VEU | 13F-HR | 23 Jan 2018, 11:25 |
| Q3 2017 | 161 | $115,438,000 | +$46,899,059 | -$7,859,824 | +$39,039,235 | IHI, IVV, FTS, IGIB, XLK | 13F-HR | 31 Oct 2017, 13:12 |
| Q2 2017 | 126 | $74,090,000 | +$25,983,817 | -$13,635,990 | +$12,347,827 | IHI, IVV, IGIB, FTS, XLK | 13F-HR | 17 Jul 2017, 12:09 |
| Q1 2017 | 116 | $60,600,000 | +$17,698,194 | -$13,848,539 | +$3,849,655 | IHI, JNK, HYG, MBB, FTS | 13F-HR | 21 Apr 2017, 15:00 |
| Q4 2016 | 116 | $53,339,000 | +$7,378,788 | -$33,461,573 | -$26,082,785 | JNK, HYG, FTS, MBB, IWM | 13F-HR | 24 Jan 2017, 15:04 |
| Q3 2016 | 132 | $79,309,000 | +$21,498,733 | -$43,346,267 | -$21,847,534 | HYG, JNK, T, MBB, IGIB | 13F-HR | 31 Oct 2016, 10:44 |
| Q2 2016 | 145 | $99,141,000 | +$41,894,784 | -$30,286,354 | +$11,608,430 | HYG, JNK, IJH, VOE, VBR | 13F-HR | 20 Jul 2016, 16:58 |
| Q1 2016 | 127 | $86,287,000 | +$27,022,258 | -$29,941,380 | -$2,919,122 | SPY, JNK, HYG, XLK, XLY | 13F-HR | 26 Apr 2016, 11:32 |
| Q4 2015 | 112 | $89,818,000 | +$38,640,432 | -$8,172,471 | +$30,467,961 | SPY, XLV, XLK, XLY, SPTI | 13F-HR | 28 Jan 2016, 10:51 |
| Q3 2015 | 102 | $58,443,000 | +$18,650,865 | -$33,976,383 | -$15,325,518 | IEF, XLV, SHY, BIV, MBB | 13F-HR | 16 Oct 2015, 13:06 |
| Q2 2015 | 106 | $78,541,000 | +$21,591,180 | -$30,532,169 | -$8,940,989 | IWM, IJK, IJT, XLV, JNK | 13F-HR | 14 Jul 2015, 11:19 |
| Q1 2015 | 118 | $87,660,000 | +$33,983,963 | -$29,595,570 | +$4,388,393 | IWM, IJT, IJK, SCHV, JNK | 13F-HR | 01 May 2015, 10:14 |
| Q4 2014 | 99 | $79,728,000 | $0 | $0 | $0 | DIA, IVW, QQQ, SCHV, XLV | 13F-HR | 12 Feb 2015, 14:06 |