Concurrent Investment Advisors, LLC Q2 2024 Filing
Filed July 30, 2024
Portfolio Value
$3.0B
Holdings
933
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (933 positions)
| Stock | Value |
|---|---|
ETNEATON CORP PLC | $7.0T |
CGCPCAPITAL GRP FIXED INCM ETF T | $6.8T |
BNDXVANGUARD CHARLOTTE FDS | $6.8T |
CRMSALESFORCE INC | $6.8T |
BILSPDR SER TR | $6.7T |
TAT&T INC | $6.7T |
VCITVANGUARD SCOTTSDALE FDS | $6.6T |
VGTVANGUARD WORLD FD | $6.6T |
CATCATERPILLAR INC | $6.5T |
IBMINTERNATIONAL BUSINESS MACHS | $6.5T |
ACNACCENTURE PLC IRELAND | $6.3T |
RTXRTX CORPORATION | $6.3T |
COPCONOCOPHILLIPS | $6.3T |
NEENEXTERA ENERGY INC | $6.1T |
DISDISNEY WALT CO | $6.1T |
XLYSELECT SECTOR SPDR TR | $6.0T |
SOSOUTHERN CO | $6.0T |
LOWLOWES COS INC | $6.0T |
MCHPMICROCHIP TECHNOLOGY INC. | $5.9T |
CGBLCAPITAL GROUP CORE BALANCED | $5.9T |
AMGNAMGEN INC | $5.6T |
FTSLFIRST TR EXCHANGE-TRADED FD | $5.5T |
BNLBROADSTONE NET LEASE INC | $5.5T |
NFLXNETFLIX INC | $5.5T |
WMWASTE MGMT INC DEL | $5.4T |
IJTISHARES TR | $5.4T |
CGDGCAPITAL GROUP DIVIDEND GROWE | $5.4T |
FCVTFIRST TR EXCHANGE-TRADED FD | $5.3T |
LMTLOCKHEED MARTIN CORP | $5.3T |
FYCFIRST TR EXCHANGE-TRADED ALP | $5.2T |
TJXTJX COS INC NEW | $5.1T |
OKEONEOK INC NEW | $5.1T |
NVONOVO-NORDISK A S | $5.1T |
IYFISHARES TR | $5.1T |
ABTABBOTT LABS | $5.1T |
TFCTRUIST FINL CORP | $5.1T |
OMFLINVESCO EXCH TRD SLF IDX FD | $5.0T |
HFXIINDEXIQ ETF TR | $5.0T |
EMEEMCOR GROUP INC | $4.9T |
IYJISHARES TR | $4.8T |
MDTMEDTRONIC PLC | $4.8T |
AVUVAMERICAN CENTY ETF TR | $4.8T |
IJSISHARES TR | $4.8T |
EOIEATON VANCE ENHANCED EQUITY | $4.7T |
SPGSIMON PPTY GROUP INC NEW | $4.7T |
UBERUBER TECHNOLOGIES INC | $4.6T |
DYHTARGET CORP | $4.6T |
CGMSCAPITAL GRP FIXED INCM ETF T | $4.5T |
VBVANGUARD INDEX FDS | $4.5T |
EMREMERSON ELEC CO | $4.5T |
VTVANGUARD INTL EQUITY INDEX F | $4.5T |
APDAIR PRODS & CHEMS INC | $4.4T |
BABOEING CO | $4.4T |
PFEPFIZER INC | $4.4T |
CBCHUBB LIMITED | $4.3T |
IDUISHARES TR | $4.0T |
BXBLACKSTONE INC | $4.0T |
LHXL3HARRIS TECHNOLOGIES INC | $4.0T |
SNASNAP ON INC | $4.0T |
FDLFIRST TR MORNINGSTAR DIVID L | $4.0T |
DUKDUKE ENERGY CORP NEW | $4.0T |
HTRBHARTFORD FDS EXCHANGE TRADED | $4.0T |
UNPUNION PAC CORP | $4.0T |
GDGENERAL DYNAMICS CORP | $4.0T |
FTGCFIRST TR EXCHANGE TRAD FD VI | $3.9T |
IUSBISHARES TR | $3.9T |
HEFAISHARES TR | $3.9T |
BSCSINVESCO EXCH TRD SLF IDX FD | $3.8T |
VTEBVANGUARD MUN BD FDS | $3.8T |
MOALTRIA GROUP INC | $3.8T |
VHTVANGUARD WORLD FD | $3.8T |
AUSFGLOBAL X FDS | $3.7T |
HONHONEYWELL INTL INC | $3.7T |
SBUXSTARBUCKS CORP | $3.7T |
XLISELECT SECTOR SPDR TR | $3.7T |
CVSCVS HEALTH CORP | $3.7T |
IWFISHARES TR | $3.6T |
SPYVSPDR SER TR | $3.6T |
FNDESCHWAB STRATEGIC TR | $3.6T |
DVNDEVON ENERGY CORP NEW | $3.6T |
ITWILLINOIS TOOL WKS INC | $3.5T |
ADIANALOG DEVICES INC | $3.5T |
JLLJONES LANG LASALLE INC | $3.5T |
BSJVINVESCO EXCH TRD SLF IDX FD | $3.4T |
BIVVANGUARD BD INDEX FDS | $3.4T |
TSCOTRACTOR SUPPLY CO | $3.4T |
VFHVANGUARD WORLD FD | $3.4T |
VOTVANGUARD INDEX FDS | $3.4T |
NKENIKE INC | $3.4T |
SHWSHERWIN WILLIAMS CO | $3.4T |
BLKCHFBLACKROCK INC | $3.4T |
HALHALLIBURTON CO | $3.3T |
MTDRMATADOR RES CO | $3.3T |
VOEVANGUARD INDEX FDS | $3.3T |
OIIOCEANEERING INTL INC | $3.3T |
MMM3M CO | $3.3T |
EPDENTERPRISE PRODS PARTNERS L | $3.3T |
INTUINTUIT | $3.2T |
SPGIS&P GLOBAL INC | $3.2T |
JEPIJ P MORGAN EXCHANGE TRADED F | $3.2T |