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Concurrent Investment Advisors

Latest statistics and disclosures from Concurrent Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002001015

Tip: Access up to 7 years of quarterly data

Positions held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Concurrent Investment Advisors

Concurrent Investment Advisors holds 828 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Concurrent Investment Advisors has 828 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors Dec. 31, 2023 positions
Download the Concurrent Investment Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	3.8	$81M	170k	475.31	View chart
Apple (AAPL)	3.5	$74M	400k	184.86	View chart
Microsoft Corporation (MSFT)	2.4	$50M	133k	376.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$45M	103k	436.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$40M	98k	409.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$34M	72k	477.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$33M	137k	237.22	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.4	$30M	573k	51.55	View chart
Amazon (AMZN)	1.3	$29M	188k	151.94	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.2	$25M	512k	48.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$25M	348k	70.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$23M	81k	277.15	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$22M	144k	149.50	View chart
NVIDIA Corporation (NVDA)	1.0	$20M	41k	495.21	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$20M	103k	192.48	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$19M	237k	80.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$19M	249k	75.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.9	$19M	264k	70.28	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$17M	203k	83.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$16M	117k	139.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$16M	93k	173.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$16M	44k	356.66	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$16M	42k	376.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$16M	114k	136.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$15M	134k	111.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$15M	147k	99.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$14M	185k	77.02	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)	0.7	$14M	143k	98.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$14M	128k	108.25	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$14M	273k	50.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$14M	44k	310.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$14M	72k	191.17	View chart
Home Depot Put Option (HD)	0.6	$13M	39k	346.55	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.6	$13M	680k	19.54	View chart
Wal-Mart Stores (WMT)	0.6	$13M	82k	157.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$13M	79k	157.80	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$13M	192k	65.06	View chart
Visa Com Cl A (V)	0.6	$12M	45k	260.35	View chart
Pepsi (PEP)	0.6	$12M	69k	169.84	View chart
Procter & Gamble Company (PG)	0.5	$12M	79k	146.54	View chart
JPMorgan Chase & Co. (JPM)	0.5	$12M	68k	170.10	View chart
Exxon Mobil Corporation (XOM)	0.5	$12M	115k	99.98	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$11M	21.00	542625.05	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$11M	144k	79.22	View chart
Johnson & Johnson (JNJ)	0.5	$11M	72k	156.74	View chart
Meta Platforms Cl A (META)	0.5	$10M	29k	353.96	View chart
Chevron Corporation (CVX)	0.5	$10M	68k	149.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$9.9M	206k	47.90	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$9.6M	133k	72.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$9.6M	48k	200.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$9.3M	66k	140.93	View chart
Merck & Co (MRK)	0.4	$9.3M	85k	109.02	View chart
Bentley Sys Com Cl B (BSY)	0.4	$9.3M	177k	52.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$9.1M	181k	50.24	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$8.9M	172k	51.67	View chart
Cisco Systems (CSCO)	0.4	$8.7M	173k	50.52	View chart
Eli Lilly & Co. (LLY)	0.4	$8.6M	15k	582.89	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.4	$8.6M	266k	32.52	View chart
McDonald's Corporation (MCD)	0.4	$8.6M	29k	296.51	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$8.6M	193k	44.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$8.4M	47k	179.97	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$8.4M	99k	84.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$8.1M	31k	259.51	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV)	0.4	$8.1M	209k	38.72	View chart
Broadcom (AVGO)	0.4	$8.0M	7.1k	1116.16	View chart
Coca-Cola Company (KO)	0.4	$7.9M	134k	58.93	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$7.7M	126k	61.53	View chart
Tesla Motors (TSLA)	0.3	$7.3M	85k	85.67	View chart
Broadstone Net Lease (BNL)	0.3	$7.2M	417k	17.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$7.2M	69k	104.10	View chart
UnitedHealth (UNH)	0.3	$7.1M	14k	526.45	View chart
Abbvie (ABBV)	0.3	$7.0M	45k	154.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$6.8M	166k	41.10	View chart
United Parcel Service CL B (UPS)	0.3	$6.8M	43k	157.23	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$6.8M	19k	350.89	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$6.7M	14k	483.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.7M	29k	232.63	View chart
