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)
| Stock | Value |
|---|---|
IGVISHARES TR | $218K |
BENFRANKLIN RESOURCES INC | $217K |
RNEMFIRST TR EXCHANGE-TRADED FD | $217K |
RPMRPM INTL INC | $215K |
ESSESSEX PPTY TR INC | $215K |
WTVWISDOMTREE TR | $215K |
IVOLKRANESHARES TRUST | $213K |
HIGHARTFORD FINL SVCS GROUP INC | $213K |
JBLJABIL INC | $213K |
BKHYBNY MELLON ETF TRUST | $213K |
GBTCGRAYSCALE BITCOIN TR BTC | $212K |
OXYOCCIDENTAL PETE CORP | $212K |
SCMSTELLUS CAP INVT CORP | $211K |
FNFFIDELITY NATIONAL FINANCIAL | $210K |
BLWBLACKROCK LTD DURATION INCOM | $210K |
OGSONE GAS INC | $210K |
FROGJFROG LTD | $210K |
DC4DEXCOM INC | $209K |
JPCNUVEEN PFD & INCOME OPPORTUN | $209K |
ALBALBEMARLE CORP | $208K |
PCYINVESCO EXCH TRADED FD TR II | $207K |
CLFCLEVELAND-CLIFFS INC NEW | $207K |
XGDVXGABELLI DIVID & INCOME TR | $207K |
AOMISHARES TR | $206K |
MSCIMSCI INC | $204K |
NUEMNUSHARES ETF TR | $203K |
PDIPIMCO DYNAMIC INCOME FD | $202K |
ACPABRDN INCOME CREDIT STRATEGI | $201K |
FLQLFRANKLIN TEMPLETON ETF TR | $201K |
XEMDXWESTERN ASSET EMERGING MKTS | $200K |
ABRARBOR REALTY TRUST INC | $197K |
WEEDCANOPY GROWTH CORP | $197K |
YYY*AMPLIFY ETF TR | $196K |
STGWSTAGWELL INC | $196K |
XEFRXEATON VANCE SR FLTNG RTE TR | $195K |
NXPNUVEEN SELECT TAX-FREE INCOM | $187K |
WBAWALGREENS BOOTS ALLIANCE INC | $184K |
KIOKKR INCOME OPPORTUNITIES FD | $183K |
AVKADVENT CONV & INCOME FD | $183K |
LMNDLEMONADE INC | $180K |
ANGOANGIODYNAMICS INC | $178K |
MVFBLACKROCK MUNIVEST FD INC | $176K |
FBLGFIBROBIOLOGICS INC | $176K |
KYNKAYNE ANDERSON ENERGY INFRST | $174K |
GLOCLOUGH GLOBAL OPPORTUNITIES | $171K |
EFTEATON VANCE FLTING RATE INC | $170K |
BTZBLACKROCK CR ALLOCATION INCO | $167K |
SOUNSOUNDHOUND AI INC | $167K |
PMMPUTNAM MANAGED MUN INCOME TR | $166K |
NVGNUVEEN AMT FREE MUN CR INC F | $165K |
EVNEATON VANCE MUNI INCOME TRUS | $158K |
PMOPUTNAM MUN OPPORTUNITIES TR | $155K |
EDGGOLD FIELDS LTD | $152K |
BITBLACKROCK MULTI SECTOR INC T | $150K |
BKTBLACKROCK INCOME TR INC | $149K |
AMCRAMCOR PLC | $149K |
HYIWESTERN ASSET HIGH YIELD DEF | $146K |
GOGOGOGO INC | $146K |
VLYVALLEY NATL BANCORP | $144K |
SH1USDPROSHARES TR | $142K |
VFCV F CORP | $142K |
UAUNDER ARMOUR INC | $142K |
HLNHALEON PLC | $139K |
TELFYTELEFONICA S A | $138K |
BGBBLACKSTONE STRATEGIC CRED 20 | $135K |
IQIINVESCO QUALITY MUN INCOME T | $135K |
PCYOPURE CYCLE CORP | $133K |
NZFNUVEEN MUNICIPAL CREDIT INC | $133K |
CXCEMEX SAB DE CV | $125K |
ERCALLSPRING MULTI SECTOR INCOM | $123K |
MYIBLACKROCK MUNIYIELD QUALITY | $119K |
AALAMERICAN AIRLS GROUP INC | $119K |
NOKNOKIA CORP | $118K |
VFFVILLAGE FARMS INTL INC | $113K |
BFKBLACKROCK MUN INCOME TR | $112K |
FCTFIRST TR SR FLTG RATE INCOME | $112K |
CDLXCARDLYTICS INC | $108K |
VGMINVESCO TR INVT GRADE MUNS | $105K |
MINMFS INTER INCOME TR | $100K |
VOOVANGUARD INDEX FDS | $91K |
SPYSPDR S&P 500 ETF TR | $90K |
SMXTSOLARMAX TECHNOLOGY INC | $81K |
CXHMFS INVT GRADE MUN TR | $80K |
RWTREDWOOD TRUST INC | $68K |
MPTMEDICAL PPTYS TRUST INC | $58K |
WW6WW INTL INC | $58K |
BTOB2GOLD CORP | $57K |
APCXAPPTECH PMTS CORP | $48K |
LYGLLOYDS BANKING GROUP PLC | $48K |
IVVISHARES TR | $45K |
WULFTERAWULF INC | $44K |
SNDLSNDL INC | $39K |
LAZRLUMINAR TECHNOLOGIES INC | $31K |
LLYELI LILLY & CO | $20K |
—INTUITIVE MACHINES INC | $20K |
GSATUSDGLOBALSTAR INC | $17K |
AVGOBROADCOM INC | $17K |
METAMETA PLATFORMS INC | $17K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $12K |
MDYSPDR S&P MIDCAP 400 ETF TR | $10K |