Fund HoldingsConcorde Financial Corp

Total Portfolio Value
$169.82M
Total Bought
$34.13M
Total Sold
$21.11M
Net Transaction
+$13.02M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0120,324+120,32406,1053.60%+6,105
OCCIDENTAL PETE CORP(OXY)0110,771+110,77105,7343.38%+5,734
DIAMONDBACK ENERGY INC(FANG)027,713+27,71304,7782.81%+4,778
CHESAPEAKE ENERGY CORP(EXE)23,27974,256+50,9771,9136,1083.60%+4,194
EASTMAN CHEM CO(EMN)021,442+21,44202,4181.42%+2,418
SPROTT PHYSICAL GOLD TR(PHYS)844,699842,930-1,76915,25517,17910.12%+1,924
HOWARD HUGHES HOLDINGS INC(HHH)45,71753,946+8,2292,9634,1772.46%+1,214
BLACK STONE MINERALS L P(BSM)386,418481,007+94,5896,0557,2634.28%+1,208
JOHNSON & JOHNSON(JNJ)26,45429,129+2,6753,8664,7212.78%+854
FIRST INDL RLTY TR INC(FR)70,79474,778+3,9843,3904,2142.48%+824
ABBVIE INC(ABBV)33,19332,773-4205,6936,4723.81%+779
WARNER BROS DISCOVERY INC(WBD)279,008343,215+64,2072,0762,8321.67%+756
LOWES COS INC(LOW)13,46013,682+2222,9673,7062.18%+738
JPMORGAN CHASE & CO.(JPM)29,81431,880+2,0666,0306,7223.96%+692
NORTHROP GRUMMAN CORP(NOC)7,0937,146+533,0923,7732.22%+681
CHUBB LIMITED
COM
17,52917,789+2604,4875,1463.03%+659
HUBBELL INC(HUBB)8,7508,955+2053,1983,8362.26%+638
VANGUARD INDEX FDS0749+74903960.23%+396
TJX COS INC NEW(TJX)41,80842,341+5334,6034,9772.93%+374
OVINTIV INC(OVV)08,929+8,92903420.20%+342
FRANCO NEV CORP(FNV)37,03137,774+7434,3894,6932.76%+305
CANADIAN PACIFIC KANSAS CITY(CP)39,18539,005-1803,0853,3421.97%+257
LOUISIANA PAC CORP(LPX)42,30034,176-8,1243,4833,6722.16%+190
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
40,13243,278+3,1462,2272,3771.40%+150
TEXAS INSTRS INC(TXN)18,73018,352-3783,6433,7912.23%+147
HERSHEY CO(HSY)15,63015,228-4022,8732,9201.72%+47
MARTIN MARIETTA MATLS INC(MLM)6,5996,722+1233,5753,6182.13%+43
GRIID INFRASTRUCTURE INC010,266+10,266080.00%+8
PIMCO ETF TR
ENHAN SHRT MA AC
7,2107,21007267260.43%0
ENHABIT INC
COM
900-9010-1
SELECT SECTOR SPDR TR
ST STR REAL ETF
2500-250100-10
STARWOOD PPTY TR INC(STWD)5000-500100-10
DOW INC(DOW)2920-292150-15
CORTEVA INC(CTVA)2920-292160-16
DUPONT DE NEMOURS INC(DD)2920-292240-24
MGM RESORTS INTERNATIONAL(MGM)5500-550240-24
SPDR SER TR
SP O&G EQP SERV
2,5712,57102342080.12%-26
SPDR SER TR
SP O&G EXPL PRO
3,4623,46205044550.27%-48
AMAZON COM INC(AMZN)29,11129,353+2425,6265,4693.22%-156
MICROSOFT CORP(MSFT)15,23315,113-1206,8086,5033.83%-305
BUNGE GLOBAL SA(BG)33,13828,702-4,4363,5382,7741.63%-764
DORCHESTER MINERALS LP(DMLP)73,58649,441-24,1452,2701,4910.88%-779
MODERNA INC(MRNA)17,20017,648+4482,0431,1790.69%-863
ENERGY TRANSFER L P(ET)442,234386,506-55,7287,1736,2033.65%-970
EXXON MOBIL CORP90,79957,965-32,83410,4536,7954.00%-3,658
TEXAS PACIFIC LAND CORPORATI(TPL)22,69514,351-8,34416,66412,6977.48%-3,967
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
143,0290-143,0297,2190-7,219
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