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 151–200 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAUG | INNOVATOR ETFS TRUST | 149K | $1M+ | SH |
| DDWM | WISDOMTREE TR | 147K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 53K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 83K | $1M+ | SH |
| PFXF | VANECK ETF TRUST | 335K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 32K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 15K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 122K | $1M+ | SH |
| IVE | ISHARES TR | 27K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 159K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 6K | $1M+ | SH |
| SNA | SNAP ON INC | 16K | $1M+ | SH |
| DLN | WISDOMTREE TR | 64K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 16K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 201K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 333K | $1M+ | SH |
| EMXC | ISHARES INC | 75K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 34K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 22K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 21K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 218K | $1M+ | SH |
| NFLX | NETFLIX INC | 57K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 54K | $1M+ | SH |
| SW | SMURFIT WESTROCK PLC | 137K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 46K | $1M+ | SH |
| PLD | PROLOGIS INC. | 41K | $1M+ | SH |
| DE | DEERE & CO | 11K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 34K | $1M+ | SH |
| SGOV | ISHARES TR | 51K | $1M+ | SH |
| WTV | WISDOMTREE TR | 54K | $1M+ | SH |
| HD | HOME DEPOT INC | 14K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 108K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 12K | $1M+ | SH |
| USIG | ISHARES TR | 93K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 201K | $1M+ | SH |
| CI | THE CIGNA GROUP | 17K | $1M+ | SH |
| SHOP | SHOPIFY INC | 29K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 177K | $1M+ | SH |
| NBIS | NEBIUS GROUP N.V. | 56K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 145K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 37K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 16K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 12K | $1M+ | SH |
| IYG | ISHARES TR | 48K | $1M+ | SH |
| HYTR | NORTHERN LTS FD TR III | 198K | $1M+ | SH |
| LIN | LINDE PLC | 10K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 67K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 30K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 56K | $1M+ | SH |
| MP | MP MATERIALS CORP | 82K | $1M+ | SH |