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	Shares	Value	% Portfolio	Type
701	ELVELEVANCE HEALTH INC	1,880	$731K	0.01%
702	MCXMCCORMICK & CO INC	9,654	$731K	0.01%
703	OTISOTIS WORLDWIDE CORP	7,366	$729K	0.01%
704	VOXVANGUARD WORLD FD	4,255	$727K	0.01%
705	AHRAMERICAN HEALTHCARE REIT INC	19,779	$726K	0.01%
706	FANGDIAMONDBACK ENERGY INC	5,283	$725K	0.01%
707	LULULULULEMON ATHLETICA INC	3,054	$725K	0.01%
708	GBILGOLDMAN SACHS ETF TR	7,236	$724K	0.01%
709	MTZMASTEC INC	4,239	$722K	0.01%
710	NEMNEWMONT CORP	12,393	$721K	0.01%
711	DNOVFIRST TR EXCHNG TRADED FD VI	16,104	$719K	0.01%
712	PSEPINNOVATOR ETFS TRUST	17,580	$718K	0.01%
713	BSEPINNOVATOR ETFS TRUST	15,860	$716K	0.01%
714	VSSVANGUARD INTL EQUITY INDEX F	5,325	$715K	0.01%
715	FSMDFIDELITY COVINGTON TRUST	17,261	$715K	0.01%
716	DTEDTE ENERGY CO	5,376	$712K	0.01%
717	LEUCENTRUS ENERGY CORP	3,890	$712K	0.01%
718	IVOOVANGUARD ADMIRAL FDS INC	6,774	$711K	0.01%
719	RACEFERRARI N V	1,448	$710K	0.01%
720	ABALLIANCEBERNSTEIN HLDG L P	17,256	$704K	0.01%
721	DRIDARDEN RESTAURANTS INC	3,230	$703K	0.01%
722	PHMPULTE GROUP INC	6,648	$701K	0.01%
723	RYLDGLOBAL X FDS	46,912	$699K	0.01%
724	MPLXMPLX LP	13,581	$699K	0.01%
725	VTWOVANGUARD SCOTTSDALE FDS	8,003	$697K	0.01%
726	RDIVINVESCO EXCH TRADED FD TR II	14,516	$694K	0.01%
727	FCORFIDELITY MERRIMACK STR TR	14,679	$694K	0.01%
728	WDAYWORKDAY INC	2,892	$694K	0.01%
729	A4SAMERIPRISE FINL INC	1,295	$691K	0.01%
730	8CWCROWN CASTLE INC	6,714	$689K	0.01%
731	VTIPVANGUARD MALVERN FDS	13,689	$688K	0.01%
732	HIMSHIMS & HERS HEALTH INC	13,732	$684K	0.01%
733	BCSBARCLAYS PLC	36,658	$681K	0.01%
734	LENLENNAR CORP	6,154	$680K	0.01%
735	VPLVANGUARD INTL EQUITY INDEX F	8,286	$680K	0.01%
736	UCONFIRST TR EXCHNG TRADED FD VI	27,319	$679K	0.01%
737	SGOLETFS GOLD TR	21,552	$679K	0.01%
738	BNOVINNOVATOR ETFS TRUST	16,368	$675K	0.01%
739	QQQINEOS ETF TRUST	12,996	$675K	0.01%
740	PGXINVESCO EXCH TRADED FD TR II	60,368	$671K	0.01%
741	JKHYHENRY JACK & ASSOC INC	3,700	$666K	0.01%
742	SIVRABRDN SILVER ETF TRUST	19,241	$662K	0.01%
743	CBRECBRE GROUP INC	4,731	$662K	0.01%
744	UMBFUMB FINL CORP	6,268	$659K	0.01%
745	LHLABCORP HOLDINGS INC	2,509	$658K	0.01%
746	FSLYFASTLY INC	92,943	$656K	0.01%
747	VYMIVANGUARD WHITEHALL FDS	8,169	$654K	0.01%
748	FXLFIRST TR EXCHANGE TRADED FD	4,157	$654K	0.01%
749	XHYFBONDBLOXX ETF TRUST	17,147	$652K	0.01%
