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 |
|---|---|
YUMCYUM CHINA HLDGS INC | $228K |
DGRSWISDOMTREE TR | $225K |
GLOCLOUGH GLOBAL OPPORTUNITIES | $225K |
XYLXYLEM INC | $225K |
RNSTRENASANT CORP | $225K |
CRAICRA INTL INC | $224K |
GBDCGOLUB CAP BDC INC | $224K |
TWLOTWILIO INC | $224K |
FJULFIRST TR EXCHNG TRADED FD VI | $223K |
PAPRINNOVATOR ETFS TRUST | $223K |
DOCUDOCUSIGN INC | $223K |
SLYVSPDR SERIES TRUST | $223K |
CDLVICTORY PORTFOLIOS II | $223K |
OBKORIGIN BANCORP INC | $223K |
JXNJACKSON FINANCIAL INC | $222K |
FLOFLOWERS FOODS INC | $222K |
OPPJWISDOMTREE TR | $222K |
CLFCLEVELAND-CLIFFS INC NEW | $222K |
LVLNSPDR SERIES TRUST | $220K |
RFVINVESCO EXCHANGE TRADED FD T | $219K |
DFAXDIMENSIONAL ETF TRUST | $218K |
SKYCHAMPION HOMES INC | $217K |
CWBSPDR SERIES TRUST | $217K |
TPDSOMNIGROUP INTERNATIONAL INC | $217K |
FXOFIRST TR EXCHANGE TRADED FD | $217K |
IWNISHARES TR | $216K |
HTRBHARTFORD FDS EXCHANGE TRADED | $215K |
HEIHEICO CORP NEW | $214K |
GJANFIRST TR EXCHNG TRADED FD VI | $213K |
IYTISHARES TR | $213K |
ERCALLSPRING MULTI SECTOR INCOM | $212K |
URAGLOBAL X FDS | $212K |
FMAYFIRST TR EXCHNG TRADED FD VI | $212K |
LKQ1LKQ CORP | $211K |
MMUWESTERN ASSET MANAGED MUNS F | $211K |
RPGINVESCO EXCHANGE TRADED FD T | $211K |
MCRMFS CHARTER INCOME TR | $210K |
ESEVERSOURCE ENERGY | $210K |
CRWVCOREWEAVE INC | $209K |
SPEMSPDR INDEX SHS FDS | $208K |
FNXFIRST TR EXCHANGE-TRADED ALP | $208K |
NBOSNEUBERGER BERMAN ETF TRUST | $208K |
HYLBDBX ETF TR | $207K |
ISTBISHARES TR | $207K |
CYBRCYBERARK SOFTWARE LTD | $207K |
CPRTCOPART INC | $206K |
MODLVICTORY PORTFOLIOS II | $206K |
SOLVSOLVENTUM CORP | $206K |
CHKPCHECK POINT SOFTWARE TECH LT | $205K |
BITBLACKROCK MULTI SECTOR INC T | $205K |
IQQQPROSHARES TR | $204K |
QSRRESTAURANT BRANDS INTL INC | $204K |
KEXKIRBY CORP | $204K |
ITGARTNER INC | $203K |
CPTCAMDEN PPTY TR | $203K |
HBANHUNTINGTON BANCSHARES INC | $202K |
ZMZOOM COMMUNICATIONS INC | $202K |
ADMAADMA BIOLOGICS INC | $202K |
BCSFBAIN CAP SPECIALTY FIN INC | $201K |
BKHBLACK HILLS CORP | $201K |
FLQLFRANKLIN TEMPLETON ETF TR | $200K |
MEARISHARES U S ETF TR | $200K |
ONEYSPDR SERIES TRUST | $200K |
WBAWALGREENS BOOTS ALLIANCE INC | $200K |
TCALT ROWE PRICE ETF INC | $200K |
ESGEISHARES INC | $200K |
HYIWESTERN ASSET HIGH YIELD DEF | $198K |
IIMINVESCO VALUE MUN INCOME TR | $197K |
ACPABRDN INCOME CREDIT STRATEGI | $197K |
APAAPA CORPORATION | $195K |
CRNCCERENCE INC | $194K |
STGWSTAGWELL INC | $194K |
HIOWESTERN ASSET HIGH INCOME OP | $194K |
BKTBLACKROCK INCOME TR INC | $189K |
NBBNUVEEN TAXABLE MUNICPAL INM | $187K |
RKTROCKET COS INC | $186K |
SSENTINELONE INC | $184K |
XEFRXEATON VANCE SR FLTNG RTE TR | $180K |
KYNKAYNE ANDERSON ENERGY INFRST | $180K |
VLYVALLEY NATL BANCORP | $178K |
PMOPUTNAM MUN OPPORTUNITIES TR | $177K |
RQICOHEN & STEERS QUALITY INCOM | $176K |
KIOKKR INCOME OPPORTUNITIES FD | $175K |
ICLNISHARES TR | $174K |
PMMPUTNAM MANAGED MUN INCOME TR | $173K |
APLDAPPLIED DIGITAL CORP | $170K |
NOKNOKIA CORP | $168K |
MASS908 DEVICES INC | $167K |
MVFBLACKROCK MUNIVEST FD INC | $166K |
HLNHALEON PLC | $165K |
PJXPETROLEO BRASILEIRO SA PETRO | $162K |
EVNEATON VANCE MUNI INCOME TRUS | $160K |
SOUNSOUNDHOUND AI INC | $160K |
EFTEATON VANCE FLTING RATE INC | $158K |
HPHELMERICH & PAYNE INC | $155K |
PATHUIPATH INC | $154K |
NZFNUVEEN MUNICIPAL CREDIT INC | $150K |
AMCXAMC NETWORKS INC | $147K |
RCKTROCKET PHARMACEUTICALS INC | $144K |
NWGNATWEST GROUP PLC | $142K |