Concurrent Investment Advisors, LLC Q4 2024 Filing

Filed February 3, 2025

Portfolio Value

$3.2B

Holdings

1,041

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,041 positions)

StockValue
CPTCAMDEN PPTY TR
$219K
BLWBLACKROCK LTD DURATION INCOM
$219K
THQABRDN HEALTHCARE OPPORTUNITI
$219K
NTESNETEASE INC
$217K
BTZBLACKROCK CR ALLOCATION INCO
$217K
QTUMETF SER SOLUTIONS
$217K
XGDVXGABELLI DIVID & INCOME TR
$217K
TFISPDR SER TR
$217K
OXYOCCIDENTAL PETE CORP
$217K
JPCNUVEEN PFD & INCOME OPPORTUN
$216K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$215K
WYNNWYNN RESORTS LTD
$215K
ACPABRDN INCOME CREDIT STRATEGI
$215K
OVVOVINTIV INC
$214K
FLQLFRANKLIN TEMPLETON ETF TR
$213K
XEMDXWESTERN ASSET EMERGING MKTS
$212K
FJULFIRST TR EXCHNG TRADED FD VI
$212K
AIGAMERICAN INTL GROUP INC
$210K
CLHCLEAN HARBORS INC
$210K
NXSTNEXSTAR MEDIA GROUP INC
$209K
NSANATIONAL STORAGE AFFILIATES
$209K
FNXFIRST TR MID CAP CORE ALPHAD
$209K
STZCONSTELLATION BRANDS INC
$209K
AALAMERICAN AIRLS GROUP INC
$208K
FEZSPDR INDEX SHS FDS
$207K
FEXFIRST TR LRGE CP CORE ALPHA
$207K
IWSISHARES TR
$207K
DXJWISDOMTREE TR
$207K
PIPRPIPER SANDLER COMPANIES
$206K
STLDSTEEL DYNAMICS INC
$206K
CCLCARNIVAL CORP
$205K
SPHYSPDR SER TR
$205K
DOCHEALTHPEAK PROPERTIES INC
$205K
NVGNUVEEN AMT FREE MUN CR INC F
$205K
TMETENCENT MUSIC ENTMT GROUP
$204K
TWLOTWILIO INC
$204K
YYY*AMPLIFY ETF TR
$204K
EFXEQUIFAX INC
$204K
WCCWESCO INTL INC
$203K
VGLTVANGUARD SCOTTSDALE FDS
$203K
JOYTJ P MORGAN EXCHANGE TRADED F
$203K
FMAYFIRST TR EXCHNG TRADED FD VI
$202K
FBINFORTUNE BRANDS INNOVATIONS I
$202K
IVOLKRANESHARES TRUST
$199K
BTXBLACKROCK INNOVATION AND GRW
$197K
XEFRXEATON VANCE SR FLTNG RTE TR
$191K
HUMAHUMACYTE INC
$188K
MMUWESTERN ASSET MANAGED MUNS F
$184K
ERCALLSPRING MULTI SECTOR INCOM
$183K
VLYVALLEY NATL BANCORP
$181K
HYIWESTERN ASSET HIGH YIELD DEF
$179K
KIOKKR INCOME OPPORTUNITIES FD
$179K
GLOCLOUGH GLOBAL OPPORTUNITIES
$179K
BITBLACKROCK MULTI SECTOR INC T
$178K
MVFBLACKROCK MUNIVEST FD INC
$173K
NBBNUVEEN TAXABLE MUNICPAL INM
$173K
PMMPUTNAM MANAGED MUN INCOME TR
$171K
FDDFIRST TR STOXX EUROPEAN SELE
$169K
EFTEATON VANCE FLTING RATE INC
$163K
PJXPETROLEO BRASILEIRO SA PETRO
$159K
BKTBLACKROCK INCOME TR INC
$157K
PGXINVESCO EXCH TRADED FD TR II
$157K
EVNEATON VANCE MUNI INCOME TRUS
$155K
PMOPUTNAM MUN OPPORTUNITIES TR
$153K
WULFTERAWULF INC
$153K
PCYOPURE CYCLE CORP
$152K
UAUNDER ARMOUR INC
$151K
KYNKAYNE ANDERSON ENERGY INFRST
$151K
IQIINVESCO QUALITY MUN INCOME T
$150K
FCTFIRST TR SR FLTG RATE INCOME
$147K
TELFYTELEFONICA S A
$143K
BDNBRANDYWINE RLTY TR
$140K
XJQCXNUVEEN CR STRATEGIES INCOME
$134K
NOKNOKIA CORP
$133K
NMZNUVEEN MUN HIGH INCOME OPPOR
$129K
BGBBLACKSTONE STRATEGIC CRED 20
$128K
APLDAPPLIED DIGITAL CORP
$128K
TKTEEKAY CORPORATION LTD
$126K
NDQINVESCO QQQ TR
$120K
GELGENESIS ENERGY L P
$118K
MYIBLACKROCK MUNIYIELD QUALITY
$118K
HLNHALEON PLC
$117K
SPYSPDR S&P 500 ETF TR
$112K
BFKBLACKROCK MUN INCOME TR
$108K
AMCXAMC NETWORKS INC
$106K
VGMINVESCO TR INVT GRADE MUNS
$104K
WBAWALGREENS BOOTS ALLIANCE INC
$101K
VOOVANGUARD INDEX FDS
$100K
LLYELI LILLY & CO
$96K
CXHMFS INVT GRADE MUN TR
$82K
BTOB2GOLD CORP
$72K
FBLGFIBROBIOLOGICS INC
$71K
KOPNKOPIN CORP
$70K
MPTMEDICAL PPTYS TRUST INC
$70K
WEEDCANOPY GROWTH CORP
$68K
KLACKLA CORP
$64K
GSGOLDMAN SACHS GROUP INC
$63K
IVVISHARES TR
$55K
XIGDXVOYA GLBL EQTY DIV & PREM OP
$55K
MASS908 DEVICES INC
$52K
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