Concurrent Investment Advisors, LLC Q4 2024 Filing

Filed February 3, 2025

Portfolio Value

$3.7T

Holdings

1,041

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,041 positions)

StockValue
NTNXNUTANIX INC
$243.9M
ABRARBOR REALTY TRUST INC
$243.9M
IAKISHARES TR
$243.5M
SPTMSPDR SER TR
$242.7M
IRINGERSOLL RAND INC
$242.5M
CINFCINCINNATI FINL CORP
$241.4M
RQICOHEN & STEERS QUALITY INCOM
$241.3M
AFLGFIRST TR EXCHNG TRADED FD VI
$239.7M
YUMCYUM CHINA HLDGS INC
$239.7M
XBOEXBLACKROCK ENHANCED GLOBAL DI
$239.0M
OMFSINVESCO EXCH TRD SLF IDX FD
$237.7M
QDEFFLEXSHARES TR
$237.4M
FUMBFIRST TR EXCH TRADED FD III
$236.8M
STGWSTAGWELL INC
$234.3M
EMNEASTMAN CHEM CO
$233.9M
XEVVXEATON VANCE LTD DURATION INC
$233.8M
SPHRSPHERE ENTERTAINMENT CO
$233.6M
SPHDINVESCO EXCH TRADED FD TR II
$233.5M
WESWESTERN MIDSTREAM PARTNERS L
$232.9M
TRITHOMSON REUTERS CORP
$231.5M
ATDATI INC
$231.3M
ILMNILLUMINA INC
$231.3M
BITOPROSHARES TR
$229.4M
HEIHEICO CORP NEW
$228.6M
CABOCABLE ONE INC
$228.5M
RPMRPM INTL INC
$228.3M
PLNTPLANET FITNESS INC
$227.3M
VPUVANGUARD WORLD FD
$226.9M
PG4PRINCIPAL FINANCIAL GROUP IN
$226.3M
SCMSTELLUS CAP INVT CORP
$226.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$226.0M
RIORIO TINTO PLC
$225.7M
JXNJACKSON FINANCIAL INC
$223.7M
BLDRBUILDERS FIRSTSOURCE INC
$223.5M
SONSONOCO PRODS CO
$223.3M
ESSESSEX PPTY TR INC
$223.0M
BGRBLACKROCK ENERGY & RES TR
$222.5M
EXLSEXLSERVICE HOLDINGS INC
$221.7M
POSTPOST HLDGS INC
$221.5M
CPTCAMDEN PPTY TR
$218.8M
BLWBLACKROCK LTD DURATION INCOM
$218.8M
THQABRDN HEALTHCARE OPPORTUNITI
$218.7M
NTESNETEASE INC
$217.4M
BTZBLACKROCK CR ALLOCATION INCO
$217.3M
QTUMETF SER SOLUTIONS
$217.0M
XGDVXGABELLI DIVID & INCOME TR
$216.9M
TFISPDR SER TR
$216.9M
OXYOCCIDENTAL PETE CORP
$216.8M
JPCNUVEEN PFD & INCOME OPPORTUN
$216.2M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$215.4M
WYNNWYNN RESORTS LTD
$215.2M
ACPABRDN INCOME CREDIT STRATEGI
$214.6M
OVVOVINTIV INC
$214.1M
FLQLFRANKLIN TEMPLETON ETF TR
$213.1M
XEMDXWESTERN ASSET EMERGING MKTS
$212.2M
FJULFIRST TR EXCHNG TRADED FD VI
$211.9M
AIGAMERICAN INTL GROUP INC
$210.3M
CLHCLEAN HARBORS INC
$209.7M
NXSTNEXSTAR MEDIA GROUP INC
$209.3M
NSANATIONAL STORAGE AFFILIATES
$209.2M
FNXFIRST TR MID CAP CORE ALPHAD
$209.1M
STZCONSTELLATION BRANDS INC
$208.6M
AALAMERICAN AIRLS GROUP INC
$207.7M
FEZSPDR INDEX SHS FDS
$207.2M
FEXFIRST TR LRGE CP CORE ALPHA
$207.1M
IWSISHARES TR
$206.8M
DXJWISDOMTREE TR
$206.7M
PIPRPIPER SANDLER COMPANIES
$206.4M
STLDSTEEL DYNAMICS INC
$206.3M
CCLCARNIVAL CORP
$205.5M
SPHYSPDR SER TR
$205.1M
DOCHEALTHPEAK PROPERTIES INC
$205.1M
NVGNUVEEN AMT FREE MUN CR INC F
$204.6M
TMETENCENT MUSIC ENTMT GROUP
$204.3M
TWLOTWILIO INC
$203.7M
YYY*AMPLIFY ETF TR
$203.6M
EFXEQUIFAX INC
$203.6M
WCCWESCO INTL INC
$203.2M
VGLTVANGUARD SCOTTSDALE FDS
$203.2M
JOYTJ P MORGAN EXCHANGE TRADED F
$202.9M
FMAYFIRST TR EXCHNG TRADED FD VI
$201.8M
FBINFORTUNE BRANDS INNOVATIONS I
$201.6M
IVOLKRANESHARES TRUST
$199.3M
BTXBLACKROCK INNOVATION AND GRW
$196.9M
XEFRXEATON VANCE SR FLTNG RTE TR
$190.9M
HUMAHUMACYTE INC
$188.4M
MMUWESTERN ASSET MANAGED MUNS F
$183.9M
ERCALLSPRING MULTI SECTOR INCOM
$182.6M
VLYVALLEY NATL BANCORP
$181.3M
HYIWESTERN ASSET HIGH YIELD DEF
$178.9M
KIOKKR INCOME OPPORTUNITIES FD
$178.9M
GLOCLOUGH GLOBAL OPPORTUNITIES
$178.8M
BITBLACKROCK MULTI SECTOR INC T
$178.0M
MVFBLACKROCK MUNIVEST FD INC
$173.4M
NBBNUVEEN TAXABLE MUNICPAL INM
$173.1M
PMMPUTNAM MANAGED MUN INCOME TR
$171.0M
FDDFIRST TR STOXX EUROPEAN SELE
$169.5M
EFTEATON VANCE FLTING RATE INC
$163.0M
PJXPETROLEO BRASILEIRO SA PETRO
$158.8M
BKTBLACKROCK INCOME TR INC
$157.1M
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