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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | ROLROLLINS INC | 31,514 | $1.7M | 0.04% | |
| 402 | FFORD MTR CO | 207,001 | $1.7M | 0.04% | |
| 403 | TUSITOUCHSTONE ETF TRUST | 66,514 | $1.7M | 0.04% | |
| 404 | IBITISHARES BITCOIN TRUST ETF | 35,849 | $1.7M | 0.04% | Call |
| 405 | BKLCBNY MELLON ETF TRUST | 15,758 | $1.7M | 0.04% | |
| 406 | PGRPROGRESSIVE CORP | 5,892 | $1.7M | 0.04% | |
| 407 | XSOEWISDOMTREE TR | 53,936 | $1.7M | 0.04% | |
| 408 | GPCGENUINE PARTS CO | 13,979 | $1.7M | 0.04% | |
| 409 | HPEHEWLETT PACKARD ENTERPRISE C | 106,423 | $1.6M | 0.04% | Call |
| 410 | CITHE CIGNA GROUP | 4,987 | $1.6M | 0.04% | |
| 411 | PRUPRUDENTIAL FINL INC | 14,516 | $1.6M | 0.04% | |
| 412 | PDECINNOVATOR ETFS TRUST | 43,045 | $1.6M | 0.04% | |
| 413 | HTHHILLTOP HOLDINGS INC | 52,735 | $1.6M | 0.04% | |
| 414 | GLWCORNING INC | 35,020 | $1.6M | 0.04% | |
| 415 | KEYSKEYSIGHT TECHNOLOGIES INC | 10,700 | $1.6M | 0.04% | |
| 416 | MIGAMICROSTRATEGY INC | 5,554 | $1.6M | 0.04% | |
| 417 | RCLROYAL CARIBBEAN GROUP | 7,781 | $1.6M | 0.04% | |
| 418 | CSXCSX CORP | 53,175 | $1.6M | 0.04% | |
| 419 | VRTXVERTEX PHARMACEUTICALS INC | 3,213 | $1.6M | 0.04% | |
| 420 | OREALTY INCOME CORP | 26,584 | $1.5M | 0.04% | |
| 421 | RWLINVESCO EXCH TRADED FD TR II | 15,494 | $1.5M | 0.04% | |
| 422 | KMBKIMBERLY-CLARK CORP | 10,764 | $1.5M | 0.04% | |
| 423 | MCOMOODYS CORP | 3,282 | $1.5M | 0.04% | |
| 424 | DEODIAGEO PLC | 14,575 | $1.5M | 0.04% | |
| 425 | QQAINVESCO ACTIVELY MANAGED EXC | 33,217 | $1.5M | 0.04% | |
| 426 | ICSHISHARES TR | 29,775 | $1.5M | 0.04% | |
| 427 | LQDISHARES TR | 13,883 | $1.5M | 0.04% | |
| 428 | OMFLINVESCO EXCH TRD SLF IDX FD | 28,190 | $1.5M | 0.04% | |
| 429 | VOOGVANGUARD ADMIRAL FDS INC | 4,482 | $1.5M | 0.04% | |
| 430 | DONWISDOMTREE TR | 30,239 | $1.5M | 0.04% | |
| 431 | MGCVANGUARD WORLD FD | 7,400 | $1.5M | 0.04% | |
| 432 | CLIPGLOBAL X FDS | 14,797 | $1.5M | 0.04% | |
| 433 | HWMHOWMET AEROSPACE INC | 11,456 | $1.5M | 0.04% | |
| 434 | JHMMJOHN HANCOCK EXCHANGE TRADED | 25,910 | $1.5M | 0.04% | |
| 435 | QTECFIRST TR NASDAQ 100 TECH IND | 8,538 | $1.5M | 0.04% | |
| 436 | EOGEOG RES INC | 11,497 | $1.5M | 0.04% | |
| 437 | FXUFIRST TR EXCHANGE TRADED FD | 35,846 | $1.5M | 0.04% | |
| 438 | FENIFIDELITY COVINGTON TRUST | 49,333 | $1.5M | 0.04% | |
| 439 | CIBRFIRST TR EXCHANGE TRADED FD | 23,207 | $1.5M | 0.04% | |
| 440 | BF/BBROWN FORMAN CORP | 42,625 | $1.4M | 0.04% | |
| 441 | NOBLPROSHARES TR | 14,092 | $1.4M | 0.03% | |
| 442 | CMECME GROUP INC | 5,428 | $1.4M | 0.03% | |
| 443 | IWRISHARES TR | 16,727 | $1.4M | 0.03% | |
| 444 | TLHISHARES TR | 13,631 | $1.4M | 0.03% | |
| 445 | SLVISHARES SILVER TR | 45,503 | $1.4M | 0.03% | |
| 446 | IYZISHARES TR | 51,214 | $1.4M | 0.03% | |
| 447 | TRVTRAVELERS COMPANIES INC | 5,305 | $1.4M | 0.03% | |
| 448 | KVUEKENVUE INC | 58,135 | $1.4M | 0.03% | |
| 449 | VTECVANGUARD CALIF TAX FREE FDS | 14,147 | $1.4M | 0.03% | |
