Concurrent Investment Advisors, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$8.8B

Holdings

1,713

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,713 positions)

#	Stock	Shares	Value	% Portfolio	Type
901	BIIBBIOGEN INC	4,376	$769K	0.01%
902	SKYWSKYWEST INC	7,644	$767K	0.01%
903	DDTOINNOVATOR ETFS TRUST	18,837	$767K	0.01%
904	ONTOONTO INNOVATION INC	4,860	$766K	0.01%
905	GGGGRACO INC	9,324	$763K	0.01%
906	DOVDOVER CORP	3,909	$763K	0.01%
907	CNPCENTERPOINT ENERGY INC	19,888	$761K	0.01%
908	JANWAIM ETF PRODUCTS TRUST	20,546	$760K	0.01%
909	VPUVANGUARD WORLD FD	4,103	$759K	0.01%
910	PULSPGIM ETF TR	15,331	$759K	0.01%
911	IWSISHARES TR	5,344	$753K	0.01%
912	ENVXENOVIX CORPORATION	103,052	$753K	0.01%
913	DIVOAMPLIFY ETF TR	16,903	$752K	0.01%
914	PHPARKER-HANNIFIN CORP	7,299	$750K	0.01%
915	UCONFIRST TR EXCHNG TRADED FD VI	29,798	$749K	0.01%
916	PMBSPIMCO ETF TR	7,641	$747K	0.01%
917	DTDYNATRACE INC	17,207	$744K	0.01%
918	RDIVINVESCO EXCH TRADED FD TR II	14,264	$742K	0.01%
919	XHRXENIA HOTELS & RESORTS INC	52,441	$740K	0.01%
920	BSEPINNOVATOR ETFS TRUST	15,016	$739K	0.01%
921	UMBFUMB FINL CORP	6,424	$738K	0.01%
922	PMARINNOVATOR ETFS TRUST	16,409	$737K	0.01%
923	EATBRINKER INTL INC	5,128	$735K	0.01%
924	RMERESMED INC	3,052	$734K	0.01%
925	ITBISHARES TR	7,609	$732K	0.01%
926	ISPYPROSHARES TR	16,000	$730K	0.01%
927	NFRAFLEXSHARES TR	11,992	$725K	0.01%
928	XTISHARES TR	10,407	$725K	0.01%
929	FTLSFIRST TR EXCH TRADED FD III	10,210	$724K	0.01%
930	MASMASCO CORP	11,372	$720K	0.01%
931	OMCOMNICOM GROUP INC	8,937	$720K	0.01%
932	VICIVICI PPTYS INC	25,632	$719K	0.01%
933	DGXQUEST DIAGNOSTICS INC	4,148	$719K	0.01%
934	DNPDNP SELECT INCOME FD INC	71,915	$718K	0.01%
935	JNKSPDR SERIES TRUST	7,383	$717K	0.01%
936	SYFSYNCHRONY FINANCIAL	8,598	$717K	0.01%
937	JOYTJ P MORGAN EXCHANGE TRADED F	9,613	$717K	0.01%
938	PCYINVESCO EXCH TRADED FD TR II	33,027	$715K	0.01%
939	MVTBLACKROCK MUNIVEST FD II INC	66,100	$714K	0.01%
940	GRMNGARMIN LTD	3,527	$714K	0.01%
941	MAINMAIN STR CAP CORP	11,838	$714K	0.01%
942	USALIBERTY ALL STAR EQUITY FD	113,191	$710K	0.01%
943	EIPXFIRST TR EXCHANGE-TRADED FD	26,790	$708K	0.01%
944	BUDANHEUSER BUSCH INBEV SA/NV	11,022	$705K	0.01%
945	GSLCGOLDMAN SACHS ETF TR	5,322	$703K	0.01%
946	GDXJVANECK ETF TRUST	6,173	$702K	0.01%
947	EVEREVERQUOTE INC	25,957	$700K	0.01%
