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 |
|---|---|
OBDCBLUE OWL CAPITAL CORPORATION | $3K |
CMCSACOMCAST CORP NEW | $3K |
MSIMOTOROLA SOLUTIONS INC | $3K |
METMETLIFE INC | $3K |
HYLSFIRST TR EXCHANGE-TRADED FD | $3K |
ZTSZOETIS INC | $3K |
AUSFGLOBAL X FDS | $3K |
RSPTINVESCO EXCHANGE TRADED FD T | $3K |
BKLNINVESCO EXCH TRADED FD TR II | $3K |
ULUNILEVER PLC | $3K |
SDYSPDR SERIES TRUST | $3K |
SESEA LTD | $3K |
TSCOTRACTOR SUPPLY CO | $3K |
XYLDGLOBAL X FDS | $3K |
ICEINTERCONTINENTAL EXCHANGE IN | $3K |
BSJVINVESCO EXCH TRD SLF IDX FD | $3K |
NSCNORFOLK SOUTHN CORP | $3K |
HALHALLIBURTON CO | $3K |
BINCBLACKROCK ETF TRUST II | $3K |
EFVISHARES TR | $3K |
MCHPMICROCHIP TECHNOLOGY INC. | $3K |
EEMISHARES TR | $3K |
WELLWELLTOWER INC | $3K |
KNGFIRST TR EXCHANGE-TRADED FD | $3K |
USHYISHARES TR | $3K |
JULPPGIM ROCK ETF TR | $3K |
PFFISHARES TR | $3K |
WECWEC ENERGY GROUP INC | $3K |
SOFISOFI TECHNOLOGIES INC | $3K |
OIIOCEANEERING INTL INC | $3K |
PYPLPAYPAL HLDGS INC | $3K |
CIBRFIRST TR EXCHANGE TRADED FD | $3K |
NXPINXP SEMICONDUCTORS N V | $3K |
BRBROADRIDGE FINL SOLUTIONS IN | $3K |
MBBISHARES TR | $3K |
CBSHCOMMERCE BANCSHARES INC | $3K |
CMGCHIPOTLE MEXICAN GRILL INC | $3K |
BKBANK NEW YORK MELLON CORP | $3K |
LDRXRBB FD INC | $3K |
USBUS BANCORP DEL | $3K |
PLMRPALOMAR HLDGS INC | $3K |
CALFPACER FDS TR | $3K |
APOAPOLLO GLOBAL MGMT INC | $3K |
FTSLFIRST TR EXCHANGE-TRADED FD | $3K |
RFREGIONS FINANCIAL CORP NEW | $3K |
IWFISHARES TR | $3K |
ABGCENCORA INC | $3K |
FBNDFIDELITY MERRIMACK STR TR | $3K |
MRSHMARSH & MCLENNAN COS INC | $3K |
FIXDFIRST TR EXCHNG TRADED FD VI | $3K |
VMBSVANGUARD SCOTTSDALE FDS | $3K |
SPHQINVESCO EXCHANGE TRADED FD T | $3K |
ALSALLSTATE CORP | $3K |
VDEVANGUARD WORLD FD | $3K |
AWCAMERICAN WTR WKS CO INC NEW | $3K |
VCSHVANGUARD SCOTTSDALE FDS | $3K |
HEDJWISDOMTREE TR | $3K |
MTDRMATADOR RES CO | $3K |
HYSPIMCO ETF TR | $3K |
ITOTISHARES TR | $3K |
MPCMARATHON PETE CORP | $3K |
SPDWSPDR INDEX SHS FDS | $3K |
CGMMCAPITAL GROUP EQUITY ETF TR | $3K |
CARRCARRIER GLOBAL CORPORATION | $3K |
NDAQNASDAQ INC | $3K |
SYYSYSCO CORP | $3K |
AZNASTRAZENECA PLC | $3K |
DXJWISDOMTREE TR | $3K |
UNMUNUM GROUP | $3K |
GTOINVESCO ACTIVELY MANAGED EXC | $3K |
WMBWILLIAMS COS INC | $3K |
SOXXISHARES TR | $3K |
POOLPOOL CORP | $2K |
DFAIDIMENSIONAL ETF TRUST | $2K |
AJGGALLAGHER ARTHUR J & CO | $2K |
ROPROPER TECHNOLOGIES INC | $2K |
VTWGVANGUARD SCOTTSDALE FDS | $2K |
FSIGFIRST TR EXCHANGE-TRADED FD | $2K |
USACUSA COMPRESSION PARTNERS LP | $2K |
VVVANGUARD INDEX FDS | $2K |
FDSFACTSET RESH SYS INC | $2K |
ETHAISHARES ETHEREUM TR | $2K |
CLXCLOROX CO DEL | $2K |
EPSWISDOMTREE TR | $2K |
INTCINTEL CORP | $2K |
VICIVICI PPTYS INC | $2K |
EWEDWARDS LIFESCIENCES CORP | $2K |
BDXBECTON DICKINSON & CO | $2K |
DGROISHARES TR | $2K |
SCHVSCHWAB STRATEGIC TR | $2K |
ENBENBRIDGE INC | $2K |
JAVAJ P MORGAN EXCHANGE TRADED F | $2K |
VBKVANGUARD INDEX FDS | $2K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $2K |
SLVISHARES SILVER TR | $2K |
DHRDANAHER CORPORATION | $2K |
CLCOLGATE PALMOLIVE CO | $2K |
STESTERIS PLC | $2K |
FISVFISERV INC | $2K |
AXONAXON ENTERPRISE INC | $2K |