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 AAPL, NVDA, MSFT, VOO, BIL, and represent 11.87% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: FTSM (+$152M), BIL (+$136M), GLD (+$47M), FBND (+$45M), CTA (+$44M), VOO (+$34M), DFIC (+$23M), IEFA (+$19M), DBMF (+$19M), DFEM (+$18M).
Started 251 new stock positions in RIG, AUGW, RYM, PRME, EBIT, RXT, NBTB, TDW, SNTH, AUR.
Reduced shares in these 10 stocks: IAU (-$192M), IWV (-$32M), SPY (-$32M), IYW (-$24M), QQQ (-$23M), IVW (-$20M), MGK (-$14M), FIIG (-$13M), MGC (-$13M), MU (-$12M).
Sold out of its positions in ASX, ACP, DMCY, ALK, AA, AMTM, AMH, MT, AstraZeneca, BCSF.
Concurrent Investment Advisors was a net buyer of stock by $615M.
Concurrent Investment Advisors has $9.2B in assets under management (AUM), dropping by 4.82%.
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 1851 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Concurrent Investment Advisors has 1851 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors March 31, 2026 positions
Download the Concurrent Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Put Option (AAPL)	3.0	$276M		1.1M	253.79	View chart
NVIDIA Corporation (NVDA)	2.6	$240M		1.4M	174.40	View chart
Microsoft Corporation Call Option (MSFT)	2.4	$217M	+2%	585k	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$206M	+19%	344k	597.55	View chart
Spdr Series Trust State Street Spd (BIL)	1.7	$156M	+697%	1.7M	91.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$155M	+4481%	2.6M	59.78	View chart
Amazon (AMZN)	1.5	$137M		657k	208.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$129M	-19%	199k	650.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$109M		378k	287.56	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$106M	+77%	247k	430.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$105M	+9%	161k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.9	$86M	-21%	150k	577.18	View chart
Broadcom (AVGO)	0.9	$85M	+5%	273k	309.51	View chart
Wal-Mart Stores (WMT)	0.9	$80M	-3%	644k	124.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$75M	-5%	262k	286.86	View chart
Meta Platforms Cl A (META)	0.8	$73M	-4%	128k	572.13	View chart
JPMorgan Chase & Co. (JPM)	0.8	$72M	+2%	243k	294.16	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$71M	+17%	1.4M	49.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$67M	+3%	344k	196.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$64M	+40%	708k	90.53	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$60M	+302%	1.3M	45.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$56M	+3%	175k	320.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$56M	+3%	127k	436.74	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$55M	+3%	410k	132.90	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.6	$52M		567k	92.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$51M	+6%	946k	54.05	View chart
Johnson & Johnson (JNJ)	0.5	$48M	-5%	197k	244.44	View chart
Exxon Mobil Corporation (XOM)	0.5	$48M	+2%	283k	169.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$47M	+4%	377k	124.31	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.5	$44M	NEW	1.5M	30.22	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$43M	+30%	619k	69.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$43M	-2%	461k	92.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$41M	-11%	86k	479.20	View chart
Home Depot (HD)	0.4	$41M		125k	328.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$41M		191k	215.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$41M	+16%	412k	99.27	View chart
Bank of America Corporation (BAC)	0.4	$41M	+2%	836k	48.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$41M	-18%	1.0M	40.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$41M	+5%	190k	213.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$41M	-7%	952k	42.54	View chart
Eli Lilly & Co. Put Option (LLY)	0.4	$40M	+2%	44k	919.77	View chart
Micron Technology (MU)	0.4	$40M	-22%	119k	337.84	View chart
Abbvie Call Option (ABBV)	0.4	$39M	-13%	180k	217.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$39M	-16%	448k	86.69	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$39M	+43%	505k	76.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$37M	-7%	382k	97.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$36M	+2%	539k	67.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$34M	-6%	89k	383.40	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$34M		562k	60.44	View chart
