Concurrent Investment Advisors, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$5.2M
Holdings
1,342
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,342 positions)
| Stock | Value |
|---|---|
CBCHUBB LIMITED | $6K |
OKEONEOK INC NEW | $6K |
GDGENERAL DYNAMICS CORP | $5K |
PFXFVANECK ETF TRUST | $5K |
ITWILLINOIS TOOL WKS INC | $5K |
TTTRANE TECHNOLOGIES PLC | $5K |
PHPARKER-HANNIFIN CORP | $5K |
VOEVANGUARD INDEX FDS | $5K |
VRIGINVESCO ACTIVELY MANAGED EXC | $5K |
UNPUNION PAC CORP | $5K |
CGMSCAPITAL GRP FIXED INCM ETF T | $5K |
IBITISHARES BITCOIN TRUST ETF | $5K |
AMDADVANCED MICRO DEVICES INC | $5K |
GOVIINVESCO EXCH TRADED FD TR II | $5K |
VCRVANGUARD WORLD FD | $5K |
BILSSPDR SERIES TRUST | $5K |
ITA*ISHARES TR | $5K |
FTCBFIRST TR EXCHANGE-TRADED FD | $5K |
VFHVANGUARD WORLD FD | $5K |
SHWSHERWIN WILLIAMS CO | $5K |
JPSTJ P MORGAN EXCHANGE TRADED F | $5K |
SPLVINVESCO EXCH TRADED FD TR II | $5K |
DLNWISDOMTREE TR | $5K |
XLESELECT SECTOR SPDR TR | $5K |
EOSEATON VANCE ENHANCED EQUITY | $5K |
CGGECAPITAL GROUP GLOBAL EQUITY | $5K |
BIVVANGUARD BD INDEX FDS | $5K |
PFEPFIZER INC | $5K |
FDLFIRST TR EXCHANGE-TRADED FD | $5K |
UPSUNITED PARCEL SERVICE INC | $5K |
OEFISHARES TR | $5K |
VTEBVANGUARD MUN BD FDS | $5K |
FNDESCHWAB STRATEGIC TR | $5K |
DYHTARGET CORP | $5K |
LINLINDE PLC | $5K |
JCPBJ P MORGAN EXCHANGE TRADED F | $5K |
MDTMEDTRONIC PLC | $5K |
SNASNAP ON INC | $5K |
ARKBARK 21SHARES BITCOIN ETF | $5K |
TXNTEXAS INSTRS INC | $5K |
SDVYFIRST TR EXCHANGE-TRADED FD | $5K |
CVNACARVANA CO | $4K |
SFYTIDAL TRUST I | $4K |
IUSBISHARES TR | $4K |
INTUINTUIT | $4K |
MMM3M CO | $4K |
EPDENTERPRISE PRODS PARTNERS L | $4K |
VHTVANGUARD WORLD FD | $4K |
NOWSERVICENOW INC | $4K |
SPOTSPOTIFY TECHNOLOGY S A | $4K |
MTUMISHARES TR | $4K |
NKENIKE INC | $4K |
CMICUMMINS INC | $4K |
IWDISHARES TR | $4K |
COFCAPITAL ONE FINL CORP | $4K |
AFLAFLAC INC | $4K |
APDAIR PRODS & CHEMS INC | $4K |
OMFLINVESCO EXCH TRD SLF IDX FD | $4K |
PAAAPGIM ETF TR | $4K |
NVONOVO-NORDISK A S | $4K |
PLDPROLOGIS INC. | $4K |
CORZCORE SCIENTIFIC INC NEW | $4K |
GEVGE VERNOVA INC | $4K |
JEPQJ P MORGAN EXCHANGE TRADED F | $4K |
DJUNFIRST TR EXCHNG TRADED FD VI | $4K |
MIGAMICROSTRATEGY INC | $4K |
ETENERGY TRANSFER L P | $4K |
MUBISHARES TR | $4K |
IJSISHARES TR | $4K |
QYLDGLOBAL X FDS | $4K |
XFEBFIRST TR EXCH TRADED FD III | $4K |
BMYBRISTOL-MYERS SQUIBB CO | $4K |
MGVVANGUARD WORLD FD | $4K |
TRVCCITIGROUP INC | $4K |
RSGREPUBLIC SVCS INC | $4K |
AEPAMERICAN ELEC PWR CO INC | $4K |
HEFAISHARES TR | $4K |
IGVISHARES TR | $4K |
DEDEERE & CO | $4K |
ASMLASML HOLDING N V | $4K |
PAYXPAYCHEX INC | $4K |
PSXPHILLIPS 66 | $4K |
ADBEADOBE INC | $4K |
CITCINTAS CORP | $4K |
DHILDIAMOND HILL INVT GROUP INC | $4K |
MDLZMONDELEZ INTL INC | $4K |
FQIDIGITAL RLTY TR INC | $4K |
KMIKINDER MORGAN INC DEL | $4K |
SHELSHELL PLC | $4K |
TBILRBB FD INC | $4K |
CMECME GROUP INC | $3K |
TMUST-MOBILE US INC | $3K |
NLRVANECK ETF TRUST | $3K |
VXFVANGUARD INDEX FDS | $3K |
CGCBCAPITAL GRP FIXED INCM ETF T | $3K |
CGUSCAPITAL GROUP CORE EQUITY ET | $3K |
BLVVANGUARD BD INDEX FDS | $3K |
FTGCFIRST TR EXCHANGE TRAD FD VI | $3K |
STWDSTARWOOD PPTY TR INC | $3K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $3K |