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)

StockValue
RJFRAYMOND JAMES FINL INC
$2K
MUMICRON TECHNOLOGY INC
$2K
MARMARRIOTT INTL INC NEW
$2K
ICSHISHARES TR
$2K
DDDUPONT DE NEMOURS INC
$2K
AGGYWISDOMTREE TR
$2K
STPZPIMCO ETF TR
$2K
VMCVULCAN MATLS CO
$2K
TCAFT ROWE PRICE ETF INC
$2K
AMLPALPS ETF TR
$2K
LQDISHARES TR
$2K
NOBLPROSHARES TR
$2K
IGIBISHARES TR
$2K
FTHIFIRST TR EXCHANGE TRADED FD
$2K
DALDELTA AIR LINES INC DEL
$2K
AMATAPPLIED MATLS INC
$2K
XSOEWISDOMTREE TR
$2K
CEF/USPROTT PHYSICAL GOLD & SILVE
$2K
FEMBFIRST TR EXCH TRADED FD III
$2K
FDNFIRST TR EXCHANGE-TRADED FD
$2K
FCXFREEPORT-MCMORAN INC
$2K
DVNDEVON ENERGY CORP NEW
$2K
TLHISHARES TR
$2K
JHMMJOHN HANCOCK EXCHANGE TRADED
$2K
PTNQPACER FDS TR
$2K
BNLBROADSTONE NET LEASE INC
$2K
VISVANGUARD WORLD FD
$2K
BKLCBNY MELLON ETF TRUST
$2K
DFASDIMENSIONAL ETF TRUST
$2K
PSAPUBLIC STORAGE OPER CO
$2K
SCHFSCHWAB STRATEGIC TR
$2K
FFORD MTR CO
$2K
RWLINVESCO EXCH TRADED FD TR II
$2K
OKLOOKLO INC
$2K
JMEEJ P MORGAN EXCHANGE TRADED F
$2K
MGCVANGUARD WORLD FD
$2K
SRESEMPRA
$2K
KEYSKEYSIGHT TECHNOLOGIES INC
$2K
OWLBLUE OWL CAPITAL INC
$2K
RCLROYAL CARIBBEAN GROUP
$2K
FDVVFIDELITY COVINGTON TRUST
$2K
HELOJ P MORGAN EXCHANGE TRADED F
$2K
DELLDELL TECHNOLOGIES INC
$2K
BKNGBOOKING HOLDINGS INC
$2K
USMFWISDOMTREE TR
$2K
CTVACORTEVA INC
$2K
LVHILEGG MASON ETF INVT
$2K
VEUVANGUARD INTL EQUITY INDEX F
$2K
JNKSPDR SERIES TRUST
$2K
TMOTHERMO FISHER SCIENTIFIC INC
$2K
ROLROLLINS INC
$2K
APHAMPHENOL CORP NEW
$2K
EFGISHARES TR
$2K
ARCCARES CAPITAL CORP
$2K
IVZINVESCO EXCHANGE TRADED FD T
$2K
VNLAJANUS DETROIT STR TR
$2K
ANETARISTA NETWORKS INC
$2K
CSXCSX CORP
$2K
QTECFIRST TR EXCHANGE-TRADED FD
$2K
GPCGENUINE PARTS CO
$2K
EQIXEQUINIX INC
$2K
PDECINNOVATOR ETFS TRUST
$2K
AORISHARES TR
$2K
MCOMOODYS CORP
$2K
KLACKLA CORP
$2K
CPAINORTHERN LTS FD TR III
$2K
SBRSABINE RTY TR
$2K
PGRPROGRESSIVE CORP
$2K
CITHE CIGNA GROUP
$2K
SHOPSHOPIFY INC
$2K
DDOMINION ENERGY INC
$2K
DEODIAGEO PLC
$2K
SCHWSCHWAB CHARLES CORP
$2K
TUSITOUCHSTONE ETF TRUST
$2K
GRIDFIRST TR EXCHANGE TRADED FD
$2K
BSXBOSTON SCIENTIFIC CORP
$2K
APPAPPLOVIN CORP
$2K
IWPISHARES TR
$2K
VOOGVANGUARD ADMIRAL FDS INC
$2K
FTHYFIRST TR HIGH YIELD OPPRT 20
$2K
HTHHILLTOP HOLDINGS INC
$2K
UAUNDER ARMOUR INC
$2K
IWRISHARES TR
$2K
KMBKIMBERLY-CLARK CORP
$2K
AIRRFIRST TR EXCHANGE TRADED FD
$2K
KVUEKENVUE INC
$2K
TRVTRAVELERS COMPANIES INC
$2K
HOODROBINHOOD MKTS INC
$2K
SPHDINVESCO EXCH TRADED FD TR II
$2K
LRCXLAM RESEARCH CORP
$2K
MRVLMARVELL TECHNOLOGY INC
$2K
TDIVFIRST TR EXCHANGE TRADED FD
$2K
DONWISDOMTREE TR
$2K
FTQIFIRST TR EXCHANGE TRADED FD
$2K
EFAVISHARES TR
$2K
IYZISHARES TR
$2K
CLIPGLOBAL X FDS
$2K
CAHCARDINAL HEALTH INC
$1K
HWMHOWMET AEROSPACE INC
$1K
BBLUEA SERIES TRUST
$1K
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