Concorde Asset Management, LLC Diversified Active

CIK: 0001631773 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 23, 2020

Total Value ($000): $175,276 (100.0% shares, 0.0% debt)

Holdings (178)

IVV ISHARES TR 7.8%
Value ($000) $13,666 Shares 40,661 Est. Cost $271.29 Unrealized
LQD ISHARES TR 4.5%
Value ($000) $7,876 Shares 58,474 Est. Cost $133.46 Unrealized
ESGU ISHARES TR 4.3%
Value ($000) $7,554 Shares 99,106 Est. Cost $63.20 Unrealized
GOVT ISHARES TR 4.1%
Value ($000) $7,121 Shares 252,810 Est. Cost $25.82 Unrealized
EFG ISHARES TR 3.0%
Value ($000) $5,212 Shares 57,978 Est. Cost $83.33 Unrealized
IGSB ISHARES TR 2.4%
Value ($000) $4,157 Shares 75,704 Est. Cost $58.62 Unrealized
IJR ISHARES TR 2.2%
Value ($000) $3,792 Shares 53,985 Est. Cost $69.06 Unrealized
ESGE ISHARES INC 2.0%
Value ($000) $3,485 Shares 97,822 Est. Cost $28.76 Unrealized
IHI ISHARES TR 2.0%
Value ($000) $3,481 Shares 11,617 Est. Cost $255.98 Unrealized
IEFA ISHARES TR 1.6%
Value ($000) $2,842 Shares 47,138 Est. Cost $60.94 Unrealized
USMV ISHARES TR 1.5%
Value ($000) $2,629 Shares 41,248 Est. Cost $58.15 Unrealized
SHYG ISHARES TR 1.5%
Value ($000) $2,547 Shares 57,974 Est. Cost $41.20 Unrealized
VLUE ISHARES TR 1.4%
Value ($000) $2,419 Shares 32,791 Est. Cost $72.30 Unrealized
IXN ISHARES TR 1.3%
Value ($000) $2,300 Shares 8,722 Est. Cost $178.27 Unrealized
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,230 Shares 19,107 Est. Cost $80.62 Unrealized
ATLASSIAN CORP PLC 1.2%
Value ($000) $2,150 Shares 11,829 Est. Cost $181.76 Unrealized
XLI SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,049 Shares 26,618 Est. Cost $76.98 Unrealized
NEAR ISHARES U S ETF TR 1.0%
Value ($000) $1,775 Shares 35,257 Est. Cost $49.97 Unrealized
TTD THE TRADE DESK INC 1.0%
Value ($000) $1,747 Shares 3,367 Est. Cost $45.67 Unrealized 0.0%
LMBS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,732 Shares 33,523 Est. Cost $51.42 Unrealized
XLU SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,649 Shares 26,735 Est. Cost $55.84 Unrealized
IYW ISHARES TR 0.9%
Value ($000) $1,617 Shares 5,370 Est. Cost $219.57 Unrealized
FSLY FASTLY INC 0.9%
Value ($000) $1,609 Shares 17,171 Est. Cost $86.79 Unrealized 0.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $1,529 Shares 27,775 Est. Cost $51.67 Unrealized
VHT VANGUARD WORLD FDS 0.9%
Value ($000) $1,509 Shares 7,395 Est. Cost $170.70 Unrealized
LIVONGO HEALTH INC 0.8%
Value ($000) $1,406 Shares 10,037 Est. Cost $140.08 Unrealized
GDX VANECK VECTORS ETF TR 0.8%
Value ($000) $1,394 Shares 35,597 Est. Cost $37.28 Unrealized
INVITAE CORP 0.8%
Value ($000) $1,371 Shares 31,626 Est. Cost $43.35 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,312 Shares 6,226 Est. Cost $107.88 Unrealized +86.1%
GLD SPDR GOLD TR 0.7%
Value ($000) $1,297 Shares 7,325 Est. Cost $157.33 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $1,285 Shares 11,090 Est. Cost $96.79 Unrealized +9.5%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,284 Shares 53,280 Est. Cost $24.53 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,272 Shares 4,133 Est. Cost $232.44 Unrealized
ETSY ETSY INC 0.7%
Value ($000) $1,257 Shares 10,336 Est. Cost $117.07 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $1,241 Shares 9,035 Est. Cost $116.53 Unrealized 0.0%
MTUM ISHARES TR 0.7%
Value ($000) $1,223 Shares 8,293 Est. Cost $120.16 Unrealized
INSP INSPIRE MED SYS INC 0.7%
Value ($000) $1,208 Shares 9,363 Est. Cost $110.19 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,195 Shares 22,841 Est. Cost $29.17 Unrealized
FTS FORTIS INC 0.7%
Value ($000) $1,185 Shares 29,000 Est. Cost $24.25 Unrealized +33.9%
APPN APPIAN CORP 0.7%
Value ($000) $1,144 Shares 17,674 Est. Cost $54.11 Unrealized 0.0%
IYG ISHARES TR 0.6%
Value ($000) $1,133 Shares 9,279 Est. Cost $119.55 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $1,132 Shares 8,942 Est. Cost $123.81 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.6%
