CONCORDE ASSET MANAGEMENT, LLC

PrivateCIK: 1631773
Location

ANN ARBOR, MI

152
Positions
$172.84M
Total AUM (reported)
2.95M
Total Shares

Allocation by class

TOTAL AUM$172.84M152 positions
COM$42.66M24.7%
CORE S&P500 ETF$16.95M9.8%
S&P 500 MOMNTM$9.65M5.6%
UNIT SER 1$8.33M4.8%
TR UNIT$6.72M3.9%
RBA INDL ETF$6.32M3.7%
NASD TECH DIV$6.07M3.5%

Portfolio Concentration

Top 320.2%4–1022.9%11–2524.0%Rest32.9%TOP 1043.1%0%100%
Top 3$34.93M20.2%
4–10$39.50M22.9%
11–25$41.52M24.0%
Rest$56.89M32.9%

Top 3 weight

20.2%

Top 10 weight

43.1%

Voting Authority Distribution

Total shares with voting rights: 2.95M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.95M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole152
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings152
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares22.63K
TypeSH
Market value$16.95M
9.81%
Sole
0.00
Shared
0.00
None
22.63K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares59.74K
TypeSH
Market value$9.65M
5.58%
Sole
0.00
Shared
0.00
None
59.74K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares11.30K
TypeSH
Market value$8.33M
4.82%
Sole
0.00
Shared
0.00
None
11.30K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares8.98K
TypeSH
Market value$6.72M
3.89%
Sole
0.00
Shared
0.00
None
8.98K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares47.45K
TypeSH
Market value$6.32M
3.66%
Sole
0.00
Shared
0.00
None
47.45K

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares52.84K
TypeSH
Market value$6.07M
3.51%
Sole
0.00
Shared
0.00
None
52.84K

NVIDIA CORPORATION

SOLE
COM
Shares28.86K
TypeSH
Market value$5.77M
3.34%
Sole
0.00
Shared
0.00
None
28.86K

ISHARES TR

SOLE
S&P 500 GRWT ETF
Shares40.90K
TypeSH
Market value$5.62M
3.25%
Sole
0.00
Shared
0.00
None
40.90K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDQ CLN EDGE
Shares23.87K
TypeSH
Market value$4.58M
2.65%
Sole
0.00
Shared
0.00
None
23.87K

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares64.91K
TypeSH
Market value$4.41M
2.55%
Sole
0.00
Shared
0.00
None
64.91K

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares15.04K
TypeSH
Market value$4.37M
2.53%
Sole
0.00
Shared
0.00
None
15.04K

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares18.48K
TypeSH
Market value$4.06M
2.35%
Sole
0.00
Shared
0.00
None
18.48K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares41.88K
TypeSH
Market value$3.76M
2.18%
Sole
0.00
Shared
0.00
None
41.88K

APPLE INC

SOLE
COM
Shares12.09K
TypeSH
Market value$3.50M
2.02%
Sole
0.00
Shared
0.00
None
12.09K

ISHARES TR

SOLE
U.S. TECH ETF
Shares12.27K
TypeSH
Market value$3.09M
1.79%
Sole
0.00
Shared
0.00
None
12.27K

FIRST TR EXCHANGE-TRADED FD

SOLE
GBL WND ENRG ETF
Shares116.83K
TypeSH
Market value$2.92M
1.69%
Sole
0.00
Shared
0.00
None
116.83K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares34.83K
TypeSH
Market value$2.82M
1.63%
Sole
0.00
Shared
0.00
None
34.83K

ISHARES TR

SOLE
S&P 500 VAL ETF
Shares12.28K
TypeSH
Market value$2.79M
1.61%
Sole
0.00
Shared
0.00
None
12.28K

FIRST TR EXCHANGE-TRADED FD

SOLE
INDXX AEROSPACE
Shares56.44K
TypeSH
Market value$2.58M
1.49%
Sole
0.00
Shared
0.00
None
56.44K

FIRST TR EXCHANGE-TRADED FD

SOLE
CLOUD COMPUTING
Shares19.13K
TypeSH
Market value$2.57M
1.49%
Sole
0.00
Shared
0.00
None
19.13K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P SMLCP MOMENT
Shares27.17K
TypeSH
Market value$2.54M
1.47%
Sole
0.00
Shared
0.00
None
27.17K

EA SERIES TRUST

SOLE
AVOS GLO EQU ETF
Shares65.13K
TypeSH
Market value$1.75M
1.01%
Sole
0.00
Shared
0.00
None
65.13K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares2.43K
TypeSH
Market value$1.59M
0.92%
Sole
0.00
Shared
0.00
None
2.43K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares4.73K
TypeSH
Market value$1.58M
0.92%
Sole
0.00
Shared
0.00
None
4.73K

NEXPOINT DIVERSIFIED REL ET

SOLE
COM NEW
Shares303.43K
TypeSH
Market value$1.57M
0.91%
Sole
0.00
Shared
0.00
None
303.43K
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