Concurrent Investment Advisors, LLC Q3 2024 Filing

Filed October 30, 2024

Portfolio Value

$3.4T

Holdings

1,011

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,011 positions)

StockValue
SNYSANOFI
$2.1B
ROPROPER TECHNOLOGIES INC
$2.1B
CVNACARVANA CO
$2.1B
FDVVFIDELITY COVINGTON TRUST
$2.1B
IWFISHARES TR
$2.1B
HSYHERSHEY CO
$2.1B
PTNQPACER FDS TR
$2.1B
XYLDGLOBAL X FDS
$2.1B
EDCONSOLIDATED EDISON INC
$2.1B
DDOMINION ENERGY INC
$2.0B
ALSALLSTATE CORP
$2.0B
ENBENBRIDGE INC
$2.0B
AIRRFIRST TR EXCHANGE-TRADED FD
$2.0B
FDSFACTSET RESH SYS INC
$2.0B
SHELSHELL PLC
$2.0B
CMGCHIPOTLE MEXICAN GRILL INC
$2.0B
PKGPACKAGING CORP AMER
$2.0B
WECWEC ENERGY GROUP INC
$1.9B
SOXXISHARES TR
$1.9B
AWCAMERICAN WTR WKS CO INC NEW
$1.9B
NXPINXP SEMICONDUCTORS N V
$1.9B
BILSSPDR SER TR
$1.9B
INTCINTEL CORP
$1.9B
PHPARKER-HANNIFIN CORP
$1.9B
BRBROADRIDGE FINL SOLUTIONS IN
$1.9B
ZTSZOETIS INC
$1.9B
DHID R HORTON INC
$1.9B
FCXFREEPORT-MCMORAN INC
$1.9B
MSIMOTOROLA SOLUTIONS INC
$1.9B
DGROISHARES TR
$1.9B
IAIISHARES TR
$1.9B
PSAPUBLIC STORAGE OPER CO
$1.9B
WENWENDYS CO
$1.9B
STESTERIS PLC
$1.9B
VGLTVANGUARD SCOTTSDALE FDS
$1.8B
SYYSYSCO CORP
$1.8B
DWDMORGAN STANLEY
$1.8B
AMTAMERICAN TOWER CORP NEW
$1.8B
STPZPIMCO ETF TR
$1.8B
IVZINVESCO EXCHANGE TRADED FD T
$1.8B
SBLKSTAR BULK CARRIERS CORP.
$1.8B
HYSPIMCO ETF TR
$1.8B
SCHVSCHWAB STRATEGIC TR
$1.8B
KHCKRAFT HEINZ CO
$1.8B
QTECFIRST TR NASDAQ 100 TECH IND
$1.8B
GPCGENUINE PARTS CO
$1.8B
LQDISHARES TR
$1.7B
DEDEERE & CO
$1.7B
ARCCARES CAPITAL CORP
$1.7B
ABGCENCORA INC
$1.7B
KMBKIMBERLY-CLARK CORP
$1.7B
MBBISHARES TR
$1.7B
MARMARRIOTT INTL INC NEW
$1.7B
SBRSABINE RTY TR
$1.7B
HTHHILLTOP HOLDINGS INC
$1.7B
CBSHCOMMERCE BANCSHARES INC
$1.7B
CMECME GROUP INC
$1.7B
CRWDCROWDSTRIKE HLDGS INC
$1.7B
QQQMINVESCO EXCH TRADED FD TR II
$1.6B
VBKVANGUARD INDEX FDS
$1.6B
SJMSMUCKER J M CO
$1.6B
IGIBISHARES TR
$1.6B
FIDIFIDELITY COVINGTON TRUST
$1.6B
DRLLEA SERIES TRUST
$1.6B
VALEVALE S A
$1.6B
RDVIFIRST TR EXCHANGE-TRADED FD
$1.6B
HPEHEWLETT PACKARD ENTERPRISE C
$1.6B
IWDISHARES TR
$1.6B
PLDPROLOGIS INC.
$1.6B
ETENERGY TRANSFER L P
$1.5B
CGGRCAPITAL GROUP GROWTH ETF
$1.5B
GTOINVESCO ACTIVELY MANAGED EXC
$1.5B
MRSHMARSH & MCLENNAN COS INC
$1.5B
EOSEATON VANCE ENHANCED EQUITY
$1.5B
FDNFIRST TR EXCHANGE-TRADED FD
$1.5B
BKLNINVESCO EXCH TRADED FD TR II
$1.5B
AESAES CORP
$1.5B
NEMNEWMONT CORP
$1.5B
SIVRABRDN SILVER ETF TRUST
$1.5B
BMYBRISTOL-MYERS SQUIBB CO
$1.5B
VEUVANGUARD INTL EQUITY INDEX F
$1.4B
FTAFIRST TR LRG CP VL ALPHADEX
$1.4B
ITA*ISHARES TR
$1.4B
XLRESELECT SECTOR SPDR TR
$1.4B
HELOJ P MORGAN EXCHANGE TRADED F
$1.4B
AQLTISHARES TR
$1.4B
CITHE CIGNA GROUP
$1.4B
CSXCSX CORP
$1.4B
PGRPROGRESSIVE CORP
$1.4B
LNTALLIANT ENERGY CORP
$1.4B
FFORD MTR CO
$1.4B
IGTINTERNATIONAL GAME TECHNOLOG
$1.4B
WSOWATSCO INC
$1.4B
DDDUPONT DE NEMOURS INC
$1.4B
TDIVFIRST TR EXCHANGE-TRADED FD
$1.4B
OREALTY INCOME CORP
$1.3B
IQVIQVIA HLDGS INC
$1.3B
PEGPUBLIC SVC ENTERPRISE GRP IN
$1.3B
IJJISHARES TR
$1.3B
SPLVINVESCO EXCH TRADED FD TR II
$1.3B
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