Concorde Asset Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Concorde Asset Management, LLC reported 162 stock positions worth $162.2 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 10.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.4%) and Invesco QQQ Trust Series 1 (QQQ, 6.1%). Compared with Q1 2024, it opened 42 new positions, sold out of 15, added to 56 and reduced 59. The biggest buy was a new position in First TRST Nasd Class Edg Sgiif (GRID) and the biggest sale First Trust Nasdaq Cybersecu (CIBR, shares −94%).

Most Recent 13F
Q2 2026
Location
ANN ARBOR, MI
CIK
0001631773
Portfolio Value
$162.2M (Q2 2024)
SEC Filing
0001062993-24-014857 ↗ filed Aug 12, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $146.2M Q1 2024 Q2 2024: $162.2M $162.2M Q2 2024 Q3 2024: $177.2M Q3 2024 Q4 2024: $191.8M Q4 2024 Q1 2025: $185.8M Q1 2025 Q3 2025: $239.1M Q3 2025 Q4 2025: $250.0M Q4 2025 Q1 2026: $204.0M Q1 2026 Q2 2026: $172.8M Q2 2026

Holdings 162 stocks · $162.2M
BUFR FT Vest Lad Buffervetf-Usd I 10.77% 604,271 $17.5M Reduce -1.7%
IVV iShares Core S&P 500 ETF 7.39% 21,912 $12.0M Reduce -18.2%
QQQ Invesco QQQ Trust Series 1 6.10% 20,639 $9.9M Add +16.0%
TDIV FT Nasdaq Tech DVD Index FD 5.76% 123,502 $9.3M Reduce -18.4%
SPY SS SPDR S&P 500 ETF Trust-US 4.97% 14,823 $8.1M Add +1.9%
NVDA Nvidia Corp. 4.05% 53,163 $6.6M Reduce -4.4%
GRID First TRST Nasd Class Edg Sgiif 3.39% 47,613 $5.5M New
IVW iShares S&P 500 Growth ETF 2.16% 37,795 $3.5M Add +61.4%
SDVY First Trust Smid Cap Rising 2.15% 104,563 $3.5M Reduce -38.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.96% 70,497 $3.2M Reduce -0.5%
IWD iShares Russell 1000 Value E 1.91% 17,797 $3.1M New
QUAL iShares MSCI USA Quality Fac 1.83% 17,397 $3.0M Reduce -2.9%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 1.76% 96,418 $2.9M Reduce -45.8%
AAPL Apple Inc. 1.70% 13,104 $2.8M Reduce -0.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.55% 53,677 $2.5M Add +12.8%
EFG iShares MSCI Eafe Growth ETF 1.53% 24,287 $2.5M Add +41.6%
MSFT Microsoft Corp. 1.38% 4,998 $2.2M Reduce -2.8%
FNX First Trust Mid Cap Core Alp 1.15% 17,197 $1.9M New
IVE iShares S&P 500 Value ETF 1.09% 9,689 $1.8M Reduce -2.4%
IYW iShares Ustechnology ETF 0.96% 10,351 $1.6M Reduce -12.3%
AMZN Amazon.com Inc. 0.88% 7,371 $1.4M Reduce -11.1%
EFV iShares MSCI Eafe Value ETF 0.82% 25,158 $1.3M Reduce -34.6%
IEMG iShares Core MSCI Emerging 0.82% 24,869 $1.3M Add +47.9%
FTS Fortis Inc. 0.69% 29,000 $1.1M Reduce -50.0%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.68% 11,299 $1.1M Reduce -2.7%
MBB iShares MBS ETF 0.68% 11,956 $1.1M Add +19.4%
LLY Eli Lilly & Co. 0.62% 1,110 $1.0M Add +13.6%