Verizon Communications (VZ)	0.3	$6.5M	173k	37.70	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$5.9M	197k	29.84	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$5.9M	222k	26.57	View chart
Automatic Data Processing (ADP)	0.3	$5.9M	25k	232.96	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$5.7M	103k	55.90	View chart
Dutch Bros Cl A (BROS)	0.3	$5.7M	181k	31.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$5.7M	46k	122.75	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$5.7M	78k	72.66	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$5.6M	139k	40.56	View chart
salesforce (CRM)	0.3	$5.6M	47k	118.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$5.5M	31k	178.81	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$5.4M	143k	37.60	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$5.2M	83k	62.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$5.2M	105k	49.36	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$5.2M	56k	92.45	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.2M	11k	453.21	View chart
Lowe's Companies (LOW)	0.2	$5.1M	23k	222.54	View chart
Costco Wholesale Corporation (COST)	0.2	$5.0M	7.6k	660.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.0M	55k	89.80	View chart
International Business Machines (IBM)	0.2	$4.9M	30k	163.55	View chart
Caterpillar (CAT)	0.2	$4.9M	17k	295.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$4.8M	59k	81.28	View chart
Bank of America Corporation (BAC)	0.2	$4.7M	141k	33.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.7M	22k	213.32	View chart
Oracle Corporation (ORCL)	0.2	$4.7M	44k	105.43	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.7M	90k	51.99	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$4.6M	54k	85.41	View chart
Boeing Company (BA)	0.2	$4.6M	18k	260.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.6M	31k	147.14	View chart
Snap-on Incorporated (SNA)	0.2	$4.5M	16k	288.82	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$4.5M	40k	114.36	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.2	$4.5M	45k	100.72	View chart
BlackRock (BLK)	0.2	$4.4M	5.4k	811.71	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$4.4M	58k	75.77	View chart
Eaton Corp SHS (ETN)	0.2	$4.3M	18k	240.81	View chart
Simon Property (SPG)	0.2	$4.3M	30k	142.64	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$4.3M	93k	46.63	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$4.3M	104k	41.57	View chart
Qualcomm (QCOM)	0.2	$4.3M	30k	144.63	View chart
Uber Technologies Call Option (UBER)	0.2	$4.3M	70k	61.57	View chart
Vanguard World Fds Financials Etf (VFH)	0.2	$4.2M	46k	92.26	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.2M	9.9k	426.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.2M	82k	51.05	View chart
TJX Companies (TJX)	0.2	$4.2M	44k	93.81	View chart
Starbucks Corporation (SBUX)	0.2	$4.1M	43k	96.01	View chart
ConocoPhillips (COP)	0.2	$4.1M	36k	116.07	View chart
Abbott Laboratories (ABT)	0.2	$4.1M	38k	110.07	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$4.1M	114k	35.88	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$4.1M	79k	51.41	View chart
Amgen (AMGN)	0.2	$4.1M	14k	288.02	View chart
Nike CL B (NKE)	0.2	$4.1M	37k	108.57	View chart
Vanguard World Fds Health Car Etf (VHT)	0.2	$4.1M	16k	250.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$4.1M	23k	174.87	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$4.0M	179k	22.44	View chart
At&t (T)	0.2	$4.0M	238k	16.78	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$3.9M	267k	14.76	View chart
L3harris Technologies (LHX)	0.2	$3.8M	18k	210.62	View chart
Walt Disney Company (DIS)	0.2	$3.8M	42k	90.29	View chart
S&p Global (SPGI)	0.2	$3.8M	8.6k	440.50	View chart
Nextera Energy (NEE)	0.2	$3.8M	62k	60.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.8M	29k	130.92	View chart
Air Products & Chemicals (APD)	0.2	$3.7M	14k	273.80	View chart
Southern Company (SO)	0.2	$3.7M	53k	70.12	View chart
Chubb (CB)	0.2	$3.6M	16k	226.00	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.2	$3.6M	28k	128.07	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.2	$3.5M	143k	24.87	View chart
Illinois Tool Works (ITW)	0.2	$3.5M	14k	261.92	View chart
Pfizer (PFE)	0.2	$3.5M	123k	28.79	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.2	$3.5M	12k	304.53	View chart
Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSJV)	0.2	$3.5M	133k	26.34	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$3.5M	80k	43.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.3M	19k	170.39	View chart
Matador Resources (MTDR)	0.2	$3.2M	56k	56.86	View chart
Emerson Electric (EMR)	0.1	$3.2M	33k	97.33	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$3.2M	188k	16.86	View chart
General Dynamics Corporation (GD)	0.1	$3.2M	12k	259.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.1M	100k	31.51	View chart
Paychex (PAYX)	0.1	$3.1M	26k	119.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.1M	14k	219.56	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$3.0M	177k	17.18	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$3.0M	160k	18.96	View chart
Waste Management (WM)	0.1	$3.0M	17k	179.10	View chart
Honeywell International (HON)	0.1	$3.0M	14k	209.71	View chart
Vanguard World Fds Industrial Etf (VIS)	0.1	$2.9M	13k	220.42	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.9M	32k	91.39	View chart
Oneok (OKE)	0.1	$2.9M	41k	70.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.9M	37k	78.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.9M	20k	145.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.8M	51k	55.41	View chart
