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 |
|---|---|
BEBLOOM ENERGY CORP | $287K |
RMIRIVERNORTH OPPORTUNISTIC MUN | $287K |
EOTEATON VANCE NATL MUN OPPORT | $285K |
PTINPACER FDS TR | $284K |
VTESVANGUARD WELLINGTON FD | $283K |
FITBFIFTH THIRD BANCORP | $283K |
USMFWISDOMTREE TR | $283K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $282K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $281K |
VONVVANGUARD SCOTTSDALE FDS | $280K |
TMTOYOTA MOTOR CORP | $280K |
ARTYISHARES TR | $279K |
ROKROCKWELL AUTOMATION INC | $278K |
FFEBFIRST TR EXCHNG TRADED FD VI | $278K |
RIVNRIVIAN AUTOMOTIVE INC | $277K |
DVOLFIRST TR EXCHANGE-TRADED FD | $276K |
NUEMNUSHARES ETF TR | $275K |
CFCF INDS HLDGS INC | $273K |
UALUNITED AIRLS HLDGS INC | $273K |
SUSAISHARES TR | $273K |
BCSBARCLAYS PLC | $273K |
WBDWARNER BROS DISCOVERY INC | $271K |
ANGOANGIODYNAMICS INC | $270K |
HESHESS CORP | $270K |
DSIISHARES TR | $268K |
AGNCAGNC INVT CORP | $267K |
HOODROBINHOOD MKTS INC | $267K |
MCRMFS CHARTER INCOME TR | $266K |
VOXVANGUARD WORLD FD | $266K |
TELTE CONNECTIVITY PLC | $265K |
BNBROOKFIELD CORP | $265K |
SIISPROTT INC | $262K |
IXNISHARES TR | $261K |
CRAICRA INTL INC | $261K |
IWNISHARES TR | $261K |
VGSHVANGUARD SCOTTSDALE FDS | $260K |
TTEKTETRA TECH INC NEW | $259K |
RWTREDWOOD TRUST INC | $258K |
JBLJABIL INC | $257K |
DFATDIMENSIONAL ETF TRUST | $256K |
UHSUNIVERSAL HLTH SVCS INC | $255K |
CPCANADIAN PACIFIC KANSAS CITY | $255K |
VMOINVESCO MUN OPPORTUNITY TR | $254K |
WPMWHEATON PRECIOUS METALS CORP | $253K |
FTNTFORTINET INC | $252K |
BSCQINVESCO EXCH TRD SLF IDX FD | $252K |
CBOECBOE GLOBAL MKTS INC | $252K |
TTENTOTALENERGIES SE | $252K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $251K |
EAELECTRONIC ARTS INC | $249K |
VEEVVEEVA SYS INC | $249K |
BRBRBELLRING BRANDS INC | $249K |
ABXBARRICK GOLD CORP | $248K |
NTAPNETAPP INC | $248K |
IPGINTERPUBLIC GROUP COS INC | $247K |
LAMRLAMAR ADVERTISING CO NEW | $246K |
PPLPPL CORP | $245K |
AOMISHARES TR | $245K |
MKTXMARKETAXESS HLDGS INC | $245K |
RGLDROYAL GOLD INC | $244K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $244K |
NTNXNUTANIX INC | $244K |
ABRARBOR REALTY TRUST INC | $244K |
IAKISHARES TR | $244K |
SPTMSPDR SER TR | $243K |
IRINGERSOLL RAND INC | $243K |
CINFCINCINNATI FINL CORP | $241K |
RQICOHEN & STEERS QUALITY INCOM | $241K |
AFLGFIRST TR EXCHNG TRADED FD VI | $240K |
YUMCYUM CHINA HLDGS INC | $240K |
XBOEXBLACKROCK ENHANCED GLOBAL DI | $239K |
OMFSINVESCO EXCH TRD SLF IDX FD | $238K |
QDEFFLEXSHARES TR | $237K |
FUMBFIRST TR EXCH TRADED FD III | $237K |
STGWSTAGWELL INC | $234K |
EMNEASTMAN CHEM CO | $234K |
XEVVXEATON VANCE LTD DURATION INC | $234K |
SPHRSPHERE ENTERTAINMENT CO | $234K |
SPHDINVESCO EXCH TRADED FD TR II | $233K |
WESWESTERN MIDSTREAM PARTNERS L | $233K |
TRITHOMSON REUTERS CORP | $231K |
ATDATI INC | $231K |
ILMNILLUMINA INC | $231K |
BITOPROSHARES TR | $229K |
HEIHEICO CORP NEW | $229K |
CABOCABLE ONE INC | $229K |
RPMRPM INTL INC | $228K |
PLNTPLANET FITNESS INC | $227K |
VPUVANGUARD WORLD FD | $227K |
PG4PRINCIPAL FINANCIAL GROUP IN | $226K |
SCMSTELLUS CAP INVT CORP | $226K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $226K |
RIORIO TINTO PLC | $226K |
JXNJACKSON FINANCIAL INC | $224K |
BLDRBUILDERS FIRSTSOURCE INC | $224K |
SONSONOCO PRODS CO | $223K |
ESSESSEX PPTY TR INC | $223K |
BGRBLACKROCK ENERGY & RES TR | $223K |
EXLSEXLSERVICE HOLDINGS INC | $222K |
POSTPOST HLDGS INC | $221K |