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 701–750 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SJNK | SPDR SERIES TRUST | 25K | $500K+ | SH |
| TLT | ISHARES TR | 7K | $500K+ | SH |
| MSTY | TIDAL TRUST II | 21K | $500K+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 51K | $500K+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 2K | $500K+ | SH |
| AZO | AUTOZONE INC | 180 | $500K+ | SH |
| CRNC | CERENCE INC | 57K | $500K+ | SH |
| VICI | VICI PPTYS INC | 22K | $500K+ | SH |
| CRH | CRH PLC | 5K | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| SNEX | STONEX GROUP INC | 6K | $500K+ | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 42K | $500K+ | SH |
| EOG | EOG RES INC | 6K | $500K+ | SH |
| IRM | IRON MTN INC DEL | 7K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 14K | $500K+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| SCJ | ISHARES INC | 6K | $500K+ | SH |
| OMF | ONEMAIN HLDGS INC | 9K | $500K+ | SH |
| EEMA | ISHARES INC | 6K | $500K+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 15K | $500K+ | SH |
| FEMB | FIRST TR EXCH TRADED FD III | 19K | $500K+ | SH |
| CPZ | CALAMOS LNG SHR EQT DYNAMIC | 40K | $500K+ | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 17K | $500K+ | SH |
| IGF | ISHARES TR | 9K | $500K+ | SH |
| HOMZ | ETF SER SOLUTIONS | 13K | $500K+ | SH |
| BKLC | BNY MELLON ETF TRUST | 4K | $500K+ | SH |
| IWL | ISHARES TR | 3K | $500K+ | SH |
| OGE | OGE ENERGY CORP | 13K | $500K+ | SH |
| POWL | POWELL INDS INC | 2K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| OC | OWENS CORNING NEW | 5K | $500K+ | SH |
| IPAC | ISHARES TR | 8K | $500K+ | SH |
| BALT | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| HIMS | HIMS & HERS HEALTH INC | 17K | $500K+ | SH |
| PSTG | PURE STORAGE INC | 8K | $500K+ | SH |
| CIVI | CIVITAS RESOURCES INC | 21K | $500K+ | SH |
| SRE | SEMPRA | 6K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 996 | $500K+ | SH |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | 36K | $500K+ | SH |
| RMD | RESMED INC | 2K | $500K+ | SH |
| GDXJ | VANECK ETF TRUST | 5K | $500K+ | SH |
| USXF | ISHARES TR | 10K | $500K+ | SH |
| ESS | ESSEX PPTY TR INC | 2K | $500K+ | SH |
| VLU | SPDR SERIES TRUST | 3K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| EXC | EXELON CORP | 13K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 15K | $500K+ | SH |
| SDVD | FIRST TR EXCH TRADED FD III | 25K | $500K+ | SH |
| NVBT | AIM ETF PRODUCTS TRUST | 15K | $500K+ | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 10K | $500K+ | SH |