Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Concurrent Investment Advisors

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

Top 5 stock holdings are MSFT, AAPL, SPY, VOO, NVDA, and represent 14.55% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IAU (+$31M), BLOK (+$25M), AAPL (+$13M), BIL (+$11M), NVDA (+$9.6M), MSFT (+$7.9M), SPY (+$7.8M), CGGR (+$7.3M), TRC (+$7.1M), MTUM (+$6.8M).
Started 166 new stock positions in ONTO, BOX, ONDS, FMF, DDOG, UYSC, SHLD, QBTS, XSD, EPR.
Reduced shares in these 10 stocks: GDX (-$18M), FCVT (-$6.0M), VOO (-$5.9M), XLV (-$5.8M), PNOV (-$5.5M), AMZN, FIIG, IYW, IGV, SPOT.
Sold out of its positions in ADMA, BTAL, AES, OUSM, AIRO, ALSN, ASPN, BJ, BDN, BIPC.
Concurrent Investment Advisors was a net buyer of stock by $304M.
Concurrent Investment Advisors has $5.8B in assets under management (AUM), dropping by 12.71%.
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

Download as csv

Download as Excel

Portfolio Holdings for Concurrent Investment Advisors

Concurrent Investment Advisors holds 1419 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Concurrent Investment Advisors has 1419 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors Sept. 30, 2025 positions
Download the Concurrent Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	3.8	$222M	+3%	429k	517.95	View chart
Apple (AAPL)	3.1	$179M	+7%	718k	248.85	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	2.6	$153M	+5%	229k	666.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$151M	-3%	247k	612.38	View chart
NVIDIA Corporation Put Option (NVDA)	2.5	$144M	+7%	772k	186.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$93M		155k	600.37	View chart
Amazon (AMZN)	1.6	$92M	-4%	417k	219.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$66M	+10%	98k	669.30	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.0	$57M	+2%	233k	243.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$56M	+5%	299k	186.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$51M	+7%	107k	479.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$49M		149k	328.17	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$47M	+2%	505k	93.35	View chart
Broadcom (AVGO)	0.8	$46M		140k	329.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$46M	-3%	130k	355.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$45M	-4%	503k	89.37	View chart
Meta Platforms Cl A (META)	0.8	$44M		61k	734.38	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$43M	+3%	455k	93.64	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.7	$42M		133k	315.43	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$41M	+6%	825k	49.79	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$40M		143k	281.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$40M	-4%	80k	502.74	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.7	$39M	+172%	585k	67.04	View chart
Wal-Mart Stores (WMT)	0.7	$39M	-3%	381k	103.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$38M	+447%	526k	72.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$38M		312k	120.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$37M	+5%	425k	87.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$37M	+6%	172k	215.79	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.6	$36M	+6%	198k	182.42	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.6	$36M		577k	61.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$35M	+16%	1.1M	31.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$35M	+2%	143k	243.55	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$33M	-2%	367k	88.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$33M		499k	65.26	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$32M	+6%	301k	104.51	View chart
Abbvie (ABBV)	0.5	$31M	+21%	136k	231.54	View chart
Tesla Motors Call Option (TSLA)	0.5	$31M		69k	443.86	View chart
Oracle Corporation Put Option (ORCL)	0.5	$31M	+3%	108k	281.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$30M	+13%	323k	93.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$29M	+9%	695k	42.03	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.5	$29M	+58%	317k	91.75	View chart
Home Depot (HD)	0.5	$29M	+2%	71k	405.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$28M		279k	100.25	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$26M	-5%	66k	402.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$26M	+8%	482k	54.18	View chart
Visa Com Cl A (V)	0.4	$26M		76k	341.38	View chart
Exxon Mobil Corporation (XOM)	0.4	$26M		228k	112.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$25M		251k	99.11	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$25M	+41%	565k	43.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$25M		292k	84.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$23M	+6%	166k	140.95	View chart
