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 |
|---|---|
OKLOOKLO INC | $1.8M |
IYZISHARES TR | $1.8M |
HTHHILLTOP HOLDINGS INC | $1.8M |
VONEVANGUARD SCOTTSDALE FDS | $1.8M |
VNQVANGUARD INDEX FDS | $1.8M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.8M |
USMFWISDOMTREE TR | $1.8M |
AGGYWISDOMTREE TR | $1.8M |
VCRBVANGUARD MALVERN FDS | $1.8M |
MLB1MERCADOLIBRE INC | $1.8M |
SAPSAP SE | $1.8M |
ADSKAUTODESK INC | $1.7M |
DASHDOORDASH INC | $1.7M |
CVSCVS HEALTH CORP | $1.7M |
CSXCSX CORP | $1.7M |
LNGCHENIERE ENERGY INC | $1.7M |
SCHASCHWAB STRATEGIC TR | $1.7M |
HSYHERSHEY CO | $1.7M |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $1.7M |
PSAPUBLIC STORAGE OPER CO | $1.7M |
OREALTY INCOME CORP | $1.7M |
GWXSPDR INDEX SHS FDS | $1.7M |
VIAVVIAVI SOLUTIONS INC | $1.7M |
TBLDTHORNBURG INCM BUILDER OPP T | $1.7M |
DFACDIMENSIONAL ETF TRUST | $1.7M |
EFAVISHARES TR | $1.7M |
EIXEDISON INTL | $1.7M |
CASYCASEYS GEN STORES INC | $1.7M |
AONAON PLC | $1.7M |
SHAKSHAKE SHACK INC | $1.7M |
IONQIONQ INC | $1.7M |
TDIVFIRST TR EXCHANGE TRADED FD | $1.7M |
FDSFACTSET RESH SYS INC | $1.6M |
AUANGLOGOLD ASHANTI PLC | $1.6M |
SHMSPDR SERIES TRUST | $1.6M |
RHCRH PLC | $1.6M |
SBRSABINE RTY TR | $1.6M |
GNOVFIRST TR EXCHNG TRADED FD VI | $1.6M |
OWLBLUE OWL CAPITAL INC | $1.6M |
CRSCARPENTER TECHNOLOGY CORP | $1.6M |
FMFFIRST TR EXCHANGE-TRADED FD | $1.6M |
HIGHARTFORD INSURANCE GROUP INC | $1.6M |
XLBSELECT SECTOR SPDR TR | $1.6M |
NTRANATERA INC | $1.6M |
SIVRABRDN SILVER ETF TRUST | $1.6M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.6M |
SPOTSPOTIFY TECHNOLOGY S A | $1.6M |
ADXADAMS DIVERSIFIED EQUITY FD | $1.6M |
RGTIRIGETTI COMPUTING INC | $1.6M |
YUMYUM BRANDS INC | $1.6M |
BPBP PLC | $1.6M |
IBKRINTERACTIVE BROKERS GROUP IN | $1.6M |
CLXCLOROX CO DEL | $1.5M |
HYGISHARES TR | $1.5M |
THCTENET HEALTHCARE CORP | $1.5M |
WF2WINTRUST FINL CORP | $1.5M |
DHID R HORTON INC | $1.5M |
IXNISHARES TR | $1.5M |
SHYGISHARES TR | $1.5M |
IRINGERSOLL RAND INC | $1.5M |
DMCYADVISORS INNER CIRCLE FD III | $1.5M |
FGDFIRST TR EXCHANGE TRADED FD | $1.5M |
YEARAB ACTIVE ETFS INC | $1.5M |
BCCCGLOBAL X FDS | $1.5M |
LCTUBLACKROCK ETF TRUST | $1.5M |
HUBBHUBBELL INC | $1.5M |
RIORIO TINTO PLC | $1.5M |
DSLDOUBLELINE INCOME SOLUTIONS | $1.5M |
RCLROYAL CARIBBEAN GROUP | $1.5M |
SYU1SYNOVUS FINL CORP | $1.5M |
ARCCARES CAPITAL CORP | $1.5M |
LUVSOUTHWEST AIRLS CO | $1.5M |
DSIISHARES TR | $1.5M |
ROKROCKWELL AUTOMATION INC | $1.5M |
WCMEFIRST TR EXCHANGE-TRADED FD | $1.5M |
AQLTISHARES TR | $1.5M |
VXUSVANGUARD STAR FDS | $1.5M |
FDXFEDEX CORP | $1.5M |
ATOATMOS ENERGY CORP | $1.5M |
XBISPDR SERIES TRUST | $1.5M |
TYTRI CONTL CORP | $1.5M |
RITMRITHM CAPITAL CORP | $1.5M |
SRLNSSGA ACTIVE ETF TR | $1.5M |
MIGASTRATEGY INC | $1.5M |
BMNRBITMINE IMMERSION TECNOLOGIE | $1.4M |
SCHBSCHWAB STRATEGIC TR | $1.4M |
KAMOMANAGED PORTFOLIO SERIES | $1.4M |
VGKVANGUARD INTL EQUITY INDEX F | $1.4M |
RDDTREDDIT INC | $1.4M |
FLQMFRANKLIN TEMPLETON ETF TR | $1.4M |
SPYDSPDR SERIES TRUST | $1.4M |
BCSBARCLAYS PLC | $1.4M |
VSSVANGUARD INTL EQUITY INDEX F | $1.4M |
FMBFIRST TR EXCH TRADED FD III | $1.4M |
WDCWESTERN DIGITAL CORP | $1.4M |
CRSPCRISPR THERAPEUTICS AG | $1.4M |
DDDUPONT DE NEMOURS INC | $1.4M |
HCAHCA HEALTHCARE INC | $1.4M |
EX9EXELIXIS INC | $1.4M |
AIQGLOBAL X FDS | $1.4M |