948	MDPEDIATRIX MEDICAL GROUP INC	32,782	$700K	0.01%
949	VTIPVANGUARD MALVERN FDS	14,169	$699K	0.01%
950	EGPEASTGROUP PPTYS INC	3,928	$699K	0.01%
951	UBSUBS GROUP AG	15,083	$697K	0.01%
952	ARTYISHARES TR	14,469	$697K	0.01%
953	USXFISHARES TR	12,120	$697K	0.01%
954	IWOISHARES TR	2,157	$696K	0.01%
955	EBAEBAY INC.	7,990	$695K	0.01%
956	ACWVISHARES INC	5,851	$694K	0.01%
957	IGBHISHARES U S ETF TR	28,192	$694K	0.01%
958	PGYPAGAYA TECHNOLOGIES LTD	33,177	$692K	0.01%
959	SPGIS&P GLOBAL INC	15,005	$691K	0.01%
960	IOOISHARES TR	5,461	$691K	0.01%
961	SAICSCIENCE APPLICATIONS INTL CO	6,854	$689K	0.01%
962	BNOVINNOVATOR ETFS TRUST	15,448	$686K	0.01%
963	GLDMWORLD GOLD TR	8,051	$686K	0.01%
964	FMARFIRST TR EXCHNG TRADED FD VI	14,460	$686K	0.01%
965	IM8NINSMED INC	3,930	$683K	0.01%
966	PRPERMIAN RESOURCES CORP	48,687	$682K	0.01%
967	AAAUGOLDMAN SACHS PHYSICAL GOLD	16,032	$682K	0.01%
968	SLYVSPDR SERIES TRUST	7,498	$681K	0.01%
969	LULULULULEMON ATHLETICA INC	3,265	$678K	0.01%
970	BEBLOOM ENERGY CORP	7,759	$673K	0.01%
971	IDXXIDEXX LABS INC	994	$672K	0.01%
972	WTWWILLIS TOWERS WATSON PLC LTD	2,043	$671K	0.01%
973	SEICSEI INVTS CO	8,197	$671K	0.01%
974	TALOTALOS ENERGY INC	60,723	$669K	0.01%
975	IRENIREN LIMITED	17,743	$669K	0.01%
976	IYKISHARES TR	9,995	$668K	0.01%
977	FLEXFLEX LTD	11,040	$666K	0.01%
978	TMFCRBB FD INC	9,286	$666K	0.01%
979	IDEVISHARES TR	8,082	$666K	0.01%
980	HTBHOMETRUST BANCSHARES INC	15,510	$665K	0.01%
981	GSIEGOLDMAN SACHS ETF TR	15,519	$665K	0.01%
982	MCXMCCORMICK & CO INC	9,766	$664K	0.01%
983	REGNREGENERON PHARMACEUTICALS	2,760	$660K	0.01%	Call
984	ROKUROKU INC	6,091	$660K	0.01%
985	AOMISHARES TR	13,836	$660K	0.01%
986	AGIALAMOS GOLD INC NEW	17,114	$660K	0.01%
987	JJACOBS SOLUTIONS INC	4,976	$658K	0.01%
988	EMEEMCOR GROUP INC	15,319	$657K	0.01%
989	ABCBAMERIS BANCORP	8,836	$655K	0.01%
990	TIPISHARES TR	5,916	$650K	0.01%
991	CASHPATHWARD FINANCIAL INC	9,134	$648K	0.01%
992	MEDPMEDPACE HLDGS INC	1,151	$646K	0.01%
993	PWSPACER FDS TR	19,995	$646K	0.01%
994	RELXRELX PLC	15,934	$643K	0.01%
995	ALBALBEMARLE CORP	4,549	$642K	0.01%
996	NGVTINGEVITY CORP	10,835	$641K	0.01%
997	GPNGLOBAL PMTS INC	8,242	$637K	0.01%
998	PNRPENTAIR PLC	6,116	$636K	0.01%
999	PEOADAM NAT RES FD INC	29,253	$635K	0.01%
1000	DVYEISHARES INC	20,400	$635K	0.01%

PreviousPage 10 of 18Next