BRK.B Berkshire Hathaway Inc. Class B 0.60% 2,391 $973K Add +5.1%
EMXC iShares MSCI Emr MRK Ex Chna 0.54% 14,782 $875K Add +14.7%
MSOS Advisorshares Pure US Cann 0.52% 114,436 $839K Reduce -7.9%
NXDT Nexpoint Diversified Real Es 0.46% 133,713 $739K Add +70.1%
META Meta Platforms Inc. Class A 0.45% 1,461 $737K Reduce -19.1%
JNJ Johnson & Johnson 0.44% 4,886 $714K Reduce -1.2%
XNROX Neu Re Est Sec Inc. FD Inc.-US filed as NEUBERGER BERMAN REAL ESTATE 0.44% 210,900 $710K Add +10.0%
NVO Novo-Nordisk A/S-Spons ADR 0.43% 4,915 $702K Add +7.8%
XOM Exxon Mobil Corp. 0.43% 6,012 $692K Add +6.9%
SMH Vaneck Semiconductor ETF 0.42% 2,645 $690K Add +4.8%
FTSM First Trust Enh Short Mat FD 0.42% 11,335 $676K Reduce -62.6%
JPM JPMorgan Chase & Co. 0.41% 3,303 $668K Reduce -15.9%
SN Sharkninja Inc. 0.41% 8,801 $661K New
FSCO FS Credit Opportunities Corp. 0.39% 98,089 $625K Add +454.5%
COST Costco Wholesale Corp. 0.38% 731 $622K Add +9.4%
TSLA Tesla Inc. 0.38% 3,126 $619K Reduce -9.1%
LPLA LPL Financial Holdings Inc. 0.38% 2,200 $614K No change
ESGU iShares ESG Aware MSCI USA 0.37% 5,076 $606K Reduce -22.0%
VOO Vanguard S&P 500 ETF 0.37% 1,208 $604K Reduce -9.2%
ADBE Adobe Inc. 0.37% 1,087 $604K Add +0.1%
TLT iShares 20+ Year Treasury BD 0.37% 6,458 $593K Add +9.2%
INTU Intuit Inc. 0.35% 876 $576K Reduce -5.8%
WIW Western Asst Infl-LNK Opp 0.35% 67,350 $573K New
IRT Independence Realty Trust Inc. 0.35% 30,176 $565K Add +23.5%
TWST Twist Bioscience Corp. 0.35% 11,401 $562K Reduce -11.7%
IEFA iShares Core MSCI Eafe ETF 0.33% 7,464 $542K Add +15.4%
ABBV Abbvie Inc. 0.33% 3,151 $540K Add +2.6%
IWM iShares Russell 2000 ETF 0.33% 2,635 $535K Reduce -15.8%
SMCI Super Micro Computer Inc. 0.32% 634 $519K New
NBXG Neuberger Next Generation Co. 0.32% 40,230 $519K Add +63.2%
NFLX Netflix Inc. 0.32% 765 $516K Reduce -3.5%
HEFA Isha Curr Hedged MSCI Eafe 0.31% 14,156 $503K Reduce -16.6%
AMD Advanced Micro Devices 0.31% 3,101 $503K Reduce -14.6%
NTG Tortoise Midstream Energy 0.31% 11,700 $503K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.30% 6,378 $492K Add +145.0%
PLTR Palantir Technologies Inc. Class A 0.30% 19,344 $490K Add +2.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 1,246 $466K Add +9.6%
SPYG SS SPDR P S&P 500 Growth ETF 0.29% 5,813 $466K New
HD Home Depot Inc. 0.29% 1,348 $464K Add +2.8%
XLK SS Technology Select Sector 0.28% 2,036 $461K New
ALHC Alignment Healthcare Inc. 0.27% 56,020 $438K Reduce -1.1%
VEA Vanguard Ftse Developed ETF 0.26% 8,648 $427K Add +36.2%
GNL Global Net Lease Inc. 0.26% 57,333 $421K Add +51.9%
XLC SS Comm Select Sector SPDR 0.26% 4,899 $420K New
GLD SPDR Gold Shares 0.26% 1,948 $419K Add +24.2%
GOOGL Alphabet Inc. Class A 0.25% 2,266 $413K Add +15.8%
