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 401–450 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EFAV | ISHARES TR | 20K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 8K | $1M+ | SH |
| SHAK | SHAKE SHACK INC | 20K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 17K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 71K | $1M+ | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 32K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 57K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 14K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 34K | $1M+ | SH |
| ROL | ROLLINS INC | 27K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 29K | $1M+ | SH |
| SBR | SABINE RTY TR | 24K | $1M+ | SH |
| GNOV | FIRST TR EXCHNG TRADED FD VI | 41K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 108K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 44K | $1M+ | SH |
| AAPL | APPLE INC | 6K | $1M+ | SH (Put) |
| SIVR | ABRDN SILVER ETF TRUST | 24K | $1M+ | SH |
| IONQ | IONQ INC | 36K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 8K | $1M+ | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 31K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 21K | $1M+ | SH |
| IWM | ISHARES TR | 6K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 8K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 34K | $1M+ | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 67K | $1M+ | SH |
| NTRS | NORTHERN TR CORP | 11K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 17K | $1M+ | SH |
| LOW | LOWES COS INC | 6K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 19K | $1M+ | SH |
| IXN | ISHARES TR | 15K | $1M+ | SH |
| IJK | ISHARES TR | 16K | $1M+ | SH |
| HYG | ISHARES TR | 19K | $1M+ | SH |
| DMCY | ADVISORS INNER CIRCLE FD III | 49K | $1M+ | SH |
| YEAR | AB ACTIVE ETFS INC | 30K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 32K | $1M+ | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 134K | $1M+ | SH |
| WTFC | WINTRUST FINL CORP | 11K | $1M+ | SH |
| SNV | SYNOVUS FINL CORP | 30K | $1M+ | SH |
| RIO | RIO TINTO PLC | 19K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| JULP | PGIM ROCK ETF TR | 48K | $1M+ | SH |
| WCME | FIRST TR EXCHANGE-TRADED FD | 85K | $1M+ | SH |
| TY | TRI CONTL CORP | 45K | $1M+ | SH |
| HEFA | ISHARES TR | 35K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 4K | $1M+ | SH |
| RITM | RITHM CAPITAL CORP | 133K | $1M+ | SH |
| MSTR | STRATEGY INC | 10K | $1M+ | SH |
| PHM | PULTE GROUP INC | 12K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 35K | $1M+ | SH |