Chevron Corporation (CVX)	0.4	$34M	+10%	163k	206.90	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$32M	+3%	324k	97.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$32M	-38%	280k	113.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$31M	-86%	353k	88.16	View chart
Merck & Co (MRK)	0.3	$31M	+8%	254k	120.29	View chart
Tesla Motors (TSLA)	0.3	$31M	-3%	82k	371.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$30M	+46%	126k	237.62	View chart
Visa Com Cl A (V)	0.3	$30M	-9%	99k	302.24	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$30M		599k	49.37	View chart
Palantir Technologies Cl A (PLTR)	0.3	$29M		199k	146.28	View chart
Coca-Cola Company (KO)	0.3	$29M	+8%	381k	76.05	View chart
Caterpillar (CAT)	0.3	$29M	+7%	41k	708.48	View chart
Cisco Systems (CSCO)	0.3	$29M	+2%	369k	77.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$28M		975k	29.13	View chart
Verizon Communications (VZ)	0.3	$28M	+7%	566k	50.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$28M	+41%	487k	58.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$28M		114k	248.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$27M	+5%	330k	82.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$27M		420k	64.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$26M		61k	426.40	View chart
Procter & Gamble Company (PG)	0.3	$26M	+9%	179k	144.44	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$26M	+11%	648k	39.73	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$26M	+4%	266k	96.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$25M	+4%	119k	211.15	View chart
Netflix Call Option (NFLX)	0.3	$25M	+12%	260k	96.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$24M	-9%	164k	148.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$24M	+13%	254k	95.44	View chart
Nextera Energy (NEE)	0.3	$24M	+16%	259k	92.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$24M	+129%	322k	74.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$24M	-22%	273k	87.84	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$24M	-6%	422k	56.58	View chart
Oracle Corporation (ORCL)	0.3	$24M	-3%	160k	147.11	View chart
Chubb (CB)	0.3	$23M	+5%	71k	325.93	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$23M	NEW	650k	35.53	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$23M	+2%	338k	68.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$23M	+5%	118k	191.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$23M	+59%	203k	110.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$22M	+4%	231k	97.23	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$22M	+14%	200k	110.86	View chart
Pepsi (PEP)	0.2	$22M		141k	155.29	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$22M	+9%	149k	146.61	View chart
Goldman Sachs (GS)	0.2	$22M	-13%	26k	845.94	View chart
McDonald's Corporation (MCD)	0.2	$22M	+7%	70k	310.79	View chart
Cme (CME)	0.2	$21M	+5%	72k	295.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$20M	-39%	55k	367.38	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$20M	+28%	437k	46.19	View chart
Uber Technologies (UBER)	0.2	$20M	+11%	280k	71.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$20M	+11%	40k	499.68	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$20M	+1304%	661k	30.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$20M	+181%	323k	61.26	View chart
Costco Wholesale Corporation (COST)	0.2	$20M	-6%	20k	996.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$20M	+3%	103k	191.92	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$20M	-32%	573k	34.41	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.2	$20M	+7%	193k	101.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$20M	+7%	389k	50.34	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$20M	+23%	526k	37.20	View chart
International Business Machines (IBM)	0.2	$20M	-3%	80k	242.39	View chart
Marathon Petroleum Corp (MPC)	0.2	$20M	+9%	80k	244.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$19M	+10%	303k	62.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$19M	-12%	228k	82.57	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$19M	+8%	228k	81.98	View chart
Ge Vernova (GEV)	0.2	$19M	+7%	21k	872.88	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$18M	+138%	306k	60.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$18M	-3%	26k	697.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$18M	+2%	117k	155.11	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$18M	+4%	615k	29.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$18M	+2%	62k	287.18	View chart
Advanced Micro Devices (AMD)	0.2	$18M	-6%	88k	203.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$18M	-18%	92k	192.90	View chart
