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 |
|---|---|
MRNAMODERNA INC | $279K |
FLOFLOWERS FOODS INC | $279K |
MLNVANECK ETF TRUST | $279K |
TRMBTRIMBLE INC | $278K |
JAJLINNOVATOR ETFS TRUST | $278K |
FNOVFIRST TR EXCHNG TRADED FD VI | $278K |
IGPTINVESCO EXCHANGE TRADED FD T | $278K |
QDEFFLEXSHARES TR | $278K |
NBBNUVEEN TAXABLE MUNICPAL INM | $277K |
SMFGSUMITOMO MITSUI FINL GROUP I | $277K |
CPAYCORPAY INC | $277K |
DFATDIMENSIONAL ETF TRUST | $276K |
PIDINVESCO EXCHANGE TRADED FD T | $276K |
CDLVICTORY PORTFOLIOS II | $275K |
WCCWESCO INTL INC | $274K |
QOWZINVESCO EXCH TRADED FD TR II | $274K |
FDECFIRST TR EXCHNG TRADED FD VI | $274K |
CYBRCYBERARK SOFTWARE LTD | $273K |
BRD1EURMIND MEDICINE MINDMED INC | $273K |
CHECHEMED CORP NEW | $272K |
BNBROOKFIELD CORP | $272K |
XMHQINVESCO EXCHANGE TRADED FD T | $272K |
BSMBLACK STONE MINERALS L P | $271K |
XOPSPDR SERIES TRUST | $271K |
SEMRSEMRUSH HLDGS INC | $271K |
JGROJ P MORGAN EXCHANGE TRADED F | $270K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $270K |
UAUGINNOVATOR ETFS TRUST | $270K |
VFFVILLAGE FARMS INTL INC | $270K |
ESABESAB CORPORATION | $270K |
UBSIUNITED BANKSHARES INC WEST V | $269K |
SPHBINVESCO EXCH TRADED FD TR II | $269K |
EQIXEQUINIX INC | $266K |
BARGRANITESHARES GOLD TR | $266K |
BXCBLUELINX HLDGS INC | $266K |
CRLCHARLES RIV LABS INTL INC | $266K |
ALKALASKA AIR GROUP INC | $266K |
IVTINVENTRUST PPTYS CORP | $265K |
BKHBLACK HILLS CORP | $265K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $265K |
ONON SEMICONDUCTOR CORP | $265K |
LAMRLAMAR ADVERTISING CO NEW | $265K |
ERCALLSPRING MULTI SECTOR INCOM | $264K |
MAAMID-AMER APT CMNTYS INC | $263K |
LYFTLYFT INC | $263K |
ACWIISHARES TR | $261K |
GPIQGOLDMAN SACHS ETF TR | $261K |
LLYELI LILLY & CO | $260K |
WRDWERIDE INC | $258K |
BSCTINVESCO EXCH TRD SLF IDX FD | $257K |
PRMPERIMETER SOLUTIONS INC | $256K |
PIPRPIPER SANDLER COMPANIES | $256K |
RIOTRIOT PLATFORMS INC | $256K |
CAVACAVA GROUP INC | $255K |
VKIINVESCO ADVANTAGE MUN INCOME | $255K |
FUTYFIDELITY COVINGTON TRUST | $255K |
TEVATEVA PHARMACEUTICAL INDS LTD | $254K |
MODMODINE MFG CO | $254K |
BALLBALL CORP | $254K |
AALAMERICAN AIRLS GROUP INC | $253K |
LGHNORTHERN LTS FD TR III | $253K |
TSLLDIREXION SHS ETF TR | $252K |
VWOBVANGUARD WHITEHALL FDS | $252K |
EWYISHARES INC | $252K |
DIALCOLUMBIA ETF TR I | $252K |
PWZINVESCO EXCH TRADED FD TR II | $251K |
XCHYXCALAMOS CONV & HIGH INCOME F | $250K |
CMACOMERICA INC | $250K |
SOUNSOUNDHOUND AI INC | $250K |
NSZNETSCOUT SYS INC | $249K |
CGBDCARLYLE SECURED LENDING INC | $249K |
CFAVICTORY PORTFOLIOS II | $246K |
BBUSJ P MORGAN EXCHANGE TRADED F | $245K |
OLLIOLLIES BARGAIN OUTLET HLDGS | $244K |
SKYYFIRST TR EXCHANGE TRADED FD | $243K |
VACMARRIOTT VACATIONS WORLDWIDE | $243K |
EIMEATON VANCE MUN BD FD | $243K |
AMTMAMENTUM HOLDINGS INC | $243K |
DXJWISDOMTREE TR | $243K |
DFAXDIMENSIONAL ETF TRUST | $242K |
IHEISHARES TR | $242K |
LYVLIVE NATION ENTERTAINMENT IN | $242K |
MTARCELORMITTAL SA LUXEMBOURG | $241K |
TMCTMC THE METALS COMPANY INC | $241K |
GLOCLOUGH GLOBAL OPPORTUNITIES | $241K |
EWCISHARES INC | $239K |
RCKTROCKET PHARMACEUTICALS INC | $239K |
HTDHANCOCK JOHN TAX-ADVANTAGED | $239K |
IYEISHARES TR | $238K |
DURAVANECK ETF TRUST | $238K |
THOTHOR INDS INC | $238K |
HTRBHARTFORD FDS EXCHANGE TRADED | $238K |
NOKNOKIA CORP | $238K |
ADUSADDUS HOMECARE CORP | $238K |
AQLTISHARES TR | $238K |
VPLSVANGUARD MALVERN FDS | $237K |
ENSGENSIGN GROUP INC | $237K |
GMEDGLOBUS MED INC | $237K |
SIXGETF SER SOLUTIONS | $237K |
AMHAMERICAN HOMES 4 RENT | $236K |