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Stock Style
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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
21
2
5
2
2
0
16
2
4
CONCORDE ASSET MANAGEMENT LLC

Time Period2019-06-30

Total Holdings217

Total Value ($x1000)170,748
Activities
New33

Increased73

Unchanged14

Decreased97

Sold Out16

Top 10 Stock Holdingstotal 23.97%
IVV5.82

IHI3.65

GOVT2.91

ITOT1.99

IEFA1.96

 
NEAR1.93

MBB1.53

USMV1.42

FTS1.39

SHOP1.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
5.82%
CORE S&P500 ETF
IHI
3.65%
U.S. MED DVC ETF
GOVT
2.91%
U.S. TRS BD ETF
ITOT
1.99%
CORE S&P TTL STK
IEFA
1.96%
CORE MSCI EAFE
NEAR
1.93%
SHT MAT BD ETF
MBB
1.53%
MBS ETF
USMV
1.42%
USA MIN VOL ETF
FTS
1.39%
COM
SHOP
1.37%
CL A
IEMG
1.27%
CORE MSCI EMKT
CIU
1.25%
INTERM CR BD ETF
LQD
1.22%
IBOXX INV CP ETF
TTD
1.2%
CL A
IEF
1.04%
7-10 Y TR BD ETF
IXN
1.02%
GLOBAL TECH ETF
FB
0.99%
CL A
XLK
0.98%
TECHNOLOGY
SPYG
0.98%
S&P 500 GROWTH
IJH
0.95%
CORE S&P MCP ETF
SPY
0.94%
TR UNIT
QQQ
0.9%
UNIT SER 1
VEU
0.88%
ALLWRLD EX US
AAPL
0.87%
COM
AMZN
0.86%
COM
XLU
0.86%
SBI INT-UTILS
ONEK
0.83%
RUSSELL 1000 ETF
SCHV
0.82%
US LCAP VA ETF
ETE
0.81%
COM UT LTD PTN
VTI
0.8%
TOTAL STK MKT
HEI
0.78%
COM
JPST
0.72%
ULTRA SHRT INC
SFIX
0.71%
CL A
AM
0.7%
COM
BOND
0.69%
TOTL RETN ETF
MTUM
0.69%
MSCI USAMOMFCT
DEEF
0.68%
DEUTSCH X FTSE
CIM
0.67%
COM NEW
OKTA
0.65%
CL A
FIXD
0.65%
TCW OPPORTUNIS
FOXF
0.65%
COM
BP
0.65%
SPONSORED ADR
VHT
0.63%
HEALTH CAR ETF
JD
0.62%
SPON ADR CL A
TEAM
0.61%
CL A
MDB
0.6%
CL A
SQ
0.59%
CL A
ACWI
0.59%
MSCI ACWI ETF
WIX
0.58%
SHS
SDY
0.58%
S&P DIVID ETF
XLF
0.57%
SBI INT-FINL
FVD
0.56%
SHS
APPN
0.56%
CL A
GNL
0.56%
COM NEW
JNJ
0.56%
COM
PAYC
0.56%
COM
TWLO
0.55%
CL A
GDX
0.54%
GOLD MINERS ETF
BRK.B
0.54%
CL B NEW
SLYV
0.52%
S&P 600 SMCP VAL
FLOT
0.52%
FLTG RATE BD ETF
ANET
0.5%
COM
IRM
0.5%
COM
GRUB
0.49%
COM
T
0.47%
COM
YETI
0.47%
COM
SLYG
0.46%
S&P 600 SMCP GRW
VOO
0.46%
SHS
PFF
0.46%
U.S. PFD STK ETF
PXLV
0.45%
RUSSEL 200 PUR
ENB
0.45%
COM
NVEE
0.45%
COM
CLF
0.44%
COM
UNH
0.44%
COM
MFEM
0.44%
RAFI DYN EMERG
PETQ
0.44%
CL A
SMG
0.44%
CL A
DIA
0.43%
UT SER 1
ULTA
0.43%
COM
MSFT
0.42%
COM
TRU
0.42%
COM
IPE
0.42%
BARCLYS TIPS ETF
IWF
0.41%
RUS 1000 GRW ETF
IJR
0.4%
CORE S&P SCP ETF
SCHD
0.4%
US DIVIDEND EQ
QUAL
0.38%
MSCI USA QLT FAC
VCSH
0.38%
SHRT TRM CORP BD
JNK
0.36%
BLOOMBERG BRCLYS
ZTS
0.36%
CL A
XOM
0.36%
COM
NVDA
0.36%
COM
QARP
0.35%
XTRACKERS RUSE
FTGC
0.35%
FST TR GLB FD
FTSL
0.35%
SENIOR LN FD
TLT
0.35%
20+ YR TR BD ETF
CDC
0.33%
CEMP US EQ INCOM
IEI
0.33%
3-7 YR TR BD ETF
AGG
0.33%
CORE TOTUSBD ETF
SJNK
0.32%
SHT TRM HGH YLD
CRM
0.32%
COM
GWL
0.32%
S&P WRLD EX US
BKLN
0.32%
SR LN ETF
SIRI
0.31%
COM
CN
