Concurrent Investment Advisors

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

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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 1041 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Concurrent Investment Advisors has 1041 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Call Option (AAPL) 3.4 $126M 509k 246.95
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 3.0 $112M +4% 190k 586.08
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $100M -9% 186k 538.81
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NVIDIA Corporation Call Option (NVDA) 2.2 $83M +6% 617k 134.64
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Microsoft Corporation (MSFT) 2.1 $79M +4% 188k 421.50
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Ishares Tr Core Us Aggbd Et (AGG) 2.1 $79M +140% 811k 96.90
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Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 1.9 $69M +13% 135k 511.23
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Amazon Call Option (AMZN) 1.7 $64M +4% 290k 219.39
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $55M +18% 93k 588.68
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Dutch Bros Cl A (BROS) 1.4 $54M +317% 1.0M 52.38
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $41M -7% 143k 289.81
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Vanguard Index Fds Value Etf (VTV) 1.1 $40M +6% 236k 169.30
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Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT) 1.0 $38M +8% 440k 87.33
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Pimco Etf Tr Active Bd Etf (BOND) 0.9 $35M +16% 382k 90.42
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.9 $34M -6% 706k 48.67
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Alphabet Cap Stk Cl A Put Option (GOOGL) 0.9 $34M +6% 179k 189.30
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Broadcom Call Option (AVGO) 0.9 $34M +24% 145k 232.00
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.9 $34M 567k 59.06
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.9 $33M +5% 370k 87.82
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Vanguard Index Fds Growth Etf (VUG) 0.9 $32M +5% 78k 410.44
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $31M -5% 307k 101.53
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Wal-Mart Stores (WMT) 0.8 $30M +13% 337k 90.35
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Ishares Tr Core Msci Eafe (IEFA) 0.8 $30M -5% 424k 70.28
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Select Sector Spdr Tr Technology Call Option (XLK) 0.8 $29M 124k 232.52
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $28M +14% 62k 453.28
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Meta Platforms Cl A (META) 0.7 $28M +19% 47k 585.51
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $26M +86% 282k 91.43
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Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $26M -9% 409k 62.31
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JPMorgan Chase & Co. (JPM) 0.7 $25M +12% 105k 239.71
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Tesla Motors Call Option (TSLA) 0.6 $24M +25% 59k 402.84
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $22M +2% 268k 80.93
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $21M +20% 237k 87.90
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $20M +10% 254k 80.27
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Alphabet Cap Stk Cl C (GOOG) 0.5 $20M 107k 190.44
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Home Depot (HD) 0.5 $20M 52k 388.99
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Visa Com Cl A (V) 0.5 $20M -3% 64k 316.04
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Spdr Gold Tr Gold Shs (GLD) 0.5 $19M 80k 242.13
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Eli Lilly & Co. (LLY) 0.5 $19M +2% 25k 772.01
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $19M +6% 332k 56.48
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Exxon Mobil Corporation (XOM) 0.5 $18M +2% 170k 107.57
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Pepsi Put Option (PEP) 0.5 $18M 117k 152.06
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $18M +601% 41k 425.50
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salesforce Call Option (CRM) 0.5 $17M -2% 52k 334.33
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $17M 151k 115.22
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Ishares Tr S&p 500 Val Etf (IVE) 0.5 $17M +109% 89k 190.88
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $17M -10% 133k 127.59
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Oracle Corporation Call Option (ORCL) 0.4 $17M +13% 100k 166.64
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $16M +17% 326k 50.32
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Ishares Core Msci Emkt (IEMG) 0.4 $16M +4% 309k 52.22
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $16M -2% 117k 137.57
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Procter & Gamble Company (PG) 0.4 $16M 95k 167.65
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $15M +9% 340k 44.04
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Vanguard World Mega Grwth Ind (MGK) 0.4 $15M +17% 42k 343.41
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $14M +12% 40k 351.79
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $14M +26% 398k 35.26
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Select Sector Spdr Tr Financial (XLF) 0.4 $14M +22% 289k 48.33
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $14M -4% 71k 195.83
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $14M 20.00 680920.00
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Johnson & Johnson (JNJ) 0.4 $14M -8% 94k 144.62
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First Tr Exchange-traded Dorsey Wright (IFV) 0.4 $13M 701k 19.17
