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)

StockValue
LINLINDE PLC
$2.2B
TBILRBB FD INC
$2.2B
STXEEA SERIES TRUST
$2.2B
DVNDEVON ENERGY CORP NEW
$2.2B
DWDMORGAN STANLEY
$2.2B
ASMLASML HOLDING N V
$2.2B
FSIGFIRST TR EXCHANGE-TRADED FD
$2.1B
SYYSYSCO CORP
$2.1B
ENBENBRIDGE INC
$2.1B
CVSCVS HEALTH CORP
$2.1B
PTNQPACER FDS TR
$2.1B
IGEISHARES TR
$2.1B
IAIISHARES TR
$2.1B
PHPARKER-HANNIFIN CORP
$2.1B
ROPROPER TECHNOLOGIES INC
$2.1B
ALSALLSTATE CORP
$2.1B
CMCSACOMCAST CORP NEW
$2.1B
BLVVANGUARD BD INDEX FDS
$2.1B
FDVVFIDELITY COVINGTON TRUST
$2.1B
AEPAMERICAN ELEC PWR CO INC
$2.1B
ICEINTERCONTINENTAL EXCHANGE IN
$2.0B
VISVANGUARD WORLD FD
$2.0B
GTOINVESCO ACTIVELY MANAGED EXC
$2.0B
XYLDGLOBAL X FDS
$2.0B
WECWEC ENERGY GROUP INC
$2.0B
BMYBRISTOL-MYERS SQUIBB CO
$2.0B
BILSSPDR SER TR
$2.0B
ITOTISHARES TR
$2.0B
CITCINTAS CORP
$2.0B
NLRVANECK ETF TRUST
$2.0B
DEODIAGEO PLC
$1.9B
SOXXISHARES TR
$1.9B
CBSHCOMMERCE BANCSHARES INC
$1.9B
TYTRI CONTL CORP
$1.9B
HYSPIMCO ETF TR
$1.9B
ADBEADOBE INC
$1.9B
HELOJ P MORGAN EXCHANGE TRADED F
$1.9B
HTRBHARTFORD FDS EXCHANGE TRADED
$1.9B
CARRCARRIER GLOBAL CORPORATION
$1.9B
MARMARRIOTT INTL INC NEW
$1.9B
STPZPIMCO ETF TR
$1.8B
SNYSANOFI
$1.8B
SBRSABINE RTY TR
$1.8B
SCHVSCHWAB STRATEGIC TR
$1.8B
ITA*ISHARES TR
$1.8B
DDOMINION ENERGY INC
$1.8B
ABGCENCORA INC
$1.8B
VBKVANGUARD INDEX FDS
$1.8B
CMGCHIPOTLE MEXICAN GRILL INC
$1.8B
BKLCBNY MELLON ETF TRUST
$1.8B
TMOTHERMO FISHER SCIENTIFIC INC
$1.8B
EFGISHARES TR
$1.8B
IWDISHARES TR
$1.7B
HPEHEWLETT PACKARD ENTERPRISE C
$1.7B
SHYISHARES TR
$1.7B
DEDEERE & CO
$1.7B
IGIBISHARES TR
$1.7B
BMTABRITISH AMERN TOB PLC
$1.7B
CMECME GROUP INC
$1.7B
EFVISHARES TR
$1.7B
QTECFIRST TR NASDAQ 100 TECH IND
$1.7B
ANETARISTA NETWORKS INC
$1.7B
IVZINVESCO EXCHANGE TRADED FD T
$1.7B
ARCCARES CAPITAL CORP
$1.7B
MRSHMARSH & MCLENNAN COS INC
$1.7B
AWCAMERICAN WTR WKS CO INC NEW
$1.7B
NXPINXP SEMICONDUCTORS N V
$1.7B
FDNFIRST TR EXCHANGE-TRADED FD
$1.7B
KDPKEURIG DR PEPPER INC
$1.7B
WMBWILLIAMS COS INC
$1.6B
OMFLINVESCO EXCH TRD SLF IDX FD
$1.6B
PLDPROLOGIS INC.
$1.6B
TDIVFIRST TR EXCHANGE-TRADED FD
$1.6B
MBBISHARES TR
$1.6B
VDCVANGUARD WORLD FD
$1.6B
PRUPRUDENTIAL FINL INC
$1.6B
HSYHERSHEY CO
$1.6B
MDLZMONDELEZ INTL INC
$1.6B
STESTERIS PLC
$1.6B
GAMGENERAL AMERN INVS CO INC
$1.6B
GPCGENUINE PARTS CO
$1.6B
LQDISHARES TR
$1.6B
DRLLEA SERIES TRUST
$1.5B
SOFISOFI TECHNOLOGIES INC
$1.5B
BKLNINVESCO EXCH TRADED FD TR II
$1.5B
JNKSPDR SER TR
$1.5B
CEGCONSTELLATION ENERGY CORP
$1.5B
IAU*ISHARES GOLD TR
$1.5B
INTCINTEL CORP
$1.5B
CALFPACER FDS TR
$1.5B
AMATAPPLIED MATLS INC
$1.5B
IJKISHARES TR
$1.5B
HTHHILLTOP HOLDINGS INC
$1.5B
SJMSMUCKER J M CO
$1.5B
PGRPROGRESSIVE CORP
$1.5B
VCSHVANGUARD SCOTTSDALE FDS
$1.5B
EWEDWARDS LIFESCIENCES CORP
$1.5B
UNMUNUM GROUP
$1.5B
DBEFDBX ETF TR
$1.4B
PDECINNOVATOR ETFS TRUST
$1.4B
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