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
IDXXIDEXX LABS INC
$293K
MRVLMARVELL TECHNOLOGY INC
$292K
CPRTCOPART INC
$292K
COFCAPITAL ONE FINL CORP
$291K
VTRSVIATRIS INC
$289K
BOKFBOK FINL CORP
$288K
LPLALPL FINL HLDGS INC
$286K
MRNAMODERNA INC
$286K
MFCMANULIFE FINL CORP
$286K
SKYSKYLINE CHAMPION CORPORATION
$285K
SMMVISHARES TR
$283K
BCXBLACKROCK RES & COMMODITIES
$283K
A4SAMERIPRISE FINL INC
$282K
SUBISHARES TR
$282K
DGXQUEST DIAGNOSTICS INC
$282K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$282K
TAPMOLSON COORS BEVERAGE CO
$281K
SGHTSIGHT SCIENCES INC
$281K
ITGARTNER INC
$281K
SIISPROTT INC
$281K
TTEKTETRA TECH INC NEW
$279K
ETGEATON VANCE TX ADV GLBL DIV
$279K
BBYBEST BUY INC
$278K
HDVISHARES TR
$276K
TELTE CONNECTIVITY LTD
$276K
VRSNVERISIGN INC
$275K
ROKROCKWELL AUTOMATION INC
$272K
EOSEATON VANCE ENHANCED EQUITY
$272K
HESHESS CORP
$272K
STKCOLUMBIA SELIGM PREM TECH GR
$271K
STXSEAGATE TECHNOLOGY HLDNGS PL
$271K
TRITHOMSON REUTERS CORP.
$271K
RIORIO TINTO PLC
$269K
BAHBOOZ ALLEN HAMILTON HLDG COR
$269K
STZCONSTELLATION BRANDS INC
$268K
DNPDNP SELECT INCOME FD INC
$267K
RIVNRIVIAN AUTOMOTIVE INC
$267K
SUSAISHARES TR
$265K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$264K
VVVANGUARD INDEX FDS
$263K
FFEBFIRST TR EXCHNG TRADED FD VI
$261K
BCMLBAYCOM CORP
$260K
WPMWHEATON PRECIOUS METALS CORP
$256K
AOAISHARES TR
$256K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$255K
IXNISHARES TR
$254K
SPTSSPDR SER TR
$253K
SLBSCHLUMBERGER LTD
$252K
CLOIVANECK ETF TRUST
$251K
CBRECBRE GROUP INC
$251K
BSTZBLACKROCK SCIENCE & TECHNOLO
$248K
MMUWESTERN ASSET MANAGED MUNS F
$248K
EAELECTRONIC ARTS INC
$248K
CTVACORTEVA INC
$246K
ISDPGIM HIGH YIELD BOND FUND IN
$246K
TMTOYOTA MOTOR CORP
$246K
WTWWILLIS TOWERS WATSON PLC LTD
$246K
CRAICRA INTL INC
$244K
CPCANADIAN PACIFIC KANSAS CITY
$244K
CFCF INDS HLDGS INC
$243K
LAMRLAMAR ADVERTISING CO NEW
$243K
MCRMFS CHARTER INCOME TR
$240K
DVOLFIRST TR EXCHANGE-TRADED FD
$238K
POSTPOST HLDGS INC
$237K
DFATDIMENSIONAL ETF TRUST
$237K
SAPSAP SE
$236K
FTNTFORTINET INC
$236K
XCHYXCALAMOS CONV & HIGH INCOME F
$235K
VPUVANGUARD WORLD FD
$234K
AXONAXON ENTERPRISE INC
$234K
EQTEQT CORP
$233K
AIC3 AI INC
$233K
ATDATI INC
$232K
NTNXNUTANIX INC
$231K
NSANATIONAL STORAGE AFFILIATES
$231K
MKTXMARKETAXESS HLDGS INC
$230K
CORZWCORE SCIENTIFIC INC NEW
$230K
ESTAESTABLISHMENT LABS HLDGS INC
$230K
SPGPINVESCO EXCHANGE TRADED FD T
$230K
ECLECOLAB INC
$229K
GUGGUGGENHEIM ACTIVE ALLOC FD
$229K
BBNBLACKROCK TAX MUNICPAL BD TR
$229K
PG4PRINCIPAL FINANCIAL GROUP IN
$228K
FBTCFIDELITY WISE ORIGIN BITCOIN
$227K
RQICOHEN & STEERS QUALITY INCOM
$227K
WESWESTERN MIDSTREAM PARTNERS L
$226K
SPSMSPDR SER TR
$225K
STIPISHARES TR
$225K
CBOECBOE GLOBAL MKTS INC
$224K
DONWISDOMTREE TR
$224K
IRINGERSOLL RAND INC
$223K
SNOWSNOWFLAKE INC
$223K
DSIISHARES TR
$221K
FXUFIRST TR EXCHANGE TRADED FD
$221K
DSLDOUBLELINE INCOME SOLUTIONS
$221K
XEVVXEATON VANCE LTD DURATION INC
$220K
VMOINVESCO MUN OPPORTUNITY TR
$219K
PPLPPL CORP
$219K
WBDWARNER BROS DISCOVERY INC
$218K
HEIHEICO CORP NEW
$218K
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