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Abbvie (ABBV) 0.4 $13M +7% 74k 177.70
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Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $13M +2% 94k 139.35
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $13M +9% 75k 175.23
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $13M +6% 54k 242.17
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Ishares Tr Russell 2000 Etf Call Option (IWM) 0.3 $13M +3% 59k 220.96
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $13M +15% 414k 30.47
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Chevron Corporation (CVX) 0.3 $12M -8% 84k 144.84
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $12M +1026% 302k 39.39
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Cisco Systems (CSCO) 0.3 $12M -13% 199k 59.20
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $12M +2% 199k 59.14
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Bank of America Corporation (BAC) 0.3 $12M -2% 265k 43.95
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $12M +46% 225k 51.14
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Costco Wholesale Corporation (COST) 0.3 $12M +42% 13k 916.24
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $11M 43k 264.13
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $11M +31% 159k 68.94
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $11M +25% 45k 240.28
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $11M +2% 227k 47.82
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $11M +4% 117k 92.59
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UnitedHealth (UNH) 0.3 $11M -3% 21k 505.86
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Netflix (NFLX) 0.3 $11M +34% 12k 891.31
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International Business Machines (IBM) 0.3 $11M +38% 48k 219.83
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $10M 51k 198.18
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $9.8M -11% 127k 77.27
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $9.8M 55k 178.08
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Coca-Cola Company (KO) 0.3 $9.7M -9% 156k 62.26
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Merck & Co (MRK) 0.3 $9.5M -18% 96k 99.48
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Caterpillar (CAT) 0.3 $9.3M +17% 26k 362.76
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $9.3M -10% 152k 61.37
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Mastercard Incorporated Cl A (MA) 0.2 $9.1M -3% 17k 526.59
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First Tr Value Line Divid In SHS (FVD) 0.2 $9.0M 206k 43.64
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Automatic Data Processing (ADP) 0.2 $9.0M +3% 31k 292.73
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $8.9M -2% 254k 35.27
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McDonald's Corporation (MCD) 0.2 $8.9M -8% 31k 289.89
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $8.7M NEW 375k 23.18
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $8.6M 209k 41.33
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $8.5M -8% 54k 159.52
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $8.5M +5% 170k 50.11
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $8.5M 108k 78.61
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $8.2M +11% 37k 224.35
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Simon Property (SPG) 0.2 $8.0M +49% 46k 172.21
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $7.6M +3% 342k 22.20
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Lowe's Companies (LOW) 0.2 $7.5M +10% 30k 246.80
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Palantir Technologies Cl A Call Option (PLTR) 0.2 $7.5M -3% 99k 75.63
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Raytheon Technologies Corp (RTX) 0.2 $7.4M 64k 115.72
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Walt Disney Company Call Option (DIS) 0.2 $7.2M -3% 64k 111.35
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Verizon Communications (VZ) 0.2 $7.2M -6% 179k 39.99
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Qualcomm (QCOM) 0.2 $7.1M +9% 46k 153.62
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $7.1M -8% 402k 17.70
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $7.0M -44% 93k 75.69
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $7.0M +2% 142k 49.05
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $6.9M +24% 135k 50.71
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TJX Companies (TJX) 0.2 $6.8M +17% 56k 120.81
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Select Sector Spdr Tr Communication (XLC) 0.2 $6.8M +12% 70k 96.81
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $6.6M -58% 88k 75.61
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $6.6M +7% 86k 77.43
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Vanguard World Inf Tech Etf (VGT) 0.2 $6.6M -5% 11k 621.79
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $6.6M +8% 142k 46.24
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Nextera Energy (NEE) 0.2 $6.6M 92k 71.69
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Bentley Sys Com Cl B (BSY) 0.2 $6.5M -11% 140k 46.70
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Jones Lang LaSalle Incorporated (JLL) 0.2 $6.4M -11% 26k 253.14
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Eaton Corp SHS (ETN) 0.2 $6.4M 19k 331.88
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Intuitive Surgical Com New (ISRG) 0.2 $6.3M +23% 12k 521.96
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At&t (T) 0.2 $6.3M 278k 22.77
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $6.2M +9% 59k 106.04
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $6.2M +7% 46k 135.37
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Emcor (EME) 0.2 $6.2M 14k 453.90
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $6.2M -45% 70k 88.79