Lam Research Corp Com New (LRCX)	0.2	$18M	+5%	82k	213.66	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$18M	NEW	507k	34.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$17M	-4%	37k	465.54	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$17M		24.00	718140.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$17M	+232%	171k	100.66	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$17M	-12%	366k	47.03	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$17M	+31%	373k	45.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$17M		63k	261.92	View chart
Johnson Controls Internation SHS (JCI)	0.2	$16M		125k	130.95	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$16M		159k	102.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$16M	NEW	198k	80.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$16M	+2%	314k	50.37	View chart
Amgen (AMGN)	0.2	$15M	+7%	43k	351.86	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.2	$15M	NEW	559k	26.75	View chart
TJX Companies (TJX)	0.2	$15M	+2%	92k	159.70	View chart
Oneok (OKE)	0.2	$15M	+10%	162k	90.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$14M	+10%	184k	78.41	View chart
Eaton Corp SHS (ETN)	0.2	$14M	-3%	40k	357.64	View chart
Ge Aerospace Com New (GE)	0.2	$14M	-24%	51k	278.68	View chart
Palo Alto Networks (PANW)	0.2	$14M	+14%	89k	160.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$14M	+77%	167k	84.84	View chart
L3harris Technologies (LHX)	0.2	$14M	+4%	41k	345.15	View chart
Truist Financial Corp equities (TFC)	0.2	$14M	+14%	308k	45.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$14M	+31%	281k	49.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$14M	+270%	121k	114.91	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$14M	+130%	368k	37.87	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$14M	+7%	121k	114.99	View chart
United Rentals (URI)	0.2	$14M	+38%	19k	728.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$14M	+10%	355k	38.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$14M	+726%	353k	38.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$14M		276k	49.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$14M	NEW	123k	111.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$14M	+7%	35k	390.41	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$14M	+86%	410k	32.95	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$13M	NEW	140k	95.69	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$13M	+36%	256k	51.93	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$13M	-23%	227k	58.54	View chart
Boeing Company (BA)	0.1	$13M	-6%	67k	199.03	View chart
Pfizer (PFE)	0.1	$13M	+6%	470k	28.08	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$13M	-15%	39k	337.95	View chart
Honeywell International (HON)	0.1	$13M		57k	226.03	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$13M	-8%	286k	44.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$13M		21k	604.38	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$13M	+9%	116k	108.98	View chart
salesforce (CRM)	0.1	$13M	-10%	67k	186.66	View chart
Lowe's Companies (LOW)	0.1	$13M	-2%	53k	236.28	View chart
Bristol Myers Squibb (BMY)	0.1	$13M	+20%	205k	60.65	View chart
Abbott Laboratories (ABT)	0.1	$12M	+35%	121k	102.67	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$12M	+70%	122k	100.57	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$12M	+129%	486k	25.04	View chart
United Parcel Svcs CL B (UPS)	0.1	$12M	+11%	122k	98.38	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$12M	+38%	235k	50.84	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$12M	+14%	166k	71.75	View chart
Phillips 66 (PSX)	0.1	$12M	+13%	65k	182.18	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$12M	+41%	99k	118.60	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$12M	+17%	72k	161.73	View chart
Diamond Hill Invt Group Com New (DHIL)	0.1	$12M		68k	172.10	View chart
Citigroup Com New Put Option (C)	0.1	$12M		102k	113.41	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$12M	-5%	536k	21.57	View chart
ConocoPhillips (COP)	0.1	$12M		87k	132.00	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$11M	+21%	228k	50.12	View chart
Delta Air Lines Com New (DAL)	0.1	$11M	-2%	171k	66.48	View chart
Viking Therapeutics (VKTX)	0.1	$11M	+23%	348k	32.54	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$11M	+347%	28k	407.70	View chart
Marvell Technology (MRVL)	0.1	$11M		113k	99.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$11M		51k	217.25	View chart
Emcor (EME)	0.1	$11M	-2%	15k	738.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$11M	-39%	98k	112.11	View chart
At&t (T)	0.1	$11M	-16%	375k	28.99	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$11M	+68%	107k	100.72	View chart
