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Concurrent Investment Advisors

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

Top 5 stock holdings are AAPL, VOO, SPY, MSFT, NVDA, and represent 14.01% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$18M), EFA (+$16M), VCIT (+$12M), TLT (+$12M), VOO (+$12M), SPY (+$8.3M), BIL (+$7.1M), VUG (+$6.9M), QQQ (+$6.7M), AMZN (+$6.0M).
Started 122 new stock positions in IAK, FMB, HUMA, IYR, IWS, RBLX, BCSF, HPQ, WYNN, ADC.
Reduced shares in these 10 stocks: BROS (-$32M), SGOV (-$16M), TSLA (-$15M), GE (-$13M), MDY (-$11M), DNOV (-$9.0M), XLE (-$8.3M), VGLT (-$5.6M), IYJ, .
Sold out of its positions in ALLY, BCML, BLK, BBN, BCX, BSTZ, BKHY, AI, COF, CLFD.
Concurrent Investment Advisors was a net buyer of stock by $187M.
Concurrent Investment Advisors has $3.4B in assets under management (AUM), dropping by 11.30%.
Central Index Key (CIK): 0002001015

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Portfolio Holdings for Concurrent Investment Advisors

Concurrent Investment Advisors holds 1011 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Concurrent Investment Advisors has 1011 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors Sept. 30, 2024 positions
Download the Concurrent Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$114M	+4%	505k	225.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$108M	+12%	206k	527.67	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	3.1	$104M	+8%	182k	573.76	View chart
Microsoft Corporation Call Option (MSFT)	2.3	$78M	+3%	180k	430.30	View chart
NVIDIA Corporation (NVDA)	2.1	$70M	+4%	579k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	1.7	$58M	+13%	119k	488.07	View chart
Amazon (AMZN)	1.5	$52M	+13%	277k	186.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$46M	-5%	79k	576.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$44M	-3%	155k	283.16	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)	1.2	$40M	+44%	406k	98.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$39M	+15%	220k	174.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.1	$37M	+6%	753k	49.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$35M	+5%	450k	78.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$34M	+4%	337k	101.27	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.0	$33M	+2%	569k	58.27	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$32M	+18%	349k	90.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$31M	+2%	325k	95.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$31M	+5%	328k	94.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$29M	+31%	74k	383.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$28M	+4%	450k	62.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$28M	+14%	168k	165.85	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$28M	+4%	123k	225.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$25M		54k	460.26	View chart
Wal-Mart Stores (WMT)	0.7	$24M	+5%	297k	80.75	View chart
Meta Platforms Cl A Put Option (META)	0.7	$23M	+12%	39k	572.44	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$22M		261k	83.21	View chart
Eli Lilly & Co. Call Option (LLY)	0.6	$21M	+3%	24k	885.94	View chart
Home Depot (HD)	0.6	$21M	+2%	52k	405.20	View chart
Broadcom (AVGO)	0.6	$20M	+945%	116k	172.50	View chart
Pepsi (PEP)	0.6	$20M		117k	170.05	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.6	$20M		81k	243.06	View chart
JPMorgan Chase & Co. (JPM)	0.6	$20M	+7%	93k	210.86	View chart
Exxon Mobil Corporation (XOM)	0.6	$19M	+4%	166k	117.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$19M	+177%	230k	83.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$19M	-4%	149k	128.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$19M		120k	154.02	View chart
Visa Com Cl A Call Option (V)	0.5	$18M	+6%	66k	274.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$18M	+7%	312k	57.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$18M	+16%	153k	116.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$18M	+6%	107k	167.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$18M	+1056%	213k	83.63	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$17M	+7%	297k	57.41	View chart
Johnson & Johnson (JNJ)	0.5	$17M	+8%	102k	162.06	View chart
Procter & Gamble Company (PG)	0.5	$16M	+4%	94k	173.20	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$16M	+4%	196k	82.94	View chart