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Goldman Sachs (GS) 0.2 $6.1M +124% 11k 572.62
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American Express Company (AXP) 0.2 $6.1M +83% 21k 296.80
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $6.0M +14% 63k 96.53
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3M Company (MMM) 0.2 $6.0M +57% 47k 129.09
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Lockheed Martin Corporation (LMT) 0.2 $6.0M 12k 485.94
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Capital Group Core Balanced SHS (CGBL) 0.2 $6.0M 192k 31.27
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Emerson Electric (EMR) 0.2 $6.0M +14% 48k 123.93
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ConocoPhillips (COP) 0.2 $5.9M +2% 59k 99.17
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $5.8M +75% 117k 49.96
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Select Sector Spdr Tr Energy (XLE) 0.2 $5.8M +18% 68k 85.66
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United Parcel Service CL B (UPS) 0.2 $5.8M 46k 126.10
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Truist Financial Corp equities (TFC) 0.2 $5.7M 132k 43.38
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Abbott Laboratories (ABT) 0.2 $5.7M +4% 51k 113.11
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $5.6M NEW 148k 37.87
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $5.6M 51k 108.61
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Select Sector Spdr Tr Indl (XLI) 0.1 $5.5M +21% 42k 131.76
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Ge Aerospace Com New Put Option (GE) 0.1 $5.5M +54% 33k 166.79
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First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.1 $5.5M +87% 149k 36.79
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $5.5M +2% 107k 51.25
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Southern Company (SO) 0.1 $5.4M -17% 66k 82.32
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $5.3M +27% 93k 57.53
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Medtronic SHS Call Option (MDT) 0.1 $5.3M 66k 79.88
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Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $5.3M +2% 254k 20.77
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Oneok (OKE) 0.1 $5.2M -15% 52k 100.40
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First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $5.2M +151% 67k 77.04
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New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $5.2M +4% 198k 26.06
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $5.2M -11% 47k 110.58
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.1M +267% 187k 27.32
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Snap-on Incorporated (SNA) 0.1 $5.1M 15k 339.47
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Amgen (AMGN) 0.1 $5.1M 20k 260.64
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Honeywell International (HON) 0.1 $5.0M +9% 22k 225.89
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Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $4.9M -10% 166k 29.64
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First Tr Morningstar Divid L SHS (FDL) 0.1 $4.8M +12% 120k 40.26
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Ishares Tr U.s. Utilits Etf (IDU) 0.1 $4.8M +7% 50k 96.21
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $4.8M +858% 91k 53.05
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Starbucks Corporation (SBUX) 0.1 $4.7M +4% 52k 91.25
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $4.7M 40k 117.48
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.1 $4.7M NEW 126k 37.49
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Air Products & Chemicals (APD) 0.1 $4.6M +3% 16k 290.04
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Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $4.6M +173% 193k 23.95
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Chubb (CB) 0.1 $4.6M 17k 276.31
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Duke Energy Corp Com New (DUK) 0.1 $4.6M 42k 107.74
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $4.6M +2% 18k 253.75
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Target Corporation (TGT) 0.1 $4.6M +7% 34k 135.18
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Altria (MO) 0.1 $4.5M +3% 87k 52.29
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.5M -23% 26k 172.42
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Franklin Templeton Etf Tr Us Treasury Bond (FLGV) 0.1 $4.5M +42% 223k 20.12
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Sherwin-Williams Company (SHW) 0.1 $4.5M +3% 13k 339.93
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Palo Alto Networks (PANW) 0.1 $4.4M +116% 24k 181.96
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $4.4M +332% 159k 27.87
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $4.4M +168% 119k 37.17
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Blackrock (BLK) 0.1 $4.4M NEW 4.3k 1025.15
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $4.3M -6% 156k 27.28
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $4.3M +6% 98k 43.28
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $4.2M +7% 26k 161.77
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Enterprise Products Partners (EPD) 0.1 $4.2M +13% 134k 31.36
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Union Pacific Corporation (UNP) 0.1 $4.2M -3% 18k 228.04
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Cummins (CMI) 0.1 $4.1M +296% 12k 348.59
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Waste Management (WM) 0.1 $4.1M 20k 201.79
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General Dynamics Corporation (GD) 0.1 $4.1M 16k 263.49
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L3harris Technologies (LHX) 0.1 $4.1M +6% 19k 210.28
