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 101–150 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | 90K | $1M+ | SH |
| IYH | ISHARES TR | 136K | $1M+ | SH |
| WMT | WALMART INC | 80K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 74K | $1M+ | SH |
| IWV | ISHARES TR | 23K | $1M+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 87K | $1M+ | SH |
| IVLU | ISHARES TR | 229K | $1M+ | SH |
| ITA | ISHARES TR | 40K | $1M+ | SH |
| BLK | BLACKROCK INC | 8K | $1M+ | SH |
| C | CITIGROUP INC | 74K | $1M+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 75K | $1M+ | SH |
| GOOG | ALPHABET INC | 27K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 159K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 25K | $1M+ | SH |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 249K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 224K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 56K | $1M+ | SH |
| CPA | COPA HOLDINGS SA | 66K | $1M+ | SH |
| EEM | ISHARES TR | 143K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 49K | $1M+ | SH |
| IJT | ISHARES TR | 55K | $1M+ | SH |
| JLL | JONES LANG LASALLE INC | 23K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 290K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 94K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 242K | $1M+ | SH |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 188K | $1M+ | SH |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 174K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 80K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 346K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 143K | $1M+ | SH |
| CMI | CUMMINS INC | 14K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 133K | $1M+ | SH |
| IDHQ | INVESCO EXCH TRADED FD TR II | 204K | $1M+ | SH |
| AGG | ISHARES TR | 72K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 33K | $1M+ | SH |
| IUSB | ISHARES TR | 151K | $1M+ | SH |
| TRC | TEJON RANCH CO | 447K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 54K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 205K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 95K | $1M+ | SH |
| AFL | AFLAC INC | 63K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 17K | $1M+ | SH |
| PTLC | PACER FDS TR | 124K | $1M+ | SH |
| ORCL | ORACLE CORP | 35K | $1M+ | SH |
| FFLC | FIDELITY COVINGTON TRUST | 127K | $1M+ | SH |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 319K | $1M+ | SH |
| FYEE | FIDELITY GREENWOOD STREET TR | 234K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 88K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 206K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 127K | $1M+ | SH |