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 |
|---|---|
LNGCHENIERE ENERGY INC | $1.5M |
IQVIQVIA HLDGS INC | $1.5M |
MCKMCKESSON CORP | $1.5M |
VTECVANGUARD CALIF TAX FREE FDS | $1.5M |
IGSBISHARES TR | $1.4M |
PRUPRUDENTIAL FINL INC | $1.4M |
DSLDOUBLELINE INCOME SOLUTIONS | $1.4M |
MTGPWISDOMTREE TR | $1.4M |
NEARISHARES U S ETF TR | $1.4M |
FTNTFORTINET INC | $1.4M |
EOGEOG RES INC | $1.4M |
IJKISHARES TR | $1.4M |
FIDIFIDELITY COVINGTON TRUST | $1.4M |
VRTXVERTEX PHARMACEUTICALS INC | $1.4M |
RITMRITHM CAPITAL CORP | $1.4M |
VNQVANGUARD INDEX FDS | $1.4M |
VXUSVANGUARD STAR FDS | $1.4M |
MLB1MERCADOLIBRE INC | $1.4M |
CEGCONSTELLATION ENERGY CORP | $1.4M |
COINCOINBASE GLOBAL INC | $1.3M |
SPYDSPDR SERIES TRUST | $1.3M |
PZAINVESCO EXCH TRADED FD TR II | $1.3M |
ECLECOLAB INC | $1.3M |
BKRBAKER HUGHES COMPANY | $1.3M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $1.3M |
OREALTY INCOME CORP | $1.3M |
HYGISHARES TR | $1.3M |
RBLXROBLOX CORP | $1.3M |
MNSTMONSTER BEVERAGE CORP NEW | $1.3M |
DDWMWISDOMTREE TR | $1.3M |
IJJISHARES TR | $1.3M |
FTSMFIRST TR EXCHANGE-TRADED FD | $1.3M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $1.3M |
NVSNNOVARTIS AG | $1.3M |
WF2WINTRUST FINL CORP | $1.3M |
TAFMAB ACTIVE ETFS INC | $1.3M |
VGKVANGUARD INTL EQUITY INDEX F | $1.3M |
EMLPFIRST TR EXCHANGE-TRADED FD | $1.3M |
WCMIFIRST TR EXCHANGE-TRADED FD | $1.3M |
HDVISHARES TR | $1.2M |
SMCISUPER MICRO COMPUTER INC | $1.2M |
AQLTISHARES TR | $1.2M |
SCHBSCHWAB STRATEGIC TR | $1.2M |
PNCPNC FINL SVCS GROUP INC | $1.2M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.2M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.2M |
FASTFASTENAL CO | $1.2M |
NOCNORTHROP GRUMMAN CORP | $1.2M |
ESGUISHARES TR | $1.2M |
UYLDANGEL OAK FUNDS TRUST | $1.2M |
YUMYUM BRANDS INC | $1.2M |
RDDTREDDIT INC | $1.2M |
EMBISHARES TR | $1.2M |
HAWXISHARES TR | $1.2M |
SAPSAP SE | $1.2M |
MAGSLISTED FDS TR | $1.2M |
FXUFIRST TR EXCHANGE TRADED FD | $1.2M |
GNOVFIRST TR EXCHNG TRADED FD VI | $1.1M |
EPIWISDOMTREE TR | $1.1M |
DFACDIMENSIONAL ETF TRUST | $1.1M |
T7DTRANSDIGM GROUP INC | $1.1M |
AESAES CORP | $1.1M |
OHIOMEGA HEALTHCARE INVS INC | $1.1M |
TYTRI CONTL CORP | $1.1M |
CRSPCRISPR THERAPEUTICS AG | $1.1M |
CVSCVS HEALTH CORP | $1.1M |
FMBFIRST TR EXCH TRADED FD III | $1.1M |
WENWENDYS CO | $1.1M |
DPZDOMINOS PIZZA INC | $1.1M |
PDOPIMCO DYNAMIC INCOME OPRNTS | $1.1M |
ANAUTONATION INC | $1.1M |
SHVISHARES TR | $1.1M |
BROBROWN & BROWN INC | $1.1M |
SCHASCHWAB STRATEGIC TR | $1.1M |
XLBSELECT SECTOR SPDR TR | $1.1M |
WCMEFIRST TR EXCHANGE-TRADED FD | $1.1M |
WPCWP CAREY INC | $1.1M |
SCHOSCHWAB STRATEGIC TR | $1.0M |
CADECADENCE BANK | $1.0M |
AZOAUTOZONE INC | $1.0M |
ORLYOREILLY AUTOMOTIVE INC | $1.0M |
IFRAISHARES TR | $1.0M |
WSOWATSCO INC | $1.0M |
BPBP PLC | $1.0M |
VDCVANGUARD WORLD FD | $1.0M |
BIPCBROOKFIELD INFRASTRUCTURE CO | $1.0M |
DOWDOW INC | $1.0M |
HOMZETF SER SOLUTIONS | $1.0M |
DKNGDRAFTKINGS INC NEW | $1.0M |
QUBTQUANTUM COMPUTING INC | $1.0M |
CASYCASEYS GEN STORES INC | $1.0M |
VONGVANGUARD SCOTTSDALE FDS | $1.0M |
BWXTBWX TECHNOLOGIES INC | $997K |
LGOVFIRST TR EXCHANGE-TRADED FD | $993K |
MAINMAIN STR CAP CORP | $991K |
MUNIPIMCO ETF TR | $988K |
FGDFIRST TR EXCHANGE TRADED FD | $984K |
ATOATMOS ENERGY CORP | $981K |
ILMNILLUMINA INC | $980K |
BOTZGLOBAL X FDS | $978K |