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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
15
2
2
2
2
0
12
1
3
CONCORDE ASSET MANAGEMENT LLC

Time Period2018-12-31

Total Holdings174

Total Value ($x1000)118,126
Activities
New60

Increased80

Unchanged0

Decreased34

Sold Out29

Top 10 Stock Holdingstotal 26.09%
IVV5.86

IHI4.63

NEAR3.42

IEFA2.47

LQD2.27

 
FTS1.69

MTUM1.58

IXN1.47

IJH1.42

MBB1.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
5.86%
CORE S&P500 ETF
IHI
4.63%
U.S. MED DVC ETF
NEAR
3.42%
SHT MAT BD ETF
IEFA
2.47%
CORE MSCI EAFE
LQD
2.27%
IBOXX INV CP ETF
FTS
1.69%
COM
MTUM
1.58%
MSCI USAMOMFCT
IXN
1.47%
GLOBAL TECH ETF
IJH
1.42%
CORE S&P MCP ETF
MBB
1.28%
MBS ETF
CIU
1.27%
INTERM CR BD ETF
BRK.B
1.21%
CL B NEW
VEU
1.21%
ALLWRLD EX US
SPY
1.19%
TR UNIT
EMB
1.18%
JP MOR EM MK ETF
SPYG
1.11%
S&P 500 GROWTH
IEI
1.1%
3-7 YR TR BD ETF
SCHV
1.08%
US LCAP VA ETF
ETE
1.06%
COM UT LTD PTN
JPST
1.04%
ULTRA SHRT INC
QQQ
1.03%
UNIT SER 1
SHY
1.02%
1-3 YR TR BD ETF
ONEK
1.01%
RUSSELL 1000 ETF
AMZN
0.99%
COM
BOND
0.97%
TOTL RETN ETF
IEF
0.95%
7-10 Y TR BD ETF
USMV
0.95%
USA MIN VOL ETF
DEEF
0.94%
DEUTSCH X FTSE
IEMG
0.9%
CORE MSCI EMKT
IJR
0.87%
CORE S&P SCP ETF
AAPL
0.85%
COM
SHOP
0.83%
CL A
JNJ
0.79%
COM
FIXD
0.79%
TCW OPPORTUNIS
WIX
0.76%
SHS
JD
0.75%
SPON ADR CL A
GNL
0.73%
COM NEW
IRM
0.72%
COM
FB
0.72%
CL A
BP
0.7%
SPONSORED ADR
DIA
0.69%
UT SER 1
SQ
0.69%
CL A
XLK
0.69%
TECHNOLOGY
LOPE
0.69%
COM
FVD
0.68%
SHS
PFF
0.68%
U.S. PFD STK ETF
HEI
0.67%
COM
SFIX
0.66%
CL A
IVW
0.65%
S&P 500 GRWT ETF
FOXF
0.63%
COM
T
0.62%
COM
PXLV
0.62%
RUSSEL 200 PUR
GOVT
0.61%
U.S. TRS BD ETF
FTSL
0.61%
SENIOR LN FD
IWF
0.6%
RUS 1000 GRW ETF
MFEM
0.58%
RAFI DYN EMERG
VOO
0.58%
SHS
FLOT
0.57%
FLTG RATE BD ETF
IVE
0.57%
S&P 500 VAL ETF
XLU
0.57%
SBI INT-UTILS
BABA
0.53%
SPONSORED ADS
SCHD
0.52%
US DIVIDEND EQ
AGG
0.52%
CORE TOTUSBD ETF
SLYV
0.5%
S&P 600 SMCP VAL
XLP
0.5%
SBI CONS STPLS
IPE
0.5%
BARCLYS TIPS ETF
XLV
0.48%
SBI HEALTHCARE
FTGC
0.47%
FST TR GLB FD
CLF
0.47%
COM
EMO
0.46%
COM
XOM
0.45%
COM
MSFT
0.45%
COM
VTI
0.45%
TOTAL STK MKT
QARP
0.45%
XTRACKERS RUSE
SLYG
0.44%
S&P 600 SMCP GRW
UST
0.44%
ULTR 7-10 TREA
JPHF
0.43%
DIVERSIFIED ET
CDC
0.42%
CEMP US EQ INCOM
XLF
0.41%
SBI INT-FINL
HYD
0.41%
HIGH YLD MUN ETF
TDIV
0.41%
NASD TECH DIV
TRU
0.41%
COM
TLT
0.4%
20+ YR TR BD ETF
NVEE
0.4%
COM
CN
0.4%
ALL CHINA EQT
TWOK
0.39%
SPDR RUSSEL 2000
PSEC
0.39%
COM
