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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, MSFT, NVDA, IAU, VOO, and represent 13.79% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IAU (+$163M), NVDA (+$113M), AAPL (+$97M), MSFT (+$69M), AMZN (+$53M), META (+$48M), GOOGL (+$48M), GOOG (+$42M), AVGO (+$41M), MU (+$38M).
Started 348 new stock positions in DURA, DINO, PB, VCLT, SOLS, PSKY, GEN, BCBP, RSPU, EIX.
Reduced shares in these 10 stocks: BLOK (-$39M), BIL (-$9.5M), SGOV (-$6.6M), ETHA (-$6.1M), SCHX (-$5.7M), EOI (-$5.3M), EOS, SFY, SCHG, Unilever.
Sold out of its positions in BCI, ADC, NEWZ, BLOK, BBAI, Blackrock Income Tr, BKT, BFK, BIT, BKSY.
Concurrent Investment Advisors was a net buyer of stock by $2.9B.
Concurrent Investment Advisors has $8.8B in assets under management (AUM), dropping by 50.67%.
Central Index Key (CIK): 0002001015

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Portfolio Holdings for Concurrent Investment Advisors

Concurrent Investment Advisors holds 1713 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Concurrent Investment Advisors has 1713 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors Dec. 31, 2025 positions
Download the Concurrent Investment Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Put Option (AAPL)	3.3	$292M	+49%	1.1M	271.79	View chart
Microsoft Corporation (MSFT)	3.1	$276M	+33%	571k	483.62	View chart
NVIDIA Corporation Call Option (NVDA)	2.9	$257M	+78%	1.4M	186.50	View chart
Ishares Gold Tr Ishares New (IAU)	2.3	$206M	+381%	2.5M	81.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$180M	+16%	288k	627.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$169M	+7%	247k	681.92	View chart
Amazon (AMZN)	1.7	$149M	+54%	646k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$121M	+65%	385k	313.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$117M	+22%	190k	614.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$101M	+50%	147k	684.95	View chart
Broadcom (AVGO)	1.0	$89M	+83%	258k	346.10	View chart
Meta Platforms Cl A (META)	1.0	$88M	+120%	134k	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$87M	+93%	278k	313.81	View chart
JPMorgan Chase & Co. (JPM)	0.9	$76M	+78%	237k	322.22	View chart
Wal-Mart Stores (WMT)	0.8	$74M	+75%	668k	111.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$63M	+10%	330k	190.99	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$60M	+46%	1.2M	49.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$60M	+15%	123k	487.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$57M	+176%	395k	143.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$57M	+13%	169k	335.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$56M	+44%	453k	123.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$55M	+119%	1.2M	44.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$55M	+6%	139k	396.31	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.6	$52M	+10%	558k	93.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$49M	+21%	97k	502.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$48M	+84%	888k	53.76	View chart
Abbvie (ABBV)	0.5	$47M	+52%	207k	228.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$47M	+6%	536k	87.15	View chart
Eli Lilly & Co. (LLY)	0.5	$46M	+47%	43k	1074.68	View chart
Bank of America Corporation (BAC)	0.5	$45M	+117%	819k	55.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$45M	+18%	503k	89.46	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$45M	+47%	1.0M	43.64	View chart
Micron Technology (MU)	0.5	$44M	+605%	153k	285.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$44M	+3%	470k	92.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$43M	+174%	359k	120.19	View chart
Johnson & Johnson Call Option (JNJ)	0.5	$43M	+70%	208k	206.95	View chart
Home Depot (HD)	0.5	$42M	+73%	123k	344.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$41M	+8%	187k	219.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$40M	+28%	415k	96.11	View chart
Visa Com Cl A (V)	0.4	$38M	+44%	109k	350.71	View chart
Tesla Motors Call Option (TSLA)	0.4	$38M	+23%	85k	447.10	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$38M	+40%	92k	412.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$38M	+602%	179k	210.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$37M	+63%	95k	386.85	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$36M		566k	62.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$35M	+26%	353k	99.88	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.4	$35M		195k	177.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$35M	+5%	525k	66.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$34M	+117%	95k	360.21	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$33M	+3%	312k	106.70	View chart
