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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Concorde Asset Management, LLC INSTITUTION : Concorde Asset Management, LLC
Concorde Asset Management, LLC Portfolio (reported on 2020-04-22)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 10,438,000 40,394 10.74%
ISHARES TR    (US TREAS BD ETF) GOVT 9,252,000 330,314 9.52%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,668,000 73,524 3.77%
ISHARES TR    (INTRM TR CRP ETF) CIU 3,400,000 61,907 3.50%
ISHARES TR    (USA QUALITY FCTR) QUAL 3,241,000 39,994 3.33%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 3,087,000 63,663 3.17%
ISHARES TR    (MBS ETF) MBB 3,047,000 27,585 3.13%
ISHARES TR    (ESG MSCI USA ETF) 2,779,000 48,332 2.86%
ISHARES TR    (MSCI MIN VOL ETF) USMV 2,468,000 45,702 2.54%
ISHARES TR    (0-5YR HI YL CP) SHYG 1,971,000 48,235 2.02%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 1,970,000 24,506 2.02%
ISHARES INC    (ESG MSCI EM ETF) 1,697,000 62,018 1.74%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 1,308,000 23,601 1.34%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 1,298,000 5,481 1.33%
ISHARES TR    (20 YR TR BD ETF) TLT 1,279,000 7,753 1.31%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 1,233,000 7,421 1.26%
ISHARES TR    (GLOBAL TECH ETF) IXN 1,224,000 6,712 1.26%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 1,142,000 21,667 1.17%
FORTIS INC    (COM) FRTSF 1,118,000 29,000 1.15%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 1,109,000 25,062 1.14%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 1,037,000 20,332 1.06%
ISHARES TR    (MSCI ACWI ETF) ACWI 977,000 15,607 1.00%
ISHARES INC    (CORE MSCI EMKT) IEMG 959,000 23,686 0.98%
ISHARES TR    (USA SIZE FACTOR) SIZE 898,000 12,586 0.92%
ISHARES TR    (U.S. TECH ETF) IYW 896,000 4,386 0.92%
ISHARES TR    (CORE S&P TTL STK) ISI 804,000 14,052 0.82%
MICROSOFT CORP    (COM) MSFT 770,000 4,881 0.79%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 764,000 22,921 0.78%
ISHARES TR    (CORE S&P500 ETF) IVV 760,000 2,942 0.78%
ISHARES TR    (LNG TR CRPRT BD) CLY 750,000 11,789 0.77%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 731,000 26,397 0.75%
SPDR SER TR    (PORTFOLIO S&P500) ELR 675,000 22,305 0.69%
ISHARES TR    (JPMORGAN USD EMG) EMB 660,000 6,825 0.67%
GLOBAL NET LEASE INC    (COM NEW) 658,000 49,210 0.67%
ISHARES TR    (SH TR CRPORT ETF) CSJ 609,000 11,624 0.62%
SPDR SER TR    (PORTFLI TIPS ETF) IPE 606,000 20,884 0.62%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 604,000 13,422 0.62%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 584,000 16,341 0.60%
ISHARES TR    (US TREAS BD ETF) GOVT 568,000 20,265 0.58%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 568,000 2,205 0.58%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 540,000 6,830 0.55%
ISHARES TR    (USA MOMENTUM FCT) 535,000 5,028 0.55%
ISHARES TR    (1 3 YR TREAS BD) SHY 535,000 6,176 0.55%
ISHARES TR    (U.S. MED DVC ETF) IHI 526,000 2,335 0.54%
ISHARES TR    (FLTG RATE NT ETF) FLOT 514,000 10,550 0.52%
ZOETIS INC    (CL A) ZTS 496,000 4,217 0.51%
SPDR SER TR    (PORTFOLIO SH TSR) SST 479,000 15,601 0.49%
PAYCOM SOFTWARE INC    (COM) PAYC 475,000 2,352 0.48%
JOHNSON & JOHNSON    (COM) JNJ 471,000 3,590 0.48%
BP PLC    (SPONSORED ADR) BP 457,000 18,757 0.47%
INVESCO QQQ TR    (UNIT SER 1) 449,000 2,359 0.46%
FIRST TR LARGE CAP GROWTH A    (COM SHS) FTC 442,000 7,373 0.45%
ISHARES TR    (FLTG RATE NT ETF) FLOT 408,000 8,370 0.42%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 407,000 7,472 0.41%
ISHARES TR    (IBOXX INV CP ETF) LQD 401,000 3,244 0.41%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 400,000 1,823 0.41%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 383,000 6,815 0.39%
HEICO CORP NEW    (COM) HEI 376,000 5,043 0.38%
ISHARES TR    (S&P 100 ETF) OEF 371,000 3,129 0.38%
FIRST TR EXCHANGE-TRADED FD    (SENIOR LN FD) FTSL 364,000 8,704 0.37%
EXXON MOBIL CORP    (COM) XOM 356,000 9,377 0.36%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 354,000 5,070 0.36%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 351,000 4,274 0.36%
