Concurrent Investment Advisors, LLC Q4 2024 Filing
Filed February 3, 2025
Portfolio Value
$3.7T
Holdings
1,041
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,041 positions)
| Stock | Value |
|---|---|
VTEBVANGUARD MUN BD FDS | $3.8B |
MCHPMICROCHIP TECHNOLOGY INC. | $3.8B |
SHYLDBX ETF TR | $3.7B |
FNDESCHWAB STRATEGIC TR | $3.7B |
SFYTIDAL ETF TR | $3.7B |
HEFAISHARES TR | $3.7B |
SPHQINVESCO EXCHANGE TRADED FD T | $3.7B |
AFLAFLAC INC | $3.7B |
4I1PHILIP MORRIS INTL INC | $3.7B |
FBNDFIDELITY MERRIMACK STR TR | $3.7B |
VFHVANGUARD WORLD FD | $3.6B |
JPSTJ P MORGAN EXCHANGE TRADED F | $3.6B |
CORZCORE SCIENTIFIC INC NEW | $3.5B |
OEFISHARES TR | $3.5B |
TMUST-MOBILE US INC | $3.5B |
PFXFVANECK ETF TRUST | $3.4B |
TXNTEXAS INSTRS INC | $3.4B |
VCRVANGUARD WORLD FD | $3.4B |
OIIOCEANEERING INTL INC | $3.4B |
VHTVANGUARD WORLD FD | $3.3B |
JULPPGIM ROCK ETF TR | $3.3B |
RDVIFIRST TR EXCHANGE-TRADED FD | $3.3B |
BIVVANGUARD BD INDEX FDS | $3.3B |
BSJVINVESCO EXCH TRD SLF IDX FD | $3.3B |
SDVYFIRST TR EXCHANGE-TRADED FD | $3.3B |
QYLDGLOBAL X FDS | $3.2B |
TSCOTRACTOR SUPPLY CO | $3.2B |
TTTRANE TECHNOLOGIES PLC | $3.2B |
EEMISHARES TR | $3.2B |
WFCWELLS FARGO CO NEW | $3.2B |
INTUINTUIT | $3.2B |
AUSFGLOBAL X FDS | $3.2B |
MSIMOTOROLA SOLUTIONS INC | $3.1B |
NOWSERVICENOW INC | $3.1B |
FIXDFIRST TR EXCHNG TRADED FD VI | $3.1B |
BOTZGLOBAL X FDS | $3.1B |
KMIKINDER MORGAN INC DEL | $3.1B |
BKBANK NEW YORK MELLON CORP | $3.1B |
MTDRMATADOR RES CO | $3.1B |
SYKSTRYKER CORPORATION | $3.1B |
OBDCBLUE OWL CAPITAL CORPORATION | $3.1B |
APOAPOLLO GLOBAL MGMT INC | $3.0B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.0B |
CGCBCAPITAL GRP FIXED INCM ETF T | $3.0B |
ULUNILEVER PLC | $3.0B |
NVONOVO-NORDISK A S | $3.0B |
COFCAPITAL ONE FINL CORP | $3.0B |
VOOVVANGUARD ADMIRAL FDS INC | $3.0B |
MINTPIMCO ETF TR | $3.0B |
MOATVANECK ETF TRUST | $2.9B |
ADXADAMS DIVERSIFIED EQUITY FD | $2.9B |
POOLPOOL CORP | $2.9B |
FXLFIRST TR EXCHANGE TRADED FD | $2.8B |
HALHALLIBURTON CO | $2.8B |
VDEVANGUARD WORLD FD | $2.8B |
BNDVANGUARD BD INDEX FDS | $2.8B |
GILDGILEAD SCIENCES INC | $2.7B |
MGVVANGUARD WORLD FD | $2.7B |
PAYXPAYCHEX INC | $2.7B |
CVNACARVANA CO | $2.7B |
FFLCFIDELITY COVINGTON TRUST | $2.6B |
RSGREPUBLIC SVCS INC | $2.6B |
BNLBROADSTONE NET LEASE INC | $2.6B |
STWDSTARWOOD PPTY TR INC | $2.6B |
FTGCFIRST TR EXCHANGE TRAD FD VI | $2.6B |
PTLCPACER FDS TR | $2.6B |
NSCNORFOLK SOUTHN CORP | $2.6B |
IVLUISHARES TR | $2.6B |
MPCMARATHON PETE CORP | $2.5B |
ETENERGY TRANSFER L P | $2.5B |
PYPLPAYPAL HLDGS INC | $2.5B |
FISVFISERV INC | $2.5B |
THTATIDAL ETF TR | $2.5B |
JPUSJ P MORGAN EXCHANGE TRADED F | $2.5B |
USHYISHARES TR | $2.5B |
VXFVANGUARD INDEX FDS | $2.5B |
FXOFIRST TR EXCHANGE TRADED FD | $2.5B |
METMETLIFE INC | $2.5B |
CLXCLOROX CO DEL | $2.5B |
PFFISHARES TR | $2.5B |
SRESEMPRA | $2.5B |
BDXBECTON DICKINSON & CO | $2.4B |
MUBISHARES TR | $2.4B |
WELLWELLTOWER INC | $2.4B |
FDSFACTSET RESH SYS INC | $2.4B |
ZTSZOETIS INC | $2.4B |
AMDADVANCED MICRO DEVICES INC | $2.4B |
SHELSHELL PLC | $2.4B |
VTWGVANGUARD SCOTTSDALE FDS | $2.4B |
PSXPHILLIPS 66 | $2.4B |
CRWDCROWDSTRIKE HLDGS INC | $2.3B |
BSCSINVESCO EXCH TRD SLF IDX FD | $2.3B |
KNGFIRST TR EXCHANGE-TRADED FD | $2.3B |
AJGGALLAGHER ARTHUR J & CO | $2.3B |
BRBROADRIDGE FINL SOLUTIONS IN | $2.3B |
IWFISHARES TR | $2.3B |
VMBSVANGUARD SCOTTSDALE FDS | $2.3B |
BSEPINNOVATOR ETFS TRUST | $2.2B |
USBUS BANCORP DEL | $2.2B |
DGROISHARES TR | $2.2B |