Johnson & Johnson Put Option (JNJ)	0.4	$23M		122k	185.42	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$22M	+8%	335k	65.92	View chart
Eli Lilly & Co. (LLY)	0.4	$22M		29k	763.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$22M	-7%	58k	378.94	View chart
Netflix (NFLX)	0.4	$21M	-2%	17k	1198.91	View chart
Bank of America Corporation (BAC)	0.3	$19M	+7%	376k	51.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$19M		26k	746.64	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$19M	-3%	409k	46.24	View chart
Procter & Gamble Company (PG)	0.3	$19M	-2%	123k	153.65	View chart
Chevron Corporation (CVX)	0.3	$19M		121k	155.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$19M	-16%	95k	195.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$18M		272k	67.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$18M	+4%	24.00	754200.00	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$18M	+11%	444k	40.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$18M	+7%	299k	59.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$18M	+2%	299k	58.85	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$17M	+3%	106k	164.54	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$17M	+37%	489k	34.72	View chart
Costco Wholesale Corporation (COST)	0.3	$17M	-5%	18k	925.62	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$17M	-2%	37k	463.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$17M	-2%	203k	82.96	View chart
Pepsi Put Option (PEP)	0.3	$17M		120k	140.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$17M	+2%	139k	121.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M		56k	293.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$16M	+4%	327k	50.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$16M	+6%	299k	53.87	View chart
International Business Machines Put Option (IBM)	0.3	$16M	+12%	56k	282.16	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$16M	+8%	308k	50.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$16M	-2%	131k	118.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$15M		81k	189.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$15M	+12%	79k	194.50	View chart
Coca-Cola Company (KO)	0.3	$15M		228k	66.32	View chart
Cisco Systems (CSCO)	0.3	$15M		219k	68.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$15M		62k	241.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Call Option (QQQM)	0.3	$15M	+41%	60k	247.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$14M	-14%	44k	326.36	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$14M	+11%	142k	99.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$14M	-2%	147k	96.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$14M	+7%	239k	57.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$14M		24k	568.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$13M	+16%	64k	206.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$13M	+9%	502k	26.34	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$13M	+18%	374k	35.28	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$13M	+70%	162k	78.34	View chart
Nextera Energy (NEE)	0.2	$13M	+11%	166k	75.49	View chart
McDonald's Corporation (MCD)	0.2	$12M		41k	303.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$12M	-8%	157k	78.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$12M	+8%	48k	254.28	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M	+5%	73k	167.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$12M	-5%	440k	27.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$12M	-16%	117k	100.70	View chart
Ge Aerospace Com New (GE)	0.2	$12M		40k	295.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$12M	-33%	83k	139.17	View chart
Uber Technologies (UBER)	0.2	$12M	+3%	117k	97.97	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$12M	+11%	247k	46.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$11M	+147%	44k	256.45	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$11M	+12%	204k	55.33	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$11M	-2%	95k	118.37	View chart
Lowe's Companies (LOW)	0.2	$11M	+3%	45k	251.31	View chart
Palo Alto Networks Call Option (PANW)	0.2	$11M	+22%	55k	203.62	View chart
Caterpillar (CAT)	0.2	$11M		23k	477.15	View chart
Verizon Communications (VZ)	0.2	$11M		251k	43.95	View chart
Automatic Data Processing (ADP)	0.2	$11M		37k	293.50	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$11M	+10%	126k	86.30	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$11M	-5%	138k	78.37	View chart
Goldman Sachs (GS)	0.2	$11M		13k	796.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$10M		50k	208.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$10M	+50%	175k	59.20	View chart