ISHARES TR    (ESG MSCI USA ETF) 341,000 5,935 0.35%
J P MORGAN EXCHANGE-TRADED F    (US MINMUM VOLT) 339,000 13,716 0.34%
ISHARES TR    (CORE MSCI EAFE) IEFA 337,000 6,752 0.34%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 326,000 9,716 0.33%
FIRST TR EXCHNG TRADED FD VI    (ALT ABSLT STRG) 325,000 12,819 0.33%
ISHARES TR    (CORE S&P TTL STK) ISI 323,000 5,649 0.33%
SPDR GOLD TRUST    (GOLD SHS) GLD 321,000 2,171 0.33%
ISHARES TR    (USA QUALITY FCTR) QUAL 320,000 3,950 0.32%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 312,000 9,181 0.32%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 283,000 4,789 0.29%
VANECK VECTORS ETF TR    (HIGH YLD MUN ETF) 273,000 5,232 0.28%
MICROSOFT CORP    (COM) MSFT 273,000 1,732 0.28%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 269,000 2,214 0.27%
TRANSUNION    (COM) 264,000 3,987 0.27%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 262,000 5,274 0.26%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 257,000 4,720 0.26%
ISHARES TR    (EXPND TEC SC ETF) IGM 256,000 1,207 0.26%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 256,000 4,699 0.26%
PROSHARES TR II    (ULTRA GOLD) UGL 255,000 4,898 0.26%
SELECT SECTOR SPDR TR    (COMMUNICATION) 251,000 5,678 0.25%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 247,000 4,531 0.25%
PROSHARES TR II    (ULTA BLMBG 2017) 245,000 154,353 0.25%
SERVICENOW INC    (COM) NOW 241,000 842 0.24%
ADVANCED MICRO DEVICES INC    (COM) AMD 240,000 5,270 0.24%
ISHARES TR    (U.S. UTILITS ETF) IDU 237,000 1,715 0.24%
ISHARES TR    (CORE S&P500 ETF) IVV 236,000 915 0.24%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 235,000 4,722 0.24%
ARK ETF TR    (INNOVATION ETF) ARKK 235,000 5,330 0.24%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 227,000 8,187 0.23%
ISHARES SILVER TRUST    (ISHARES) SLV 227,000 17,422 0.23%
FIRST TR EXCH TRADED FD III    (LNG/SHT EQUITY) FTLS 216,000 5,755 0.22%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 211,000 1,978 0.21%
FIRST TR EXCH TRADED FD III    (HORIZON MNGD ETF) 209,000 8,087 0.21%
APPLE INC    (COM) AAPL 209,000 824 0.21%
IRON MTN INC NEW    (COM) IRM 209,000 8,800 0.21%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 208,000 3,502 0.21%
ISHARES TR    (CORE US AGGBD ET) AGG 204,000 1,766 0.21%
BLACKROCK SCIENCE & TECHNOLO    (SHS) BST 201,000 6,995 0.20%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 195,000 2,181 0.20%
ISHARES INC    (ESG MSCI EM ETF) 195,000 7,137 0.20%
ISHARES TR    (MSCI MIN VOL ETF) USMV 191,000 3,540 0.19%
PFIZER INC    (COM) PFE 181,000 5,536 0.18%
ISHARES TR    (U.S. ENERGY ETF) IYE 172,000 11,245 0.17%
ISHARES TR    (CORE S&P500 ETF) IVV 160,000 618 0.16%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 160,000 7,700 0.16%
HOME DEPOT INC    (COM) HD 146,000 780 0.15%
EXXON MOBIL CORP    (COM) XOM 141,000 3,726 0.14%
AT&T INC    (COM) T 140,000 4,810 0.14%
APPLE INC    (COM) AAPL 137,000 539 0.14%
BP PLC    (SPONSORED ADR) BP 130,000 5,350 0.13%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 128,000 2,300 0.13%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 124,000 2,548 0.12%
ISHARES TR    (TIPS BD ETF) TIP 123,000 1,040 0.12%
ISHARES TR    (CORE US AGGBD ET) AGG 122,000 1,054 0.12%
ISHARES TR    (GLOBAL TECH ETF) IXN 121,000 664 0.12%
JOHNSON & JOHNSON    (COM) JNJ 121,000 922 0.12%
AT&T INC    (COM) T 114,000 3,922 0.11%
ISHARES TR    (USA SIZE FACTOR) SIZE 113,000 1,583 0.11%
PFIZER INC    (COM) PFE 113,000 3,464 0.11%
ISHARES TR    (1 3 YR TREAS BD) SHY 100,000 1,153 0.10%
ISHARES INC    (CORE MSCI EMKT) IEMG 95,000 2,350 0.09%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 92,000 1,890 0.09%
KIMBELL RTY PARTNERS LP    (UNIT) 87,000 15,000 0.08%
ISHARES TR    (TIPS BD ETF) TIP 81,000 690 0.08%
AT&T INC    (COM) T 81,000 2,789 0.08%
ISHARES TR    (20 YR TR BD ETF) TLT 81,000 491 0.08%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 79,000 1,136 0.08%