| 450 | EFGISHARES TR | 13,834 | $1.4M | 0.03% | |
| 451 | NDAQNASDAQ INC | 18,231 | $1.4M | 0.03% | |
| 452 | KWEBKRANESHARES TRUST | 39,576 | $1.4M | 0.03% | |
| 453 | DXJWISDOMTREE TR | 12,502 | $1.4M | 0.03% | |
| 454 | DSLDOUBLELINE INCOME SOLUTIONS | 109,074 | $1.4M | 0.03% | |
| 455 | RITMRITHM CAPITAL CORP | 119,667 | $1.4M | 0.03% | |
| 456 | HUSVFIRST TR EXCH TRADED FD III | 33,883 | $1.4M | 0.03% | |
| 457 | IQVIQVIA HLDGS INC | 7,680 | $1.4M | 0.03% | |
| 458 | AQLTISHARES TR | 58,770 | $1.4M | 0.03% | |
| 459 | CGUSCAPITAL GROUP CORE EQUITY ET | 40,021 | $1.3M | 0.03% | |
| 460 | BSXBOSTON SCIENTIFIC CORP | 13,245 | $1.3M | 0.03% | |
| 461 | ARESARES MANAGEMENT CORPORATION | 9,104 | $1.3M | 0.03% | |
| 462 | FMHIFIRST TR EXCH TRADED FD III | 27,810 | $1.3M | 0.03% | |
| 463 | FIDIFIDELITY COVINGTON TRUST | 61,713 | $1.3M | 0.03% | |
| 464 | IEIISHARES TR | 11,177 | $1.3M | 0.03% | |
| 465 | SHOPSHOPIFY INC | 13,804 | $1.3M | 0.03% | |
| 466 | TDIVFIRST TR EXCHANGE TRADED FD | 17,867 | $1.3M | 0.03% | |
| 467 | ANETARISTA NETWORKS INC | 16,886 | $1.3M | 0.03% | |
| 468 | CTVACORTEVA INC | 20,741 | $1.3M | 0.03% | |
| 469 | HYGISHARES TR | 16,528 | $1.3M | 0.03% | |
| 470 | SFMSPROUTS FMRS MKT INC | 8,497 | $1.3M | 0.03% | |
| 471 | NOCNORTHROP GRUMMAN CORP | 2,530 | $1.3M | 0.03% | |
| 472 | FCXFREEPORT-MCMORAN INC | 34,055 | $1.3M | 0.03% | |
| 473 | FTLSFIRST TR EXCH TRADED FD III | 20,060 | $1.3M | 0.03% | |
| 474 | SPYDSPDR SER TR | 29,008 | $1.3M | 0.03% | |
| 475 | IJJISHARES TR | 10,668 | $1.3M | 0.03% | |
| 476 | IJKISHARES TR | 15,323 | $1.3M | 0.03% | |
| 477 | FTAFIRST TR LRG CP VL ALPHADEX | 16,499 | $1.3M | 0.03% | |
| 478 | PSAPUBLIC STORAGE OPER CO | 4,218 | $1.3M | 0.03% | |
| 479 | LNGCHENIERE ENERGY INC | 5,400 | $1.2M | 0.03% | |
| 480 | DOWDOW INC | 35,588 | $1.2M | 0.03% | |
| 481 | BROBROWN & BROWN INC | 9,945 | $1.2M | 0.03% | |
| 482 | VMCVULCAN MATLS CO | 5,280 | $1.2M | 0.03% | |
| 483 | BBLUEA SERIES TRUST | 96,350 | $1.2M | 0.03% | |
| 484 | SCHFSCHWAB STRATEGIC TR | 61,949 | $1.2M | 0.03% | |
| 485 | CGGOCAPITAL GROUP GBL GROWTH EQT | 43,174 | $1.2M | 0.03% | |
| 486 | WSOWATSCO INC | 2,393 | $1.2M | 0.03% | |
| 487 | EMLPFIRST TR EXCHANGE-TRADED FD | 32,348 | $1.2M | 0.03% | |
| 488 | PEGPUBLIC SVC ENTERPRISE GRP IN | 14,658 | $1.2M | 0.03% | |
| 489 | IGSBISHARES TR | 23,010 | $1.2M | 0.03% | |
| 490 | PNCPNC FINL SVCS GROUP INC | 6,855 | $1.2M | 0.03% | |
| 491 | SCHWSCHWAB CHARLES CORP | 15,388 | $1.2M | 0.03% | |
| 492 | MCKMCKESSON CORP | 1,776 | $1.2M | 0.03% | |
| 493 | SPHDINVESCO EXCH TRADED FD TR II | 23,730 | $1.2M | 0.03% | |
| 494 | KKRKKR & CO INC | 10,089 | $1.2M | 0.03% | |
| 495 | FXOFIRST TR EXCHANGE TRADED FD | 21,887 | $1.2M | 0.03% | |
| 496 | CAHCARDINAL HEALTH INC | 8,407 | $1.2M | 0.03% | |
| 497 | MNSTMONSTER BEVERAGE CORP NEW | 19,778 | $1.2M | 0.03% | |
| 498 | EQIXEQUINIX INC | 1,412 | $1.2M | 0.03% | |
| 499 | APHAMPHENOL CORP NEW | 17,527 | $1.1M | 0.03% | |
| 500 | JMEEJ P MORGAN EXCHANGE TRADED F | 20,482 | $1.1M | 0.03% |