Oracle Corporation Call Option (ORCL)	0.4	$15M	+6%	89k	170.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$15M	+17%	311k	47.85	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$15M	+21%	161k	91.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$15M	+17%	74k	198.06	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.4	$15M	+2%	698k	21.04	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$14M	+45%	278k	50.22	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$14M	+106%	151k	91.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$14M	-4%	20.00	691180.00	View chart
Abbvie (ABBV)	0.4	$14M	+2%	69k	197.48	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$14M	+6%	169k	80.78	View chart
Chevron Corporation (CVX)	0.4	$14M	+13%	92k	147.27	View chart
Merck & Co (MRK)	0.4	$13M	+3%	117k	113.56	View chart
UnitedHealth (UNH)	0.4	$13M	+4%	22k	584.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$13M	+70%	36k	353.48	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.4	$13M	+4%	56k	220.89	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$12M	+38%	51k	245.45	View chart
Coca-Cola Company (KO)	0.4	$12M	+11%	173k	71.86	View chart
Tesla Motors Call Option (TSLA)	0.4	$12M	-54%	47k	260.30	View chart
Cisco Systems (CSCO)	0.4	$12M	+5%	231k	53.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$12M		92k	131.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$12M	-4%	68k	179.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M	+2%	222k	52.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$12M	-5%	127k	91.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$12M	+3%	36k	321.95	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$12M		195k	59.21	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$12M	+6%	315k	36.44	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$11M	+16%	170k	67.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$11M	-20%	144k	78.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$11M	+33%	43k	263.83	View chart
Bank of America Corporation (BAC)	0.3	$11M	+10%	271k	39.68	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$11M	+3%	113k	95.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$11M		360k	29.89	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$11M	+26%	236k	45.32	View chart
McDonald's Corporation (MCD)	0.3	$10M	+8%	34k	304.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$10M	+7%	51k	200.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.9M		55k	179.30	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$9.8M		260k	37.67	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$9.5M	+3%	208k	45.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$8.9M		59k	151.62	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.9M	+5%	18k	493.81	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$8.8M	+14%	106k	83.00	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$8.7M	+4%	208k	41.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.6M	+74%	36k	237.21	View chart
Verizon Communications Call Option (VZ)	0.3	$8.5M		190k	44.91	View chart
Caterpillar (CAT)	0.3	$8.5M	+11%	22k	391.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$8.4M	+5%	43k	197.17	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$8.2M	-6%	121k	67.51	View chart
Automatic Data Processing (ADP)	0.2	$8.2M		30k	276.73	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$8.1M	+107%	154k	52.86	View chart
Bentley Sys Com Cl B (BSY)	0.2	$8.1M		159k	50.81	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$8.1M	+216%	161k	50.18	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$8.0M	+3%	441k	18.10	View chart
Dutch Bros Cl A (BROS)	0.2	$7.9M	-80%	246k	32.03	View chart
Costco Wholesale Corporation (COST)	0.2	$7.8M	+6%	8.8k	886.54	View chart
Raytheon Technologies Corp (RTX)	0.2	$7.8M	+2%	64k	121.16	View chart
Jones Lang LaSalle Incorporated (JLL)	0.2	$7.8M	+69%	29k	269.81	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$7.6M	+7%	330k	23.12	View chart
Nextera Energy (NEE)	0.2	$7.6M	+3%	90k	84.53	View chart
International Business Machines (IBM)	0.2	$7.6M	-8%	34k	221.08	View chart
salesforce (CRM)	0.2	$7.6M	+2%	54k	141.61	View chart
Lowe's Companies (LOW)	0.2	$7.4M		27k	270.85	View chart
Lockheed Martin Corporation (LMT)	0.2	$7.3M	+9%	12k	584.57	View chart
Southern Company (SO)	0.2	$7.2M	+3%	80k	90.18	View chart
Qualcomm (QCOM)	0.2	$7.2M	+8%	42k	170.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$7.0M		139k	50.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$6.6M		33k	200.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.6M		11k	586.54	View chart
Walt Disney Company (DIS)	0.2	$6.4M	+8%	67k	96.19	View chart
Amgen (AMGN)	0.2	$6.4M	+10%	20k	322.21	View chart
Eaton Corp SHS (ETN)	0.2	$6.4M	-13%	19k	331.43	View chart
United Parcel Service CL B (UPS)	0.2	$6.3M	-26%	46k	136.34	View chart