ISHARES TR    (CORE MSCI EAFE) IEFA 73,000 1,466 0.07%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 71,000 1,269 0.07%
ISHARES TR    (USA QUALITY FCTR) QUAL 71,000 882 0.07%
ISHARES TR    (US TREAS BD ETF) GOVT 69,000 2,626 0.07%
EXXON MOBIL CORP    (COM) XOM 69,000 1,820 0.07%
PFIZER INC    (COM) PFE 68,000 2,082 0.07%
GOODYEAR TIRE & RUBR CO    (COM) GT 65,000 11,183 0.06%
ISHARES TR    (INTRM TR CRP ETF) CIU 65,000 1,183 0.06%
ISHARES TR    (MBS ETF) MBB 60,000 544 0.06%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 60,000 2,877 0.06%
ISHARES TR    (GLOBAL TECH ETF) IXN 58,000 319 0.05%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 56,000 1,000 0.05%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 52,000 585 0.05%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 50,000 193 0.05%
SPDR SER TR    (PORTFOLIO S&P500) ELR 49,000 1,396 0.05%
BP PLC    (SPONSORED ADR) BP 45,000 1,860 0.04%
ISHARES TR    (ESG MSCI USA ETF) 40,000 699 0.04%
ISHARES TR    (USA MOMENTUM FCT) 40,000 373 0.04%
INVESCO QQQ TR    (UNIT SER 1) 38,000 202 0.03%
ISHARES TR    (0-5YR HI YL CP) SHYG 38,000 926 0.03%
ISHARES TR    (20 YR TR BD ETF) TLT 36,000 268 0.03%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 32,000 670 0.03%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 30,000 535 0.03%
ISHARES TR    (0-5YR HI YL CP) SHYG 27,000 654 0.02%
HOME DEPOT INC    (COM) HD 26,000 140 0.02%
FS KKR CAPITAL CORP    (COM) 26,000 8,514 0.02%
ISHARES TR    (MSCI MIN VOL ETF) USMV 25,000 464 0.02%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 25,000 486 0.02%
ISHARES INC    (ESG MSCI EM ETF) 25,000 913 0.02%
ISHARES INC    (CORE MSCI EMKT) IEMG 23,000 577 0.02%
ISHARES TR    (US TREAS BD ETF) GOVT 23,000 866 0.02%
ISHARES TR    (U.S. UTILITS ETF) IDU 21,000 150 0.02%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 21,000 405 0.02%
JOHNSON & JOHNSON    (COM) JNJ 20,000 155 0.02%
HOME DEPOT INC    (COM) HD 19,000 100 0.01%
ISHARES TR    (LNG TR CRPRT BD) CLY 19,000 303 0.01%
ISHARES TR    (USA SIZE FACTOR) SIZE 18,000 253 0.01%
APPLE INC    (COM) AAPL 18,000 72 0.01%
HOME DEPOT INC    (COM) HD 18,000 98 0.01%
SPDR SER TR    (PORTFOLIO S&P500) ELR 15,000 431 0.01%
ISHARES TR    (SH TR CRPORT ETF) CSJ 15,000 279 0.01%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 14,000 280 0.01%
FS KKR CAPITAL CORP    (COM) 12,000 4,079 0.01%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 12,000 153 0.01%
ISHARES TR    (IBOXX INV CP ETF) LQD 11,000 90 0.01%
ISHARES TR    (JPMORGAN USD EMG) EMB 11,000 109 0.01%
FIRST TR LARGE CAP GROWTH A    (COM SHS) FTC 10,000 168 0.01%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 9,000 150 0.00%
APPLE INC    (COM) AAPL 7,000 31 0.00%
FIRST TR EXCHNG TRADED FD VI    (ALT ABSLT STRG) 7,000 294 0.00%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 7,000 97 0.00%
ISHARES TR    (IBOXX INV CP ETF) LQD 6,000 49 0.00%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 6,000 25 0.00%
EXXON MOBIL CORP    (COM) XOM 6,000 80 0.00%
FIRST TR EXCH TRADED FD III    (HORIZON MNGD ETF) 6,000 223 0.00%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 6,000 180 0.00%
MICROSOFT CORP    (COM) MSFT 6,000 40 0.00%
ISHARES TR    (MBS ETF) MBB 5,000 45 0.00%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 5,000 105 0.00%
ISHARES TR    (JPMORGAN USD EMG) EMB 5,000 51 0.00%
FIRST TR EXCHANGE-TRADED FD    (SENIOR LN FD) FTSL 5,000 119 0.00%
JOHNSON & JOHNSON    (COM) JNJ 5,000 38 0.00%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 5,000 25 0.00%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 5,000 29 0.00%
ISHARES TR    (CORE S&P TTL STK) ISI 5,000 96 0.00%
FIRST TR EXCH TRADED FD III    (LNG/SHT EQUITY) FTLS 5,000 122 0.00%
AT&T INC    (COM) T 4,000 150 0.00%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 4,000 48 0.00%
BP PLC    (SPONSORED ADR) BP 4,000 168 0.00%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 4,000 210 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 97,140,000 SEC FILING
* Portfolios do not reflect changes after reporting
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