Value ($000) $1,111 Shares 35,201 Est. Cost $25.82 Unrealized
SE SEA LTD 0.6%
Value ($000) $1,056 Shares 6,854 Est. Cost $154.07 Unrealized
DDOG DATADOG INC 0.6%
Value ($000) $1,027 Shares 10,055 Est. Cost $87.05 Unrealized 0.0%
HCAT HEALTH CATALYST INC 0.6%
Value ($000) $1,024 Shares 27,970 Est. Cost $33.96 Unrealized 0.0%
FIVN FIVE9 INC 0.6%
Value ($000) $1,014 Shares 7,818 Est. Cost $120.26 Unrealized 0.0%
MBB ISHARES TR 0.6%
Value ($000) $1,010 Shares 9,146 Est. Cost $107.86 Unrealized
GLOB GLOBANT S A 0.6%
Value ($000) $1,002 Shares 5,593 Est. Cost $172.17 Unrealized 0.0%
SMARTSHEET INC 0.6%
Value ($000) $1,000 Shares 20,240 Est. Cost $49.41 Unrealized
PHR PHREESIA INC 0.6%
Value ($000) $983 Shares 30,594 Est. Cost $29.77 Unrealized 0.0%
SHOP SHOPIFY INC 0.6%
Value ($000) $968 Shares 946 Est. Cost $99.42 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $942 Shares 17,548 Est. Cost $49.70 Unrealized
OKTA OKTA INC 0.5%
Value ($000) $939 Shares 4,391 Est. Cost $208.47 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $938 Shares 22,930 Est. Cost $35.84 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $935 Shares 4,348 Est. Cost $215.04 Unrealized
BOC BOSTON OMAHA CORP 0.5%
Value ($000) $893 Shares 55,839 Est. Cost $16.08 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.5%
Value ($000) $872 Shares 4,586 Est. Cost $182.15 Unrealized 0.0%
GDXJ VANECK VECTORS ETF TR 0.5%
Value ($000) $859 Shares 15,521 Est. Cost $52.50 Unrealized
FLGT FULGENT GENETICS INC 0.5%
Value ($000) $858 Shares 21,423 Est. Cost $31.30 Unrealized 0.0%
WIX WIX COM LTD 0.5%
Value ($000) $847 Shares 3,323 Est. Cost $275.71 Unrealized 0.0%
ASML ASML HOLDING N V 0.5%
Value ($000) $846 Shares 2,292 Est. Cost $369.11 Unrealized
PD PAGERDUTY INC 0.5%
Value ($000) $837 Shares 30,883 Est. Cost $28.11 Unrealized 0.0%
ARISTA NETWORKS INC 0.5%
Value ($000) $836 Shares 4,038 Est. Cost $207.03 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.5%
Value ($000) $830 Shares 9,921 Est. Cost $88.70 Unrealized 0.0%
ZTS ZOETIS INC 0.5%
Value ($000) $816 Shares 4,933 Est. Cost $94.66 Unrealized +55.0%
SPOT SPOTIFY TECHNOLOGY S A 0.5%
Value ($000) $812 Shares 3,347 Est. Cost $258.29 Unrealized 0.0%
NEO NEOGENOMICS INC 0.5%
Value ($000) $811 Shares 21,984 Est. Cost $37.18 Unrealized 0.0%
DXCM DEXCOM INC 0.4%
Value ($000) $787 Shares 1,910 Est. Cost $104.48 Unrealized 0.0%
GNL GLOBAL NET LEASE INC 0.4%
Value ($000) $786 Shares 49,409 Est. Cost $22.64 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $785 Shares 15,484 Est. Cost $50.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $780 Shares 18,029 Est. Cost $38.66 Unrealized
APPF APPFOLIO INC 0.4%
Value ($000) $769 Shares 5,421 Est. Cost $153.99 Unrealized 0.0%
IGIB ISHARES TR 0.4%
Value ($000) $764 Shares 12,578 Est. Cost $72.98 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $756 Shares 13,665 Est. Cost $46.14 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $754 Shares 5,957 Est. Cost $82.80 Unrealized +3.2%
HD HOME DEPOT INC 0.4%
Value ($000) $722 Shares 2,600 Est. Cost $203.32 Unrealized +16.9%
IEF ISHARES TR 0.4%
Value ($000) $706 Shares 5,794 Est. Cost $118.44 Unrealized
AVAV AEROVIRONMENT INC 0.4%
Value ($000) $681 Shares 11,353 Est. Cost $74.25 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $670 Shares 4,558 Est. Cost $130.42 Unrealized
WING WINGSTOP INC 0.4%
Value ($000) $665 Shares 4,870 Est. Cost $146.90 Unrealized 0.0%
HYG ISHARES TR 0.4%
Value ($000) $660 Shares 7,867 Est. Cost $82.73 Unrealized
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $641 Shares 2,058 Est. Cost $166.38 Unrealized +72.1%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $610 Shares 20,379 Est. Cost $37.59 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $610 Shares 12,921 Est. Cost $46.69 Unrealized
BP BP PLC 0.3%