Exxon Mobil Corporation (XOM)	0.4	$33M	+20%	276k	120.34	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$32M	+97%	590k	54.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$32M	-9%	990k	32.62	View chart
Oracle Corporation (ORCL)	0.4	$32M	+52%	166k	194.91	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$32M	+41%	475k	67.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$31M	-4%	351k	89.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$31M	+60%	153k	199.68	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$30M	+72%	844k	35.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$29M	+730%	61k	473.40	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$28M	+117%	351k	80.22	View chart
Cisco Systems (CSCO)	0.3	$28M	+64%	361k	77.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$28M	+82%	113k	246.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$27M	+42%	428k	62.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$26M		255k	103.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$26M	+7%	313k	83.75	View chart
Goldman Sachs Call Option (GS)	0.3	$26M	+122%	30k	879.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$26M	+9%	181k	143.52	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$26M	+120%	449k	56.81	View chart
International Business Machines (IBM)	0.3	$25M	+50%	84k	296.21	View chart
Merck & Co (MRK)	0.3	$25M	+140%	234k	105.26	View chart
Coca-Cola Company (KO)	0.3	$25M	+53%	351k	69.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$24M	+76%	114k	212.07	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$24M	+31%	583k	40.25	View chart
Procter & Gamble Company (PG)	0.3	$23M	+32%	163k	143.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$23M	+20%	328k	69.47	View chart
Chevron Corporation (CVX)	0.3	$23M	+21%	147k	152.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$22M	+40%	111k	198.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Call Option (QQQM)	0.2	$22M	+44%	86k	252.92	View chart
Netflix (NFLX)	0.2	$22M	+1238%	231k	93.76	View chart
Caterpillar (CAT)	0.2	$22M	+61%	38k	572.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$22M	+27%	260k	82.82	View chart
Verizon Communications (VZ)	0.2	$22M	+110%	529k	40.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$22M	+52%	223k	96.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$21M	+1138%	221k	96.58	View chart
Chubb (CB)	0.2	$21M	+184%	68k	312.12	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$21M	+63%	137k	154.80	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$21M	+96%	344k	60.81	View chart
Raytheon Technologies Corp (RTX)	0.2	$21M	+54%	113k	183.40	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$21M	+84%	175k	117.72	View chart
Uber Technologies (UBER)	0.2	$21M	+114%	252k	81.71	View chart
Ge Aerospace Com New (GE)	0.2	$21M	+70%	68k	303.55	View chart
Mastercard Incorporated Cl A (MA)	0.2	$21M	+49%	36k	570.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$20M	+4%	27k	753.79	View chart
Advanced Micro Devices Call Option (AMD)	0.2	$20M	+103%	94k	214.16	View chart
Pepsi (PEP)	0.2	$20M	+16%	139k	143.52	View chart
McDonald's Corporation (MCD)	0.2	$20M	+60%	65k	305.64	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$20M	-32%	213k	91.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$19M	+16%	162k	119.32	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$19M	+2%	418k	46.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$19M	+7%	114k	167.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$19M	+22%	100k	191.56	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$19M	+6%	39k	484.90	View chart
Cme (CME)	0.2	$19M	+460%	69k	273.08	View chart
Costco Wholesale Corporation (COST)	0.2	$18M	+16%	21k	862.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$18M	+10%	362k	50.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$18M		24.00	754800.00	View chart
Nextera Energy (NEE)	0.2	$18M	+34%	223k	80.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$18M	+8%	61k	290.22	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.2	$18M	NEW	179k	97.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$18M		297k	58.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$17M	+148%	113k	154.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$17M	+86%	123k	141.06	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$17M	+1665%	587k	29.26	View chart
