Concurrent Investment Advisors, LLC Q3 2024 Filing
Filed October 30, 2024
Portfolio Value
$3.4T
Holdings
1,011
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,011 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $114.0M |
MSFTMICROSOFT CORP | $77.5M |
NVDANVIDIA CORPORATION | $70.3M |
NDQINVESCO QQQ TR | $58.0M |
AMZNAMAZON COM INC | $51.5M |
VTIVANGUARD INDEX FDS | $43.7M |
TLTISHARES TR | $39.9M |
VTVVANGUARD INDEX FDS | $38.5M |
LMBSFIRST TR EXCHANGE-TRADED FD | $37.2M |
AQLTISHARES TR | $35.1M |
AGGISHARES TR | $34.1M |
FAIFIRST TR EXCHANGE-TRADED FD | $33.1M |
FTCSFIRST TR EXCHANGE-TRADED FD | $31.7M |
IVWISHARES TR | $31.1M |
BONDPIMCO ETF TR | $31.1M |
VUGVANGUARD INDEX FDS | $28.5M |
IJHISHARES TR | $28.1M |
GOOGLALPHABET INC | $27.8M |
XLKSELECT SECTOR SPDR TR | $27.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24.8M |
WMTWALMART INC | $23.9M |
DGRWWISDOMTREE TR | $21.7M |
HDHOME DEPOT INC | $21.1M |
AVGOBROADCOM INC | $20.1M |
PEPPEPSICO INC | $19.8M |
GQ9SPDR GOLD TR | $19.7M |
JPMJPMORGAN CHASE & CO. | $19.6M |
XOMEXXON MOBIL CORP | $19.4M |
VCITVANGUARD SCOTTSDALE FDS | $19.2M |
VYMVANGUARD WHITEHALL FDS | $19.0M |
XLVSELECT SECTOR SPDR TR | $18.5M |
VVISA INC | $18.2M |
COWZPACER FDS TR | $18.0M |
IJRISHARES TR | $17.9M |
GOOGALPHABET INC | $17.9M |
EFAISHARES TR | $17.8M |
IEMGISHARES INC | $17.1M |
JNJJOHNSON & JOHNSON | $16.5M |
PGPROCTER AND GAMBLE CO | $16.3M |
SPYGSPDR SER TR | $16.3M |
ORCLORACLE CORP | $15.1M |
VWOVANGUARD INTL EQUITY INDEX F | $14.9M |
IJKISHARES TR | $14.8M |
VIGVANGUARD SPECIALIZED FUNDS | $14.7M |
IFVFIRST TR EXCHANGE-TRADED FD | $14.7M |
USFRWISDOMTREE TR | $14.0M |
BILSPDR SER TR | $13.9M |
ABBVABBVIE INC | $13.7M |
XLUSELECT SECTOR SPDR TR | $13.6M |
CVXCHEVRON CORP NEW | $13.5M |
MRKMERCK & CO INC | $13.3M |
ACNACCENTURE PLC IRELAND | $12.6M |
IWMISHARES TR | $12.5M |
SMHVANECK ETF TRUST | $12.4M |
KOCOCA COLA CO | $12.4M |
CSCOCISCO SYS INC | $12.3M |
TSLATESLA INC | $12.2M |
IUSGISHARES TR | $12.2M |
RSPINVESCO EXCHANGE TRADED FD T | $12.1M |
VEAVANGUARD TAX-MANAGED FDS | $11.7M |
USMVISHARES TR | $11.6M |
MGKVANGUARD WORLD FD | $11.6M |
RDVYFIRST TR EXCHANGE-TRADED FD | $11.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $11.5M |
AVDEAMERICAN CENTY ETF TR | $11.4M |
BSVVANGUARD BD INDEX FDS | $11.3M |
VOVANGUARD INDEX FDS | $11.3M |
IUSVISHARES TR | $10.7M |
BACBANK AMERICA CORP | $10.7M |
BUFRFIRST TR EXCHNG TRADED FD VI | $10.7M |
XLFSELECT SECTOR SPDR TR | $10.7M |
MCDMCDONALDS CORP | $10.3M |
VBRVANGUARD INDEX FDS | $10.2M |
QUALISHARES TR | $9.9M |
EDIVSPDR INDEX SHS FDS | $9.8M |
FVDFIRST TR VALUE LINE DIVID IN | $9.5M |
IYWISHARES TR | $8.9M |
MAMASTERCARD INCORPORATED | $8.9M |
XLFISELECT SECTOR SPDR TR | $8.8M |
HYLSFIRST TR EXCHANGE-TRADED FD | $8.7M |
VBVANGUARD INDEX FDS | $8.6M |
BACVERIZON COMMUNICATIONS INC | $8.5M |
CATCATERPILLAR INC | $8.5M |
IVEISHARES TR | $8.4M |
SPYMSPDR SER TR | $8.2M |
ADPAUTOMATIC DATA PROCESSING IN | $8.2M |
SPYVSPDR SER TR | $8.1M |
BSYBENTLEY SYS INC | $8.1M |
GSYINVESCO ACTIVELY MANAGED EXC | $8.1M |
XFEBFIRST TR EXCH TRADED FD III | $8.0M |
BROSDUTCH BROS INC | $7.9M |
RTXRTX CORPORATION | $7.8M |
JLLJONES LANG LASALLE INC | $7.8M |
CGCPCAPITAL GRP FIXED INCM ETF T | $7.6M |
NEENEXTERA ENERGY INC | $7.6M |
IBMINTERNATIONAL BUSINESS MACHS | $7.6M |
CRMSALESFORCE INC | $7.6M |
LOWLOWES COS INC | $7.4M |
SOSOUTHERN CO | $7.2M |
QCOMQUALCOMM INC | $7.2M |
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