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 851–900 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FMAY | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| SN | SHARKNINJA INC | 4K | $100K–$500K | SH |
| CRMD | CORMEDIX INC | 36K | $100K–$500K | SH |
| ITM | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| CARY | ANGEL OAK FUNDS TRUST | 20K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| EAT | BRINKER INTL INC | 3K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 8K | $100K–$500K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 10K | $100K–$500K | SH |
| HCI | HCI GROUP INC | 2K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH (Call) |
| RMI | RIVERNORTH OPPORTUNISTIC MUN | 29K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 7K | $100K–$500K | SH |
| SHY | ISHARES TR | 5K | $100K–$500K | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| SKYW | SKYWEST INC | 4K | $100K–$500K | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 10K | $100K–$500K | SH |
| MYI | BLACKROCK MUNIYIELD QUALITY | 37K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 3K | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 17K | $100K–$500K | SH |
| ONTO | ONTO INNOVATION INC | 3K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| FSLY | FASTLY INC | 39K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 32K | $100K–$500K | SH |
| IWF | ISHARES TR | 830 | $100K–$500K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 10K | $100K–$500K | SH |
| LUNR | INTUITIVE MACHINES INC | 24K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| GRNJ | TIDAL TRUST III | 15K | $100K–$500K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 17K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| PTON | PELOTON INTERACTIVE INC | 62K | $100K–$500K | SH |
| TOST | TOAST INC | 11K | $100K–$500K | SH |
| LITE | LUMENTUM HLDGS INC | 1K | $100K–$500K | SH |
| TFI | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| IGV | ISHARES TR | 4K | $100K–$500K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 18K | $100K–$500K | SH |
| SHYD | VANECK ETF TRUST | 17K | $100K–$500K | SH |
| IJH | ISHARES TR | 6K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 4K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 2K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 2K | $100K–$500K | SH |
| STT | STATE STR CORP | 3K | $100K–$500K | SH |