Concurrent Investment Advisors, LLC Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$5.2B

Holdings

1,342

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,342 positions)

StockValue
HIGHARTFORD INSURANCE GROUP INC
$339K
BUGGLOBAL X FDS
$339K
EWJISHARES INC
$336K
XETYXEATON VANCE TAX-MANAGED DIVE
$336K
BBARRICK MNG CORP
$336K
ELFE L F BEAUTY INC
$335K
SPGPINVESCO EXCHANGE TRADED FD T
$335K
TPRTAPESTRY INC
$334K
CAVACAVA GROUP INC
$334K
RIVNRIVIAN AUTOMOTIVE INC
$332K
XCHYXCALAMOS CONV & HIGH INCOME F
$332K
CTRACOTERRA ENERGY INC
$331K
CZRCAESARS ENTERTAINMENT INC NE
$331K
ELLAUDER ESTEE COS INC
$331K
GDXJVANECK ETF TRUST
$331K
SPTLSPDR SERIES TRUST
$330K
ZROZPIMCO ETF TR
$329K
SPTMSPDR SERIES TRUST
$329K
DISVDIMENSIONAL ETF TRUST
$329K
MASMASCO CORP
$329K
LVLNSPDR SERIES TRUST
$328K
ARKFARK ETF TR
$328K
NUEMNUSHARES ETF TR
$327K
CUBICUSTOMERS BANCORP INC
$326K
CBOECBOE GLOBAL MKTS INC
$324K
JMSTJ P MORGAN EXCHANGE TRADED F
$324K
VFMOVANGUARD WELLINGTON FD
$324K
SKAASKECHERS U S A INC
$323K
GCOWPACER FDS TR
$322K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$322K
PPLPPL CORP
$322K
6RJ0ROCKET LAB CORP
$321K
VLUEISHARES TR
$320K
MLNVANECK ETF TRUST
$320K
EQTEQT CORP
$319K
PEOADAM NAT RES FD INC
$319K
RGAREINSURANCE GRP OF AMERICA I
$318K
RPMRPM INTL INC
$318K
IMTBISHARES TR
$318K
IWBISHARES TR
$317K
AMCRAMCOR PLC
$317K
SLQDISHARES TR
$316K
IWOISHARES TR
$316K
CARYANGEL OAK FUNDS TRUST
$315K
EIMEATON VANCE MUN BD FD
$314K
TKTEEKAY CORPORATION LTD
$313K
EXPEEXPEDIA GROUP INC
$312K
HESHESS CORP
$312K
LWLAMB WESTON HLDGS INC
$312K
TMTOYOTA MOTOR CORP
$311K
PLNTPLANET FITNESS INC
$311K
MQYBLACKROCK MUNIYILD QULT FD I
$311K
ACADACADIA PHARMACEUTICALS INC
$311K
SCHISCHWAB STRATEGIC TR
$309K
BLDRBUILDERS FIRSTSOURCE INC
$308K
BOKFBOK FINL CORP
$307K
SUSAISHARES TR
$306K
JOBYJOBY AVIATION INC
$304K
CHWYCHEWY INC
$303K
GDDYGODADDY INC
$302K
GAUGFIRST TR EXCHNG TRADED FD VI
$302K
SUSCISHARES TR
$301K
FITBFIFTH THIRD BANCORP
$300K
GLXYGALAXY DIGITAL INC.
$299K
BSCSINVESCO EXCH TRD SLF IDX FD
$298K
ALBALBEMARLE CORP
$296K
RHCRH PLC
$296K
CFAVICTORY PORTFOLIOS II
$293K
ANGOANGIODYNAMICS INC
$292K
LNTHLANTHEUS HLDGS INC
$292K
FFEBFIRST TR EXCHNG TRADED FD VI
$292K
STKCOLUMBIA SELIGM PREM TECH GR
$291K
JIREJ P MORGAN EXCHANGE TRADED F
$291K
SB9SITIO ROYALTIES CORP
$291K
SAICSCIENCE APPLICATIONS INTL CO
$290K
LCTUBLACKROCK ETF TRUST
$289K
DRLLEA SERIES TRUST
$289K
HBC2HSBC HLDGS PLC
$289K
VOOVVANGUARD ADMIRAL FDS INC
$287K
IVTINVENTRUST PPTYS CORP
$286K
WRDWERIDE INC
$285K
SYMSYMBOTIC INC
$284K
AYIACUITY INC
$283K
PTINPACER FDS TR
$283K
EXEEXPAND ENERGY CORPORATION
$282K
MOHMOLINA HEALTHCARE INC
$281K
FBTFIRST TR EXCHANGE-TRADED FD
$281K
BIZDVANECK ETF TRUST
$280K
IGLBISHARES TR
$279K
SEIMSEI EXCHANGE TRADED FUNDS
$279K
SONYSONY GROUP CORP
$277K
IDEVISHARES TR
$277K
EXGEATON VANCE TAX ADVT DIV INC
$277K
JPCNUVEEN PFD & INCOME OPPORTUN
$276K
DIALCOLUMBIA ETF TR I
$276K
IWYISHARES TR
$276K
EBAEBAY INC.
$275K
NVGNUVEEN AMT FREE MUN CR INC F
$275K
VTESVANGUARD WELLINGTON FD
$275K
JDJD.COM INC
$275K
PreviousPage 11 of 14Next