Concorde Asset Management, LLC - Portfolio overview

Concorde Asset Management, LLC has 255 reported holdings in this dataset, with the latest filing dated 2026-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.53%
2. SPMO - INVESCO EXCH TRADED FD TR II, 3.73%
3. QQQ - INVESCO QQQ TR, 3.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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