CIK 2001015
Concurrent Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,713
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | 3K | $500K+ | SH |
| TER | TERADYNE INC | 5K | $500K+ | SH |
| FLOT | ISHARES TR | 19K | $500K+ | SH |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 25K | $500K+ | SH |
| VDC | VANGUARD WORLD FD | 5K | $500K+ | SH |
| IWC | ISHARES TR | 6K | $500K+ | SH |
| SF | STIFEL FINL CORP | 8K | $500K+ | SH |
| STXE | EA SERIES TRUST | 27K | $500K+ | SH |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 44K | $500K+ | SH |
| FTNT | FORTINET INC | 12K | $500K+ | SH |
| BRO | BROWN & BROWN INC | 12K | $500K+ | SH |
| ETR | ENTERGY CORP NEW | 10K | $500K+ | SH |
| IDV | ISHARES TR | 24K | $500K+ | SH |
| BIO | BIO RAD LABS INC | 3K | $500K+ | SH |
| NUE | NUCOR CORP | 6K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 4K | $500K+ | SH |
| THC | TENET HEALTHCARE CORP | 5K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 15K | $500K+ | SH |
| KR | KROGER CO | 15K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 20K | $500K+ | SH |
| HYLB | DBX ETF TR | 25K | $500K+ | SH |
| USMV | ISHARES TR | 10K | $500K+ | SH |
| NRG | NRG ENERGY INC | 6K | $500K+ | SH |
| IJJ | ISHARES TR | 7K | $500K+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 22K | $500K+ | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 17K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 2K | $500K+ | SH |
| USHY | ISHARES TR | 24K | $500K+ | SH |
| EAGG | ISHARES TR | 19K | $500K+ | SH |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 30K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 16K | $500K+ | SH |
| NDAQ | NASDAQ INC | 9K | $500K+ | SH |
| ILMN | ILLUMINA INC | 7K | $500K+ | SH |
| VTES | VANGUARD WELLINGTON FD | 9K | $500K+ | SH |
| WRB | BERKLEY W R CORP | 13K | $500K+ | SH |
| VOX | VANGUARD WORLD FD | 5K | $500K+ | SH |
| SDOG | ALPS ETF TR | 14K | $500K+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 20K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 5K | $500K+ | SH |
| KOCT | INNOVATOR ETFS TRUST | 25K | $500K+ | SH |
| BCS | BARCLAYS PLC | 33K | $500K+ | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 36K | $500K+ | SH |
| NUV | NUVEEN MUN VALUE FD INC | 93K | $500K+ | SH |
| WPC | WP CAREY INC | 13K | $500K+ | SH |
| LDUR | PIMCO ETF TR | 9K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| DEO | DIAGEO PLC | 10K | $500K+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 3K | $500K+ | SH |
| POR | PORTLAND GEN ELEC CO | 17K | $500K+ | SH |
| IR | INGERSOLL RAND INC | 10K | $500K+ | SH |