American Express Company (AXP)	0.1	$11M	-22%	36k	302.48	View chart
Freeport Mcmoran CL B (FCX)	0.1	$11M	+9%	183k	58.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$11M	+16%	317k	33.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M	-14%	348k	30.68	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$11M	NEW	447k	23.65	View chart
Southern Company (SO)	0.1	$11M	+7%	109k	96.52	View chart
Qualcomm (QCOM)	0.1	$11M	-7%	82k	128.78	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$11M	+7%	48k	218.75	View chart
Gilead Sciences (GILD)	0.1	$11M	+4%	75k	139.37	View chart
Starbucks Corporation (SBUX)	0.1	$10M	-13%	116k	89.59	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$10M	NEW	321k	32.22	View chart
Morgan Stanley Com New (MS)	0.1	$10M	-17%	63k	164.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$10M	-3%	213k	48.05	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$10M	+13%	86k	119.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$10M	-21%	32k	318.07	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$10M	+151%	246k	40.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$9.9M	+286%	560k	17.75	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$9.9M	+59%	111k	89.33	View chart
Dutch Bros Cl A (BROS)	0.1	$9.9M	+12%	195k	50.66	View chart
General Dynamics Corporation (GD)	0.1	$9.8M	-7%	29k	343.23	View chart
Analog Devices (ADI)	0.1	$9.8M	-8%	31k	318.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$9.8M	+689%	88k	111.37	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$9.7M		100k	96.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$9.7M	+18%	170k	56.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$9.6M	+201%	336k	28.71	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.1	$9.6M	+10%	471k	20.44	View chart
Altria (MO)	0.1	$9.6M	+7%	145k	65.99	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$9.5M	-10%	7.2k	1320.77	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.1	$9.4M	+380%	298k	31.64	View chart
Target Corporation (TGT)	0.1	$9.3M	+7%	77k	121.20	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$9.3M	-13%	318k	29.36	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$9.3M	+4%	37k	250.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$9.3M		164k	56.68	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$9.2M	-45%	67k	138.32	View chart
Waste Management (WM)	0.1	$9.2M	+4%	40k	229.78	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$9.2M	NEW	192k	47.93	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$9.2M	+8%	149k	61.64	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$9.2M	+6%	92k	99.08	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$9.1M	-33%	30k	304.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$9.1M	-8%	46k	198.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$9.0M	+24%	123k	73.64	View chart
Intuitive Surgical Com New (ISRG)	0.1	$9.0M	+24%	20k	461.00	View chart
Duke Energy Corp Com New (DUK)	0.1	$9.0M	+9%	69k	130.94	View chart
Automatic Data Processing (ADP)	0.1	$8.8M	-6%	44k	203.17	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$8.8M	+9%	345k	25.55	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$8.8M	-4%	77k	114.56	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$8.8M	-5%	223k	39.48	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$8.8M	+5%	261k	33.58	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$8.7M	-2%	181k	48.15	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.1	$8.7M	+14%	196k	44.40	View chart
Union Pacific Corporation (UNP)	0.1	$8.5M		35k	242.60	View chart
Servicenow (NOW)	0.1	$8.5M	+57%	81k	104.55	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$8.5M	-5%	113k	75.19	View chart
Tejon Ranch Company (TRC)	0.1	$8.4M		448k	18.84	View chart
Philip Morris International (PM)	0.1	$8.4M	-16%	51k	165.34	View chart
Blackrock (BLK)	0.1	$8.3M	-3%	8.7k	961.73	View chart
Carnival Corp Common Stock (CCL)	0.1	$8.3M	+3%	319k	25.88	View chart
Walt Disney Company (DIS)	0.1	$8.2M	-24%	85k	96.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$8.2M	+2%	57k	145.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$8.1M	-6%	87k	92.74	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$8.1M	-48%	225k	35.90	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$8.0M	+69%	171k	46.83	View chart

Past Filings by Concurrent Investment Advisors

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

Concurrent Investment Advisors 2026 Q1 filed April 21, 2026
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

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