Tractor Supply Company (TSCO)	0.1	$2.8M	13k	215.02	View chart
AFLAC Incorporated (AFL)	0.1	$2.8M	34k	82.50	View chart
Intel Corporation Put Option (INTC)	0.1	$2.8M	55k	50.25	View chart
Starwood Property Trust (STWD)	0.1	$2.8M	132k	21.02	View chart
Analog Devices (ADI)	0.1	$2.7M	14k	198.56	View chart
Sherwin-Williams Company (SHW)	0.1	$2.7M	8.8k	311.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.7M	36k	76.38	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$2.7M	45k	60.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.7M	43k	63.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.7M	17k	155.33	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.7M	16k	167.96	View chart
Union Pacific Corporation (UNP)	0.1	$2.7M	11k	245.61	View chart
Oceaneering International (OII)	0.1	$2.7M	126k	21.28	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.7M	27k	97.04	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$2.7M	100k	26.51	View chart
Emcor (EME)	0.1	$2.7M	12k	215.43	View chart
American Express Company (AXP)	0.1	$2.6M	14k	187.34	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.1	$2.6M	97k	27.14	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$2.6M	22k	117.28	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$2.5M	13k	188.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	30k	84.14	View chart
Intuit (INTU)	0.1	$2.5M	4.0k	625.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.5M	22k	113.99	View chart
Ford Motor Company (F)	0.1	$2.5M	243k	10.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.5M	48k	52.10	View chart
Enterprise Products Partners (EPD)	0.1	$2.5M	94k	26.35	View chart
Prudential Financial (PRU)	0.1	$2.5M	24k	103.71	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.4M	26k	94.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.4M	44k	54.98	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.4M	15k	164.42	View chart
Cadence Bank (CADE)	0.1	$2.4M	81k	29.59	View chart
Altria (MO)	0.1	$2.4M	59k	40.34	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.4M	52k	46.07	View chart
Netflix (NFLX)	0.1	$2.3M	4.8k	486.87	View chart
Target Corporation (TGT)	0.1	$2.3M	16k	142.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.3M	16k	148.36	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.3M	23k	100.27	View chart
Allstate Corporation (ALL)	0.1	$2.3M	16k	139.97	View chart
Republic Services (RSG)	0.1	$2.3M	14k	164.91	View chart
Stryker Corporation (SYK)	0.1	$2.3M	7.5k	299.45	View chart
Medtronic SHS (MDT)	0.1	$2.2M	27k	82.38	View chart
Pioneer Natural Resources (PXD)	0.1	$2.2M	9.9k	224.86	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M	13k	170.45	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$2.2M	56k	39.44	View chart
Realty Income (O)	0.1	$2.2M	39k	57.42	View chart
Gilead Sciences (GILD)	0.1	$2.2M	27k	81.01	View chart
Trane Technologies SHS (TT)	0.1	$2.2M	9.0k	243.89	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.2M	50k	43.85	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.2M	47k	46.36	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$2.2M	67k	32.77	View chart
Devon Energy Corporation (DVN)	0.1	$2.2M	48k	45.30	View chart
Philip Morris International (PM)	0.1	$2.2M	23k	94.08	View chart
Norfolk Southern (NSC)	0.1	$2.1M	9.0k	236.36	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.1M	20k	108.41	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.1M	19k	109.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M	25k	82.04	View chart
Us Bancorp Del Com New (USB)	0.1	$2.0M	47k	43.28	View chart
3M Company (MMM)	0.1	$2.0M	19k	109.32	View chart
Steris Shs Usd (STE)	0.1	$2.0M	9.2k	219.83	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$2.0M	21k	95.08	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.0M	44k	46.07	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.0M	115k	17.34	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.0M	3.3k	596.55	View chart
Becton, Dickinson and (BDX)	0.1	$2.0M	8.0k	243.80	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.9M	8.3k	229.66	View chart
Intercontinental Exchange (ICE)	0.1	$1.9M	15k	128.43	View chart
Fiserv (FI)	0.1	$1.9M	14k	132.84	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$1.9M	65k	29.13	View chart
Applied Materials (AMAT)	0.1	$1.9M	12k	162.06	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M	13k	147.40	View chart
Hilltop Holdings (HTH)	0.1	$1.8M	52k	35.21	View chart
Cintas Corporation (CTAS)	0.1	$1.8M	3.0k	602.48	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$1.8M	28k	65.33	View chart
CVS Caremark Corporation Call Option (CVS)	0.1	$1.8M	23k	78.96	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.8M	31k	59.32	View chart
Commerce Bancshares (CBSH)	0.1	$1.8M	34k	53.41	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.8M	24k	74.58	View chart
Paypal Holdings (PYPL)	0.1	$1.8M	29k	61.41	View chart
Hershey Company (HSY)	0.1	$1.8M	9.6k	186.42	View chart
Halliburton Company (HAL)	0.1	$1.8M	50k	36.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$1.8M	86k	20.88	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.8M	47k	37.72	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.8M	18k	99.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.8M	14k	125.14	View chart

Past Filings by Concurrent Investment Advisors

SEC 13F filings are viewable for Concurrent Investment Advisors going back to 2023

Concurrent Investment Advisors 2023 Q4 filed April 15, 2024

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