CSJ
0.39%
1-3 YR CR BD ETF
JPSE
0.38%
DIVERSFD EQT ETF
JXI
0.37%
GLOB UTILITS ETF
VUG
0.37%
GROWTH ETF
JPM
0.37%
COM
MINT
0.35%
ENHAN SHRT MAT
SPYV
0.35%
S&P 500 VALUE
JNK
0.34%
BRC HGH YLD BD
PFE
0.34%
COM
VEA
0.34%
FTSE DEV MKT ETF
LMBS
0.33%
FST LOW MTG ETF
PSL
0.33%
DWA STAPLES
XLY
0.32%
SBI CONS DISCR
ULTA
0.32%
COM
HYG
0.31%
IBOXX HI YD ETF
PAYC
0.31%
COM
VCSH
0.31%
SHRT TRM CORP BD
OEF
0.31%
S&P 100 ETF
KO
0.31%
COM
IXJ
0.31%
GLOB HLTHCRE ETF
MGK
0.3%
MEGA GRWTH IND
FND
0.29%
CL A
PYPL
0.29%
COM
CSCO
0.28%
COM
GLD
0.28%
GOLD SHS
GWL
0.27%
S&P WRLD EX US
SDY
0.27%
S&P DIVID ETF
ABBV
0.27%
COM
ITOT
0.27%
CORE S&P TTL STK
FDX
0.27%
COM
NVDA
0.26%
COM
BA
0.26%
COM
VHT
0.26%
HEALTH CAR ETF
ITR
0.26%
INTR TRM CORP BD
SLV
0.26%
ISHARES
CVX
0.26%
COM
IWM
0.25%
RUSSELL 2000 ETF
MO
0.25%
COM
GMM
0.25%
EMERG MKTS ETF
WP
0.25%
CL A
LWC
0.24%
LNG TRM CORP BD
BIL
0.24%
SPDR BLOOMBERG
SHV
0.24%
SHRT TRS BD ETF
TWO
0.24%
COM NEW
SIRI
0.24%
COM
BND
0.24%
TOTAL BND MRKT
DTE
0.24%
COM
VBR
0.24%
SM CP VAL ETF
HD
0.23%
COM
EMLC
0.23%
JP MORGAN MKTS
TIP
0.23%
TIPS BD ETF
CCL
0.23%
PAIRED CTF
MMM
0.22%
COM
XLI
0.22%
SBI INT-INDS
MFV
0.22%
SH BEN INT
DGRO
0.21%
CORE DIV GRWTH
AMGN
0.21%
COM
NOAH
0.2%
SPONSORED ADS
XT
0.2%
EXPONEN TECHNO
GLW
0.2%
COM
KBWY
0.19%
KBW PREM YIELD
SECT
0.19%
MAIN SECTR ROTN
HDV
0.19%
HIGH DIVIDND ETF
ARCC
0.19%
COM
VOOV
0.19%
500 VAL IDX FD
UPS
0.18%
CL B
DPG
0.18%
COM
TGT
0.17%
COM
IGM
0.17%
N AMER TECH ETF
LOW
0.17%
COM
FTC
0.17%
COM SHS
GOOGL
0.17%
CAP STK CL A
FTA
0.17%
COM SHS
OCSL
0.17%
COM
NLY
0.15%
COM
AINV
0.14%
COM NEW
F
0.14%
COM PAR $0.01
ABR
0.14%
COM
WSR
0.12%
COM
IVH
0.1%
COM
GE
0.09%
COM
BGY
0.08%
COM BENE INTER
GUT
0.08%
COM
RMT
0.07%
COM
CPLP
0.06%
COM UNIT LP
ORC
0.06%
COM
GGN
0.05%
COM SH BEN INT
ANET
1%
COM
NEWR
0.94%
COM
LMAT
0.6%
COM
HYD
0.49%
HIGH YLD MUN ETF
SRLN
0.47%
BLKSTN GSOSRLN
XLE
0.39%
SBI INT-ENERGY
HEFA
0.36%
HDG MSCI EAFE
TOT
0.34%
SPONSORED ADR
ETP
0.33%
UNIT LTD PRT INT
IPGP
0.31%
COM
SJNK
0.28%
SHT TRM HGH YLD
RYE
0.25%
S&P500 EQL ENR
FXL
0.24%
TECH ALPHADEX
EMLC
0.22%
JP MORGAN MKTS
V
0.22%
COM CL A
EL
0.21%
CL A
FEP
0.21%
EUROPE ALPHA
VWO
0.21%
FTSE EMR MKT ETF
FTSM
0.21%
FIRST TR ENH NEW
VNQ
0.21%
REIT ETF
MGV
0.21%
MEGA CAP VAL ETF
IJJ
0.21%
S&P MC 400VL ETF
UWM
0.2%
PSHS ULTRUSS2000
MDY
0.2%
UTSER1 S&PDCRP
BKLN
0.2%
SR LN ETF
NOC
0.2%
COM
AEG
0.18%
NY REGISTRY SH
AMLP
0.11%
ALERIAN MLP
HDGE
0.07%
RANGER EQUITY BE