Eaton Corp SHS (ETN)	0.2	$10M	+42%	28k	374.26	View chart
TJX Companies (TJX)	0.2	$10M		71k	144.54	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$10M		42k	239.64	View chart
At&t (T)	0.2	$10M	-10%	359k	28.24	View chart
Abbott Laboratories (ABT)	0.2	$9.6M		72k	133.94	View chart
Diamond Hill Invt Group Com New (DHIL)	0.2	$9.5M	+172%	68k	140.01	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$9.4M	+134%	297k	31.51	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$9.2M	+14%	92k	99.53	View chart
L3harris Technologies (LHX)	0.2	$9.2M	+5%	30k	305.41	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$9.2M	-2%	237k	38.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$9.2M	+6%	160k	57.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$9.1M	+26%	66k	137.80	View chart
Emcor (EME)	0.2	$9.1M		14k	649.53	View chart
UnitedHealth Call Option (UNH)	0.2	$9.0M	+3%	26k	345.30	View chart
Starbucks Corporation (SBUX)	0.2	$9.0M	+10%	107k	84.60	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$9.0M	+10%	156k	57.52	View chart
Dutch Bros Cl A (BROS)	0.2	$9.0M		171k	52.34	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$8.9M		99k	90.71	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$8.9M		238k	37.50	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$8.9M	+12%	178k	50.23	View chart
Qualcomm (QCOM)	0.2	$8.8M		53k	166.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$8.8M	+68%	26k	332.84	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$8.8M	+218%	309k	28.39	View chart
salesforce (CRM)	0.1	$8.7M	-2%	63k	139.19	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$8.7M	+37%	100k	87.21	View chart
Blackrock (BLK)	0.1	$8.7M		7.4k	1165.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$8.2M	+9%	167k	49.46	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$8.2M	+84%	176k	46.71	View chart
Southern Company (SO)	0.1	$8.2M	+5%	86k	94.77	View chart
Merck & Co (MRK)	0.1	$8.1M	+4%	97k	83.93	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.1	$8.1M	+16%	394k	20.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$8.1M		85k	95.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$8.1M	+14%	29k	279.29	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$8.0M	+5%	74k	108.98	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$8.0M	-20%	224k	35.48	View chart
Altria (MO)	0.1	$8.0M	-5%	120k	66.06	View chart
Walt Disney Company (DIS)	0.1	$7.9M	-4%	69k	114.50	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$7.9M	-2%	26k	298.28	View chart
Honeywell International (HON)	0.1	$7.8M		37k	210.50	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$7.8M		71k	110.47	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$7.7M	+24%	224k	34.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.7M	-2%	45k	170.85	View chart
Philip Morris International (PM)	0.1	$7.7M	-4%	48k	162.20	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$7.7M	+6%	54k	141.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.6M	-17%	103k	74.37	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$7.6M		165k	46.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$7.6M	-2%	96k	78.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$7.6M	+7%	193k	39.25	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$7.5M		49k	154.23	View chart
Boeing Company (BA)	0.1	$7.5M		35k	215.83	View chart
Amgen (AMGN)	0.1	$7.5M	+4%	27k	282.20	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$7.5M	+32%	36k	209.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$7.5M	-6%	15k	490.39	View chart
Advanced Micro Devices (AMD)	0.1	$7.4M	+26%	46k	161.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$7.4M	-16%	222k	33.42	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$7.4M	+7%	239k	31.01	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$7.3M	+41%	238k	30.79	View chart
Truist Financial Corp equities (TFC)	0.1	$7.2M	+8%	157k	45.72	View chart
Tejon Ranch Company (TRC)	0.1	$7.1M	NEW	445k	15.98	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$7.1M	-4%	29k	246.60	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.1	$7.1M	+23%	156k	45.42	View chart
American Express Company (AXP)	0.1	$7.1M	-3%	21k	332.16	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$7.0M	-4%	128k	54.76	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$7.0M	-46%	164k	42.77	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.8M	-7%	14k	499.21	View chart
Chubb (CB)	0.1	$6.7M	+23%	24k	282.25	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$6.7M	+110%	126k	53.24	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$6.6M	-37%	312k	21.23	View chart
