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 |
|---|---|
VTRSVIATRIS INC | $408K |
MYIBLACKROCK MUNIYIELD QUALITY | $406K |
SPOTSPOTIFY TECHNOLOGY S A | $405K |
PBVPRESTIGE CONSMR HEALTHCARE I | $403K |
TWLOTWILIO INC | $403K |
JPCNUVEEN PFD & INCOME OPPORTUN | $402K |
CPNGCOUPANG INC | $401K |
LMNDLEMONADE INC | $400K |
TOSTTOAST INC | $398K |
CHRDCHORD ENERGY CORPORATION | $397K |
DISVDIMENSIONAL ETF TRUST | $397K |
FIXCOMFORT SYS USA INC | $396K |
FSLYFASTLY INC | $396K |
DC4DEXCOM INC | $395K |
TTDTHE TRADE DESK INC | $394K |
WESWESTERN MIDSTREAM PARTNERS L | $392K |
FNVFRANCO NEV CORP | $392K |
GRNJTIDAL TRUST III | $391K |
DFAEDIMENSIONAL ETF TRUST | $391K |
MODLVICTORY PORTFOLIOS II | $391K |
LUNRINTUITIVE MACHINES INC | $391K |
BTTBLACKROCK MUN TARGET TERM TR | $390K |
FNFFIDELITY NATIONAL FINANCIAL | $388K |
ESGDISHARES TR | $388K |
VKQINVESCO MUNICIPAL TRUST | $387K |
UJANINNOVATOR ETFS TRUST | $386K |
WTSWATTS WATER TECHNOLOGIES INC | $385K |
BOKFBOK FINL CORP | $385K |
DVADAVITA INC | $384K |
DVOLFIRST TR EXCHANGE-TRADED FD | $384K |
SUSAISHARES TR | $381K |
TROWPRICE T ROWE GROUP INC | $380K |
TFISPDR SERIES TRUST | $380K |
IGVISHARES TR | $380K |
PTONPELOTON INTERACTIVE INC | $380K |
SHYDVANECK ETF TRUST | $379K |
JXNJACKSON FINANCIAL INC | $378K |
IYJISHARES TR | $377K |
NTESNETEASE INC | $376K |
CTRACOTERRA ENERGY INC | $375K |
STKCOLUMBIA SELIGM PREM TECH GR | $373K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $373K |
VGLTVANGUARD SCOTTSDALE FDS | $373K |
AKAMAKAMAI TECHNOLOGIES INC | $373K |
PJANINNOVATOR ETFS TRUST | $373K |
SPTMSPDR SERIES TRUST | $372K |
NXSTNEXSTAR MEDIA GROUP INC | $371K |
FSKFS KKR CAP CORP | $371K |
PJUNINNOVATOR ETFS TRUST | $370K |
FBNCFIRST BANCORP N C | $370K |
INROBLACKROCK ETF TRUST | $370K |
PTBDPACER FDS TR | $368K |
DYDYCOM INDS INC | $365K |
PEGAPEGASYSTEMS INC | $365K |
APAAPA CORPORATION | $363K |
COOCOOPER COS INC | $360K |
JMUBJ P MORGAN EXCHANGE TRADED F | $360K |
MDYGSPDR SERIES TRUST | $359K |
AYIACUITY INC | $358K |
INDAISHARES TR | $358K |
WABWABTEC | $357K |
APRWAIM ETF PRODUCTS TRUST | $357K |
FOXAFOX CORP | $356K |
BJBJS WHSL CLUB HLDGS INC | $354K |
FSTAFIDELITY COVINGTON TRUST | $354K |
PJULINNOVATOR ETFS TRUST | $353K |
GAUGFIRST TR EXCHNG TRADED FD VI | $352K |
FLXRTCW ETF TRUST | $351K |
XARSPDR SERIES TRUST | $349K |
APGAPI GROUP CORP | $349K |
NTNXNUTANIX INC | $349K |
UMHUMH PPTYS INC | $348K |
SCHMSCHWAB STRATEGIC TR | $347K |
GPCRSTRUCTURE THERAPEUTICS INC | $347K |
NVGNUVEEN AMT FREE MUN CR INC F | $345K |
RVLVREVOLVE GROUP INC | $345K |
TLNTALEN ENERGY CORP | $344K |
EOSEEOS ENERGY ENTERPRISES INC | $344K |
RLRALPH LAUREN CORP | $343K |
DCIDONALDSON INC | $342K |
AFGAMERICAN FINL GROUP INC OHIO | $342K |
ARKTARK ETF TR | $342K |
IYFISHARES TR | $341K |
PBPROSPERITY BANCSHARES INC | $339K |
BMRNBIOMARIN PHARMACEUTICAL INC | $339K |
EMHYISHARES INC | $339K |
MURMURPHY OIL CORP | $338K |
EIPIFIRST TR EXCHNG TRADED FD VI | $337K |
BTZBLACKROCK CR ALLOCATION INCO | $337K |
7HPHP INC | $336K |
HLIHOULIHAN LOKEY INC | $335K |
PJTPJT PARTNERS INC | $335K |
WWDWOODWARD INC | $333K |
SUNSUNOCO LP/SUNOCO FIN CORP | $332K |
ARWARROW ELECTRS INC | $331K |
SYMSYMBOTIC INC | $329K |
FJANFIRST TR EXCHNG TRADED FD VI | $328K |
SKYCHAMPION HOMES INC | $327K |
MSIFMSC INCOME FUND INC | $326K |
EQTEQT CORP | $326K |