Netflix (NFLX)	0.2	$6.3M	+9%	8.9k	709.30	View chart
At&t (T)	0.2	$6.1M	-20%	278k	22.00	View chart
ConocoPhillips (COP)	0.2	$6.1M	+4%	58k	105.28	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$6.0M		195k	31.05	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$6.0M	+8%	131k	45.89	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$6.0M		43k	139.49	View chart
Medtronic SHS (MDT)	0.2	$6.0M	+7%	66k	90.03	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$5.9M		79k	74.37	View chart
Emcor (EME)	0.2	$5.9M		14k	430.53	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$5.8M	+150%	54k	108.18	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$5.7M		186k	30.72	View chart
Truist Financial Corp equities (TFC)	0.2	$5.7M	+2%	133k	42.77	View chart
Oneok (OKE)	0.2	$5.6M		62k	91.13	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$5.6M	-27%	62k	90.40	View chart
Microchip Technology (MCHP)	0.2	$5.6M	+8%	70k	80.29	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$5.6M	-27%	383k	14.57	View chart
TJX Companies (TJX)	0.2	$5.6M		48k	117.54	View chart
Abbott Laboratories (ABT)	0.2	$5.5M		49k	114.01	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$5.5M	+203%	109k	50.88	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$5.5M	-2%	53k	103.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$5.5M	+2%	51k	107.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.3M	+2%	55k	95.95	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.2	$5.2M	+2%	189k	27.64	View chart
Simon Property (SPG)	0.2	$5.2M		31k	169.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$5.2M	+4%	34k	153.13	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$5.2M	+211%	105k	49.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.0M	-62%	57k	87.80	View chart
Uber Technologies (UBER)	0.1	$5.0M	+4%	67k	75.16	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.1	$5.0M		247k	20.23	View chart
Target Corporation (TGT)	0.1	$4.9M		32k	155.86	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.9M	+6%	43k	115.30	View chart
Starbucks Corporation (SBUX)	0.1	$4.9M	+6%	50k	97.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.9M	+2%	41k	119.70	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.9M	+98%	9.9k	491.29	View chart
Sherwin-Williams Company (SHW)	0.1	$4.8M	+12%	13k	381.66	View chart
Chubb (CB)	0.1	$4.8M		17k	288.39	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$4.8M		47k	102.02	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$4.7M		168k	27.84	View chart
Union Pacific Corporation (UNP)	0.1	$4.7M	+8%	19k	246.48	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.6M	+14%	34k	135.44	View chart
Nike CL B Call Option (NKE)	0.1	$4.6M	+17%	53k	88.40	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$4.6M	+12%	98k	47.12	View chart
General Dynamics Corporation (GD)	0.1	$4.6M	+11%	15k	302.20	View chart
Air Products & Chemicals Call Option (APD)	0.1	$4.6M	-10%	15k	297.74	View chart
Emerson Electric (EMR)	0.1	$4.6M	+2%	42k	109.37	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$4.5M		107k	41.95	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$4.5M	NEW	44k	101.87	View chart
Snap-on Incorporated (SNA)	0.1	$4.4M		15k	289.71	View chart
Pfizer (PFE)	0.1	$4.4M	-3%	151k	28.94	View chart
L3harris Technologies (LHX)	0.1	$4.3M		18k	237.87	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.3M		36k	119.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.3M	+27%	72k	59.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.3M	+114%	51k	84.53	View chart
Altria (MO)	0.1	$4.3M		84k	51.04	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.3M	+19%	18k	243.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.2M	+7%	82k	51.12	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$4.2M	+5%	203k	20.56	View chart
Honeywell International (HON)	0.1	$4.2M	+14%	20k	206.71	View chart
Waste Management (WM)	0.1	$4.1M	-21%	20k	207.60	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$4.1M	+29%	226k	18.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.1M	+11%	25k	167.67	View chart
3M Company (MMM)	0.1	$4.1M	-7%	30k	136.70	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$4.0M	+2%	124k	32.27	View chart
Broadstone Net Lease (BNL)	0.1	$3.9M	-40%	208k	18.95	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.9M		14k	282.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$3.9M	NEW	92k	42.56	View chart
Ge Aerospace Com New (GE)	0.1	$3.9M	-77%	21k	182.01	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.9M	+18%	19k	206.57	View chart