American Express Company (AXP)	0.2	$17M	+115%	46k	369.96	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$17M	+624%	67k	251.17	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$17M	+15%	275k	60.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$17M	+31%	64k	258.11	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$16M	+52%	210k	77.68	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$16M	+9%	156k	102.54	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$16M	+93%	341k	46.54	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$16M	+13%	425k	36.58	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$16M	+95%	436k	35.64	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$16M		307k	50.58	View chart
Boeing Company (BA)	0.2	$15M	+104%	71k	217.12	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$15M	+103%	484k	31.63	View chart
Jones Lang LaSalle Incorporated (JLL)	0.2	$15M	+71%	45k	336.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$15M	+112%	32k	468.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$15M	+196%	329k	46.04	View chart
Qualcomm (QCOM)	0.2	$15M	+66%	88k	171.05	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.2	$15M	+111%	347k	43.03	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$15M	+1437%	123k	119.75	View chart
Capital One Financial (COF)	0.2	$15M	+256%	60k	242.36	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$14M	+1473%	314k	45.88	View chart
Palo Alto Networks (PANW)	0.2	$14M	+41%	78k	184.20	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$14M	+114%	671k	21.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$14M	+57%	46k	303.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$14M	+52%	40k	342.97	View chart
TJX Companies (TJX)	0.2	$14M	+27%	90k	153.61	View chart
Morgan Stanley Com New (MS)	0.2	$14M	+140%	76k	177.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$13M	+73%	50k	268.30	View chart
Lam Research Corp Com New (LRCX)	0.2	$13M	+395%	78k	171.19	View chart
Eaton Corp SHS (ETN)	0.2	$13M	+51%	42k	318.51	View chart
Truist Financial Corp equities (TFC)	0.2	$13M	+70%	269k	49.21	View chart
Lowe's Companies (LOW)	0.1	$13M	+22%	55k	241.14	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$13M	+10%	273k	48.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$13M	+5%	166k	78.81	View chart
Amgen (AMGN)	0.1	$13M	+50%	40k	327.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$13M	+17%	52k	250.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M	+37%	127k	101.98	View chart
Ge Vernova (GEV)	0.1	$13M	+136%	20k	653.58	View chart
Walt Disney Company (DIS)	0.1	$13M	+61%	112k	113.77	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$13M	+92%	457k	27.62	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$13M	+149%	106k	119.41	View chart
salesforce (CRM)	0.1	$12M	+19%	75k	165.12	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$12M	+1085%	565k	21.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$12M	+266%	320k	38.11	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$12M	+269%	175k	69.40	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$12M	+184%	284k	42.69	View chart
Citigroup Com New (C)	0.1	$12M	+94%	103k	116.69	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$12M	+29%	202k	59.28	View chart
Automatic Data Processing (ADP)	0.1	$12M	+25%	47k	257.23	View chart
Marathon Petroleum Corp (MPC)	0.1	$12M	+377%	73k	162.63	View chart
L3harris Technologies (LHX)	0.1	$12M	+30%	39k	293.57	View chart
Diamond Hill Invt Group Com New (DHIL)	0.1	$12M		68k	169.50	View chart
Starbucks Corporation (SBUX)	0.1	$11M	+24%	133k	84.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M	-7%	408k	27.43	View chart
Abbott Laboratories (ABT)	0.1	$11M	+23%	89k	125.28	View chart
At&t (T)	0.1	$11M	+24%	447k	24.84	View chart
United Rentals (URI)	0.1	$11M	+2287%	14k	809.55	View chart
Honeywell International (HON)	0.1	$11M	+52%	57k	195.09	View chart
Pfizer Call Option (PFE)	0.1	$11M	+105%	442k	24.90	View chart
Oneok (OKE)	0.1	$11M	+84%	147k	73.50	View chart
United Parcel Service CL B (UPS)	0.1	$11M	+97%	109k	99.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$11M	+2%	51k	211.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$11M	+81%	214k	50.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$11M	+33%	222k	48.32	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$11M	+19%	369k	28.84	View chart
Dutch Bros Cl A (BROS)	0.1	$11M		174k	61.21	View chart
General Dynamics Corporation (GD)	0.1	$10M	+61%	31k	336.66	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$10M	+111%	145k	71.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$10M	+54%	21k	483.68	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$10M	+70%	140k	71.41	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$9.9M	+50%	439k	22.64	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$9.9M	+49%	188k	52.77	View chart
Medtronic SHS (MDT)	0.1	$9.9M	+93%	103k	96.06	View chart
