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 |
|---|---|
SCHXSCHWAB STRATEGIC TR | $11.2M |
BACVERIZON COMMUNICATIONS INC | $10.8M |
IVEISHARES TR | $10.8M |
XLCSELECT SECTOR SPDR TR | $10.6M |
VBVANGUARD INDEX FDS | $10.6M |
CRMSALESFORCE INC | $10.6M |
UBERUBER TECHNOLOGIES INC | $10.6M |
FENIFIDELITY COVINGTON TRUST | $10.5M |
FIIGFIRST TR EXCHANGE-TRADED FD | $10.5M |
NEENEXTERA ENERGY INC | $10.3M |
RTXRTX CORPORATION | $10.1M |
GEGE AEROSPACE | $9.9M |
VBRVANGUARD INDEX FDS | $9.9M |
DBEFDBX ETF TR | $9.7M |
ISRGINTUITIVE SURGICAL INC | $9.7M |
QQQMINVESCO EXCH TRADED FD TR II | $9.6M |
LOWLOWES COS INC | $9.6M |
ABTABBOTT LABS | $9.6M |
GSGOLDMAN SACHS GROUP INC | $9.6M |
SPYVSPDR SERIES TRUST | $9.5M |
IVLUISHARES TR | $9.3M |
XLYSELECT SECTOR SPDR TR | $9.3M |
EDIVSPDR INDEX SHS FDS | $9.3M |
BNDVANGUARD BD INDEX FDS | $9.2M |
4I1PHILIP MORRIS INTL INC | $9.1M |
PANWPALO ALTO NETWORKS INC | $9.1M |
ACNACCENTURE PLC IRELAND | $9.0M |
DISDISNEY WALT CO | $9.0M |
CATCATERPILLAR INC | $8.9M |
SBUXSTARBUCKS CORP | $8.8M |
HONHONEYWELL INTL INC | $8.6M |
TJXTJX COS INC NEW | $8.6M |
CGCPCAPITAL GRP FIXED INCM ETF T | $8.6M |
JEPIJ P MORGAN EXCHANGE TRADED F | $8.6M |
QCOMQUALCOMM INC | $8.4M |
MINTPIMCO ETF TR | $8.4M |
VFLOVICTORY PORTFOLIOS II | $8.4M |
BUFRFIRST TR EXCHNG TRADED FD VI | $8.4M |
CRWDCROWDSTRIKE HLDGS INC | $8.2M |
ARKKARK ETF TR | $8.0M |
BLKBLACKROCK INC | $8.0M |
GSYINVESCO ACTIVELY MANAGED EXC | $7.9M |
FYCFIRST TR EXCHANGE-TRADED ALP | $7.9M |
UNHUNITEDHEALTH GROUP INC | $7.9M |
USMVISHARES TR | $7.9M |
SOSOUTHERN CO | $7.5M |
BNDXVANGUARD CHARLOTTE FDS | $7.5M |
MOALTRIA GROUP INC | $7.5M |
EMEEMCOR GROUP INC | $7.4M |
IHDGWISDOMTREE TR | $7.4M |
AVUVAMERICAN CENTY ETF TR | $7.3M |
AVDEAMERICAN CENTY ETF TR | $7.3M |
MRKMERCK & CO INC | $7.3M |
XLGINVESCO EXCHANGE TRADED FD T | $7.3M |
BABOEING CO | $7.2M |
XLISELECT SECTOR SPDR TR | $7.2M |
LHXL3HARRIS TECHNOLOGIES INC | $7.2M |
AMGNAMGEN INC | $7.1M |
SPGSIMON PPTY GROUP INC NEW | $7.0M |
VIOOVANGUARD ADMIRAL FDS INC | $7.0M |
AXPAMERICAN EXPRESS CO | $7.0M |
FLGVFRANKLIN TEMPLETON ETF TR | $7.0M |
BXBLACKSTONE INC | $6.9M |
JLLJONES LANG LASALLE INC | $6.9M |
SPYMSPDR SERIES TRUST | $6.9M |
ETNEATON CORP PLC | $6.9M |
GAPRFIRST TR EXCHNG TRADED FD VI | $6.8M |
FYXFIRST TR EXCHANGE-TRADED ALP | $6.8M |
LMTLOCKHEED MARTIN CORP | $6.8M |
WFCWELLS FARGO CO NEW | $6.8M |
BSYBENTLEY SYS INC | $6.8M |
PTLCPACER FDS TR | $6.8M |
IJTISHARES TR | $6.8M |
EMREMERSON ELEC CO | $6.7M |
VTVANGUARD INTL EQUITY INDEX F | $6.7M |
HFXINEW YORK LIFE INVESTMENTS ET | $6.6M |
QGRWWISDOMTREE TR | $6.5M |
WMWASTE MGMT INC DEL | $6.5M |
DYNFBLACKROCK ETF TRUST | $6.3M |
FFLCFIDELITY COVINGTON TRUST | $6.2M |
COPCONOCOPHILLIPS | $6.2M |
TFCTRUIST FINL CORP | $6.2M |
SYKSTRYKER CORPORATION | $6.2M |
PNOVINNOVATOR ETFS TRUST | $6.1M |
ADIANALOG DEVICES INC | $6.1M |
DUKDUKE ENERGY CORP NEW | $6.0M |
CGDGCAPITAL GROUP DIVIDEND GROWE | $6.0M |
IAU*ISHARES GOLD TR | $6.0M |
EOIEATON VANCE ENHANCED EQUITY | $6.0M |
XLUSELECT SECTOR SPDR TR | $5.9M |
IEIISHARES TR | $5.9M |
GILDGILEAD SCIENCES INC | $5.9M |
DWDMORGAN STANLEY | $5.8M |
SWSMURFIT WESTROCK PLC | $5.8M |
VOTVANGUARD INDEX FDS | $5.7M |
SHYLDBX ETF TR | $5.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $5.7M |
WTVWISDOMTREE TR | $5.7M |
SPGIS&P GLOBAL INC | $5.7M |
RDVIFIRST TR EXCHANGE-TRADED FD | $5.6M |