FIXD First Trust Smith Opportunis 0.25% 9,512 $409K New
OKE Oneok Inc. 0.25% 5,020 $409K New
RVT Royce Small-Cap Trust Inc. 0.25% 28,048 $406K Add +51.2%
CVX Chevron Corp. 0.25% 2,579 $403K Add +1.0%
VZ Verizon Communications Inc. 0.24% 9,495 $392K Add +1.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.24% 2,416 $388K Add +29.5%
XTTPX Tortoise Pipeline & Energy 0.24% 10,600 $384K New
IWY iShares Russell Top 200 Grow 0.23% 1,742 $374K Add +21.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.23% 3,330 $367K Add +2.8%
MUB iShares National Muni Bond E 0.22% 3,425 $365K New
VTEB Vanguard Tax-Exempt Bond ETF 0.22% 7,200 $361K New
AVGO Broadcom Inc. 0.22% 221 $355K Reduce -20.2%
NOW ServiceNow Inc. 0.22% 450 $354K Add +2.3%
SHEL Shell PLC-ADR 0.22% 4,839 $349K Add +0.2%
JXN Jackson Financial Inc. Class A 0.22% 4,700 $349K Reduce -6.0%
DSL Doubleline Income Solutions 0.21% 26,950 $337K Add +4.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.21% 5,219 $334K New
RDVY First Trust Rising Dividend 0.20% 6,059 $332K Add +0.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.20% 3,578 $328K New
FNGS Microsectors Fang+ Etns filed as BANK MONTREAL MEDIUM 0.20% 6,680 $328K No change
XLI SS Industrial Select Sector 0.20% 2,649 $323K New
SPMO Invesco S&P 500 Momentum ETF 0.20% 3,659 $320K New
DFCF Dimensional Core Fixed Inc. 0.19% 7,534 $313K New
PAYC Paycom Software Inc. 0.19% 2,188 $313K Reduce -3.6%
MCD McDonald's Corp. 0.19% 1,224 $312K Reduce -16.3%
VCIT Vanguard Int-Term Corporate 0.19% 3,895 $311K Add +17.5%
TFLO iShares Treasury Floating Ra 0.19% 6,037 $306K Reduce -32.8%
USB US Bancorp 0.19% 7,670 $304K Reduce -26.9%
CAT Caterpillar Inc. 0.19% 902 $300K Add +6.1%
DPG Duff & Phelps Utility & Inc. 0.18% 30,300 $298K New
IFRA iShares US Infrastructure 0.18% 7,044 $297K Reduce -5.1%
MPT Medical Properties Trust Inc. 0.18% 66,702 $287K Add +24.2%
F Ford Motor Co. filed as FORD MTR CO DEL 0.18% 22,756 $285K Reduce -39.4%
EMO Clearbridge Energy Midstream 0.17% 6,822 $281K Add +2.4%
BINC iShares Flex I A ETF-Usd Inc. 0.17% 5,340 $279K New
AMGN Amgen Inc. 0.17% 888 $277K Add +4.8%
AMP Ameriprise Financial Inc. 0.17% 649 $277K Reduce -3.4%
PG The Procter & Gamble Co. 0.17% 1,679 $277K Reduce -4.7%
PM Philip Morris International 0.17% 2,721 $276K Add +9.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,768 $275K Add +6.9%
VLO Valero Energy Corp. 0.17% 1,746 $274K Reduce -11.2%
VTI VG Morningstar TS MKT ETF-US 0.17% 1,020 $273K Reduce -23.1%
DFSD Dimensional Short Duration 0.16% 5,669 $266K New
HFRO Highland Opport & Income 0.16% 42,350 $265K Add +134.0%
HEDJ Wisdomtree Europe Hedged Equ 0.16% 5,847 $264K Add +0.1%
