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 |
|---|---|
CRDOCREDO TECHNOLOGY GROUP HOLDI | $3K |
IJKISHARES TR | $3K |
DRIDARDEN RESTAURANTS INC | $3K |
SYYSYSCO CORP | $3K |
KEYSKEYSIGHT TECHNOLOGIES INC | $2K |
EQIXEQUINIX INC | $2K |
AUSFGLOBAL X FDS | $2K |
SCHVSCHWAB STRATEGIC TR | $2K |
AWCAMERICAN WTR WKS CO INC NEW | $2K |
TMUST-MOBILE US INC | $2K |
ECLECOLAB INC | $2K |
CBSHCOMMERCE BANCSHARES INC | $2K |
ARESARES MANAGEMENT CORPORATION | $2K |
IJJISHARES TR | $2K |
VISVANGUARD WORLD FD | $2K |
PTNQPACER FDS TR | $2K |
PFNPIMCO INCOME STRATEGY FD II | $2K |
EMBISHARES TR | $2K |
AMLPALPS ETF TR | $2K |
FASTFASTENAL CO | $2K |
SCZISHARES TR | $2K |
HALHALLIBURTON CO | $2K |
USACUSA COMPRESSION PARTNERS LP | $2K |
SRESEMPRA | $2K |
MSOSADVISORSHARES TR | $2K |
PZAINVESCO EXCH TRADED FD TR II | $2K |
IWPISHARES TR | $2K |
IGSBISHARES TR | $2K |
ICLOINVESCO ACTIVELY MANAGED EXC | $2K |
FDVVFIDELITY COVINGTON TRUST | $2K |
BNLBROADSTONE NET LEASE INC | $2K |
STPZPIMCO ETF TR | $2K |
TEAMATLASSIAN CORPORATION | $2K |
TRVTRAVELERS COMPANIES INC | $2K |
CRWVCOREWEAVE INC | $2K |
TRNTRINITY INDS INC | $2K |
TUSITOUCHSTONE ETF TRUST | $2K |
ESGUISHARES TR | $2K |
CLSCELESTICA INC | $2K |
HAWXISHARES TR | $2K |
HELOJ P MORGAN EXCHANGE TRADED F | $2K |
CMGCHIPOTLE MEXICAN GRILL INC | $2K |
CEGCONSTELLATION ENERGY CORP | $2K |
AORISHARES TR | $2K |
LQDISHARES TR | $2K |
REGNREGENERON PHARMACEUTICALS | $2K |
POOLPOOL CORP | $2K |
BEAMBEAM THERAPEUTICS INC | $2K |
CAHCARDINAL HEALTH INC | $2K |
SPMDSPDR SERIES TRUST | $2K |
ZTSZOETIS INC | $2K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $2K |
DEODIAGEO PLC | $2K |
SPSMSPDR SERIES TRUST | $2K |
CADECADENCE BANK | $2K |
EOGEOG RES INC | $2K |
ROPROPER TECHNOLOGIES INC | $2K |
FXOFIRST TR EXCHANGE TRADED FD | $2K |
SCUSSCHWAB STRATEGIC TR | $2K |
FTQIFIRST TR EXCHANGE TRADED FD | $2K |
NVSNNOVARTIS AG | $2K |
TAFMAB ACTIVE ETFS INC | $2K |
CDNSCADENCE DESIGN SYSTEM INC | $2K |
VISNCOMMSCOPE HLDG CO INC | $2K |
KMBKIMBERLY-CLARK CORP | $2K |
CTVACORTEVA INC | $2K |
NUNU HLDGS LTD | $2K |
PDECINNOVATOR ETFS TRUST | $2K |
QQQINEOS ETF TRUST | $2K |
CRCLCIRCLE INTERNET GROUP INC | $2K |
XSOEWISDOMTREE TR | $2K |
PHMPULTE GROUP INC | $2K |
UNMUNUM GROUP | $2K |
PNCPNC FINL SVCS GROUP INC | $2K |
STTSTATE STR CORP | $2K |
NTRSNORTHERN TR CORP | $2K |
QTUMETF SER SOLUTIONS | $2K |
FSLRFIRST SOLAR INC | $2K |
BBLUEA SERIES TRUST | $2K |
HWMHOWMET AEROSPACE INC | $2K |
KHPIMANAGED PORTFOLIO SERIES | $2K |
NOCNORTHROP GRUMMAN CORP | $2K |
CLIPGLOBAL X FDS | $2K |
DONWISDOMTREE TR | $2K |
DDOMINION ENERGY INC | $2K |
AKREPROFESIONALLY MANAGED PORTFO | $2K |
ORLYOREILLY AUTOMOTIVE INC | $2K |
IVZINVESCO EXCHANGE TRADED FD T | $2K |
PRUPRUDENTIAL FINL INC | $2K |
AZOAUTOZONE INC | $2K |
DHRDANAHER CORPORATION | $2K |
MAGSLISTED FDS TR | $2K |
ULTAULTA BEAUTY INC | $2K |
ALLYALLY FINL INC | $2K |
PGRPROGRESSIVE CORP | $2K |
HYLBDBX ETF TR | $2K |
WCMIFIRST TR EXCHANGE-TRADED FD | $2K |
IMFLINVESCO EXCH TRD SLF IDX FD | $2K |
NOBLPROSHARES TR | $2K |
DOWDOW INC | $2K |