0.31%
ALL CHINA EQT
VUG
0.31%
GROWTH ETF
GMM
0.31%
EMERG MKTS ETF
CSJ
0.3%
1-3 YR CR BD ETF
JPSE
0.3%
DIVERSFD EQT ETF
JPHF
0.29%
DIVERSIFIED ET
BABA
0.29%
SPONSORED ADS
XLY
0.29%
SBI CONS DISCR
TDIV
0.29%
NASD TECH DIV
HYG
0.28%
IBOXX HI YD ETF
TWOK
0.28%
SPDR RUSSEL 2000
DTE
0.27%
COM
MGK
0.27%
MEGA GRWTH IND
EMB
0.27%
JP MOR EM MK ETF
XLP
0.26%
SBI CONS STPLS
PYPL
0.26%
COM
OEF
0.25%
S&P 100 ETF
PFE
0.25%
COM
TIP
0.25%
TIPS BD ETF
CPLP
0.25%
PARTNERSHP UNITS
KO
0.25%
COM
PSL
0.25%
DWA STAPLES
CLY
0.25%
10+ YR CR BD ETF
WP
0.24%
CL A
ITE
0.23%
BRCLYS INTER ETF
JPM
0.23%
COM
BA
0.23%
COM
LMBS
0.23%
FST LOW MTG ETF
XT
0.23%
EXPONEN TECHNO
CVS
0.21%
COM
IXG
0.21%
GLOBAL FINLS ETF
CTL
0.21%
COM
BEAT
0.21%
COM
HD
0.21%
COM
JXI
0.2%
GLOB UTILITS ETF
VEA
0.2%
FTSE DEV MKT ETF
LAG
0.2%
BRCLYS AGG ETF
EXI
0.2%
GLOB INDSTRL ETF
FDN
0.2%
DJ INTERNT IDX
KXI
0.2%
GLB CNSM STP ETF
PSEC
0.2%
COM
CSCO
0.2%
COM
IWM
0.2%
RUSSELL 2000 ETF
GLD
0.2%
GOLD SHS
SPYV
0.2%
S&P 500 VALUE
IXP
0.2%
GLOB TELECOM ETF
VZ
0.19%
COM
FIVG
0.19%
DEFIANCE NEXT
PXF
0.19%
FTSE RAFI DEV
V
0.19%
COM CL A
CCL
0.19%
PAIRED CTF
MO
0.19%
COM
RXI
0.18%
GLB CNS DISC ETF
SLV
0.18%
ISHARES
MXI
0.18%
GLOBAL MATER ETF
ITR
0.18%
INTR TRM CORP BD
XLC
0.18%
COMMUNICATION
CVX
0.18%
COM
ABBV
0.17%
COM
FEN
0.17%
COM
FDX
0.17%
COM
SECT
0.17%
MAIN SECTR ROTN
FTC
0.17%
COM SHS
TLO
0.17%
BRCLYS LG TRS ET
QCOM
0.17%
COM
VBR
0.16%
SM CP VAL ETF
IXC
0.16%
GLOBAL ENERG ETF
GLW
0.16%
COM
HDV
0.16%
HIGH DIVIDND ETF
SHY
0.16%
1-3 YR TR BD ETF
BND
0.15%
TOTAL BND MRKT
EMO
0.15%
COM
ARCC
0.15%
COM
IGM
0.15%
N AMER TECH ETF
TXN
0.15%
COM
FXL
0.15%
TECH ALPHADEX
NLY
0.15%
COM
AR
0.15%
COM
MINT
0.15%
ENHAN SHRT MAT
KBWY
0.15%
KBW PREM YIELD
SKYY
0.15%
ISE CLOUD COMP
MPC
0.15%
COM
FCX
0.15%
COM
HMLP
0.14%
COM UNIT LTD
SRLN
0.14%
BLKSTN GSOSRLN
DGRO
0.14%
CORE DIV GRWTH
IWO
0.14%
RUS 2000 GRW ETF
MCD
0.13%
COM
UPS
0.13%
CL B
VWO
0.13%
FTSE EMR MKT ETF
LGLV
0.13%
RUSS1000LOWVOL
GNMA
0.13%
GNMA BOND ETF
BAC
0.13%
COM
F
0.12%
COM PAR $0.01
VNQ
0.12%
REIT ETF
LOW
0.12%
COM
MVV
0.12%
PSHS ULT MCAP400
IVW
0.12%
S&P 500 GRWT ETF
MGV
0.12%
MEGA CAP VAL ETF
AMGN
0.12%
COM
FEP
0.12%
EUROPE ALPHA
TWO
0.11%
COM NEW
MFV
0.11%
SH BEN INT
DPG
0.1%
COM
MFA
0.1%
COM
PGX
0.09%
PFD ETF
GE
0.09%
COM
OCSL
0.09%
COM
AMLP
0.06%
ALERIAN MLP
RMT
0.06%
COM
GUT
0.05%
COM
BGY
0.05%
COM BENE INTER
FSIC
0.05%
COM
GGN
0.03%
COM SH BEN INT
AGNC
0.63%
COM
FND
0.47%
CL A
JNK
0.4%
BRC HGH YLD BD
XLV
0.37%
SBI HEALTHCARE
XLI
0.35%
SBI INT-INDS
HYD
0.33%
HIGH YLD MUN ETF
LWC
0.21%
LNG TRM CORP BD
UWM
0.18%
PSHS ULTRUSS2000
NEE
0.16%
COM
FTA
0.15%
COM SHS
GOOGL
0.14%
CAP STK CL A
ABT
0.14%
COM
JKL
0.13%
MRNING SM CP ETF
MMM
0.13%
COM
DIVY
0.13%
DIVS ETF
ORC
0.04%
COM