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)
| Stock | Value |
|---|---|
GUGGUGGENHEIM ACTIVE ALLOC FD | $395K |
SMMVISHARES TR | $391K |
GGENPACT LIMITED | $390K |
DVYEISHARES INC | $390K |
LMNDLEMONADE INC | $389K |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $389K |
IBKRINTERACTIVE BROKERS GROUP IN | $386K |
GRMNGARMIN LTD | $385K |
LWLAMB WESTON HLDGS INC | $385K |
PSAPUBLIC STORAGE OPER CO | $384K |
MTGMGIC INVT CORP WIS | $383K |
XIFRNEXTERA ENERGY PARTNERS LP | $381K |
TAPMOLSON COORS BEVERAGE CO | $381K |
VRSKVERISK ANALYTICS INC | $379K |
FEPFIRST TR EXCH TRD ALPHDX FD | $379K |
FJUNFIRST TR EXCHNG TRADED FD VI | $373K |
DFPFLAHERTY & CRUMRINE DYNAMIC | $364K |
EIMEATON VANCE MUN BD FD | $364K |
HIMSHIMS & HERS HEALTH INC | $363K |
EMHYISHARES INC | $363K |
WTVWISDOMTREE TR | $358K |
IDXXIDEXX LABS INC | $356K |
GSLCGOLDMAN SACHS ETF TR | $355K |
BGBUNGE GLOBAL SA | $355K |
JNPJUNIPER NETWORKS INC | $355K |
SAPSAP SE | $355K |
NLYANNALY CAPITAL MANAGEMENT IN | $355K |
KVUEKENVUE INC | $355K |
CGCARLYLE GROUP INC | $354K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $352K |
ICLNISHARES TR | $352K |
FEMBFIRST TR EXCH TRADED FD III | $351K |
WTWWILLIS TOWERS WATSON PLC LTD | $350K |
LVLNSPDR SER TR | $348K |
LPLALPL FINL HLDGS INC | $348K |
ONEYSPDR SER TR | $344K |
CHDCHURCH & DWIGHT CO INC | $342K |
STAGSTAG INDL INC | $340K |
FAPRFIRST TR EXCHNG TRADED FD VI | $340K |
DONWISDOMTREE TR | $338K |
JMSTJ P MORGAN EXCHANGE TRADED F | $338K |
IVTINVENTRUST PPTYS CORP | $338K |
OTISOTIS WORLDWIDE CORP | $337K |
FMARFIRST TR EXCHNG TRADED FD VI | $337K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $337K |
BOKFBOK FINL CORP | $336K |
DGXQUEST DIAGNOSTICS INC | $335K |
SNOWSNOWFLAKE INC | $334K |
AMCRAMCOR PLC | $333K |
SKYCHAMPION HOMES INC | $329K |
HYMBSPDR SER TR | $328K |
EXPDEXPEDITORS INTL WASH INC | $327K |
IWOISHARES TR | $327K |
SCHESCHWAB STRATEGIC TR | $327K |
CTVACORTEVA INC | $326K |
SMRNUSCALE PWR CORP | $325K |
IGLBISHARES TR | $325K |
CPRTCOPART INC | $324K |
BBYBEST BUY INC | $321K |
CAVACAVA GROUP INC | $319K |
ROKUROKU INC | $317K |
MFCMANULIFE FINL CORP | $317K |
MQYBLACKROCK MUNIYILD QULT FD I | $316K |
COINCOINBASE GLOBAL INC | $316K |
ARWARROW ELECTRS INC | $316K |
XCHYXCALAMOS CONV & HIGH INCOME F | $315K |
CARYANGEL OAK FUNDS TRUST | $314K |
SPSMSPDR SER TR | $312K |
DNPDNP SELECT INCOME FD INC | $311K |
FALNISHARES TR | $310K |
AVKADVENT CONV & INCOME FD | $310K |
FEFIRSTENERGY CORP | $310K |
SB9SITIO ROYALTIES CORP | $308K |
VLUEISHARES TR | $308K |
AOAISHARES TR | $308K |
MGMMGM RESORTS INTERNATIONAL | $306K |
PATHUIPATH INC | $306K |
DLNWISDOMTREE TR | $304K |
BCSFBAIN CAP SPECIALTY FIN INC | $304K |
JAVAJ P MORGAN EXCHANGE TRADED F | $303K |
GPKGRAPHIC PACKAGING HLDG CO | $302K |
FLOFLOWERS FOODS INC | $302K |
CSWCCAPITAL SOUTHWEST CORP | $302K |
CDNSCADENCE DESIGN SYSTEM INC | $302K |
ETGEATON VANCE TX ADV GLBL DIV | $302K |
VTRSVIATRIS INC | $300K |
SGOLETFS GOLD TR | $300K |
ISDPGIM HIGH YIELD BOND FUND IN | $298K |
ITGARTNER INC | $294K |
LVLNSPDR SER TR | $294K |
MDUMDU RES GROUP INC | $294K |
IYHISHARES TR | $293K |
QSRRESTAURANT BRANDS INTL INC | $293K |
DIALCOLUMBIA ETF TR I | $293K |
FPEIFIRST TR EXCH TRADED FD III | $292K |
VRSNVERISIGN INC | $292K |
GLWCORNING INC | $291K |
GAUGFIRST TR EXCHNG TRADED FD VI | $288K |
STKCOLUMBIA SELIGM PREM TECH GR | $288K |
7HPHP INC | $288K |