UnitedHealth (UNH)	0.1	$9.9M	+14%	30k	330.11	View chart
Viking Therapeutics (VKTX)	0.1	$9.9M	+1624%	281k	35.18	View chart
Philip Morris International (PM)	0.1	$9.8M	+28%	61k	160.40	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$9.7M		126k	76.92	View chart
Blackrock (BLK)	0.1	$9.6M	+20%	9.0k	1070.36	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$9.6M	+25%	45k	214.69	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$9.6M	+26%	62k	155.12	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$9.5M		99k	96.12	View chart
Marvell Technology (MRVL)	0.1	$9.5M	+429%	112k	84.98	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$9.5M		242k	39.38	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$9.4M	+5%	188k	50.25	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$9.4M	+1089%	309k	30.54	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$9.4M	+102%	355k	26.52	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$9.4M	+79%	205k	45.80	View chart
Emcor (EME)	0.1	$9.4M	+9%	15k	611.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$9.3M	+22%	272k	34.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$9.3M	+181%	134k	69.42	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$9.3M		236k	39.15	View chart
Bristol Myers Squibb (BMY)	0.1	$9.2M	+204%	171k	53.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$9.2M		161k	57.24	View chart
Analog Devices Put Option (ADI)	0.1	$9.1M	+31%	34k	271.20	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$9.0M	+12%	186k	48.66	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$9.0M	+112%	120k	75.05	View chart
Wells Fargo & Company (WFC)	0.1	$9.0M	+43%	96k	93.20	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$8.9M	+14%	81k	110.72	View chart
Southern Company (SO)	0.1	$8.9M	+18%	102k	87.20	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$8.9M	+1194%	136k	65.10	View chart
Intuitive Surgical Com New Call Option (ISRG)	0.1	$8.9M	+34%	16k	566.36	View chart
Gilead Sciences (GILD)	0.1	$8.9M	+30%	72k	122.74	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$8.8M	+9%	94k	94.16	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$8.7M	+131%	87k	100.26	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$8.7M	+2%	229k	38.05	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.1	$8.7M	+7%	425k	20.52	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$8.7M	+114%	170k	51.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$8.6M	+71%	8.0k	1069.79	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$8.5M		75k	113.14	View chart
Freeport-mcmoran CL B (FCX)	0.1	$8.4M	+106%	166k	50.79	View chart
Waste Management (WM)	0.1	$8.4M	+33%	38k	219.71	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$8.3M	+34%	70k	119.35	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$8.3M	+22%	314k	26.24	View chart
Union Pacific Corporation (UNP)	0.1	$8.2M	+64%	36k	231.30	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$8.2M	+105%	169k	48.68	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$8.1M	+4%	249k	32.45	View chart
ConocoPhillips (COP)	0.1	$8.1M	+31%	86k	93.61	View chart
Capital Group New Geography SHS (CGNG)	0.1	$8.1M	+79%	252k	31.93	View chart
Copa Holdings Sa Cl A (CPA)	0.1	$7.9M	NEW	66k	120.61	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$7.9M	+65%	197k	40.23	View chart
Servicenow (NOW)	0.1	$7.9M	+1058%	51k	153.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.8M	+99%	143k	54.71	View chart
S&p Global (SPGI)	0.1	$7.8M	+39%	15k	522.57	View chart
Intel Corporation Call Option (INTC)	0.1	$7.8M	+148%	212k	36.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.8M	-41%	291k	26.91	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$7.8M	+52%	128k	61.13	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$7.8M	+2%	55k	141.16	View chart
Altria (MO)	0.1	$7.8M	+12%	135k	57.66	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$7.8M	-2%	94k	82.32	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.1	$7.7M	+9%	171k	44.97	View chart
Fabrinet SHS (FN)	0.1	$7.6M	+783%	17k	455.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$7.5M	-2%	188k	39.99	View chart
AFLAC Incorporated (AFL)	0.1	$7.5M	+63%	68k	110.27	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$7.4M	+3%	133k	55.58	View chart
Cummins (CMI)	0.1	$7.4M	+14%	14k	510.45	View chart
Arista Networks Com Shs (ANET)	0.1	$7.4M	+222%	56k	131.03	View chart
Stryker Corporation (SYK)	0.1	$7.4M	+36%	21k	351.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$7.3M	+23%	63k	117.21	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 Q4 filed Jan. 29, 2026
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

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