Concurrent Investment Advisors, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$4.1B
Holdings
1,197
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,197 positions)
| Stock | Value |
|---|---|
YUMCYUM CHINA HLDGS INC | $253K |
LULULULULEMON ATHLETICA INC | $253K |
PG4PRINCIPAL FINANCIAL GROUP IN | $252K |
NGGNATIONAL GRID PLC | $252K |
IVTINVENTRUST PPTYS CORP | $252K |
AYIACUITY INC | $250K |
DASHDOORDASH INC | $250K |
HYMBSPDR SER TR | $249K |
WESWESTERN MIDSTREAM PARTNERS L | $249K |
ROKROCKWELL AUTOMATION INC | $248K |
ZROZPIMCO ETF TR | $247K |
ACADACADIA PHARMACEUTICALS INC | $247K |
LVLNSPDR SER TR | $246K |
XEVVXEATON VANCE LIMITED DURATION | $245K |
IRINGERSOLL RAND INC | $245K |
BDNBRANDYWINE RLTY TR | $245K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $245K |
RQICOHEN & STEERS QUALITY INCOM | $245K |
XGDVXGABELLI DIVID & INCOME TR | $244K |
BRBRBELLRING BRANDS INC | $243K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $243K |
EVEREVERQUOTE INC | $243K |
VGLTVANGUARD SCOTTSDALE FDS | $242K |
CPRTCOPART INC | $241K |
FCBCFIRST CMNTY BANKSHARES INC V | $241K |
RWTREDWOOD TRUST INC | $240K |
JBLJABIL INC | $240K |
BTZBLACKROCK CR ALLOCATION INCO | $240K |
TKTEEKAY CORPORATION LTD | $240K |
SUNSUNOCO LP/SUNOCO FIN CORP | $239K |
SPHYSPDR SER TR | $239K |
IQIINVESCO QUALITY MUN INCOME T | $239K |
OVVOVINTIV INC | $238K |
IONQIONQ INC | $238K |
NOGNORTHERN OIL & GAS INC | $238K |
HTRBHARTFORD FDS EXCHANGE TRADED | $237K |
NVGNUVEEN AMT FREE MUN CR INC F | $237K |
QDEFFLEXSHARES TR | $237K |
DFATDIMENSIONAL ETF TRUST | $237K |
FUMBFIRST TR EXCH TRADED FD III | $236K |
EXEEXPAND ENERGY CORPORATION | $236K |
SKYWSKYWEST INC | $235K |
BTXBLACKROCK TECH AND PRIVATE E | $235K |
RIVNRIVIAN AUTOMOTIVE INC | $235K |
MKTXMARKETAXESS HLDGS INC | $234K |
WRBBERKLEY W R CORP | $234K |
CASHPATHWARD FINANCIAL INC | $234K |
EXGEATON VANCE TAX ADVT DIV INC | $233K |
NSANATIONAL STORAGE AFFILIATES | $233K |
HIGHARTFORD INSURANCE GROUP INC | $233K |
AFLGFIRST TR EXCHNG TRADED FD VI | $232K |
EQTEQT CORP | $232K |
ILTBISHARES TR | $232K |
JDJD.COM INC | $232K |
STKCOLUMBIA SELIGM PREM TECH GR | $231K |
SMRNUSCALE PWR CORP | $228K |
SCMSTELLUS CAP INVT CORP | $228K |
XEMDXWESTERN ASSET EMERGING MKTS | $228K |
UTHUNITED THERAPEUTICS CORP DEL | $227K |
MGMMGM RESORTS INTERNATIONAL | $227K |
TOLTOLL BROTHERS INC | $226K |
DOCHEALTHPEAK PROPERTIES INC | $226K |
SDVDFIRST TR EXCH TRADED FD III | $226K |
CPTCAMDEN PPTY TR | $225K |
CRAICRA INTL INC | $225K |
MTBM & T BK CORP | $224K |
FTAIFTAI AVIATION LTD | $224K |
IPGINTERPUBLIC GROUP COS INC | $223K |
DVADAVITA INC | $223K |
ITGARTNER INC | $222K |
PAASPAN AMERN SILVER CORP | $222K |
VTRSVIATRIS INC | $221K |
IGPTINVESCO EXCHANGE TRADED FD T | $221K |
BLWBLACKROCK LTD DURATION INCOM | $220K |
VKTXVIKING THERAPEUTICS INC | $219K |
DFUSDIMENSIONAL ETF TRUST | $219K |
AORISHARES TR | $218K |
IGFISHARES TR | $218K |
ATDATI INC | $218K |
IYEISHARES TR | $218K |
TFISPDR SER TR | $217K |
CTRACOTERRA ENERGY INC | $217K |
FCNCAFIRST CTZNS BANCSHARES INC N | $216K |
ONTOONTO INNOVATION INC | $216K |
ABRARBOR REALTY TRUST INC | $216K |
SOLVSOLVENTUM CORP | $216K |
FIIGFIRST TR EXCHANGE-TRADED FD | $215K |
STGWSTAGWELL INC | $215K |
ARKFARK ETF TR | $215K |
VTWOVANGUARD SCOTTSDALE FDS | $214K |
XHRXENIA HOTELS & RESORTS INC | $214K |
IAKISHARES TR | $214K |
ACPABRDN INCOME CREDIT STRATEGI | $213K |
ISPYPROSHARES TR | $213K |
YYY*AMPLIFY ETF TR | $212K |
VFMOVANGUARD WELLINGTON FD | $212K |
CRLCHARLES RIV LABS INTL INC | $212K |
ICLNISHARES TR | $211K |
EAGGISHARES TR | $209K |
CLHCLEAN HARBORS INC | $208K |