Emerson Electric (EMR)	0.1	$6.6M		51k	131.18	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$6.6M		127k	52.04	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$6.6M	+11%	256k	25.85	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$6.6M	-24%	291k	22.72	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$6.6M	+25%	237k	27.75	View chart
General Dynamics Corporation (GD)	0.1	$6.5M		19k	341.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$6.4M	+8%	22k	293.79	View chart
Bentley Sys Com Cl B (BSY)	0.1	$6.4M		125k	51.48	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$6.4M	NEW	151k	42.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$6.3M	+13%	36k	174.58	View chart
Waste Management (WM)	0.1	$6.3M		29k	220.83	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$6.3M	-25%	63k	100.69	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.3M		51k	123.75	View chart
Analog Devices (ADI)	0.1	$6.3M		25k	245.70	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$6.2M	+5%	52k	119.51	View chart
ConocoPhillips (COP)	0.1	$6.2M	-5%	66k	94.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$6.2M	+180%	122k	50.75	View chart
Gilead Sciences (GILD)	0.1	$6.1M	+4%	55k	111.00	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$6.1M	+18%	286k	21.31	View chart
Simon Property (SPG)	0.1	$6.1M	-26%	32k	187.67	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$5.9M	+4%	333k	17.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.9M	+21%	118k	50.07	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$5.9M	-17%	103k	57.36	View chart
Oneok (OKE)	0.1	$5.8M	+16%	80k	72.97	View chart
Snap-on Incorporated (SNA)	0.1	$5.8M	+12%	17k	346.53	View chart
Parker-Hannifin Corporation (PH)	0.1	$5.7M		7.6k	758.18	View chart
Illinois Tool Works (ITW)	0.1	$5.7M		22k	260.76	View chart
Smurfit Westrock SHS (SW)	0.1	$5.7M		134k	42.57	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$5.7M		14k	396.14	View chart
Stryker Corporation (SYK)	0.1	$5.7M		15k	369.67	View chart
Wells Fargo & Company (WFC)	0.1	$5.6M	-21%	67k	83.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$5.6M	+65%	82k	67.83	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$5.5M	+6%	153k	36.16	View chart
Pfizer (PFE)	0.1	$5.5M	+7%	215k	25.48	View chart
Citigroup Com New (C)	0.1	$5.4M	+17%	53k	101.50	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.1	$5.3M	-10%	254k	21.00	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$5.3M	+3%	53k	99.52	View chart
Cummins (CMI)	0.1	$5.3M	-3%	13k	422.35	View chart
S&p Global (SPGI)	0.1	$5.2M		11k	486.71	View chart
Intuitive Surgical Com New Call Option (ISRG)	0.1	$5.2M	-34%	12k	447.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$5.2M	+2%	71k	73.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.2M	+17%	26k	203.59	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$5.2M	-14%	57k	91.01	View chart
Trane Technologies SHS (TT)	0.1	$5.2M		12k	421.97	View chart
Ge Vernova (GEV)	0.1	$5.1M	+10%	8.4k	614.92	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$5.1M	+8%	108k	47.55	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$5.1M	+80%	111k	46.24	View chart
Union Pacific Corporation (UNP)	0.1	$5.1M	-4%	22k	236.37	View chart
Medtronic SHS (MDT)	0.1	$5.1M		53k	95.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$5.1M	+17%	84k	60.26	View chart
Morgan Stanley Com New (MS)	0.1	$5.1M	-23%	32k	158.96	View chart
Target Corporation (TGT)	0.1	$5.0M	+17%	56k	89.70	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$5.0M	+2%	132k	38.02	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$5.0M	-4%	57k	87.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.9M	-4%	55k	89.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$4.9M	-2%	97k	50.73	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$4.9M	+684%	39k	125.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.9M		63k	78.09	View chart
Tidal Trust I Sofi Select 500 (SFY)	0.1	$4.9M		38k	129.19	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$4.8M	-4%	110k	43.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.8M	+12%	83k	57.52	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.8M	+18%	26k	183.73	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$4.8M		125k	38.02	View chart

Past Filings by Concurrent Investment Advisors

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

Concurrent Investment Advisors 2025 Q3 filed Oct. 27, 2025
Concurrent Investment Advisors 2025 Q2 filed July 25, 2025
Concurrent Investment Advisors 2025 Q1 filed April 29, 2025
Concurrent Investment Advisors 2024 Q4 filed Feb. 3, 2025
Concurrent Investment Advisors 2024 Q3 filed Oct. 30, 2024
Concurrent Investment Advisors 2024 Q2 filed July 30, 2024
Concurrent Investment Advisors 2024 Q1 filed May 7, 2024
Concurrent Investment Advisors 2023 Q4 filed April 15, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z