Value ($000) $606 Shares 35,056 Est. Cost $31.54 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $604 Shares 3,716 Est. Cost $134.88 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $582 Shares 9,080 Est. Cost $53.00 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $547 Shares 4,934 Est. Cost $112.24 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $541 Shares 9,101 Est. Cost $41.26 Unrealized +3.2%
HEI HEICO CORP NEW 0.3%
Value ($000) $522 Shares 4,993 Est. Cost $73.52 Unrealized +40.5%
QUAL ISHARES TR 0.3%
Value ($000) $512 Shares 4,929 Est. Cost $95.88 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $506 Shares 160 Est. Cost $124.93 Unrealized +26.2%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $489 Shares 1,459 Est. Cost $258.26 Unrealized
SPIP SPDR SER TR 0.3%
Value ($000) $485 Shares 15,710 Est. Cost $45.42 Unrealized
IYE ISHARES TR 0.3%
Value ($000) $474 Shares 29,683 Est. Cost $17.60 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $466 Shares 3,409 Est. Cost $109.25 Unrealized +16.2%
IWM ISHARES TR 0.3%
Value ($000) $455 Shares 3,035 Est. Cost $149.92 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $455 Shares 1,107 Est. Cost $68.98 Unrealized +29.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $454 Shares 1,631 Est. Cost $197.59 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $443 Shares 8,833 Est. Cost $35.72 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $439 Shares 8,639 Est. Cost $50.33 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $417 Shares 2,248 Est. Cost $180.20 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $410 Shares 1,950 Est. Cost $188.92 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $408 Shares 4,926 Est. Cost $80.09 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $405 Shares 12,009 Est. Cost $47.37 Unrealized -31.8%
AGG ISHARES TR 0.2%
Value ($000) $402 Shares 3,403 Est. Cost $115.54 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.2%
Value ($000) $399 Shares 4,751 Est. Cost $67.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $394 Shares 4,807 Est. Cost $49.16 Unrealized +51.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $389 Shares 10,042 Est. Cost $27.18 Unrealized 0.0%
ARKK ARK ETF TR 0.2%
Value ($000) $385 Shares 4,181 Est. Cost $44.09 Unrealized
TRU TRANSUNION 0.2%
Value ($000) $381 Shares 4,524 Est. Cost $62.31 Unrealized +35.0%
T AT&T INC 0.2%
Value ($000) $377 Shares 13,195 Est. Cost $15.58 Unrealized -0.2%
HYLB DBX ETF TR 0.2%
Value ($000) $374 Shares 7,785 Est. Cost $47.29 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $368 Shares 1,190 Est. Cost $155.42 Unrealized
SLQD ISHARES TR 0.2%
Value ($000) $366 Shares 7,015 Est. Cost $52.17 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $362 Shares 7,776 Est. Cost $45.76 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $362 Shares 2,326 Est. Cost $109.01 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $358 Shares 19,851 Est. Cost $18.03 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $357 Shares 1,543 Est. Cost $231.37 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $348 Shares 16,087 Est. Cost $16.25 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $348 Shares 5,985 Est. Cost $56.29 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $345 Shares 638 Est. Cost $8.24 Unrealized +40.8%
FAAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $343 Shares 12,850 Est. Cost $25.96 Unrealized
IGLB ISHARES TR 0.2%
Value ($000) $335 Shares 4,753 Est. Cost $62.81 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $334 Shares 11,396 Est. Cost $28.61 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $333 Shares 6,140 Est. Cost $54.47 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $331 Shares 3,987 Est. Cost $82.26 Unrealized
HQY HEALTHEQUITY INC 0.2%
Value ($000) $309 Shares 6,019 Est. Cost $54.93 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $302 Shares 8,257 Est. Cost $26.29 Unrealized +3.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $298 Shares 4,958 Est. Cost $59.37 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $296 Shares 4,928 Est. Cost $48.59 Unrealized 0.0%
IVE ISHARES TR 0.2%