750	XHYIBONDBLOXX ETF TRUST	16,982	$651K	0.01%
751	HYDVANECK ETF TRUST	12,955	$650K	0.01%
752	NFRAFLEXSHARES TR	10,495	$649K	0.01%
753	SUBISHARES TR	6,067	$645K	0.01%
754	PWSPACER FDS TR	21,278	$645K	0.01%
755	CPCANADIAN PACIFIC KANSAS CITY	8,123	$643K	0.01%
756	IYHISHARES TR	11,267	$636K	0.01%
757	GEHCGE HEALTHCARE TECHNOLOGIES I	8,529	$631K	0.01%
758	IYKISHARES TR	8,895	$626K	0.01%
759	LNCLINCOLN NATL CORP IND	18,089	$625K	0.01%
760	SPHYSPDR SERIES TRUST	26,266	$625K	0.01%
761	FSCOFS CREDIT OPPORTUNITIES CORP	85,695	$622K	0.01%
762	ULTAULTA BEAUTY INC	1,331	$622K	0.01%
763	DNPDNP SELECT INCOME FD INC	63,136	$618K	0.01%
764	OGEOGE ENERGY CORP	13,911	$617K	0.01%
765	MDIVFIRST TR EXCHANGE TRADED FD	38,941	$615K	0.01%
766	PHGKONINKLIJKE PHILIPS N V	25,667	$615K	0.01%
767	MSOSADVISORSHARES TR	255,189	$614K	0.01%	Call
768	SHYDVANECK ETF TRUST	27,154	$613K	0.01%
769	GWWGRAINGER W W INC	590	$613K	0.01%
770	ACWVISHARES INC	5,163	$612K	0.01%
771	ABRARBOR REALTY TRUST INC	57,140	$611K	0.01%
772	XBISPDR SERIES TRUST	7,338	$608K	0.01%
773	HTGCHERCULES CAPITAL INC	32,993	$603K	0.01%
774	LIILENNOX INTL INC	1,051	$602K	0.01%
775	QOWZINVESCO EXCH TRADED FD TR II	16,862	$599K	0.01%
776	ICLOINVESCO ACTIVELY MANAGED EXC	23,349	$596K	0.01%
777	PPGPPG INDS INC	5,228	$594K	0.01%
778	VONVVANGUARD SCOTTSDALE FDS	6,958	$592K	0.01%
779	PKGPACKAGING CORP AMER	3,145	$592K	0.01%
780	BUFFINNOVATOR ETFS TRUST	12,599	$592K	0.01%
781	NADNUVEEN QUALITY MUNCP INCOME	52,372	$591K	0.01%
782	FSKFS KKR CAP CORP	28,493	$591K	0.01%
783	DASHDOORDASH INC	2,401	$591K	0.01%
784	SNYSANOFI	12,226	$590K	0.01%
785	CCLCARNIVAL CORP	20,967	$589K	0.01%
786	TOWNTOWNEBANK PORTSMOUTH VA	17,250	$589K	0.01%
787	USIGISHARES TR	11,438	$588K	0.01%
788	XAWFXALLIANCEBERNSTEIN GLOBAL HIG	53,199	$586K	0.01%
789	SPSMSPDR SERIES TRUST	13,743	$585K	0.01%
790	ITBISHARES TR	6,232	$580K	0.01%
791	YEARAB ACTIVE ETFS INC	11,467	$580K	0.01%
792	SMRNUSCALE PWR CORP	14,617	$578K	0.01%
793	USALIBERTY ALL STAR EQUITY FD	84,404	$574K	0.01%
794	RMERESMED INC	2,226	$574K	0.01%
795	SLBSCHLUMBERGER LTD	16,954	$573K	0.01%
796	OKTAOKTA INC	5,727	$572K	0.01%
797	IYCISHARES TR	5,723	$570K	0.01%
798	CHDCHURCH & DWIGHT CO INC	5,912	$568K	0.01%
799	IAGGISHARES TR	11,101	$567K	0.01%
800	AOMISHARES TR	12,229	$563K	0.01%

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