Concurrent Investment Advisors, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$5.2B
Holdings
1,342
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,342 positions)
| Stock | Value |
|---|---|
DVYEISHARES INC | $432K |
MPWRMONOLITHIC PWR SYS INC | $431K |
IONQIONQ INC | $431K |
EOTEATON VANCE NATL MUN OPPORT | $431K |
VIRTVIRTU FINL INC | $430K |
MFCMANULIFE FINL CORP | $426K |
DIVOAMPLIFY ETF TR | $425K |
MQTBLACKROCK MUNIYIELD QUALITY | $424K |
RELXRELX PLC | $423K |
VRSNVERISIGN INC | $422K |
KAPRINNOVATOR ETFS TRUST | $422K |
IDV*ISHARES TR | $418K |
KHCKRAFT HEINZ CO | $417K |
IGEISHARES TR | $417K |
FAPRFIRST TR EXCHNG TRADED FD VI | $415K |
NBISNEBIUS GROUP N.V. | $415K |
SMMVISHARES TR | $413K |
BMTABRITISH AMERN TOB PLC | $412K |
SDVDFIRST TR EXCH TRADED FD III | $412K |
BB4AXOS FINANCIAL INC | $411K |
VCRBVANGUARD MALVERN FDS | $411K |
PTMCPACER FDS TR | $410K |
CAGCONAGRA BRANDS INC | $410K |
QTUMETF SER SOLUTIONS | $409K |
SIISPROTT INC | $408K |
VVRINVESCO SR INCOME TR | $408K |
TBLDTHORNBURG INCM BUILDER OPP T | $407K |
EAGGISHARES TR | $407K |
MDYSPDR S&P MIDCAP 400 ETF TR | $407K |
ALSNALLISON TRANSMISSION HLDGS I | $405K |
VSTVISTRA CORP | $402K |
URIUNITED RENTALS INC | $402K |
TOSTTOAST INC | $401K |
JBLJABIL INC | $400K |
DGXQUEST DIAGNOSTICS INC | $398K |
TELTE CONNECTIVITY PLC | $394K |
PDIPIMCO DYNAMIC INCOME FD | $393K |
EAELECTRONIC ARTS INC | $392K |
FESMFIDELITY COVINGTON TRUST | $392K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $392K |
EXLSEXLSERVICE HOLDINGS INC | $392K |
GPNGLOBAL PMTS INC | $390K |
TROWPRICE T ROWE GROUP INC | $390K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $389K |
FJUNFIRST TR EXCHNG TRADED FD VI | $389K |
BLBDBLUE BIRD CORP | $388K |
OUSMALPS ETF TR | $388K |
STAGSTAG INDL INC | $388K |
JOYTJ P MORGAN EXCHANGE TRADED F | $387K |
ROKUROKU INC | $387K |
MACMACERICH CO | $385K |
LMNDLEMONADE INC | $383K |
KHPIMANAGED PORTFOLIO SERIES | $383K |
INGING GROEP N.V. | $382K |
IWSISHARES TR | $381K |
RMIRIVERNORTH OPPORTUNISTIC MUN | $379K |
MYIBLACKROCK MUNIYIELD QUALITY | $377K |
FIWFIRST TR EXCHANGE-TRADED FD | $376K |
EXPDEXPEDITORS INTL WASH INC | $376K |
PYLDPIMCO ETF TR | $375K |
DC4DEXCOM INC | $372K |
EMHYISHARES INC | $372K |
BKSYBLACKSKY TECHNOLOGY INC | $371K |
UALUNITED AIRLS HLDGS INC | $370K |
WPMWHEATON PRECIOUS METALS CORP | $370K |
LPLALPL FINL HLDGS INC | $368K |
SKYWSKYWEST INC | $367K |
LUNRINTUITIVE MACHINES INC | $364K |
EFXEQUIFAX INC | $363K |
ATDATI INC | $362K |
ARWARROW ELECTRS INC | $362K |
ARTYISHARES TR | $361K |
QQEWFIRST TR EXCHANGE-TRADED FD | $361K |
NEWZEA SERIES TRUST | $361K |
DDTOINNOVATOR ETFS TRUST | $361K |
PBVPRESTIGE CONSMR HEALTHCARE I | $359K |
NTAPNETAPP INC | $359K |
ALKALASKA AIR GROUP INC | $358K |
ALABASTERA LABS INC | $358K |
EIPIFIRST TR EXCHNG TRADED FD VI | $358K |
FEFIRSTENERGY CORP | $357K |
FLOTISHARES TR | $356K |
CLHCLEAN HARBORS INC | $356K |
GLDMWORLD GOLD TR | $354K |
FNDFSCHWAB STRATEGIC TR | $354K |
QHYWISDOMTREE TR | $353K |
AVKADVENT CONV & INCOME FD | $352K |
DFIVDIMENSIONAL ETF TRUST | $351K |
BJBJS WHSL CLUB HLDGS INC | $351K |
TMETENCENT MUSIC ENTMT GROUP | $350K |
AITAPPLIED INDL TECHNOLOGIES IN | $349K |
FMARFIRST TR EXCHNG TRADED FD VI | $349K |
OZKBANK OZK LITTLE ROCK ARK | $349K |
OXYOCCIDENTAL PETE CORP | $347K |
NTNXNUTANIX INC | $344K |
INDAISHARES TR | $343K |
UBSUBS GROUP AG | $342K |
DTDYNATRACE INC | $342K |
NTESNETEASE INC | $342K |
BITOPROSHARES TR | $339K |