Concurrent Investment Advisors, LLC Q3 2024 Filing

Filed October 30, 2024

Portfolio Value

$3.0B

Holdings

1,011

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,011 positions)

StockValue
KELKELLANOVA
$476K
PRPERMIAN RESOURCES CORP
$474K
ITBISHARES TR
$473K
JKHYHENRY JACK & ASSOC INC
$471K
SLQDISHARES TR
$468K
RMERESMED INC
$468K
ICLNISHARES TR
$465K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$460K
WDAYWORKDAY INC
$459K
ONONON HLDG AG
$459K
VVRINVESCO SR INCOME TR
$455K
RFMZRIVERNORTH FLEXIBLE MUNI INC
$455K
AQLTISHARES TR
$454K
BGBUNGE GLOBAL SA
$447K
PTMCPACER FDS TR
$446K
JFRNUVEEN FLOATING RATE INCOME
$442K
LNCLINCOLN NATL CORP IND
$442K
ONEYSPDR SER TR
$441K
VONGVANGUARD SCOTTSDALE FDS
$441K
OGEOGE ENERGY CORP
$440K
VOXVANGUARD WORLD FD
$439K
MQTBLACKROCK MUNIYIELD QUALITY
$437K
NAPRINNOVATOR ETFS TRUST
$433K
DVYEISHARES INC
$433K
DIVOAMPLIFY ETF TR
$432K
GEHCGE HEALTHCARE TECHNOLOGIES I
$432K
VVVANGUARD INDEX FDS
$431K
GBILGOLDMAN SACHS ETF TR
$431K
FEPFIRST TR EXCH TRD ALPHDX FD
$429K
TTENTOTALENERGIES SE
$429K
NLYANNALY CAPITAL MANAGEMENT IN
$429K
NVSNNOVARTIS AG
$429K
SCHOSCHWAB STRATEGIC TR
$428K
VNLAJANUS DETROIT STR TR
$427K
MCOMOODYS CORP
$427K
UCONFIRST TR EXCHNG TRADED FD VI
$426K
DRIDARDEN RESTAURANTS INC
$423K
KAPRINNOVATOR ETFS TRUST
$423K
HYDVANECK ETF TRUST
$418K
MTGMGIC INVT CORP WIS
$413K
SPTSSPDR SER TR
$407K
FPFFIRST TR INTER DURATN PFD &
$403K
MCXMCCORMICK & CO INC
$402K
CSWCCAPITAL SOUTHWEST CORP
$400K
TROWPRICE T ROWE GROUP INC
$400K
ALKALASKA AIR GROUP INC
$396K
LWLAMB WESTON HLDGS INC
$396K
MTUMISHARES TR
$395K
OMFONEMAIN HLDGS INC
$394K
ABALLIANCEBERNSTEIN HLDG L P
$394K
STAGSTAG INDL INC
$394K
VYMIVANGUARD WHITEHALL FDS
$393K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$390K
BROBROWN & BROWN INC
$389K
XYZBLOCK INC
$389K
OCOWENS CORNING NEW
$389K
VDCVANGUARD WORLD FD
$386K
GUGGUGGENHEIM ACTIVE ALLOC FD
$386K
OTISOTIS WORLDWIDE CORP
$384K
IGMISHARES TR
$381K
BAHBOOZ ALLEN HAMILTON HLDG COR
$378K
ARTYISHARES TR
$378K
VRSKVERISK ANALYTICS INC
$377K
SPHDINVESCO EXCH TRADED FD TR II
$377K
PEOEXELON CORP
$376K
EMHYISHARES INC
$373K
RFREGIONS FINANCIAL CORP NEW
$373K
RDDTREDDIT INC
$371K
TAPMOLSON COORS BEVERAGE CO
$371K
DGDOLLAR GEN CORP NEW
$371K
ARWARROW ELECTRS INC
$370K
EWJISHARES INC
$369K
JNPJUNIPER NETWORKS INC
$369K
EXPDEXPEDITORS INTL WASH INC
$368K
CORZWCORE SCIENTIFIC INC NEW
$368K
FJUNFIRST TR EXCHNG TRADED FD VI
$366K
FTNTFORTINET INC
$365K
BBYBEST BUY INC
$361K
MQYBLACKROCK MUNIYILD QULT FD I
$359K
SEICSEI INVTS CO
$359K
PSTGPURE STORAGE INC
$359K
AEMAGNICO EAGLE MINES LTD
$359K
LVLNSPDR SER TR
$359K
LAMRLAMAR ADVERTISING CO NEW
$358K
EIMEATON VANCE MUN BD FD
$357K
DGXQUEST DIAGNOSTICS INC
$355K
IYHISHARES TR
$354K
FMBFIRST TR EXCHANGE-TRADED FD
$353K
IGLBISHARES TR
$352K
MRVLMARVELL TECHNOLOGY INC
$352K
IAKISHARES TR
$352K
AGNCAGNC INVT CORP
$351K
DFPFLAHERTY & CRUMRINE DYNAMIC
$351K
SKYCHAMPION HOMES INC
$351K
BEPBROOKFIELD RENEWABLE PARTNER
$348K
FEFIRSTENERGY CORP
$346K
HAWXISHARES TR
$343K
FLOFLOWERS FOODS INC
$342K
BOTZGLOBAL X FDS
$342K
IRINGERSOLL RAND INC
$341K
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