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Analog Devices (ADI) 0.1 $4.1M +15% 19k 212.46
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $4.0M +6% 40k 100.32
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Boeing Company (BA) 0.1 $4.0M +9% 23k 177.00
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $4.0M +131% 19k 210.45
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Pfizer (PFE) 0.1 $4.0M 151k 26.53
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $4.0M +22% 87k 46.07
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Uber Technologies (UBER) 0.1 $4.0M 66k 60.32
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S&p Global (SPGI) 0.1 $4.0M +9% 8.0k 498.05
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Nike CL B (NKE) 0.1 $3.9M 52k 75.67
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Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.1 $3.9M +60% 144k 27.03
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Illinois Tool Works (ITW) 0.1 $3.8M +9% 15k 253.55
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Ishares Tr Core Total Usd (IUSB) 0.1 $3.8M -13% 84k 45.20
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.8M -7% 76k 50.13
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Microchip Technology (MCHP) 0.1 $3.8M -6% 66k 57.35
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Dbx Etf Tr Xtrackers Shrt (SHYL) 0.1 $3.7M +53% 83k 44.76
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $3.7M +2% 128k 29.05
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Tidal Etf Tr Sofi Select 500 (SFY) 0.1 $3.7M NEW 34k 108.84
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $3.7M +2% 106k 34.75
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $3.7M +65% 55k 67.03
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AFLAC Incorporated (AFL) 0.1 $3.7M +6% 35k 103.44
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Philip Morris International (PM) 0.1 $3.7M +3% 31k 120.35
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $3.7M +3% 82k 44.87
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Vanguard World Financials Etf (VFH) 0.1 $3.6M -5% 31k 118.07
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $3.6M +263% 72k 50.37
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Core Scientific (CORZ) 0.1 $3.5M -2% 250k 14.05
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Ishares Tr S&p 100 Etf (OEF) 0.1 $3.5M +215% 12k 288.85
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Metropcs Communications (TMUS) 0.1 $3.5M +248% 16k 220.73
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Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $3.4M -11% 200k 17.25
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Texas Instruments Incorporated (TXN) 0.1 $3.4M -3% 18k 187.51
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Vanguard World Consum Dis Etf (VCR) 0.1 $3.4M 9.1k 375.37
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Oceaneering International (OII) 0.1 $3.4M 129k 26.08
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Vanguard World Health Car Etf (VHT) 0.1 $3.3M -5% 13k 253.68
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Pgim Rock Etf Tr Pgim Us Larg Cap (JULP) 0.1 $3.3M 123k 27.11
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $3.3M +112% 137k 24.24
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.3M -3% 44k 74.73
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV) 0.1 $3.3M -2% 127k 26.05
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $3.3M +30% 92k 35.85
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $3.2M 177k 18.22
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Tractor Supply Company (TSCO) 0.1 $3.2M +399% 61k 53.06
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Trane Technologies SHS (TT) 0.1 $3.2M -4% 8.7k 369.35
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.2M +5% 76k 41.82
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Wells Fargo & Company (WFC) 0.1 $3.2M +8% 45k 70.24
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Intuit (INTU) 0.1 $3.2M -4% 5.0k 628.51
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Global X Fds Adaptive Us (AUSF) 0.1 $3.2M +4% 75k 42.00
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Motorola Solutions Com New (MSI) 0.1 $3.1M +63% 6.8k 462.23
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Servicenow (NOW) 0.1 $3.1M +12% 3.0k 1060.07
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $3.1M -13% 73k 42.97
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $3.1M +820% 98k 31.95
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Kinder Morgan (KMI) 0.1 $3.1M 114k 27.40
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Bank of New York Mellon Corporation (BK) 0.1 $3.1M +465% 41k 76.83
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Matador Resources (MTDR) 0.1 $3.1M 55k 56.26
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Stryker Corporation (SYK) 0.1 $3.1M +13% 8.6k 360.04
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Owl Rock Capital Corporation (OBDC) 0.1 $3.1M -46% 204k 15.12
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Apollo Global Mgmt Call Option (APO) 0.1 $3.0M -4% 19k 165.16
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.0M +7% 15k 197.50
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $3.0M 118k 25.79
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Unilever Spon Adr New (UL) 0.1 $3.0M 54k 56.70
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Novo-nordisk A S Adr (NVO) 0.1 $3.0M -3% 35k 86.02
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Capital One Financial (COF) 0.1 $3.0M NEW 17k 178.32
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $3.0M +29% 16k 184.51
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $3.0M +326% 30k 100.34
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $2.9M +34% 32k 92.73
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Past Filings by Concurrent Investment Advisors

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