Concurrent Investment Advisors, LLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$2.7M

Holdings

933

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (933 positions)

StockValue
AFLAFLAC INC
$3K
PANWPALO ALTO NETWORKS INC
$3K
QYLDGLOBAL X FDS
$3K
POOLPOOL CORP
$3K
FIXDFIRST TR EXCHNG TRADED FD VI
$3K
PLTRPALANTIR TECHNOLOGIES INC
$3K
PSXPHILLIPS 66
$3K
TTTRANE TECHNOLOGIES PLC
$3K
MSOSADVISORSHARES TR
$3K
MPCMARATHON PETE CORP
$3K
AIRRFIRST TR EXCHANGE-TRADED FD
$3K
IVLUISHARES TR
$3K
VOOVVANGUARD ADMIRAL FDS INC
$3K
INTCINTEL CORP
$3K
USBUS BANCORP DEL
$3K
RSGREPUBLIC SVCS INC
$3K
GSYPOWERSHARES ACTIVELY MANAGED
$3K
STWDSTARWOOD PPTY TR INC
$3K
XLGINVESCO EXCHANGE TRADED FD T
$3K
PRUPRUDENTIAL FINL INC
$2K
FXLFIRST TR EXCHANGE TRADED FD
$2K
MSIMOTOROLA SOLUTIONS INC
$2K
AXPAMERICAN EXPRESS CO
$2K
WFCWELLS FARGO CO NEW
$2K
NSCNORFOLK SOUTHN CORP
$2K
SHYISHARES TR
$2K
FSIGFIRST TR EXCHANGE-TRADED FD
$2K
MUBISHARES TR
$2K
DONSPDR DOW JONES INDL AVERAGE
$2K
SDVYFIRST TR EXCHANGE-TRADED FD
$2K
AMDADVANCED MICRO DEVICES INC
$2K
PTLCPACER FDS TR
$2K
APOAPOLLO GLOBAL MGMT INC
$2K
STXEEA SERIES TRUST
$2K
NXPINXP SEMICONDUCTORS N V
$2K
ISRGINTUITIVE SURGICAL INC
$2K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2K
VXFVANGUARD INDEX FDS
$2K
CADECADENCE BANK
$2K
MGVVANGUARD WORLD FD
$2K
BDXBECTON DICKINSON & CO
$2K
EZUISHARES INC
$2K
DOWDOW INC
$2K
FFORD MTR CO DEL
$2K
KMIKINDER MORGAN INC DEL
$2K
VMBSVANGUARD SCOTTSDALE FDS
$2K
CMCSACOMCAST CORP NEW
$2K
FXOFIRST TR EXCHANGE TRADED FD
$2K
VISVANGUARD WORLD FD
$2K
VIOOVANGUARD ADMIRAL FDS INC
$2K
BLVVANGUARD BD INDEX FDS
$2K
PYPLPAYPAL HLDGS INC
$2K
CLXCLOROX CO DEL
$2K
VDEVANGUARD WORLD FD
$2K
PTNQPACER FDS TR
$2K
SRESEMPRA
$2K
USHYISHARES TR
$2K
PFFISHARES TR
$2K
CMGCHIPOTLE MEXICAN GRILL INC
$2K
LINLINDE PLC
$2K
SPHQINVESCO EXCHANGE TRADED FD T
$2K
WELLWELLTOWER INC
$2K
AJGGALLAGHER ARTHUR J & CO
$2K
IGEISHARES TR
$2K
EFGISHARES TR
$2K
GILDGILEAD SCIENCES INC
$2K
ITOTISHARES TR
$2K
XYLDGLOBAL X FDS
$2K
GSGOLDMAN SACHS GROUP INC
$2K
MDLZMONDELEZ INTL INC
$2K
JPSTJ P MORGAN EXCHANGE TRADED F
$2K
CARRCARRIER GLOBAL CORPORATION
$2K
HSYHERSHEY CO
$2K
SHELSHELL PLC
$2K
METMETLIFE INC
$2K
QTECFIRST TR NASDAQ 100 TECH IND
$2K
SCHDSCHWAB STRATEGIC TR
$2K
CRWDCROWDSTRIKE HLDGS INC
$2K
ICEINTERCONTINENTAL EXCHANGE IN
$2K
JMSTJ P MORGAN EXCHANGE TRADED F
$2K
JAAAJANUS DETROIT STR TR
$2K
DEODIAGEO PLC
$2K
LYBLYONDELLBASELL INDUSTRIES N
$2K
ENBENBRIDGE INC
$2K
CALFPACER FDS TR
$2K
FCXFREEPORT-MCMORAN INC
$2K
GPCGENUINE PARTS CO
$2K
AEPAMERICAN ELEC PWR CO INC
$2K
SYYSYSCO CORP
$2K
FDSFACTSET RESH SYS INC
$2K
BNDVANGUARD BD INDEX FDS
$2K
PLDPROLOGIS INC.
$2K
RFREGIONS FINANCIAL CORP NEW
$2K
MARMARRIOTT INTL INC NEW
$2K
EWEDWARDS LIFESCIENCES CORP
$2K
AMATAPPLIED MATLS INC
$2K
DDOMINION ENERGY INC
$2K
SNYSANOFI
$2K
AWCAMERICAN WTR WKS CO INC NEW
$2K
ALSALLSTATE CORP
$2K
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