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 1251–1300 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT IN | 1K | $100K–$500K | SH |
| IIM | INVESCO VALUE MUN INCOME TR | 15K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 4K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| HIO | WESTERN ASSET HIGH INCOME OP | 49K | $100K–$500K | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 29K | $100K–$500K | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 9K | $100K–$500K | SH |
| HEI | HEICO CORP NEW | 559 | $100K–$500K | SH |
| HUT | HUT 8 CORP | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH (Call) |
| MQY | BLACKROCK MUNIYILD QULT FD I | 16K | $100K–$500K | SH |
| BLW | BLACKROCK LTD DURATION INCOM | 13K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 616 | $100K–$500K | SH |
| ONDS | ONDAS HLDGS INC | 18K | $100K–$500K | SH |
| MVF | BLACKROCK MUNIVEST FD INC | 25K | $100K–$500K | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 13K | $100K–$500K | SH |
| LAC | LITHIUM AMERS CORP NEW | 40K | $100K–$500K | SH |
| YYY | AMPLIFY ETF TR | 15K | $100K–$500K | SH |
| UJUL | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| EFR | EATON VANCE SR FLTNG RTE TR | 15K | $100K–$500K | SH |
| EVV | EATON VANCE LIMITED DURATION | 17K | $100K–$500K | SH |
| EVN | EATON VANCE MUNI INCOME TRUS | 16K | $100K–$500K | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 17K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 15K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 391 | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PFS | PROVIDENT FINL SVCS INC | 8K | $100K–$500K | SH |
| ING | ING GROEP N.V. | 6K | $100K–$500K | SH |
| ICVT | ISHARES TR | 2K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 9K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 570 | $100K–$500K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 2K | $100K–$500K | SH (Call) |
| PLTM | GRANITESHARES PLATINUM TR | 8K | $100K–$500K | SH |
| IQI | INVESCO QUALITY MUN INCOME T | 16K | $100K–$500K | SH |
| HLNE | HAMILTON LANE INC | 1K | $100K–$500K | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 8K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC | 899 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 332 | $100K–$500K | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 7K | $100K–$500K | SH |
| OIA | INVESCO MUNI INCOME OPP TRST | 26K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 685 | $100K–$500K | SH |
| PBR.A | PETROLEO BRASILEIRO SA PETRO | 13K | $100K–$500K | SH |
| TXRH | TEXAS ROADHOUSE INC | 914 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 1K | $100K–$500K | SH |
| SMTH | ALPS ETF TR | 6K | $100K–$500K | SH |
| MT | ARCELORMITTAL SA LUXEMBOURG | 3K | $100K–$500K | SH |