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 | Value |
|---|---|
BKRBAKER HUGHES COMPANY | $5.6M |
MMM3M CO | $5.6M |
PLDPROLOGIS INC. | $5.6M |
HPEHEWLETT PACKARD ENTERPRISE C | $5.5M |
ETENERGY TRANSFER L P | $5.5M |
EMXCISHARES INC | $5.5M |
SWSMURFIT WESTROCK PLC | $5.5M |
SPHYSPDR SERIES TRUST | $5.5M |
APHAMPHENOL CORP NEW | $5.4M |
BILSSPDR SERIES TRUST | $5.4M |
GRNYTIDAL TRUST I | $5.4M |
UIUBIQUITI INC | $5.4M |
VRIGINVESCO ACTIVELY MANAGED EXC | $5.3M |
JEPQJ P MORGAN EXCHANGE TRADED F | $5.3M |
SDVYFIRST TR EXCHANGE-TRADED FD | $5.3M |
WWAYFAIR INC | $5.3M |
BIVVANGUARD BD INDEX FDS | $5.2M |
GRIDFIRST TR EXCHANGE TRADED FD | $5.2M |
SGOVISHARES TR | $5.2M |
XLESELECT SECTOR SPDR TR | $5.1M |
NVONOVO-NORDISK A S | $5.1M |
WTVWISDOMTREE TR | $5.1M |
FDLFIRST TR EXCHANGE-TRADED FD | $5.1M |
APDAIR PRODS & CHEMS INC | $5.0M |
BSYBENTLEY SYS INC | $5.0M |
ITOTISHARES TR | $5.0M |
LVSLAS VEGAS SANDS CORP | $5.0M |
INTUINTUIT | $5.0M |
MSIMOTOROLA SOLUTIONS INC | $4.9M |
DELLDELL TECHNOLOGIES INC | $4.9M |
VFHVANGUARD WORLD FD | $4.9M |
CITHE CIGNA GROUP | $4.9M |
LENLENNAR CORP | $4.9M |
USIGISHARES TR | $4.8M |
AQLTISHARES TR | $4.8M |
ABGCENCORA INC | $4.8M |
BABAALIBABA GROUP HLDG LTD | $4.8M |
GTOINVESCO ACTIVELY MANAGED EXC | $4.8M |
DVNDEVON ENERGY CORP NEW | $4.8M |
CWBSPDR SERIES TRUST | $4.8M |
LINLINDE PLC | $4.8M |
SPLVINVESCO EXCH TRADED FD TR II | $4.8M |
SFLRINNOVATOR ETFS TRUST | $4.7M |
SLVISHARES SILVER TR | $4.7M |
NBISNEBIUS GROUP N.V. | $4.7M |
EPDENTERPRISE PRODS PARTNERS L | $4.7M |
SOXXISHARES TR | $4.7M |
AMEAMETEK INC | $4.7M |
AZNASTRAZENECA PLC | $4.6M |
ADBEADOBE INC | $4.6M |
FESMFIDELITY COVINGTON TRUST | $4.5M |
VHTVANGUARD WORLD FD | $4.5M |
VEUVANGUARD INTL EQUITY INDEX F | $4.5M |
CORZCORE SCIENTIFIC INC NEW | $4.5M |
IYGISHARES TR | $4.5M |
MRSHMARSH & MCLENNAN COS INC | $4.5M |
CVNACARVANA CO | $4.5M |
BKNGBOOKING HOLDINGS INC | $4.5M |
IBITISHARES BITCOIN TRUST ETF | $4.4M |
VRTXVERTEX PHARMACEUTICALS INC | $4.4M |
HYTRNORTHERN LTS FD TR III | $4.3M |
THROBLACKROCK ETF TRUST | $4.3M |
VCSHVANGUARD SCOTTSDALE FDS | $4.3M |
MPMP MATERIALS CORP | $4.2M |
MGVVANGUARD WORLD FD | $4.2M |
SPABSPDR SERIES TRUST | $4.2M |
GOVIINVESCO EXCH TRADED FD TR II | $4.2M |
APOAPOLLO GLOBAL MGMT INC | $4.2M |
WELLWELLTOWER INC | $4.2M |
KNGFIRST TR EXCHANGE-TRADED FD | $4.2M |
METMETLIFE INC | $4.1M |
VXFVANGUARD INDEX FDS | $4.1M |
KMIKINDER MORGAN INC DEL | $4.1M |
RSGREPUBLIC SVCS INC | $4.1M |
SHELSHELL PLC | $4.1M |
NSCNORFOLK SOUTHN CORP | $4.1M |
MUBISHARES TR | $4.1M |
DFASDIMENSIONAL ETF TRUST | $4.0M |
VSTVISTRA CORP | $4.0M |
BKLNINVESCO EXCH TRADED FD TR II | $4.0M |
ACWXISHARES TR | $4.0M |
TSCOTRACTOR SUPPLY CO | $4.0M |
QYLDGLOBAL X FDS | $4.0M |
CIBRFIRST TR EXCHANGE TRADED FD | $3.9M |
USBUS BANCORP DEL | $3.9M |
PKGPACKAGING CORP AMER | $3.9M |
PYLDPIMCO ETF TR | $3.9M |
TBILRBB FD INC | $3.8M |
WBDWARNER BROS DISCOVERY INC | $3.8M |
KEYKEYCORP | $3.8M |
SOFISOFI TECHNOLOGIES INC | $3.8M |
BRBROADRIDGE FINL SOLUTIONS IN | $3.8M |
STWDSTARWOOD PPTY TR INC | $3.8M |
RFREGIONS FINANCIAL CORP NEW | $3.8M |
RWLINVESCO EXCH TRADED FD TR II | $3.7M |
CLCOLGATE PALMOLIVE CO | $3.7M |
NXPINXP SEMICONDUCTORS N V | $3.7M |
DFAUDIMENSIONAL ETF TRUST | $3.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.7M |
MARMARRIOTT INTL INC NEW | $3.7M |