Palo Alto Networks Put Option (PANW)	0.1	$3.9M	+30%	11k	341.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.8M	+217%	37k	104.18	View chart
CVS Caremark Corporation (CVS)	0.1	$3.8M		61k	62.88	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$3.8M	+28%	84k	45.24	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.1	$3.8M	-7%	102k	37.20	View chart
Analog Devices (ADI)	0.1	$3.8M	+8%	17k	230.17	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$3.8M	-80%	38k	100.72	View chart
S&p Global (SPGI)	0.1	$3.8M		7.3k	516.59	View chart
AFLAC Incorporated (AFL)	0.1	$3.7M		33k	111.80	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.7M	+118%	79k	46.74	View chart
Paychex (PAYX)	0.1	$3.7M	+8%	27k	134.19	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.6M	-6%	103k	35.42	View chart
Illinois Tool Works (ITW)	0.1	$3.6M	-6%	14k	262.07	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.6M	-6%	153k	23.69	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.6M	-28%	68k	52.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.6M		46k	78.37	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.6M	-3%	33k	109.91	View chart
Philip Morris International (PM)	0.1	$3.6M		29k	121.40	View chart
Trane Technologies SHS (TT)	0.1	$3.5M	+7%	9.1k	388.72	View chart
Tractor Supply Company (TSCO)	0.1	$3.5M	-3%	12k	290.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.5M	+8%	58k	61.11	View chart
Unilever Spon Adr New (UL)	0.1	$3.5M		54k	64.96	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.1	$3.5M		130k	26.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.5M	+149%	61k	57.53	View chart
Halliburton Company (HAL)	0.1	$3.5M	+20%	119k	29.05	View chart
Enterprise Products Partners (EPD)	0.1	$3.4M	+4%	118k	29.11	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.4M	+146%	71k	48.24	View chart
Us Bancorp Del Com New (USB)	0.1	$3.4M	+14%	74k	45.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.3M	+729%	72k	45.86	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.1	$3.3M	+107%	157k	21.06	View chart
Intuit (INTU)	0.1	$3.3M	+6%	5.2k	621.00	View chart
Pool Corporation (POOL)	0.1	$3.3M	-7%	8.6k	376.78	View chart
Pgim Rock Etf Tr Pgim Us Larg Cap (JULP)	0.1	$3.2M	NEW	122k	26.58	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.2M	-2%	120k	26.95	View chart
Oceaneering International (OII)	0.1	$3.2M	-6%	129k	24.87	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.2M	+8%	177k	18.04	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$3.2M	NEW	109k	28.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.1M	+20%	66k	47.53	View chart
Boeing Company (BA)	0.1	$3.1M	-14%	21k	152.04	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$3.1M	-5%	9.2k	340.48	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$3.1M	-23%	72k	42.70	View chart
Core Scientific (CORZ)	0.1	$3.0M	+126%	257k	11.86	View chart
American Express Company (AXP)	0.1	$3.0M	+6%	11k	271.20	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.0M	+19%	19k	162.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.9M	+60%	39k	75.11	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$2.8M	-49%	80k	35.70	View chart
Devon Energy Corporation (DVN)	0.1	$2.8M	-3%	73k	39.12	View chart
Vanguard World Energy Etf (VDE)	0.1	$2.8M	+40%	23k	122.47	View chart
Kraneshares Trust Csi Chi Internet Call Option (KWEB)	0.1	$2.8M	+633%	82k	34.02	View chart
Prudential Financial (PRU)	0.1	$2.8M	+8%	23k	121.10	View chart
Matador Resources (MTDR)	0.1	$2.7M		56k	49.42	View chart
Advanced Micro Devices Call Option (AMD)	0.1	$2.7M	+16%	17k	164.08	View chart
Stryker Corporation (SYK)	0.1	$2.7M	-13%	7.5k	361.28	View chart
Phillips 66 (PSX)	0.1	$2.7M	+4%	21k	131.45	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$2.7M	+6%	19k	138.65	View chart
Starwood Property Trust (STWD)	0.1	$2.7M		132k	20.38	View chart
Norfolk Southern (NSC)	0.1	$2.7M	-2%	11k	248.51	View chart
Linde SHS (LIN)	0.1	$2.7M	+20%	5.6k	476.82	View chart
Clorox Company (CLX)	0.1	$2.6M	+4%	16k	162.91	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$2.6M	+64%	90k	29.08	View chart
Republic Services (RSG)	0.1	$2.6M	-2%	13k	200.84	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$2.6M		70k	36.38	View chart
General Mills (GIS)	0.1	$2.5M	+107%	35k	73.85	View chart
Carrier Global Corporation (CARR)	0.1	$2.5M	+2%	32k	80.49	View chart
Gilead Sciences (GILD)	0.1	$2.5M	+3%	30k	83.84	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.5M	+6%	20k	128.28	View chart

Past Filings by Concurrent Investment Advisors

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

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

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