IPAY Amplify Digital Payments ETF 0.16% 5,650 $264K Reduce -26.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.16% 2,222 $263K Reduce -54.8%
LPG Dorian LPG Ltd. 0.16% 6,275 $263K Add +1.1%
ADX Adams Diversified Equity 0.16% 12,150 $261K Reduce -6.2%
SHYG iShares 0-5 YR HY Corp. Bond 0.16% 6,171 $260K Reduce -3.9%
HOMZ Hoya Capital Housing ETF 0.16% 6,050 $259K New
JPST JPMorgan Ultra-Short Income 0.16% 4,993 $252K New
PKST Peakstone Realty Trust 0.15% 23,644 $251K Add +20.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.15% 793 $249K Reduce -6.3%
AGG iShares Core U.S. Aggregate 0.15% 2,536 $246K New
RLTY Cohen & Steers RL Est Opprt 0.15% 17,200 $245K New
BDJ BlackRock Enhanced Eqty DVD 0.15% 29,100 $238K New
ABT Abbott Laboratories 0.15% 2,277 $237K Add +5.6%
MO Altria Group Inc. 0.14% 5,124 $233K Reduce -7.3%
TTE Totalenergies SE -Spon ADR 0.14% 3,500 $233K No change
ENB Enbridge Inc. 0.14% 6,527 $232K New
ULTA Ulta Beauty Inc. 0.14% 594 $229K New
V Visa Inc. Class A 0.14% 871 $229K Reduce -35.9%
HDV iShares Core High Dividend E 0.14% 2,100 $228K Reduce -40.0%
DE Deere & Co. 0.14% 605 $226K Reduce -62.1%
KO The Coca-Cola Co. 0.14% 3,541 $225K Add +1.2%
KKR KKR & Co. Inc. 0.14% 2,134 $225K New
CIBR First Trust Nasdaq Cybersecu 0.14% 3,960 $223K Reduce -94.5%
RSP Invesco S&P 500 Equal Weight 0.14% 1,352 $222K Reduce -53.9%
GOOG Alphabet Inc. Class C 0.13% 1,188 $218K New
CSCO Cisco Systems Inc. 0.13% 4,556 $216K Add +2.2%
NPFD Nuveen Var RT Pref & Inc. 0.13% 11,600 $213K New
FTA First Trust L C Val Alp 0.13% 2,883 $212K New
PEN Penumbra Inc. 0.13% 1,175 $211K No change
TBIL F/M US Treasury 3 Month Bill 0.13% 4,196 $210K New
ISRG Intuitive Surgical Inc. 0.13% 465 $207K Reduce -48.2%
CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW 0.13% 11,700 $204K New
QCOM Qualcomm Inc. 0.12% 1,015 $202K New
SOXX iShares Semiconductor ETF 0.12% 812 $200K Reduce -37.9%
FBRT Franklin BSP Realty Trust Inc. 0.12% 14,850 $187K New
BEEP Mobile Infrastructure Corp. 0.11% 54,179 $186K Reduce -12.2%
AHR American Healthcare REIT Inc. 0.11% 12,600 $184K New
YOLO Advisorshares Pure Cannabis 0.10% 47,880 $162K Reduce -0.8%
JPC Nuveen Prefered & Income Opp 0.09% 18,851 $141K New
SOFI Sofi Technologies Inc. 0.08% 18,874 $125K Reduce -14.5%
XEVMX Eaton Vance Cal Muni Bond 0.08% 13,000 $124K Add +23.8%
XBTAX BlackRock LNG-TRM Muni Adv 0.07% 11,185 $113K No change
USA Liberty All Star Equity Fund 0.05% 10,900 $74K New
ANIX Anixa Biosciences Inc. 0.02% 13,969 $31K New

Portfolio Sells Q1 2024 → Q2 2024
CIBR First Trust Nasdaq Cybersecu Reduce -94.5% 0.14% −2.63
IVV iShares Core S&P 500 ETF Reduce -18.2% 7.39% −2.23
SDVY First Trust Smid Cap Rising Reduce -38.4% 2.15% −1.89
