Concurrent Investment Advisors, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$4.1B
Holdings
1,197
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,197 positions)
| Stock | Value |
|---|---|
BABOEING CO | $4.6M |
PFEPFIZER INC | $4.6M |
RDVIFIRST TR EXCHANGE-TRADED FD | $4.5M |
DWDMORGAN STANLEY | $4.5M |
BNDVANGUARD BD INDEX FDS | $4.5M |
JPSTJ P MORGAN EXCHANGE TRADED F | $4.4M |
MMM3M CO | $4.4M |
EOSEATON VANCE ENHANCED EQUITY | $4.3M |
SPYMSPDR SER TR | $4.3M |
BILSSPDR SER TR | $4.3M |
QQQMINVESCO EXCH TRADED FD TR II | $4.3M |
APDAIR PRODS & CHEMS INC | $4.3M |
GDGENERAL DYNAMICS CORP | $4.3M |
FNDESCHWAB STRATEGIC TR | $4.3M |
MDTMEDTRONIC PLC | $4.3M |
AFLAFLAC INC | $4.3M |
DJUNFIRST TR EXCHNG TRADED FD VI | $4.2M |
CGMSCAPITAL GRP FIXED INCM ETF T | $4.2M |
GILDGILEAD SCIENCES INC | $4.2M |
CGGECAPITAL GROUP GLOBAL EQUITY | $4.2M |
LINLINDE PLC | $4.1M |
DYHTARGET CORP | $4.1M |
ARKBARK 21SHARES BITCOIN ETF | $4.1M |
BIVVANGUARD BD INDEX FDS | $4.0M |
QYLDGLOBAL X FDS | $4.0M |
HEFAISHARES TR | $4.0M |
CBCHUBB LIMITED | $4.0M |
CMICUMMINS INC | $3.9M |
VTEBVANGUARD MUN BD FDS | $3.9M |
IUSBISHARES TR | $3.8M |
MGVVANGUARD WORLD FD | $3.8M |
AEPAMERICAN ELEC PWR CO INC | $3.8M |
IYWISHARES TR | $3.8M |
PSXPHILLIPS 66 | $3.7M |
TTTRANE TECHNOLOGIES PLC | $3.6M |
XLGINVESCO EXCHANGE TRADED FD T | $3.6M |
TXNTEXAS INSTRS INC | $3.6M |
MDLZMONDELEZ INTL INC | $3.6M |
KMIKINDER MORGAN INC DEL | $3.6M |
SHELSHELL PLC | $3.6M |
PTLCPACER FDS TR | $3.5M |
PAYXPAYCHEX INC | $3.5M |
SFYTIDAL ETF TR | $3.5M |
FTGCFIRST TR EXCHANGE TRAD FD VI | $3.5M |
OEFISHARES TR | $3.5M |
MUBISHARES TR | $3.4M |
TSCOTRACTOR SUPPLY CO | $3.4M |
DHILDIAMOND HILL INVT GROUP INC | $3.4M |
AUSFGLOBAL X FDS | $3.4M |
CGCBCAPITAL GRP FIXED INCM ETF T | $3.4M |
MCHPMICROCHIP TECHNOLOGY INC. | $3.4M |
MINTPIMCO ETF TR | $3.3M |
XYLDGLOBAL X FDS | $3.3M |
PLDPROLOGIS INC. | $3.3M |
MOATVANECK ETF TRUST | $3.3M |
METMETLIFE INC | $3.3M |
HALHALLIBURTON CO | $3.3M |
BSJVINVESCO EXCH TRD SLF IDX FD | $3.2M |
TMUST-MOBILE US INC | $3.2M |
INTUINTUIT | $3.2M |
AMDADVANCED MICRO DEVICES INC | $3.2M |
COFCAPITAL ONE FINL CORP | $3.2M |
RSGREPUBLIC SVCS INC | $3.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.2M |
TBILRBB FD INC | $3.1M |
ETENERGY TRANSFER L P | $3.1M |
BLVVANGUARD BD INDEX FDS | $3.1M |
SDVYFIRST TR EXCHANGE-TRADED FD | $3.1M |
CALFPACER FDS TR | $3.1M |
ULUNILEVER PLC | $3.0M |
NVONOVO-NORDISK A S | $3.0M |
MSIMOTOROLA SOLUTIONS INC | $3.0M |
CMCSACOMCAST CORP NEW | $3.0M |
NOWSERVICENOW INC | $3.0M |
RFREGIONS FINANCIAL CORP NEW | $3.0M |
ITA*ISHARES TR | $3.0M |
CBSHCOMMERCE BANCSHARES INC | $3.0M |
PHPARKER-HANNIFIN CORP | $3.0M |
WELLWELLTOWER INC | $3.0M |
IGVISHARES TR | $3.0M |
JULPPGIM ROCK ETF TR | $3.0M |
IAU*ISHARES GOLD TR | $3.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $2.9M |
BKBANK NEW YORK MELLON CORP | $2.9M |
STWDSTARWOOD PPTY TR INC | $2.9M |
ZTSZOETIS INC | $2.9M |
CLXCLOROX CO DEL | $2.9M |
VDEVANGUARD WORLD FD | $2.9M |
AWCAMERICAN WTR WKS CO INC NEW | $2.9M |
MTDRMATADOR RES CO | $2.8M |
BRBROADRIDGE FINL SOLUTIONS IN | $2.8M |
FISVFISERV INC | $2.8M |
VXFVANGUARD INDEX FDS | $2.8M |
NSCNORFOLK SOUTHN CORP | $2.8M |
TRVCCITIGROUP INC | $2.8M |
OIIOCEANEERING INTL INC | $2.8M |
KNGFIRST TR EXCHANGE-TRADED FD | $2.8M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.8M |
FIXDFIRST TR EXCHNG TRADED FD VI | $2.8M |
BNLBROADSTONE NET LEASE INC | $2.8M |