Concurrent Investment Advisors, LLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$3.0T

Holdings

933

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (933 positions)

StockValue
JCIJOHNSON CTLS INTL PLC
$333.6M
RDVIFIRST TR EXCHANGE-TRADED FD
$329.2M
OCOWENS CORNING NEW
$328.9M
CHDCHURCH & DWIGHT CO INC
$326.8M
MRO*MARATHON OIL CORP
$325.9M
AMLPALPS ETF TR
$325.0M
IYHISHARES TR
$322.3M
LVLNSPDR SER TR
$322.1M
UCONFIRST TR EXCHNG TRADED FD VI
$321.6M
FAPRFIRST TR EXCHNG TRADED FD VI
$320.9M
WDAYWORKDAY INC
$319.0M
XIFRNEXTERA ENERGY PARTNERS LP
$316.2M
FMARFIRST TR EXCHNG TRADED FD VI
$315.9M
FEFIRSTENERGY CORP
$315.7M
XJQCXNUVEEN CR STRATEGIES INCOME
$315.1M
MTUMISHARES TR
$314.7M
IBKRINTERACTIVE BROKERS GROUP IN
$312.7M
CARYANGEL OAK FUNDS TRUST
$310.1M
MIGAMICROSTRATEGY INC
$308.0M
VYMIVANGUARD WHITEHALL FDS
$307.3M
CDNSCADENCE DESIGN SYSTEM INC
$307.3M
XBISPDR SER TR
$307.1M
VGSHVANGUARD SCOTTSDALE FDS
$304.5M
RMIRIVERNORTH OPPORTUNISTIC MUN
$303.0M
SBRSABINE RTY TR
$301.8M
KWEBKRANESHARES TRUST
$301.6M
GRMNGARMIN LTD
$301.6M
FJUNFIRST TR EXCHNG TRADED FD VI
$301.1M
BOTZGLOBAL X FDS
$297.7M
BWXTBWX TECHNOLOGIES INC
$296.3M
DFPFLAHERTY & CRUMRINE DYNAMIC
$295.9M
PTINPACER FDS TR
$295.6M
FLBLFRANKLIN TEMPLETON ETF TR
$295.4M
DIALCOLUMBIA ETF TR I
$294.7M
IDXXIDEXX LABS INC
$293.4M
MRVLMARVELL TECHNOLOGY INC
$293.0M
CPRTCOPART INC
$292.2M
COFCAPITAL ONE FINL CORP
$291.9M
VTRSVIATRIS INC
$289.9M
BOKFBOK FINL CORP
$288.9M
LPLALPL FINL HLDGS INC
$286.7M
MRNAMODERNA INC
$286.5M
MFCMANULIFE FINL CORP
$286.4M
SKYSKYLINE CHAMPION CORPORATION
$285.0M
URIUNITED RENTALS INC
$284.1M
SMMVISHARES TR
$283.1M
BCXBLACKROCK RES & COMMODITIES
$283.1M
SUBISHARES TR
$282.8M
DGXQUEST DIAGNOSTICS INC
$282.5M
A4SAMERIPRISE FINL INC
$282.5M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$282.1M
SGHTSIGHT SCIENCES INC
$281.8M
TAPMOLSON COORS BEVERAGE CO
$281.7M
SIISPROTT INC
$281.3M
ITGARTNER INC
$281.1M
TTEKTETRA TECH INC NEW
$279.5M
ETGEATON VANCE TX ADV GLBL DIV
$279.1M
BBYBEST BUY INC
$278.9M
TELTE CONNECTIVITY LTD
$276.6M
HDVISHARES TR
$276.5M
VRSNVERISIGN INC
$275.2M
EOSEATON VANCE ENHANCED EQUITY
$272.5M
ROKROCKWELL AUTOMATION INC
$272.5M
HESHESS CORP
$272.4M
STKCOLUMBIA SELIGM PREM TECH GR
$271.8M
TRITHOMSON REUTERS CORP.
$271.8M
STXSEAGATE TECHNOLOGY HLDNGS PL
$271.3M
BAHBOOZ ALLEN HAMILTON HLDG COR
$270.0M
RIORIO TINTO PLC
$269.4M
RIVNRIVIAN AUTOMOTIVE INC
$268.5M
STZCONSTELLATION BRANDS INC
$268.4M
DNPDNP SELECT INCOME FD INC
$267.2M
SUSAISHARES TR
$265.1M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$264.9M
VVVANGUARD INDEX FDS
$263.5M
FFEBFIRST TR EXCHNG TRADED FD VI
$261.5M
BCMLBAYCOM CORP
$260.2M
SNPSSYNOPSYS INC
$256.7M
AOAISHARES TR
$256.4M
WPMWHEATON PRECIOUS METALS CORP
$256.2M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$255.4M
IXNISHARES TR
$254.9M
SPTSSPDR SER TR
$253.6M
SLBSCHLUMBERGER LTD
$252.0M
CBRECBRE GROUP INC
$251.8M
CLOIVANECK ETF TRUST
$251.5M
BSTZBLACKROCK SCIENCE & TECHNOLO
$248.9M
EAELECTRONIC ARTS INC
$248.8M
MMUWESTERN ASSET MANAGED MUNS F
$248.7M
TMTOYOTA MOTOR CORP
$246.8M
ISDPGIM HIGH YIELD BOND FUND IN
$246.8M
CTVACORTEVA INC
$246.7M
WTWWILLIS TOWERS WATSON PLC LTD
$246.1M
CRAICRA INTL INC
$244.4M
CPCANADIAN PACIFIC KANSAS CITY
$244.2M
LAMRLAMAR ADVERTISING CO NEW
$243.5M
CFCF INDS HLDGS INC
$243.4M
FTNTFORTINET INC
$242.8M
MCRMFS CHARTER INCOME TR
$240.4M
DVOLFIRST TR EXCHANGE-TRADED FD
$238.3M
PreviousPage 8 of 10Next