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 51–100 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 107K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 27K | $1M+ | SH |
| GOOGL | ALPHABET INC | 48K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 314K | $1M+ | SH |
| AMZN | AMAZON COM INC | 62K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 74K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 29K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 87K | $1M+ | SH |
| IVW | ISHARES TR | 103K | $1M+ | SH |
| AVGO | BROADCOM INC | 37K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 320K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 273K | $1M+ | SH |
| GEV | GE VERNOVA INC | 18K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 151K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 99K | $1M+ | SH |
| DHIL | DIAMOND HILL INVT GROUP INC | 68K | $1M+ | SH |
| CRM | SALESFORCE INC | 69K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 206K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 42K | $1M+ | SH |
| ETN | EATON CORP PLC | 35K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 68K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 178K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 106K | $1M+ | SH |
| TJX | TJX COS INC NEW | 70K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 51K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 44K | $1M+ | SH |
| IYW | ISHARES TR | 54K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 298K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 175K | $1M+ | SH |
| AMGN | AMGEN INC | 31K | $1M+ | SH |
| OEF | ISHARES TR | 29K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 39K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 33K | $1M+ | SH |
| ARKK | ARK ETF TR | 126K | $1M+ | SH |
| QUAL | ISHARES TR | 48K | $1M+ | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 99K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 241K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 49K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 112K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 188K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 111K | $1M+ | SH |
| DIS | DISNEY WALT CO | 82K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 201K | $1M+ | SH |
| EDIV | SPDR INDEX SHS FDS | 236K | $1M+ | SH |
| T | AT&T INC | 371K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 19K | $1M+ | SH |
| CCL | CARNIVAL CORP | 298K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 27K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 313K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 156K | $1M+ | SH |