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Reduce -45.8% 1.76% −1.69
TDIV FT Nasdaq Tech DVD Index FD Reduce -18.4% 5.76% −1.46
BUFR FT Vest Lad Buffervetf-Usd I Reduce -1.7% 10.77% −0.99
FTS Fortis Inc. Reduce -50.0% 0.69% −0.87
FTSM First Trust Enh Short Mat FD Reduce -62.6% 0.42% −0.82
EFV iShares MSCI Eafe Value ETF Reduce -34.6% 0.82% −0.61
MSOS Advisorshares Pure US Cann Reduce -7.9% 0.52% −0.33
DE Deere & Co. Reduce -62.1% 0.14% −0.31
XWIAX Western Asset Infl-Link Sec Sold out 0.00% −0.28
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.26
HEI Heico Corp. Sold out 0.00% −0.25
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -0.5% 1.96% −0.25
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -54.8% 0.16% −0.24
ZTS Zoetis Inc. Sold out 0.00% −0.23
UPS United Parcel Service Class B Sold out 0.00% −0.23
IXC iShares Global Energy ETF Sold out 0.00% −0.21
ARKK ARK Innovation ETF Sold out 0.00% −0.21
RSP Invesco S&P 500 Equal Weight Reduce -53.9% 0.14% −0.20
QUAL iShares MSCI USA Quality Fac Reduce -2.9% 1.83% −0.18
IVE iShares S&P 500 Value ETF Reduce -2.4% 1.09% −0.18
LNC Lincoln National Corp. Sold out 0.00% −0.18
F Ford Motor Co. Reduce -39.4% 0.18% −0.17
IJH iShares Core S&P Midcap ETF Sold out 0.00% −0.16
META Meta Platforms Inc. Class A Reduce -19.1% 0.45% −0.15
AMZN Amazon.com Inc. Reduce -11.1% 0.88% −0.15
INTC Intel Corp. Sold out 0.00% −0.14
ESGU iShares ESG Aware MSCI USA Reduce -22.0% 0.37% −0.14
AMD Advanced Micro Devices Reduce -14.6% 0.31% −0.14
O Realty Income Corp. Sold out 0.00% −0.14
FSK FS KKR Capital Corp. Sold out 0.00% −0.13
USB US Bancorp Reduce -26.9% 0.19% −0.13
IYW iShares Ustechnology ETF Reduce -12.3% 0.96% −0.13
JPM JPMorgan Chase & Co. Reduce -15.9% 0.41% −0.13
HDV iShares Core High Dividend E Reduce -40.0% 0.14% −0.12
TFLO iShares Treasury Floating Ra Reduce -32.8% 0.19% −0.12
IWM iShares Russell 2000 ETF Reduce -15.8% 0.33% −0.12
V Visa Inc. Class A Reduce -35.9% 0.14% −0.12
ISRG Intuitive Surgical Inc. Reduce -48.2% 0.13% −0.12
PAYC Paycom Software Inc. Reduce -3.6% 0.19% −0.12
IPAY Amplify Digital Payments ETF Reduce -26.1% 0.16% −0.11
MSFT Microsoft Corp. Reduce -2.8% 1.38% −0.11
HEFA Isha Curr Hedged MSCI Eafe Reduce -16.6% 0.31% −0.10
JNJ Johnson & Johnson Reduce -1.2% 0.44% −0.09
MCD McDonald's Corp. Reduce -16.3% 0.19% −0.09
NBH Neuberger Municipal Fund Inc. Sold out 0.00% −0.09
SOXX iShares Semiconductor ETF Reduce -37.9% 0.12% −0.08
IQI Invesco Quality Muni Inc. TR Sold out 0.00% −0.07

Portfolio Buys Q1 2024 → Q2 2024
GRID First TRST Nasd Class Edg Sgiif New 3.39% +3.39
IWD iShares Russell 1000 Value E New 1.91% +1.91
FNX First Trust Mid Cap Core Alp New 1.15% +1.15
