Concurrent Investment Advisors, LLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$2.7B

Holdings

933

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (933 positions)

StockValue
FANGDIAMONDBACK ENERGY INC
$630K
SFSTIFEL FINL CORP
$629K
FFLCFIDELITY COVINGTON TRUST
$623K
WPCWP CAREY INC
$613K
SHYDVANECK ETF TRUST
$612K
DBEFDBX ETF TR
$612K
APHAMPHENOL CORP NEW
$607K
FNXFIRST TR MID CAP CORE ALPHAD
$602K
ROLROLLINS INC
$599K
AQLTISHARES TR
$599K
JMEEJ P MORGAN EXCHANGE TRADED F
$594K
SOFISOFI TECHNOLOGIES INC
$591K
IFRAISHARES TR
$590K
KIMKIMCO RLTY CORP
$590K
ETRENTERGY CORP NEW
$590K
ADSKAUTODESK INC
$589K
VGITVANGUARD SCOTTSDALE FDS
$585K
ADXADAMS DIVERSIFIED EQUITY FD
$584K
KKRKKR & CO INC
$583K
FPEIFIRST TR EXCH TRADED FD III
$581K
PWRQUANTA SVCS INC
$579K
IGSBISHARES TR
$578K
VLUEISHARES TR
$578K
FSKFS KKR CAP CORP
$569K
DKNGDRAFTKINGS INC NEW
$556K
TRVTRAVELERS COMPANIES INC
$552K
BABAALIBABA GROUP HLDG LTD
$551K
TUR*ISHARES INC
$540K
SCHFSCHWAB STRATEGIC TR
$540K
FIDFIRST TR EXCHANGE-TRADED FD
$538K
LUVSOUTHWEST AIRLS CO
$536K
EVRGEVERGY INC
$534K
MUNIPIMCO ETF TR
$533K
NADNUVEEN QUALITY MUNCP INCOME
$531K
GEVGE VERNOVA INC
$529K
MTZMASTEC INC
$529K
BGBUNGE GLOBAL SA
$529K
PTBDPACER FDS TR
$528K
PULSPGIM ETF TR
$526K
HLTHILTON WORLDWIDE HLDGS INC
$526K
GMGENERAL MTRS CO
$523K
ARKKARK ETF TR
$520K
IAU*ISHARES GOLD TR
$514K
SDYSPDR SER TR
$513K
FSMBFIRST TR EXCH TRADED FD III
$512K
IHIISHARES TR
$509K
SBLKSTAR BULK CARRIERS CORP.
$508K
UYLDANGEL OAK FUNDS TRUST
$504K
FQIDIGITAL RLTY TR INC
$501K
PRPERMIAN RESOURCES CORP
$499K
ONEYSPDR SER TR
$498K
ENVXENOVIX CORPORATION
$496K
IBBISHARES TR
$492K
CIONCION INVT CORP
$491K
LNCLINCOLN NATL CORP IND
$489K
BKBANK NEW YORK MELLON CORP
$489K
PAAPLAINS ALL AMERN PIPELINE L
$487K
JKHYHENRY JACK & ASSOC INC
$486K
EWJISHARES INC
$483K
TTENTOTALENERGIES SE
$483K
EWNISHARES INC
$481K
GPNGLOBAL PMTS INC
$480K
AORISHARES TR
$478K
DTIDRILLING TOOLS INTL CORP
$477K
XLRESELECT SECTOR SPDR TR
$475K
TROWPRICE T ROWE GROUP INC
$474K
MPLXMPLX LP
$473K
IYY*ISHARES TR
$470K
XELXCEL ENERGY INC
$470K
SHYLDBX ETF TR
$468K
DIVOAMPLIFY ETF TR
$466K
BCCCGLOBAL X FDS
$464K
SPOTSPOTIFY TECHNOLOGY S A
$460K
NLYANNALY CAPITAL MANAGEMENT IN
$460K
DRIDARDEN RESTAURANTS INC
$458K
GSKGSK PLC
$457K
HUBBHUBBELL INC
$453K
CSWCCAPITAL SOUTHWEST CORP
$453K
GSLCGOLDMAN SACHS ETF TR
$452K
CORZ 12 01/23/29CORE SCIENTIFIC INC NEW
$452K
DFSEURDISCOVER FINL SVCS
$452K
FPFFIRST TR INTER DURATN PFD &
$451K
PATHUIPATH INC
$450K
HYDVANECK ETF TRUST
$448K
SNAPSNAP INC
$448K
ICLNISHARES TR
$447K
IWVISHARES TR
$446K
OMFONEMAIN HLDGS INC
$445K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$445K
USALIBERTY ALL STAR EQUITY FD
$443K
VVRINVESCO SR INCOME TR
$442K
PSTGPURE STORAGE INC
$442K
FTLSFIRST TR EXCH TRADED FD III
$441K
MGMMGM RESORTS INTERNATIONAL
$439K
SLQDISHARES TR
$438K
ONONON HLDG AG
$436K
COINCOINBASE GLOBAL INC
$435K
JFRNUVEEN FLOATING RATE INCOME
$435K
GBILGOLDMAN SACHS ETF TR
$430K
KRKROGER CO
$427K
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