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 301–350 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CBSH | COMMERCE BANCSHARES INC | 46K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 8K | $1M+ | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 312K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 39K | $1M+ | SH |
| GM | GENERAL MTRS CO | 28K | $1M+ | SH |
| USAC | USA COMPRESSION PARTNERS LP | 100K | $1M+ | SH |
| SCZ | ISHARES TR | 30K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 48K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 86K | $1M+ | SH |
| SYY | SYSCO CORP | 31K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 38K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 44K | $1M+ | SH |
| HAL | HALLIBURTON CO | 80K | $1M+ | SH |
| PTNQ | PACER FDS TR | 29K | $1M+ | SH |
| MS | MORGAN STANLEY | 13K | $1M+ | SH |
| STPZ | PIMCO ETF TR | 41K | $1M+ | SH |
| BNL | BROADSTONE NET LEASE INC | 128K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 57K | $1M+ | SH |
| IWP | ISHARES TR | 16K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 59K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 14K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 24K | $1M+ | SH |
| TRN | TRINITY INDS INC | 83K | $1M+ | SH |
| TUSI | TOUCHSTONE ETF TRUST | 86K | $1M+ | SH |
| HAWX | ISHARES TR | 55K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 32K | $1M+ | SH |
| CRWV | COREWEAVE INC | 30K | $1M+ | SH |
| AOR | ISHARES TR | 33K | $1M+ | SH |
| IEFA | ISHARES TR | 24K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| LQD | ISHARES TR | 19K | $1M+ | SH |
| COR | CENCORA INC | 6K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 16K | $1M+ | SH |
| SCUS | SCHWAB STRATEGIC TR | 81K | $1M+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 98K | $1M+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 34K | $1M+ | SH |
| TAFM | AB ACTIVE ETFS INC | 80K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 35K | $1M+ | SH |
| VISN | COMMSCOPE HLDG CO INC | 112K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 27K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 8K | $1M+ | SH |
| NU | NU HLDGS LTD | 120K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 46K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 8K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 33K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 37K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 8K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 14K | $1M+ | SH |