Concurrent Investment Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$8.8M
Holdings
1,713
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,713 positions)
| Stock | Value |
|---|---|
OKLOOKLO INC | $2K |
IYZISHARES TR | $2K |
HTHHILLTOP HOLDINGS INC | $2K |
VONEVANGUARD SCOTTSDALE FDS | $2K |
VNQVANGUARD INDEX FDS | $2K |
RSPTINVESCO EXCHANGE TRADED FD T | $2K |
USMFWISDOMTREE TR | $2K |
AGGYWISDOMTREE TR | $2K |
VCRBVANGUARD MALVERN FDS | $2K |
SAPSAP SE | $2K |
MLB1MERCADOLIBRE INC | $2K |
ADSKAUTODESK INC | $2K |
DASHDOORDASH INC | $2K |
CVSCVS HEALTH CORP | $2K |
CSXCSX CORP | $2K |
LNGCHENIERE ENERGY INC | $2K |
SCHASCHWAB STRATEGIC TR | $2K |
HSYHERSHEY CO | $2K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $2K |
PSAPUBLIC STORAGE OPER CO | $2K |
OREALTY INCOME CORP | $2K |
GWXSPDR INDEX SHS FDS | $2K |
VIAVVIAVI SOLUTIONS INC | $2K |
TBLDTHORNBURG INCM BUILDER OPP T | $2K |
DFACDIMENSIONAL ETF TRUST | $2K |
EFAVISHARES TR | $2K |
EIXEDISON INTL | $2K |
CASYCASEYS GEN STORES INC | $2K |
AONAON PLC | $2K |
SHAKSHAKE SHACK INC | $2K |
IONQIONQ INC | $2K |
TDIVFIRST TR EXCHANGE TRADED FD | $2K |
FDSFACTSET RESH SYS INC | $2K |
SHMSPDR SERIES TRUST | $2K |
AUANGLOGOLD ASHANTI PLC | $2K |
RHCRH PLC | $2K |
SBRSABINE RTY TR | $2K |
GNOVFIRST TR EXCHNG TRADED FD VI | $2K |
OWLBLUE OWL CAPITAL INC | $2K |
CRSCARPENTER TECHNOLOGY CORP | $2K |
FMFFIRST TR EXCHANGE-TRADED FD | $2K |
HIGHARTFORD INSURANCE GROUP INC | $2K |
XLBSELECT SECTOR SPDR TR | $2K |
NTRANATERA INC | $2K |
SIVRABRDN SILVER ETF TRUST | $2K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $2K |
SPOTSPOTIFY TECHNOLOGY S A | $2K |
ADXADAMS DIVERSIFIED EQUITY FD | $2K |
RGTIRIGETTI COMPUTING INC | $2K |
YUMYUM BRANDS INC | $2K |
BPBP PLC | $2K |
IBKRINTERACTIVE BROKERS GROUP IN | $2K |
CLXCLOROX CO DEL | $2K |
HYGISHARES TR | $2K |
THCTENET HEALTHCARE CORP | $2K |
WF2WINTRUST FINL CORP | $2K |
DHID R HORTON INC | $2K |
IXNISHARES TR | $2K |
SHYGISHARES TR | $2K |
IRINGERSOLL RAND INC | $2K |
DMCYADVISORS INNER CIRCLE FD III | $2K |
FGDFIRST TR EXCHANGE TRADED FD | $2K |
YEARAB ACTIVE ETFS INC | $2K |
BCCCGLOBAL X FDS | $2K |
LCTUBLACKROCK ETF TRUST | $2K |
HUBBHUBBELL INC | $2K |
RIORIO TINTO PLC | $2K |
DSLDOUBLELINE INCOME SOLUTIONS | $2K |
RCLROYAL CARIBBEAN GROUP | $2K |
SYU1SYNOVUS FINL CORP | $2K |
ARCCARES CAPITAL CORP | $1K |
LUVSOUTHWEST AIRLS CO | $1K |
DSIISHARES TR | $1K |
ROKROCKWELL AUTOMATION INC | $1K |
WCMEFIRST TR EXCHANGE-TRADED FD | $1K |
AQLTISHARES TR | $1K |
VXUSVANGUARD STAR FDS | $1K |
FDXFEDEX CORP | $1K |
ATOATMOS ENERGY CORP | $1K |
XBISPDR SERIES TRUST | $1K |
TYTRI CONTL CORP | $1K |
RITMRITHM CAPITAL CORP | $1K |
SRLNSSGA ACTIVE ETF TR | $1K |
MIGASTRATEGY INC | $1K |
BMNRBITMINE IMMERSION TECNOLOGIE | $1K |
KAMOMANAGED PORTFOLIO SERIES | $1K |
SCHBSCHWAB STRATEGIC TR | $1K |
VGKVANGUARD INTL EQUITY INDEX F | $1K |
RDDTREDDIT INC | $1K |
FLQMFRANKLIN TEMPLETON ETF TR | $1K |
SPYDSPDR SERIES TRUST | $1K |
BCSBARCLAYS PLC | $1K |
VSSVANGUARD INTL EQUITY INDEX F | $1K |
FMBFIRST TR EXCH TRADED FD III | $1K |
WDCWESTERN DIGITAL CORP | $1K |
CRSPCRISPR THERAPEUTICS AG | $1K |
DDDUPONT DE NEMOURS INC | $1K |
HCAHCA HEALTHCARE INC | $1K |
EX9EXELIXIS INC | $1K |
AIQGLOBAL X FDS | $1K |