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)

StockValue
ARLPALLIANCE RESOURCE PARTNERS L
$817K
SHMSPDR SER TR
$813K
SPTSSPDR SER TR
$813K
DNOVFIRST TR EXCHNG TRADED FD VI
$799K
KRKROGER CO
$793K
ABNBAIRBNB INC
$791K
EMBISHARES TR
$790K
NETCLOUDFLARE INC
$790K
ADSKAUTODESK INC
$787K
BEBLOOM ENERGY CORP
$784K
TIPISHARES TR
$778K
CGNGCAPITAL GROUP NEW GEOGRAPHY
$774K
GUNRFLEXSHARES TR
$772K
GDDYGODADDY INC
$766K
OKLOOKLO INC
$763K
AHRAMERICAN HEALTHCARE REIT INC
$759K
UALUNITED AIRLS HLDGS INC
$756K
TOSTTOAST INC
$756K
ADTNADTRAN HOLDINGS INC
$752K
UYLDANGEL OAK FUNDS TRUST
$752K
ORLYOREILLY AUTOMOTIVE INC
$749K
AMTAMERICAN TOWER CORP NEW
$745K
CAGCONAGRA BRANDS INC
$744K
CEGCONSTELLATION ENERGY CORP
$742K
HCAHCA HEALTHCARE INC
$740K
FGDFIRST TR EXCHANGE TRADED FD
$737K
SPOTSPOTIFY TECHNOLOGY S A
$737K
MKLMARKEL GROUP INC
$735K
DKNGDRAFTKINGS INC NEW
$735K
ITCIEURINTRA-CELLULAR THERAPIES INC
$733K
LUVSOUTHWEST AIRLS CO
$733K
STXEEA SERIES TRUST
$728K
IHIISHARES TR
$728K
TPRTAPESTRY INC
$718K
MPLXMPLX LP
$717K
SHYDVANECK ETF TRUST
$715K
VPUVANGUARD WORLD FD
$714K
FCORFIDELITY MERRIMACK STR TR
$709K
MUNIPIMCO ETF TR
$704K
NEARISHARES U S ETF TR
$700K
NADNUVEEN QUALITY MUNCP INCOME
$696K
FSLYFASTLY INC
$695K
SFSTIFEL FINL CORP
$690K
XBISPDR SER TR
$689K
DFSEURDISCOVER FINL SVCS
$688K
BIPCBROOKFIELD INFRASTRUCTURE CO
$687K
ITBISHARES TR
$685K
LYBLYONDELLBASELL INDUSTRIES N
$682K
HTDCORCEPT THERAPEUTICS INC
$681K
ARKKARK ETF TR
$679K
JKHYHENRY JACK & ASSOC INC
$679K
OTISOTIS WORLDWIDE CORP
$679K
OSCROSCAR HEALTH INC
$676K
TEAMATLASSIAN CORPORATION
$663K
HDVISHARES TR
$661K
IMTBISHARES TR
$659K
HLTHILTON WORLDWIDE HLDGS INC
$659K
PSEPINNOVATOR ETFS TRUST
$659K
EMXCISHARES INC
$656K
FASTFASTENAL CO
$656K
GSKGSK PLC
$653K
GBILGOLDMAN SACHS ETF TR
$651K
DRIDARDEN RESTAURANTS INC
$649K
PKGPACKAGING CORP AMER
$648K
THCTENET HEALTHCARE CORP
$648K
IVOOVANGUARD ADMIRAL FDS INC
$647K
NVSNNOVARTIS AG
$646K
ABALLIANCEBERNSTEIN HLDG L P
$643K
FALNISHARES TR
$642K
SNPSSYNOPSYS INC
$641K
SIVRABRDN SILVER ETF TRUST
$636K
OGEOGE ENERGY CORP
$632K
UMBFUMB FINL CORP
$631K
BWXTBWX TECHNOLOGIES INC
$629K
NUVNUVEEN MUN VALUE FD INC
$628K
MRVLMARVELL TECHNOLOGY INC
$627K
BNOVINNOVATOR ETFS TRUST
$625K
WDAYWORKDAY INC
$622K
VGITVANGUARD SCOTTSDALE FDS
$622K
SLBSCHLUMBERGER LTD
$620K
DOCUDOCUSIGN INC
$618K
PGXINVESCO EXCH TRADED FD TR II
$618K
MSOSADVISORSHARES TR
$613K
IFNINDIA FD INC
$612K
LENLENNAR CORP
$611K
LIILENNOX INTL INC
$610K
CBRECBRE GROUP INC
$604K
PWBINVESCO EXCHANGE TRADED FD T
$602K
FSKFS KKR CAP CORP
$601K
YEARAB ACTIVE ETFS INC
$599K
DFAIDIMENSIONAL ETF TRUST
$598K
GMGENERAL MTRS CO
$598K
8CWCROWN CASTLE INC
$595K
TALOTALOS ENERGY INC
$590K
FSMDFIDELITY COVINGTON TRUST
$590K
TOWNTOWNEBANK PORTSMOUTH VA
$589K
ESSESSEX PPTY TR INC
$585K
NRANRG ENERGY INC
$581K
MCXMCCORMICK & CO INC
$580K
VOXVANGUARD WORLD FD
$580K
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