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)

StockValue
RJFRAYMOND JAMES FINL INC
$2.2M
MUMICRON TECHNOLOGY INC
$2.2M
MARMARRIOTT INTL INC NEW
$2.2M
ICSHISHARES TR
$2.2M
DDDUPONT DE NEMOURS INC
$2.2M
AGGYWISDOMTREE TR
$2.2M
STPZPIMCO ETF TR
$2.2M
VMCVULCAN MATLS CO
$2.2M
TCAFT ROWE PRICE ETF INC
$2.2M
AMLPALPS ETF TR
$2.2M
LQDISHARES TR
$2.2M
NOBLPROSHARES TR
$2.1M
IGIBISHARES TR
$2.1M
FTHIFIRST TR EXCHANGE TRADED FD
$2.1M
DALDELTA AIR LINES INC DEL
$2.1M
AMATAPPLIED MATLS INC
$2.1M
XSOEWISDOMTREE TR
$2.1M
CEF/USPROTT PHYSICAL GOLD & SILVE
$2.1M
FEMBFIRST TR EXCH TRADED FD III
$2.1M
FDNFIRST TR EXCHANGE-TRADED FD
$2.1M
FCXFREEPORT-MCMORAN INC
$2.1M
DVNDEVON ENERGY CORP NEW
$2.1M
TLHISHARES TR
$2.1M
JHMMJOHN HANCOCK EXCHANGE TRADED
$2.1M
PTNQPACER FDS TR
$2.0M
BNLBROADSTONE NET LEASE INC
$2.0M
VISVANGUARD WORLD FD
$2.0M
BKLCBNY MELLON ETF TRUST
$2.0M
DFASDIMENSIONAL ETF TRUST
$2.0M
PSAPUBLIC STORAGE OPER CO
$2.0M
SCHFSCHWAB STRATEGIC TR
$2.0M
FFORD MTR CO
$2.0M
RWLINVESCO EXCH TRADED FD TR II
$2.0M
OKLOOKLO INC
$1.9M
JMEEJ P MORGAN EXCHANGE TRADED F
$1.9M
MGCVANGUARD WORLD FD
$1.9M
SRESEMPRA
$1.9M
KEYSKEYSIGHT TECHNOLOGIES INC
$1.9M
OWLBLUE OWL CAPITAL INC
$1.9M
RCLROYAL CARIBBEAN GROUP
$1.9M
FDVVFIDELITY COVINGTON TRUST
$1.9M
HELOJ P MORGAN EXCHANGE TRADED F
$1.9M
BKNGBOOKING HOLDINGS INC
$1.9M
DELLDELL TECHNOLOGIES INC
$1.9M
USMFWISDOMTREE TR
$1.9M
CTVACORTEVA INC
$1.9M
LVHILEGG MASON ETF INVT
$1.9M
VEUVANGUARD INTL EQUITY INDEX F
$1.9M
JNKSPDR SERIES TRUST
$1.9M
TMOTHERMO FISHER SCIENTIFIC INC
$1.9M
ROLROLLINS INC
$1.8M
APHAMPHENOL CORP NEW
$1.8M
EFGISHARES TR
$1.8M
ARCCARES CAPITAL CORP
$1.8M
IVZINVESCO EXCHANGE TRADED FD T
$1.8M
VNLAJANUS DETROIT STR TR
$1.8M
ANETARISTA NETWORKS INC
$1.8M
CSXCSX CORP
$1.8M
QTECFIRST TR EXCHANGE-TRADED FD
$1.8M
GPCGENUINE PARTS CO
$1.7M
EQIXEQUINIX INC
$1.7M
PDECINNOVATOR ETFS TRUST
$1.7M
AORISHARES TR
$1.7M
MCOMOODYS CORP
$1.7M
KLACKLA CORP
$1.7M
CPAINORTHERN LTS FD TR III
$1.7M
SBRSABINE RTY TR
$1.7M
PGRPROGRESSIVE CORP
$1.7M
CITHE CIGNA GROUP
$1.7M
SHOPSHOPIFY INC
$1.7M
DDOMINION ENERGY INC
$1.7M
DEODIAGEO PLC
$1.7M
SCHWSCHWAB CHARLES CORP
$1.7M
TUSITOUCHSTONE ETF TRUST
$1.7M
GRIDFIRST TR EXCHANGE TRADED FD
$1.6M
BSXBOSTON SCIENTIFIC CORP
$1.6M
APPAPPLOVIN CORP
$1.6M
IWPISHARES TR
$1.6M
VOOGVANGUARD ADMIRAL FDS INC
$1.6M
FTHYFIRST TR HIGH YIELD OPPRT 20
$1.6M
HTHHILLTOP HOLDINGS INC
$1.6M
UAUNDER ARMOUR INC
$1.6M
IWRISHARES TR
$1.6M
KMBKIMBERLY-CLARK CORP
$1.6M
AIRRFIRST TR EXCHANGE TRADED FD
$1.6M
KVUEKENVUE INC
$1.6M
TRVTRAVELERS COMPANIES INC
$1.6M
HOODROBINHOOD MKTS INC
$1.6M
SPHDINVESCO EXCH TRADED FD TR II
$1.6M
LRCXLAM RESEARCH CORP
$1.6M
MRVLMARVELL TECHNOLOGY INC
$1.6M
TDIVFIRST TR EXCHANGE TRADED FD
$1.6M
DONWISDOMTREE TR
$1.5M
FTQIFIRST TR EXCHANGE TRADED FD
$1.5M
EFAVISHARES TR
$1.5M
IYZISHARES TR
$1.5M
CLIPGLOBAL X FDS
$1.5M
CAHCARDINAL HEALTH INC
$1.5M
HWMHOWMET AEROSPACE INC
$1.5M
BBLUEA SERIES TRUST
$1.5M
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