IVW iShares S&P 500 Growth ETF Add +61.4% 2.16% +0.80
QQQ Invesco QQQ Trust Series 1 Add +16.0% 6.10% +0.70
SN Sharkninja Inc. New 0.41% +0.41
WIW Western Asst Infl-LNK Opp New 0.35% +0.35
SMCI Super Micro Computer Inc. New 0.32% +0.32
EFG iShares MSCI Eafe Growth ETF Add +41.6% 1.53% +0.31
FSCO FS Credit Opportunities Corp. Add +454.5% 0.39% +0.31
NTG Tortoise Midstream Energy New 0.31% +0.31
SPYG SS SPDR P S&P 500 Growth ETF New 0.29% +0.29
XLK SS Technology Select Sector New 0.28% +0.28
XLC SS Comm Select Sector SPDR New 0.26% +0.26
FIXD First Trust Smith Opportunis New 0.25% +0.25
OKE Oneok Inc. New 0.25% +0.25
XTTPX Tortoise Pipeline & Energy New 0.24% +0.24
IEMG iShares Core MSCI Emerging Add +47.9% 0.82% +0.23
MUB iShares National Muni Bond E New 0.22% +0.22
VTEB Vanguard Tax-Exempt Bond ETF New 0.22% +0.22
SPYM Ste STR SPDR PT S&P 500 ETF New 0.21% +0.21
BIL SS SPDR BB 1-3M T-Bill ETF New 0.20% +0.20
XLI SS Industrial Select Sector New 0.20% +0.20
SPMO Invesco S&P 500 Momentum ETF New 0.20% +0.20
DFCF Dimensional Core Fixed Inc. New 0.19% +0.19
DPG Duff & Phelps Utility & Inc. New 0.18% +0.18
BINC iShares Flex I A ETF-Usd Inc. New 0.17% +0.17
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +145.0% 0.30% +0.16
DFSD Dimensional Short Duration New 0.16% +0.16
HOMZ Hoya Capital Housing ETF New 0.16% +0.16
JPST JPMorgan Ultra-Short Income New 0.16% +0.16
AGG iShares Core U.S. Aggregate New 0.15% +0.15
RLTY Cohen & Steers RL Est Opprt New 0.15% +0.15
BDJ BlackRock Enhanced Eqty DVD New 0.15% +0.15
ENB Enbridge Inc. New 0.14% +0.14
ULTA Ulta Beauty Inc. New 0.14% +0.14
KKR KKR & Co. Inc. New 0.14% +0.14
GOOG Alphabet Inc. Class C New 0.13% +0.13
NPFD Nuveen Var RT Pref & Inc. New 0.13% +0.13
FTA First Trust L C Val Alp New 0.13% +0.13
TBIL F/M US Treasury 3 Month Bill New 0.13% +0.13
CTO Cto Realty Growth Inc. New 0.13% +0.13
QCOM Qualcomm Inc. New 0.12% +0.12
NBXG Neuberger Next Generation Co. Add +63.2% 0.32% +0.12
FBRT Franklin BSP Realty Trust Inc. New 0.12% +0.12
AHR American Healthcare REIT Inc. New 0.11% +0.11
DYNF Ishrs US E F R A ETF-Usd Inc. Add +12.8% 1.55% +0.11
NXDT Nexpoint Diversified Real Es Add +70.1% 0.46% +0.10
LLY Eli Lilly & Co. Add +13.6% 0.62% +0.10
JPC Nuveen Prefered & Income Opp New 0.09% +0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$172.8MIVV, SPMO, QQQ, SPY, AIRR
Q1 2026 207$204.0MIVV, QQQ, SPMO, SPY, BUFR
Q4 2025 241$250.0MIVV, SPMO, QQQ, NVDA, SPY
Q3 2025 221$239.1MIVV, SPMO, QQQ, NVDA, BUFQ
Q1 2025 175$185.8MFTSM, IVV, IUSB, NVDA, IVW
Q4 2024 182$191.8MIVV, TDIV, QQQ, SPY, BUFR
Q3 2024 175$177.2MIVV, BUFR, TDIV, QQQ, SPY
Q2 2024 162$162.2MBUFR, IVV, QQQ, TDIV, SPY
Q1 2024 135$146.2MBUFR, IVV, TDIV, QQQ, SPY