Value ($000) $290 Shares 2,575 Est. Cost $112.62 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $287 Shares 4,150 Est. Cost $63.55 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $285 Shares 1,618 Est. Cost $176.14 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $284 Shares 4,477 Est. Cost $56.94 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $283 Shares 577 Est. Cost $465.18 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $283 Shares 2,033 Est. Cost $116.35 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $270 Shares 539 Est. Cost $42.98 Unrealized +15.8%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $262 Shares 3,344 Est. Cost $57.90 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $262 Shares 2,333 Est. Cost $111.57 Unrealized
NICE NICE LTD 0.1%
Value ($000) $258 Shares 1,138 Est. Cost $226.71 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $255 Shares 5,921 Est. Cost $32.91 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $254 Shares 6,474 Est. Cost $37.01 Unrealized +0.1%
JNK SPDR SER TR 0.1%
Value ($000) $251 Shares 2,405 Est. Cost $104.37 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $250 Shares 6,524 Est. Cost $33.42 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $247 Shares 1,694 Est. Cost $138.34 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $245 Shares 3,262 Est. Cost $58.86 Unrealized 0.0%
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $244 Shares 4,852 Est. Cost $46.99 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $243 Shares 3,930 Est. Cost $61.83 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $242 Shares 4,066 Est. Cost $49.32 Unrealized
INTU INTUIT 0.1%
Value ($000) $242 Shares 743 Est. Cost $302.64 Unrealized 0.0%
ABSOLUTE SHS TR 0.1%
Value ($000) $240 Shares 12,940 Est. Cost $18.55 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $238 Shares 2,542 Est. Cost $93.63 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $238 Shares 932 Est. Cost $192.39 Unrealized +8.9%
FVRR FIVERR INTL LTD 0.1%
Value ($000) $235 Shares 1,691 Est. Cost $107.21 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $232 Shares 1,762 Est. Cost $94.84 Unrealized
ABSOLUTE SHS TR 0.1%
Value ($000) $228 Shares 13,690 Est. Cost $16.65 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $224 Shares 5,145 Est. Cost $44.31 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $218 Shares 1,286 Est. Cost $117.34 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $218 Shares 4,878 Est. Cost $44.69 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $218 Shares 1,155 Est. Cost $170.56 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $213 Shares 600 Est. Cost $309.06 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $208 Shares 3,000 Est. Cost $69.33 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $207 Shares 8,036 Est. Cost $25.76 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $207 Shares 2,208 Est. Cost $89.30 Unrealized
FS KKR CAP CORP II 0.1%
Value ($000) $201 Shares 13,631 Est. Cost $13.36 Unrealized
CHIMERA INVT CORP 0.1%
Value ($000) $151 Shares 18,437 Est. Cost $8.19 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $150 Shares 21,058 Est. Cost $7.12 Unrealized
RC READY CAPITAL CORP 0.1%
Value ($000) $120 Shares 10,740 Est. Cost $11.17 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.1%
Value ($000) $102 Shares 10,416 Est. Cost $9.69 Unrealized 0.0%
ACRE ARES COML REAL ESTATE CORP 0.1%
Value ($000) $97 Shares 10,590 Est. Cost $9.16 Unrealized
MGNI MAGNITE INC 0.1%
Value ($000) $96 Shares 13,891 Est. Cost $6.68 Unrealized 0.0%
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $92 Shares 15,000 Est. Cost $5.80 Unrealized
TRTX TPG RE FIN TR INC 0.0%
Value ($000) $85 Shares 10,089 Est. Cost $8.43 Unrealized
PREFERRED APT CMNTYS INC 0.0%
Value ($000) $64 Shares 11,916 Est. Cost $5.37 Unrealized
CAPSTEAD MTG CORP 0.0%
Value ($000) $62 Shares 10,953 Est. Cost $5.66 Unrealized
NEWAGE INC 0.0%
Value ($000) $51 Shares 29,700 Est. Cost $1.72 Unrealized