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 |
|---|---|
FEZSPDR INDEX SHS FDS | $207K |
JXNJACKSON FINANCIAL INC | $207K |
SWKSTANLEY BLACK & DECKER INC | $207K |
FJULFIRST TR EXCHNG TRADED FD VI | $206K |
RPMRPM INTL INC | $206K |
GDXJVANECK ETF TRUST | $205K |
IVOLKRANESHARES TRUST | $204K |
SONYSONY GROUP CORP | $204K |
ISTBISHARES TR | $204K |
BENFRANKLIN RESOURCES INC | $203K |
SAICSCIENCE APPLICATIONS INTL CO | $203K |
FEXFIRST TR LRGE CP CORE ALPHA | $203K |
CDLVICTORY PORTFOLIOS II | $203K |
LAMRLAMAR ADVERTISING CO NEW | $202K |
ERCALLSPRING MULTI SECTOR INCOM | $202K |
GJANFIRST TR EXCHNG TRADED FD VI | $201K |
PATHUIPATH INC | $201K |
IYTISHARES TR | $201K |
CWBSPDR SER TR | $201K |
ADMAADMA BIOLOGICS INC | $201K |
LCTUBLACKROCK ETF TRUST | $201K |
ULTAULTA BEAUTY INC | $201K |
MEARISHARES U S ETF TR | $200K |
AGNCAGNC INVT CORP | $200K |
NBOSNEUBERGER BERMAN ETF TRUST | $200K |
IWSISHARES TR | $200K |
WRDWERIDE INC | $200K |
FDDFIRST TR STOXX EUROPEAN SELE | $195K |
HYIWESTERN ASSET HIGH YIELD DEF | $195K |
NBBNUVEEN TAXABLE MUNICPAL INM | $190K |
MMUWESTERN ASSET MANAGED MUNS F | $189K |
MLNVANECK ETF TRUST | $187K |
GLOCLOUGH GLOBAL OPPORTUNITIES | $184K |
PJXPETROLEO BRASILEIRO SA PETRO | $183K |
XEFRXEATON VANCE SR FLTNG RTE TR | $182K |
BKTBLACKROCK INCOME TR INC | $181K |
PMOPUTNAM MUN OPPORTUNITIES TR | $177K |
PMMPUTNAM MANAGED MUN INCOME TR | $177K |
KYNKAYNE ANDERSON ENERGY INFRST | $176K |
MVFBLACKROCK MUNIVEST FD INC | $176K |
VLYVALLEY NATL BANCORP | $176K |
BITBLACKROCK MULTI SECTOR INC T | $176K |
LUNRINTUITIVE MACHINES INC | $172K |
HLNHALEON PLC | $168K |
HBANHUNTINGTON BANCSHARES INC | $165K |
TELFYTELEFONICA S A | $164K |
KIOKKR INCOME OPPORTUNITIES FD | $164K |
EVNEATON VANCE MUNI INCOME TRUS | $160K |
EFTEATON VANCE FLTING RATE INC | $159K |
AMCXAMC NETWORKS INC | $158K |
PRPERMIAN RESOURCES CORP | $156K |
WBAWALGREENS BOOTS ALLIANCE INC | $155K |
NOKNOKIA CORP | $155K |
CORZWCORE SCIENTIFIC INC NEW | $154K |
IIMINVESCO VALUE MUN INCOME TR | $149K |
BFKBLACKROCK MUN INCOME TR | $141K |
NDMONUVEEN DYNAMIC MUN OPPORTUNI | $136K |
JBLUJETBLUE AWYS CORP | $130K |
NMZNUVEEN MUN HIGH INCOME OPPOR | $130K |
FCTFIRST TR SR FLTG RATE INCOME | $128K |
PCYOPURE CYCLE CORP | $125K |
AALAMERICAN AIRLS GROUP INC | $124K |
NZFNUVEEN MUNICIPAL CREDIT INC | $123K |
SOUNSOUNDHOUND AI INC | $123K |
XJQCXNUVEEN CR STRATEGIES INCOME | $115K |
ASPNASPEN AEROGELS INC | $109K |
ALTALTIMMUNE INC | $108K |
MPTMEDICAL PPTYS TRUST INC | $106K |
MASS908 DEVICES INC | $105K |
VGMINVESCO TR INVT GRADE MUNS | $102K |
BDJBLACKROCK ENHANCED EQUITY DI | $100K |
APLDAPPLIED DIGITAL CORP | $90K |
INOINOVIO PHARMACEUTICALS INC | $89K |
TSVT*2SEVENTY BIO INC | $88K |
CXHMFS INVT GRADE MUN TR | $81K |
HUMAHUMACYTE INC | $74K |
LYGLLOYDS BANKING GROUP PLC | $74K |
XIGDXVOYA GLBL EQTY DIV & PREM OP | $73K |
WULFTERAWULF INC | $65K |
BTOB2GOLD CORP | $62K |
ZTRVIRTUS TOTAL RETURN FD INC | $60K |
TMCTMC THE METALS COMPANY INC | $58K |
TLRYEURTILRAY BRANDS INC | $50K |
KOPNKOPIN CORP | $49K |
NIONIO INC | $49K |
VFFVILLAGE FARMS INTL INC | $40K |
PIMPUTNAM MASTER INTER INCOME T | $35K |
FBLGFIBROBIOLOGICS INC | $31K |
—MURAL ONCOLOGY PUB LTD CO | $28K |
RRRICHTECH ROBOTICS INC | $23K |
ITHINTERNATIONAL TOWER HILL MIN | $22K |
IRIXIRIDEX CORP | $21K |
KULRKULR TECHNOLOGY GROUP INC | $20K |
ICCMICECURE MEDICAL LTD CAESAREA | $11K |
GBYSANGAMO THERAPEUTICS INC | $9K |
SBDSSOLO BRANDS INC | $8K |
OMEXODYSSEY MARINE EXPL INC | $6K |
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