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 |
|---|---|
MSIFMSC INCOME FUND INC | $326K |
EQTEQT CORP | $326K |
CBOECBOE GLOBAL MKTS INC | $325K |
MGMMGM RESORTS INTERNATIONAL | $325K |
UOCTINNOVATOR ETFS TRUST | $324K |
BXSLBLACKSTONE SECD LENDING FD | $323K |
GLXYGALAXY DIGITAL INC. | $323K |
BTCGRAYSCALE BITCOIN MINI TR ET | $322K |
ELFE L F BEAUTY INC | $322K |
HEIHEICO CORP NEW | $320K |
URAGLOBAL X FDS | $320K |
VMOINVESCO MUN OPPORTUNITY TR | $319K |
ALNYALNYLAM PHARMACEUTICALS INC | $318K |
USRTISHARES TR | $318K |
TRGPTARGA RES CORP | $318K |
FFEBFIRST TR EXCHNG TRADED FD VI | $316K |
MSAMSA SAFETY INC | $316K |
ZNOVINNOVATOR ETFS TRUST | $316K |
FAUGFIRST TR EXCHNG TRADED FD VI | $316K |
QQEWFIRST TR EXCHANGE-TRADED FD | $316K |
BENFRANKLIN RESOURCES INC | $316K |
LWLAMB WESTON HLDGS INC | $315K |
YUMCYUM CHINA HLDGS INC | $315K |
TMETENCENT MUSIC ENTMT GROUP | $315K |
PLNTPLANET FITNESS INC | $314K |
PLTMGRANITESHARES PLATINUM TR | $314K |
CA8ACACI INTL INC | $314K |
CRCCANADIAN NAT RES LTD | $314K |
QHYWISDOMTREE TR | $313K |
FEXFIRST TR EXCHANGE-TRADED ALP | $313K |
PDIPIMCO DYNAMIC INCOME FD | $313K |
LVHDLEGG MASON ETF INVT | $313K |
MUSTCOLUMBIA ETF TR I | $312K |
PTINPACER FDS TR | $311K |
SEPWAIM ETF PRODUCTS TRUST | $311K |
VIGIVANGUARD WHITEHALL FDS | $311K |
PATHUIPATH INC | $310K |
JFRNUVEEN FLOATING RATE INCOME | $309K |
RPMRPM INTL INC | $309K |
ARKFARK ETF TR | $309K |
RMBS*RAMBUS INC DEL | $307K |
CAGCONAGRA BRANDS INC | $307K |
HUMHUMANA INC | $307K |
DLTRDOLLAR TREE INC | $306K |
FCFSFIRSTCASH HOLDINGS INC | $306K |
CRUSCIRRUS LOGIC INC | $305K |
EXGEATON VANCE TAX ADVT DIV INC | $305K |
RNSTRENASANT CORP | $304K |
SPGPINVESCO EXCHANGE TRADED FD T | $303K |
WDIWESTERN ASSET DIVERSIFIED IN | $302K |
WSTWEST PHARMACEUTICAL SVSC INC | $302K |
DHSWISDOMTREE TR | $302K |
SMTHALPS ETF TR | $302K |
FEBWAIM ETF PRODUCTS TRUST | $302K |
ALVAUTOLIV INC | $301K |
SSENTINELONE INC | $301K |
KTFDWS MUN INCOME TR NEW | $301K |
XFEBFIRST TR EXCHNG TRADED FD VI | $300K |
VVRINVESCO SR INCOME TR | $300K |
AXSMAXSOME THERAPEUTICS INC | $300K |
VLTOVERALTO CORP | $300K |
MMUWESTERN ASSET MANAGED MUNS F | $300K |
BSCRINVESCO EXCH TRD SLF IDX FD | $300K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $299K |
ZROZPIMCO ETF TR | $299K |
DGDOLLAR GEN CORP NEW | $299K |
TKOTKO GROUP HOLDINGS INC | $299K |
NNENANO NUCLEAR ENERGY INC | $298K |
TDVIFIRST TR EXCHANGE-TRADED FD | $298K |
OLEDUNIVERSAL DISPLAY CORP | $298K |
SLQDISHARES TR | $298K |
PINSPINTEREST INC | $298K |
BOXBOX INC | $298K |
DFUSDIMENSIONAL ETF TRUST | $298K |
ACGLARCH CAP GROUP LTD | $297K |
BITOPROSHARES TR | $294K |
IIIVI3 VERTICALS INC | $294K |
BMIBADGER METER INC | $293K |
RBRKRUBRIK INC. | $293K |
ANGOANGIODYNAMICS INC | $293K |
NIJNELNET INC | $293K |
RFMZRIVERNORTH FLEXIBLE MUNI INC | $290K |
CIFRCIPHER MINING INC | $290K |
EMLCVANECK ETF TRUST | $289K |
XYLXYLEM INC | $289K |
SPXCSPX TECHNOLOGIES INC | $288K |
ICLRICON PLC | $288K |
BGBUNGE GLOBAL SA | $288K |
IMTBISHARES TR | $287K |
SEISOLARIS ENERGY INFRAS INC | $285K |
STIPISHARES TR | $285K |
LFUSLITTELFUSE INC | $284K |
VENVENTAS INC | $284K |
KLACKLA CORP | $283K |
OGSONE GAS INC | $282K |
CFCF INDS HLDGS INC | $282K |
SCMBSCHWAB STRATEGIC TR | $281K |
BSCQINVESCO EXCH TRD SLF IDX FD | $280K |
SCISERVICE CORP INTL | $280K |
BIPCBROOKFIELD INFRASTRUCTURE CO | $280K |