Concurrent Investment Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$8.8B
Holdings
1,713
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,713 positions)
| Stock | Value |
|---|---|
TDTORONTO DOMINION BK ONT | $502K |
DBEUDBX ETF TR | $501K |
FICOFAIR ISAAC CORP | $501K |
MTBM & T BK CORP | $501K |
XETYXEATON VANCE TAX-MANAGED DIVE | $497K |
ESGEISHARES INC | $496K |
CAIECALAMOS ETF TR | $494K |
SEIVSEI EXCHANGE TRADED FUNDS | $494K |
WPMWHEATON PRECIOUS METALS CORP | $493K |
EWJISHARES INC | $493K |
VEEVVEEVA SYS INC | $493K |
RYROYAL BK CDA | $491K |
DBDEUTSCHE BANK A G | $491K |
MDYVSPDR SERIES TRUST | $491K |
SGOLETFS GOLD TR | $490K |
QBTSD-WAVE QUANTUM INC | $488K |
VRSNVERISIGN INC | $487K |
LLOEWS CORP | $486K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $484K |
KAIKADANT INC | $484K |
AUPHAURINIA PHARMACEUTICALS INC | $482K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $482K |
ROIVROIVANT SCIENCES LTD | $482K |
HTDCORCEPT THERAPEUTICS INC | $481K |
SEIMSEI EXCHANGE TRADED FUNDS | $481K |
BSCSINVESCO EXCH TRD SLF IDX FD | $480K |
EALTINNOVATOR ETFS TRUST | $480K |
HEIHEICO CORP NEW | $479K |
SOLSSOLSTICE ADVANCED MATLS INC | $478K |
AVKADVENT CONV & INCOME FD | $477K |
QXOQXO INC | $477K |
RKTROCKET COS INC | $476K |
FCNCAFIRST CTZNS BANCSHARES INC D | $476K |
MCKMCKESSON CORP | $471K |
AG8AGILENT TECHNOLOGIES INC | $471K |
UJULINNOVATOR ETFS TRUST | $470K |
QSIGWISDOMTREE TR | $468K |
FAPRFIRST TR EXCHNG TRADED FD VI | $468K |
OXYOCCIDENTAL PETE CORP | $467K |
SCHPSCHWAB STRATEGIC TR | $466K |
WEAWESTERN ALLIANCE BANCORP | $465K |
PTMCPACER FDS TR | $464K |
FISFIDELITY NATL INFORMATION SV | $462K |
FBTFIRST TR EXCHANGE-TRADED FD | $462K |
LITELUMENTUM HLDGS INC | $461K |
XSDSPDR SERIES TRUST | $460K |
ARMARM HOLDINGS PLC | $458K |
HTGCHERCULES CAPITAL INC | $458K |
CINFCINCINNATI FINL CORP | $458K |
ULSUL SOLUTIONS INC | $457K |
SCHJSCHWAB STRATEGIC TR | $456K |
NOGNORTHERN OIL & GAS INC | $455K |
MDBMONGODB INC | $454K |
CPNJCALAMOS ETF TR | $453K |
FSCOFS CREDIT OPPORTUNITIES CORP | $453K |
ALLEALLEGION PLC | $452K |
JUNMFIRST TR EXCHNG TRADED FD VI | $451K |
HNGEHINGE HEALTH INC | $450K |
SMMVISHARES TR | $449K |
EOTEATON VANCE NATL MUN OPPORT | $448K |
IWYISHARES TR | $446K |
NXPNUVEEN SELECT TAX-FREE INCOM | $445K |
INSPINSPIRE MED SYS INC | $444K |
TMTOYOTA MOTOR CORP | $443K |
MQTBLACKROCK MUNIYIELD QUALITY | $443K |
GGENPACT LIMITED | $441K |
ODFLOLD DOMINION FREIGHT LINE IN | $440K |
UJANINNOVATOR ETFS TRUST | $438K |
TVTXTRAVERE THERAPEUTICS INC | $438K |
APTVAPTIV PLC | $437K |
CRAICRA INTL INC | $437K |
CIONCION INVT CORP | $435K |
VFMOVANGUARD WELLINGTON FD | $434K |
PG4PRINCIPAL FINANCIAL GROUP IN | $433K |
CORZWCORE SCIENTIFIC INC NEW | $432K |
ASTSAST SPACEMOBILE INC | $431K |
IFLRINNOVATOR ETFS TRUST | $430K |
HASHASBRO INC | $430K |
MOHMOLINA HEALTHCARE INC | $429K |
GSSTGOLDMAN SACHS ETF TR | $428K |
GPIXGOLDMAN SACHS ETF TR | $428K |
TRITHOMSON REUTERS CORP | $427K |
VUSBVANGUARD BD INDEX FDS | $426K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $425K |
FMAYFIRST TR EXCHNG TRADED FD VI | $424K |
GNRCGENERAC HLDGS INC | $423K |
CRMDCORMEDIX INC | $422K |
IWNISHARES TR | $421K |
EUSBISHARES TR | $421K |
ITMVANECK ETF TRUST | $421K |
TDYTELEDYNE TECHNOLOGIES INC | $421K |
PWVINVESCO EXCHANGE TRADED FD T | $420K |
DKSDICKS SPORTING GOODS INC | $418K |
JOYTJ P MORGAN EXCHANGE TRADED F | $418K |
BCBRUNSWICK CORP | $417K |
QQHNORTHERN LTS FD TR III | $414K |
JIREJ P MORGAN EXCHANGE TRADED F | $414K |
RMIRIVERNORTH OPPORTUNISTIC MUN | $413K |
PKWINVESCO EXCHANGE TRADED FD T | $410K |
DDOGDATADOG INC | $409K |