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)

StockValue
POOLPOOL CORP
$2.7M
VCSHVANGUARD SCOTTSDALE FDS
$2.7M
CVNACARVANA CO
$2.7M
MRSHMARSH & MCLENNAN COS INC
$2.7M
USACUSA COMPRESSION PARTNERS LP
$2.7M
RPARTIDAL ETF TR
$2.7M
CITCINTAS CORP
$2.7M
ALSALLSTATE CORP
$2.7M
AMATAPPLIED MATLS INC
$2.7M
EPSWISDOMTREE TR
$2.7M
DVNDEVON ENERGY CORP NEW
$2.7M
NKENIKE INC
$2.6M
AJGGALLAGHER ARTHUR J & CO
$2.6M
APOAPOLLO GLOBAL MGMT INC
$2.6M
ASMLASML HOLDING N V
$2.6M
BDXBECTON DICKINSON & CO
$2.6M
USBUS BANCORP DEL
$2.6M
DEDEERE & CO
$2.6M
UNMUNUM GROUP
$2.6M
ROPROPER TECHNOLOGIES INC
$2.6M
FQIDIGITAL RLTY TR INC
$2.5M
HYSPIMCO ETF TR
$2.5M
CRWDCROWDSTRIKE HLDGS INC
$2.5M
PFFISHARES TR
$2.5M
IWDISHARES TR
$2.5M
WECWEC ENERGY GROUP INC
$2.5M
IGEISHARES TR
$2.5M
SYYSYSCO CORP
$2.4M
SPDWSPDR INDEX SHS FDS
$2.4M
FDSFACTSET RESH SYS INC
$2.4M
ABGCENCORA INC
$2.4M
BKLNINVESCO EXCH TRADED FD TR II
$2.4M
SDYSPDR SER TR
$2.4M
AZNASTRAZENECA PLC
$2.4M
EEMISHARES TR
$2.4M
MPCMARATHON PETE CORP
$2.3M
NLRVANECK ETF TRUST
$2.3M
VMBSVANGUARD SCOTTSDALE FDS
$2.3M
DDDUPONT DE NEMOURS INC
$2.3M
THTATIDAL ETF TR
$2.3M
FSIGFIRST TR EXCHANGE-TRADED FD
$2.3M
INTCINTEL CORP
$2.3M
ITOTISHARES TR
$2.3M
JEPQJ P MORGAN EXCHANGE TRADED F
$2.2M
BSEPINNOVATOR ETFS TRUST
$2.2M
DGROISHARES TR
$2.2M
ENBENBRIDGE INC
$2.2M
HELOJ P MORGAN EXCHANGE TRADED F
$2.2M
CARRCARRIER GLOBAL CORPORATION
$2.2M
IWFISHARES TR
$2.2M
PYPLPAYPAL HLDGS INC
$2.1M
PTNQPACER FDS TR
$2.1M
FDVVFIDELITY COVINGTON TRUST
$2.1M
USMFWISDOMTREE TR
$2.1M
CLCOLGATE PALMOLIVE CO
$2.1M
STPZPIMCO ETF TR
$2.1M
VTWGVANGUARD SCOTTSDALE FDS
$2.1M
DHRDANAHER CORPORATION
$2.1M
SOFISOFI TECHNOLOGIES INC
$2.0M
VICIVICI PPTYS INC
$2.0M
FBNDFIDELITY MERRIMACK STR TR
$2.0M
STESTERIS PLC
$2.0M
DDOMINION ENERGY INC
$2.0M
SOXXISHARES TR
$2.0M
IGIBISHARES TR
$2.0M
GTOINVESCO ACTIVELY MANAGED EXC
$2.0M
WMBWILLIAMS COS INC
$2.0M
USHYISHARES TR
$2.0M
EWEDWARDS LIFESCIENCES CORP
$1.9M
AMLPALPS ETF TR
$1.9M
SBRSABINE RTY TR
$1.9M
GDXVANECK ETF TRUST
$1.9M
TMOTHERMO FISHER SCIENTIFIC INC
$1.9M
KDPKEURIG DR PEPPER INC
$1.9M
MTUMISHARES TR
$1.9M
VISVANGUARD WORLD FD
$1.9M
VBKVANGUARD INDEX FDS
$1.8M
JNKSPDR SER TR
$1.8M
MBBISHARES TR
$1.8M
GEVGE VERNOVA INC
$1.8M
NXPINXP SEMICONDUCTORS N V
$1.8M
CMGCHIPOTLE MEXICAN GRILL INC
$1.8M
VVVANGUARD INDEX FDS
$1.8M
SRESEMPRA
$1.8M
SCHVSCHWAB STRATEGIC TR
$1.8M
ADBEADOBE INC
$1.8M
VNLAJANUS DETROIT STR TR
$1.8M
MARMARRIOTT INTL INC NEW
$1.8M
SJMSMUCKER J M CO
$1.8M
ARCCARES CAPITAL CORP
$1.8M
AGGYWISDOMTREE TR
$1.8M
BOTZGLOBAL X FDS
$1.8M
BINCBLACKROCK ETF TRUST II
$1.7M
FDNFIRST TR EXCHANGE-TRADED FD
$1.7M
FTHIFIRST TR EXCHANGE TRADED FD
$1.7M
CORZCORE SCIENTIFIC INC NEW
$1.7M
EFVISHARES TR
$1.7M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$1.7M
IVZINVESCO EXCHANGE TRADED FD T
$1.7M
SHYISHARES TR
$1.7M
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