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)
| Stock | Value |
|---|---|
BSCQINVESCO EXCH TRD SLF IDX FD | $252K |
VPUVANGUARD WORLD FD | $252K |
JMSTJ P MORGAN EXCHANGE TRADED F | $251K |
HEIHEICO CORP NEW | $250K |
STGWSTAGWELL INC | $249K |
PG4PRINCIPAL FINANCIAL GROUP IN | $249K |
IGVISHARES TR | $249K |
LPLALPL FINL HLDGS INC | $247K |
SCMSTELLUS CAP INVT CORP | $247K |
XEMDXWESTERN ASSET EMERGING MKTS | $247K |
7HPHP INC | $247K |
PPLPPL CORP | $246K |
BNBROOKFIELD CORP | $246K |
AOMISHARES TR | $245K |
CRAICRA INTL INC | $245K |
VEEVVEEVA SYS INC | $245K |
RGLDROYAL GOLD INC | $244K |
YYY*AMPLIFY ETF TR | $243K |
HIMSHIMS & HERS HEALTH INC | $243K |
MNRMACH NATURAL RESOURCES LP | $242K |
DSIISHARES TR | $241K |
UALUNITED AIRLS HLDGS INC | $240K |
TMETENCENT MUSIC ENTMT GROUP | $240K |
PPAINVESCO EXCHANGE TRADED FD T | $240K |
NTNXNUTANIX INC | $240K |
CDNSCADENCE DESIGN SYSTEM INC | $239K |
WYNNWYNN RESORTS LTD | $239K |
WTVWISDOMTREE TR | $238K |
JXNJACKSON FINANCIAL INC | $238K |
INCOCOLUMBIA ETF TR II | $238K |
TWLOTWILIO INC | $237K |
WBDWARNER BROS DISCOVERY INC | $237K |
OGSONE GAS INC | $236K |
IWOISHARES TR | $235K |
FALNISHARES TR | $235K |
ESSESSEX PPTY TR INC | $234K |
SNOWSNOWFLAKE INC | $234K |
STZCONSTELLATION BRANDS INC | $233K |
RIVNRIVIAN AUTOMOTIVE INC | $232K |
WESWESTERN MIDSTREAM PARTNERS L | $231K |
RBLXROBLOX CORP | $231K |
EAELECTRONIC ARTS INC | $231K |
SOUNSOUNDHOUND AI INC | $230K |
CPTCAMDEN PPTY TR | $229K |
ANGOANGIODYNAMICS INC | $229K |
FUMBFIRST TR EXCHANGE-TRADED FD | $229K |
CINFCINCINNATI FINL CORP | $228K |
STLDSTEEL DYNAMICS INC | $227K |
MISLFIRST TR EXCHANGE TRADED FD | $227K |
NUEMNUSHARES ETF TR | $226K |
ACGLARCH CAP GROUP LTD | $226K |
DGINVANECK ETF TRUST | $225K |
NVGNUVEEN AMT FREE MUN CR INC F | $223K |
SONSONOCO PRODS CO | $223K |
POSTPOST HLDGS INC | $223K |
PGXINVESCO EXCH TRADED FD TR II | $222K |
PTYPIMCO CORPORATE & INCOME OPP | $222K |
ALBALBEMARLE CORP | $222K |
EXREXTRA SPACE STORAGE INC | $221K |
SPTMSPDR SER TR | $221K |
EFXEQUIFAX INC | $221K |
WCCWESCO INTL INC | $221K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $220K |
FEZSPDR INDEX SHS FDS | $220K |
GDXJVANECK ETF TRUST | $219K |
XGDVXGABELLI DIVID & INCOME TR | $219K |
YUMCYUM CHINA HLDGS INC | $219K |
BCBRUNSWICK CORP | $218K |
BLWBLACKROCK LTD DURATION INCOM | $217K |
JBLJABIL INC | $217K |
SWKSTANLEY BLACK & DECKER INC | $217K |
VGKVANGUARD INTL EQUITY INDEX F | $216K |
BF/BBROWN FORMAN CORP | $216K |
IVOLKRANESHARES TRUST | $216K |
SPHRSPHERE ENTERTAINMENT CO | $216K |
FLBLFRANKLIN TEMPLETON ETF TR | $215K |
FITBFIFTH THIRD BANCORP | $215K |
PAASPAN AMERN SILVER CORP | $214K |
IWSISHARES TR | $214K |
VTWOVANGUARD SCOTTSDALE FDS | $213K |
COINCOINBASE GLOBAL INC | $213K |
PWVINVESCO EXCHANGE TRADED FD T | $213K |
JAVAJ P MORGAN EXCHANGE TRADED F | $213K |
CPCANADIAN PACIFIC KANSAS CITY | $212K |
SOLVSOLVENTUM CORP | $212K |
FLQLFRANKLIN TEMPLETON ETF TR | $211K |
JPCNUVEEN PFD & INCOME OPPORTUN | $211K |
FNXFIRST TR MID CAP CORE ALPHAD | $211K |
RPMRPM INTL INC | $210K |
DOCHEALTHPEAK PROPERTIES INC | $210K |
ILMNILLUMINA INC | $208K |
FJULFIRST TR EXCHNG TRADED FD VI | $208K |
CLFCLEVELAND-CLIFFS INC NEW | $207K |
FEXFIRST TR LRGE CP CORE ALPHA | $206K |
CPNGCOUPANG INC | $204K |
AIGAMERICAN INTL GROUP INC | $204K |
TMTOYOTA MOTOR CORP | $201K |
GBTCGRAYSCALE BITCOIN TR BTC | $201K |
—ADVENT CONV & INCOME FD | $201K |
PIPRPIPER SANDLER COMPANIES | $200K |