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 601–650 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AIPO | TIDAL TRUST II | 37K | $500K+ | SH |
| FMF | FIRST TR EXCHANGE-TRADED FD | 17K | $500K+ | SH |
| HDV | ISHARES TR | 7K | $500K+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 40K | $500K+ | SH |
| WSO | WATSCO INC | 2K | $500K+ | SH |
| SLB | SLB LIMITED | 21K | $500K+ | SH |
| SLDE | SLIDE INS HLDGS INC | 41K | $500K+ | SH |
| GSSC | GOLDMAN SACHS ETF TR | 10K | $500K+ | SH |
| RBLX | ROBLOX CORP | 10K | $500K+ | SH |
| RWO | SPDR INDEX SHS FDS | 17K | $500K+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 16K | $500K+ | SH |
| SMCI | SUPER MICRO COMPUTER INC | 27K | $500K+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 41K | $500K+ | SH |
| MLPX | GLOBAL X FDS | 13K | $500K+ | SH |
| GSK | GSK PLC | 16K | $500K+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 7K | $500K+ | SH |
| FLTR | VANECK ETF TRUST | 30K | $500K+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| JANW | AIM ETF PRODUCTS TRUST | 21K | $500K+ | SH |
| WDAY | WORKDAY INC | 4K | $500K+ | SH |
| VPU | VANGUARD WORLD FD | 4K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 9K | $500K+ | SH |
| FALN | ISHARES TR | 28K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 11K | $500K+ | SH |
| ENVX | ENOVIX CORPORATION | 103K | $500K+ | SH |
| DIVO | AMPLIFY ETF TR | 17K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| GGG | GRACO INC | 9K | $500K+ | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 14K | $500K+ | SH |
| ECL | ECOLAB INC | 3K | $500K+ | SH |
| BSEP | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1K | $500K+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| NEM | NEWMONT CORP | 7K | $500K+ | SH |
| IEF | ISHARES TR | 8K | $500K+ | SH |
| ITB | ISHARES TR | 8K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| ISPY | PROSHARES TR | 16K | $500K+ | SH |
| XT | ISHARES TR | 10K | $500K+ | SH |
| NFRA | FLEXSHARES TR | 12K | $500K+ | SH |
| EXEL | EXELIXIS INC | 17K | $500K+ | SH |
| ABNB | AIRBNB INC | 5K | $500K+ | SH |
| KAMO | MANAGED PORTFOLIO SERIES | 29K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 10K | $500K+ | SH |
| DNP | DNP SELECT INCOME FD INC | 72K | $500K+ | SH |
| JPEF | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| CTAS | CINTAS CORP | 4K | $500K+ | SH |
| JNK | SPDR SERIES TRUST | 7K | $500K+ | SH |
| MVT | BLACKROCK MUNIVEST FD II INC | 66K | $500K+ | SH |
| VCRB | VANGUARD MALVERN FDS | 9K | $500K+ | SH |