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 |
|---|---|
AQLTISHARES TR | $978K |
EMNEASTMAN CHEM CO | $978K |
WEAWESTERN ALLIANCE BANCORP | $972K |
ADMARCHER DANIELS MIDLAND CO | $954K |
ADSKAUTODESK INC | $947K |
CPNJCALAMOS ETF TR | $946K |
ADXADAMS DIVERSIFIED EQUITY FD | $946K |
AOAISHARES TR | $945K |
JUNMFIRST TR EXCHNG TRADED FD VI | $943K |
SCHESCHWAB STRATEGIC TR | $942K |
JCIJOHNSON CTLS INTL PLC | $936K |
DOVDOVER CORP | $935K |
VRTVERTIV HOLDINGS CO | $932K |
AVYAVERY DENNISON CORP | $925K |
NGVTINGEVITY CORP | $925K |
VGITVANGUARD SCOTTSDALE FDS | $922K |
ARESARES MANAGEMENT CORPORATION | $922K |
VAWVANGUARD WORLD FD | $921K |
GUNRFLEXSHARES TR | $920K |
MKLMARKEL GROUP INC | $919K |
STRLSTERLING INFRASTRUCTURE INC | $918K |
ETRENTERGY CORP NEW | $918K |
VLOVALERO ENERGY CORP | $909K |
HPEHEWLETT PACKARD ENTERPRISE C | $908K |
SSBUSDSOUTHSTATE CORPORATION | $905K |
DFAUDIMENSIONAL ETF TRUST | $902K |
GDECFIRST TR EXCHNG TRADED FD VI | $900K |
FLTRVANECK ETF TRUST | $898K |
GSIEGOLDMAN SACHS ETF TR | $897K |
ABNBAIRBNB INC | $895K |
MLPXGLOBAL X FDS | $891K |
THCTENET HEALTHCARE CORP | $888K |
GISGENERAL MLS INC | $880K |
FMHIFIRST TR EXCH TRADED FD III | $873K |
AIQGLOBAL X FDS | $873K |
SNOWSNOWFLAKE INC | $872K |
KIMKIMCO RLTY CORP | $872K |
AIGAMERICAN INTL GROUP INC | $869K |
SNPSSYNOPSYS INC | $867K |
SHMSPDR SERIES TRUST | $866K |
CHRWC H ROBINSON WORLDWIDE INC | $864K |
SPTSSPDR SERIES TRUST | $860K |
FTLSFIRST TR EXCH TRADED FD III | $858K |
FSMBFIRST TR EXCH TRADED FD III | $857K |
MVTBLACKROCK MUNIVEST FD II INC | $857K |
HCAHCA HEALTHCARE INC | $856K |
XELXCEL ENERGY INC | $853K |
KKRKKR & CO INC | $853K |
LUVSOUTHWEST AIRLS CO | $851K |
REGNREGENERON PHARMACEUTICALS | $851K |
PWRQUANTA SVCS INC | $839K |
EDCONSOLIDATED EDISON INC | $836K |
SDOGALPS ETF TR | $833K |
EX9EXELIXIS INC | $825K |
CRSCARPENTER TECHNOLOGY CORP | $825K |
GRALGRAIL INC | $824K |
FPXFIRST TR EXCHANGE-TRADED FD | $823K |
GMGENERAL MTRS CO | $822K |
THROBLACKROCK ETF TRUST | $819K |
AMTAMERICAN TOWER CORP NEW | $817K |
TRNTRINITY INDS INC | $816K |
IBKRINTERACTIVE BROKERS GROUP IN | $812K |
NRANRG ENERGY INC | $811K |
STXEEA SERIES TRUST | $809K |
HUSVFIRST TR EXCH TRADED FD III | $808K |
EVRGEVERGY INC | $806K |
HSYHERSHEY CO | $806K |
IMFLINVESCO EXCH TRD SLF IDX FD | $806K |
VRSKVERISK ANALYTICS INC | $804K |
VNOMUSDVIPER ENERGY INC | $804K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $799K |
IDXXIDEXX LABS INC | $798K |
ARLPALLIANCE RESOURCE PARTNERS L | $796K |
GSKGSK PLC | $794K |
ARMARM HOLDINGS PLC | $790K |
IXNISHARES TR | $783K |
HLTHILTON WORLDWIDE HLDGS INC | $783K |
XYZBLOCK INC | $777K |
BTALAGF INVTS TR | $777K |
SFSTIFEL FINL CORP | $776K |
NUVNUVEEN MUN VALUE FD INC | $776K |
IPINTERNATIONAL PAPER CO | $767K |
FDXFEDEX CORP | $760K |
FIDFIRST TR EXCHANGE TRADED FD | $758K |
IHIISHARES TR | $757K |
BCCCGLOBAL X FDS | $754K |
DHID R HORTON INC | $751K |
VPUVANGUARD WORLD FD | $751K |
KRKROGER CO | $746K |
GLWCORNING INC | $746K |
TTDTHE TRADE DESK INC | $743K |
TIPISHARES TR | $742K |
ROKROCKWELL AUTOMATION INC | $741K |
LYBLYONDELLBASELL INDUSTRIES N | $741K |
BABAALIBABA GROUP HLDG LTD | $738K |
EESWISDOMTREE TR | $737K |
FTAFIRST TR EXCHANGE-TRADED ALP | $737K |
PWBINVESCO EXCHANGE TRADED FD T | $736K |
NUENUCOR CORP | $735K |
FALNISHARES TR | $735K |