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 651–700 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USA | LIBERTY ALL STAR EQUITY FD | 113K | $500K+ | SH |
| SNY | SANOFI SA | 15K | $500K+ | SH |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 27K | $500K+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 25K | $500K+ | SH |
| GRMN | GARMIN LTD | 3K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 40K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| ARTY | ISHARES TR | 14K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 9K | $500K+ | SH |
| NET | CLOUDFLARE INC | 4K | $500K+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 28K | $500K+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 4K | $500K+ | SH |
| IGBH | ISHARES U S ETF TR | 28K | $500K+ | SH |
| BNOV | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| FMAR | FIRST TR EXCHNG TRADED FD VI | 14K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 16K | $500K+ | SH |
| CCI | CROWN CASTLE INC | 8K | $500K+ | SH |
| BE | BLOOM ENERGY CORP | 8K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 7K | $500K+ | SH |
| TALO | TALOS ENERGY INC | 61K | $500K+ | SH |
| IYK | ISHARES TR | 10K | $500K+ | SH |
| TMFC | RBB FD INC | 9K | $500K+ | SH |
| MNBD | ALPS ETF TR | 26K | $500K+ | SH |
| HTB | HOMETRUST BANCSHARES INC | 16K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 11K | $500K+ | SH |
| AOM | ISHARES TR | 14K | $500K+ | SH |
| AGI | ALAMOS GOLD INC NEW | 17K | $500K+ | SH |
| ACWV | ISHARES INC | 6K | $500K+ | SH |
| UBS | UBS GROUP AG | 14K | $500K+ | SH |
| IDEV | ISHARES TR | 8K | $500K+ | SH |
| IREN | IREN LIMITED | 17K | $500K+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| TIP | ISHARES TR | 6K | $500K+ | SH |
| EME | EMCOR GROUP INC | 1K | $500K+ | SH |
| FLEX | FLEX LTD | 11K | $500K+ | SH |
| CLH | CLEAN HARBORS INC | 3K | $500K+ | SH |
| NGVT | INGEVITY CORP | 11K | $500K+ | SH |
| ANF | ABERCROMBIE & FITCH CO | 5K | $500K+ | SH |
| PEO | ADAM NAT RES FD INC | 29K | $500K+ | SH |
| DVYE | ISHARES INC | 20K | $500K+ | SH |
| ATI | ATI INC | 6K | $500K+ | SH |
| DFP | FLAHERTY & CRUMRINE DYNAMIC | 30K | $500K+ | SH |
| AEE | AMEREN CORP | 6K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| ABR | ARBOR REALTY TRUST INC | 80K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 10K | $500K+ | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 27K | $500K+ | SH |