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 |
|---|---|
TMFCRBB FD INC | $407K |
KAPRINNOVATOR ETFS TRUST | $402K |
MTGMGIC INVT CORP WIS | $402K |
GSLCGOLDMAN SACHS ETF TR | $400K |
GUGGUGGENHEIM ACTIVE ALLOC FD | $400K |
DIVOAMPLIFY ETF TR | $400K |
EXLSEXLSERVICE HOLDINGS INC | $399K |
WENWENDYS CO | $398K |
PMBSPIMCO ETF TR | $397K |
SNEXSTONEX GROUP INC | $396K |
BUDANHEUSER BUSCH INBEV SA/NV | $395K |
STAGSTAG INDL INC | $393K |
VRTVERTIV HOLDINGS CO | $391K |
HIMSHIMS & HERS HEALTH INC | $390K |
IYCISHARES TR | $390K |
NXPNUVEEN SELECT TAX-FREE INCOM | $388K |
SMMVISHARES TR | $387K |
LDURPIMCO ETF TR | $386K |
FTHYFIRST TR HIGH YIELD OPPRT 20 | $383K |
BGBUNGE GLOBAL SA | $383K |
TRITHOMSON REUTERS CORP | $381K |
DNPDNP SELECT INCOME FD INC | $381K |
CHDCHURCH & DWIGHT CO INC | $379K |
ETGEATON VANCE TX ADV GLBL DIV | $376K |
VMOINVESCO MUN OPPORTUNITY TR | $376K |
GWWGRAINGER W W INC | $375K |
WTWWILLIS TOWERS WATSON PLC LTD | $373K |
AIQGLOBAL X FDS | $372K |
BEAMBEAM THERAPEUTICS INC | $371K |
STZCONSTELLATION BRANDS INC | $371K |
EXPDEXPEDITORS INTL WASH INC | $369K |
SKAASKECHERS U S A INC | $367K |
MYIBLACKROCK MUNIYIELD QUALITY | $366K |
EMHYISHARES INC | $365K |
NFRAFLEXSHARES TR | $363K |
TROWPRICE T ROWE GROUP INC | $362K |
FJUNFIRST TR EXCHNG TRADED FD VI | $361K |
NBISNEBIUS GROUP N.V. | $361K |
PBVPRESTIGE CONSMR HEALTHCARE I | $361K |
ROKUROKU INC | $357K |
SGOLETFS GOLD TR | $356K |
VRSNVERISIGN INC | $355K |
DGRSWISDOMTREE TR | $355K |
JAVAJ P MORGAN EXCHANGE TRADED F | $355K |
LVLNSPDR SER TR | $354K |
VGSHVANGUARD SCOTTSDALE FDS | $353K |
DGXQUEST DIAGNOSTICS INC | $353K |
RMIRIVERNORTH OPPORTUNISTIC MUN | $353K |
AIGAMERICAN INTL GROUP INC | $352K |
DBMFLITMAN GREGORY FDS TR | $351K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $351K |
OXYOCCIDENTAL PETE CORP | $349K |
LNTHLANTHEUS HLDGS INC | $349K |
DRLLEA SERIES TRUST | $347K |
VIRTVIRTU FINL INC | $347K |
SNOWSNOWFLAKE INC | $347K |
SHAKSHAKE SHACK INC | $345K |
HESHESS CORP | $344K |
FEMBFIRST TR EXCH TRADED FD III | $344K |
ALKALASKA AIR GROUP INC | $344K |
ONEYSPDR SER TR | $344K |
NEWZEA SERIES TRUST | $344K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $343K |
KHPIMANAGED PORTFOLIO SERIES | $343K |
JNPJUNIPER NETWORKS INC | $342K |
AMCRAMCOR PLC | $340K |
FAPRFIRST TR EXCHNG TRADED FD VI | $336K |
CINFCINCINNATI FINL CORP | $336K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $334K |
BB4AXOS FINANCIAL INC | $330K |
CFCF INDS HLDGS INC | $330K |
EAELECTRONIC ARTS INC | $329K |
BOKFBOK FINL CORP | $328K |
MQYBLACKROCK MUNIYILD QULT FD I | $328K |
FMARFIRST TR EXCHNG TRADED FD VI | $328K |
SKYCHAMPION HOMES INC | $328K |
FEFIRSTENERGY CORP | $328K |
PSTGPURE STORAGE INC | $327K |
PHGKONINKLIJKE PHILIPS N V | $325K |
VONVVANGUARD SCOTTSDALE FDS | $325K |
AVKADVENT CONV & INCOME FD | $325K |
TAPMOLSON COORS BEVERAGE CO | $324K |
JMSTJ P MORGAN EXCHANGE TRADED F | $324K |
ISDPGIM HIGH YIELD BOND FUND IN | $323K |
IWVISHARES TR | $323K |
EFXEQUIFAX INC | $323K |
A4SAMERIPRISE FINL INC | $323K |
CARYANGEL OAK FUNDS TRUST | $322K |
TMTOYOTA MOTOR CORP | $321K |
IDEVISHARES TR | $321K |
AITAPPLIED INDL TECHNOLOGIES IN | $318K |
LWLAMB WESTON HLDGS INC | $318K |
PEOADAM NAT RES FD INC | $316K |
JOYTJ P MORGAN EXCHANGE TRADED F | $316K |
QQQINEOS ETF TRUST | $315K |
LPLALPL FINL HLDGS INC | $315K |
SB9SITIO ROYALTIES CORP | $315K |
URIUNITED RENTALS INC | $315K |
DFACDIMENSIONAL ETF TRUST | $314K |
DOVDOVER CORP | $313K |