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 |
|---|---|
VFHVANGUARD WORLD FD | $3.6T |
4I1PHILIP MORRIS INTL INC | $3.6T |
TTTRANE TECHNOLOGIES PLC | $3.5T |
TSCOTRACTOR SUPPLY CO | $3.5T |
EMXCISHARES INC | $3.5T |
ULUNILEVER PLC | $3.5T |
BSJVINVESCO EXCH TRD SLF IDX FD | $3.5T |
EFVISHARES TR | $3.5T |
HALHALLIBURTON CO | $3.5T |
EPDENTERPRISE PRODS PARTNERS L | $3.4T |
JCPBJ P MORGAN EXCHANGE TRADED F | $3.4T |
USBUS BANCORP DEL | $3.4T |
EEMISHARES TR | $3.3T |
FLGVFRANKLIN TEMPLETON ETF TR | $3.3T |
INTUINTUIT | $3.3T |
POOLPOOL CORP | $3.3T |
JULPPGIM ROCK ETF TR | $3.2T |
CGCBCAPITAL GRP FIXED INCM ETF T | $3.2T |
OIIOCEANEERING INTL INC | $3.2T |
QYLDGLOBAL X FDS | $3.2T |
FEMBFIRST TR EXCH TRADED FD III | $3.2T |
XLGINVESCO EXCHANGE TRADED FD T | $3.1T |
BABOEING CO | $3.1T |
VCRVANGUARD WORLD FD | $3.1T |
AUSFGLOBAL X FDS | $3.1T |
CORZCORE SCIENTIFIC INC NEW | $3.0T |
AXPAMERICAN EXPRESS CO | $3.0T |
MPCMARATHON PETE CORP | $3.0T |
BNDVANGUARD BD INDEX FDS | $2.9T |
FCVTFIRST TR EXCHANGE-TRADED FD | $2.8T |
DVNDEVON ENERGY CORP NEW | $2.8T |
VDEVANGUARD WORLD FD | $2.8T |
KWEBKRANESHARES TRUST | $2.8T |
PRUPRUDENTIAL FINL INC | $2.8T |
MTDRMATADOR RES CO | $2.7T |
AMDADVANCED MICRO DEVICES INC | $2.7T |
SYKSTRYKER CORPORATION | $2.7T |
PSXPHILLIPS 66 | $2.7T |
FXLFIRST TR EXCHANGE TRADED FD | $2.7T |
STWDSTARWOOD PPTY TR INC | $2.7T |
NSCNORFOLK SOUTHN CORP | $2.7T |
LINLINDE PLC | $2.7T |
CLXCLOROX CO DEL | $2.6T |
GOVIINVESCO EXCH TRADED FD TR II | $2.6T |
RSGREPUBLIC SVCS INC | $2.6T |
SDVYFIRST TR EXCHANGE-TRADED FD | $2.6T |
GISGENERAL MLS INC | $2.5T |
CARRCARRIER GLOBAL CORPORATION | $2.5T |
GILDGILEAD SCIENCES INC | $2.5T |
MGVVANGUARD WORLD FD | $2.5T |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.5T |
DONSPDR DOW JONES INDL AVERAGE | $2.5T |
KMIKINDER MORGAN INC DEL | $2.5T |
USHYISHARES TR | $2.5T |
SHYLDBX ETF TR | $2.5T |
WELLWELLTOWER INC | $2.5T |
CMCSACOMCAST CORP NEW | $2.5T |
KNGFIRST TR EXCHANGE-TRADED FD | $2.5T |
FXOFIRST TR EXCHANGE TRADED FD | $2.4T |
STXEEA SERIES TRUST | $2.4T |
PTLCPACER FDS TR | $2.4T |
PFFISHARES TR | $2.4T |
APOAPOLLO GLOBAL MGMT INC | $2.4T |
VXFVANGUARD INDEX FDS | $2.4T |
PYPLPAYPAL HLDGS INC | $2.4T |
VOOVVANGUARD ADMIRAL FDS INC | $2.4T |
DOWDOW INC | $2.4T |
MUBISHARES TR | $2.4T |
NOWSERVICENOW INC | $2.4T |
VTWGVANGUARD SCOTTSDALE FDS | $2.4T |
GSGOLDMAN SACHS GROUP INC | $2.4T |
HTRBHARTFORD FDS EXCHANGE TRADED | $2.4T |
WFCWELLS FARGO CO NEW | $2.3T |
METMETLIFE INC | $2.3T |
SHYISHARES TR | $2.3T |
MOATVANECK ETF TRUST | $2.3T |
ITOTISHARES TR | $2.3T |
BLVVANGUARD BD INDEX FDS | $2.3T |
AEPAMERICAN ELEC PWR CO INC | $2.3T |
BDXBECTON DICKINSON & CO | $2.2T |
VMBSVANGUARD SCOTTSDALE FDS | $2.2T |
SPHQINVESCO EXCHANGE TRADED FD T | $2.2T |
MSOSADVISORSHARES TR | $2.2T |
TMOTHERMO FISHER SCIENTIFIC INC | $2.2T |
FISVFISERV INC | $2.2T |
VISVANGUARD WORLD FD | $2.2T |
IEFISHARES TR | $2.2T |
ICEINTERCONTINENTAL EXCHANGE IN | $2.2T |
MDLZMONDELEZ INTL INC | $2.2T |
SRESEMPRA | $2.2T |
LYBLYONDELLBASELL INDUSTRIES N | $2.2T |
EFGISHARES TR | $2.2T |
CALFPACER FDS TR | $2.2T |
AMATAPPLIED MATLS INC | $2.2T |
ADBEADOBE INC | $2.2T |
FSIGFIRST TR EXCHANGE-TRADED FD | $2.1T |
IGEISHARES TR | $2.1T |
AJGGALLAGHER ARTHUR J & CO | $2.1T |
IVLUISHARES TR | $2.1T |
DEODIAGEO PLC | $2.1T |