Concurrent Investment Advisors, LLC Q3 2024 Filing
Filed October 30, 2024
Portfolio Value
$3.4B
Holdings
1,011
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,011 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $114.1T |
VOOVANGUARD INDEX FDS | $108.4T |
SPYSPDR S&P 500 ETF TR | $104.3T |
MSFTMICROSOFT CORP | $77.6T |
NVDANVIDIA CORPORATION | $70.3T |
NDQINVESCO QQQ TR | $58.0T |
AMZNAMAZON COM INC | $51.6T |
IVVISHARES TR | $45.5T |
VTIVANGUARD INDEX FDS | $43.7T |
TLTISHARES TR | $39.9T |
VTVVANGUARD INDEX FDS | $38.5T |
LMBSFIRST TR EXCHANGE-TRADED FD | $37.2T |
AQLTISHARES TR | $35.1T |
AGGISHARES TR | $34.1T |
FAIFIRST TR EXCHANGE-TRADED FD | $33.1T |
FTCSFIRST TR EXCHANGE-TRADED FD | $31.7T |
IVWISHARES TR | $31.1T |
BONDPIMCO ETF TR | $31.1T |
VUGVANGUARD INDEX FDS | $28.5T |
IJHISHARES TR | $28.1T |
GOOGLALPHABET INC | $27.8T |
XLKSELECT SECTOR SPDR TR | $27.7T |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24.8T |
WMTWALMART INC | $23.9T |
METAMETA PLATFORMS INC | $22.5T |
DGRWWISDOMTREE TR | $21.7T |
LLYELI LILLY & CO | $21.2T |
HDHOME DEPOT INC | $21.1T |
AVGOBROADCOM INC | $20.1T |
PEPPEPSICO INC | $19.8T |
GQ9SPDR GOLD TR | $19.7T |
JPMJPMORGAN CHASE & CO. | $19.6T |
XOMEXXON MOBIL CORP | $19.4T |
VCITVANGUARD SCOTTSDALE FDS | $19.2T |
VYMVANGUARD WHITEHALL FDS | $19.0T |
XLVSELECT SECTOR SPDR TR | $18.5T |
VVISA INC | $18.2T |
COWZPACER FDS TR | $18.0T |
IJRISHARES TR | $17.9T |
GOOGALPHABET INC | $17.9T |
EFAISHARES TR | $17.8T |
IEMGISHARES INC | $17.1T |
JNJJOHNSON & JOHNSON | $16.5T |
PGPROCTER AND GAMBLE CO | $16.3T |
SPYGSPDR SER TR | $16.3T |
ORCLORACLE CORP | $15.1T |
VWOVANGUARD INTL EQUITY INDEX F | $14.9T |
IJKISHARES TR | $14.8T |
VIGVANGUARD SPECIALIZED FUNDS | $14.7T |
IFVFIRST TR EXCHANGE-TRADED FD | $14.7T |
USFRWISDOMTREE TR | $14.0T |
BILSPDR SER TR | $13.9T |
BRK-BBERKSHIRE HATHAWAY INC DEL | $13.8T |
ABBVABBVIE INC | $13.7T |
XLUSELECT SECTOR SPDR TR | $13.6T |
CVXCHEVRON CORP NEW | $13.5T |
MRKMERCK & CO INC | $13.3T |
UNHUNITEDHEALTH GROUP INC | $12.9T |
ACNACCENTURE PLC IRELAND | $12.6T |
IWMISHARES TR | $12.5T |
SMHVANECK ETF TRUST | $12.4T |
KOCOCA COLA CO | $12.4T |
CSCOCISCO SYS INC | $12.3T |
TSLATESLA INC | $12.2T |
IUSGISHARES TR | $12.2T |
RSPINVESCO EXCHANGE TRADED FD T | $12.1T |
VEAVANGUARD TAX-MANAGED FDS | $11.7T |
USMVISHARES TR | $11.6T |
MGKVANGUARD WORLD FD | $11.6T |
RDVYFIRST TR EXCHANGE-TRADED FD | $11.5T |
CGDGCAPITAL GROUP DIVIDEND VALUE | $11.5T |
AVDEAMERICAN CENTY ETF TR | $11.4T |
BSVVANGUARD BD INDEX FDS | $11.3T |
VOVANGUARD INDEX FDS | $11.3T |
BACBANK AMERICA CORP | $10.7T |
IUSVISHARES TR | $10.7T |
BUFRFIRST TR EXCHNG TRADED FD VI | $10.7T |
XLFSELECT SECTOR SPDR TR | $10.7T |
MCDMCDONALDS CORP | $10.3T |
VBRVANGUARD INDEX FDS | $10.2T |
QUALISHARES TR | $9.9T |
EDIVSPDR INDEX SHS FDS | $9.8T |
FVDFIRST TR VALUE LINE DIVID IN | $9.5T |
IYWISHARES TR | $8.9T |
MAMASTERCARD INCORPORATED | $8.9T |
XLFISELECT SECTOR SPDR TR | $8.8T |
HYLSFIRST TR EXCHANGE-TRADED FD | $8.7T |
VBVANGUARD INDEX FDS | $8.6T |
BACVERIZON COMMUNICATIONS INC | $8.5T |
CATCATERPILLAR INC | $8.5T |
IVEISHARES TR | $8.4T |
SPYMSPDR SER TR | $8.2T |
ADPAUTOMATIC DATA PROCESSING IN | $8.2T |
SPYVSPDR SER TR | $8.1T |
BSYBENTLEY SYS INC | $8.1T |
GSYINVESCO ACTIVELY MANAGED EXC | $8.1T |
XFEBFIRST TR EXCH TRADED FD III | $8.0T |
BROSDUTCH BROS INC | $7.9T |
COSTCOSTCO WHSL CORP NEW | $7.8T |
RTXRTX CORPORATION | $7.8T |
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