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)
| Stock | Value |
|---|---|
DGDOLLAR GEN CORP NEW | $274K |
SEIVSEI EXCHANGE TRADED FUNDS | $274K |
MGMMGM RESORTS INTERNATIONAL | $274K |
IQIINVESCO QUALITY MUN INCOME T | $274K |
DVOLFIRST TR EXCHANGE-TRADED FD | $274K |
CASHPATHWARD FINANCIAL INC | $272K |
BXCBLUELINX HLDGS INC | $270K |
DFUSDIMENSIONAL ETF TRUST | $269K |
SCHRSCHWAB STRATEGIC TR | $269K |
IYJISHARES TR | $269K |
ESGDISHARES TR | $268K |
WBDWARNER BROS DISCOVERY INC | $268K |
FLXRTCW ETF TRUST | $268K |
APGAPI GROUP CORP | $267K |
STZCONSTELLATION BRANDS INC | $267K |
AG8AGILENT TECHNOLOGIES INC | $266K |
UJULINNOVATOR ETFS TRUST | $265K |
TSLXSIXTH STREET SPECIALTY LENDI | $265K |
PG4PRINCIPAL FINANCIAL GROUP IN | $265K |
CFCF INDS HLDGS INC | $264K |
WRBBERKLEY W R CORP | $264K |
YYY*AMPLIFY ETF TR | $263K |
AFLGFIRST TR EXCHNG TRADED FD VI | $263K |
PUKNPRUDENTIAL PLC | $262K |
OGSONE GAS INC | $261K |
AIC3 AI INC | $261K |
NNENANO NUCLEAR ENERGY INC | $261K |
IGPTINVESCO EXCHANGE TRADED FD T | $260K |
RIORIO TINTO PLC | $259K |
MTBM & T BK CORP | $259K |
SKYYFIRST TR EXCHANGE TRADED FD | $258K |
VGLTVANGUARD SCOTTSDALE FDS | $258K |
BTXBLACKROCK TECH AND PRIVATE E | $258K |
MURMURPHY OIL CORP | $257K |
MRNAMODERNA INC | $256K |
VEEVVEEVA SYS INC | $256K |
VTRSVIATRIS INC | $256K |
BLWBLACKROCK LTD DURATION INCOM | $254K |
ANFABERCROMBIE & FITCH CO | $254K |
VKTXVIKING THERAPEUTICS INC | $254K |
XSMOINVESCO EXCHANGE TRADED FD T | $253K |
TFISPDR SERIES TRUST | $252K |
XARSPDR SERIES TRUST | $252K |
PAASPAN AMERN SILVER CORP | $252K |
QDEFFLEXSHARES TR | $252K |
LXPUSDLXP INDUSTRIAL TRUST | $251K |
XEVVXEATON VANCE LIMITED DURATION | $251K |
UTHUNITED THERAPEUTICS CORP DEL | $251K |
FLEXFLEX LTD | $251K |
FEXFIRST TR EXCHANGE-TRADED ALP | $251K |
FCBCFIRST CMNTY BANKSHARES INC V | $251K |
STIPISHARES TR | $251K |
PENPENUMBRA INC | $250K |
LAMRLAMAR ADVERTISING CO NEW | $250K |
BDNBRANDYWINE RLTY TR | $250K |
TMCTMC THE METALS COMPANY INC | $249K |
MSCIMSCI INC | $249K |
DFATDIMENSIONAL ETF TRUST | $249K |
BGBUNGE GLOBAL SA | $246K |
RWTREDWOOD TRUST INC | $245K |
VWOBVANGUARD WHITEHALL FDS | $245K |
BTZBLACKROCK CR ALLOCATION INCO | $244K |
ISPYPROSHARES TR | $243K |
SARSARATOGA INVT CORP | $242K |
IEURISHARES TR | $242K |
BBYBEST BUY INC | $241K |
EVEREVERQUOTE INC | $241K |
AONAON PLC | $240K |
MUSTCOLUMBIA ETF TR I | $240K |
FTAIFTAI AVIATION LTD | $239K |
IYEISHARES TR | $238K |
UJANINNOVATOR ETFS TRUST | $238K |
CRCLCIRCLE INTERNET GROUP INC | $238K |
SJNKSPDR SERIES TRUST | $238K |
WESWESTERN MIDSTREAM PARTNERS L | $238K |
XEMDXWESTERN ASSET EMERGING MKTS | $238K |
SPABSPDR SERIES TRUST | $237K |
XHRXENIA HOTELS & RESORTS INC | $237K |
AUPHAURINIA PHARMACEUTICALS INC | $237K |
POSTPOST HLDGS INC | $237K |
EMLCVANECK ETF TRUST | $236K |
FUMBFIRST TR EXCH TRADED FD III | $236K |
BCIABRDN ETFS | $236K |
NIJNELNET INC | $236K |
RINGISHARES INC | $235K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $234K |
DOCNDIGITALOCEAN HLDGS INC | $234K |
CFGCITIZENS FINL GROUP INC | $233K |
NRIMNORTHRIM BANCORP INC | $233K |
SCMSTELLUS CAP INVT CORP | $233K |
CIENCIENA CORP | $232K |
TDTTFLEXSHARES TR | $231K |
BENFRANKLIN RESOURCES INC | $230K |
NOGNORTHERN OIL & GAS INC | $230K |
TKOTKO GROUP HOLDINGS INC | $230K |
FCNCAFIRST CTZNS BANCSHARES INC N | $230K |
GGENPACT LIMITED | $229K |
IAKISHARES TR | $229K |
VMOINVESCO MUN OPPORTUNITY TR | $229K |
AIROAIRO GROUP HLDGS INC | $228K |