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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 14.14% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$63M), BROS (+$46M), VOO (+$31M), MSFT (+$19M), AAPL (+$19M), AGG (+$13M), COWZ (+$11M), AMZN (+$10M), MDY (+$10M), IJK (+$10M).
Started 154 new stock positions in NEM, Global X Fds, AES, SHYL, BOAT, PWS, CTVA, VICI, DON, IVOL.
Reduced shares in these 10 stocks: DIA (-$24M), IVE (-$11M), FIXD (-$5.6M), XLE (-$5.1M), IYC, FEMB, Pioneer Natural Resources, MBB, CIBR, SPYV.
Sold out of its positions in AGCO, ARKG, ARKF, MSOX, A, AMPH, TEAM, ACB, RNA, BRBR.
Concurrent Investment Advisors was a net buyer of stock by $565M.
Concurrent Investment Advisors has $3.0B in assets under management (AUM), dropping by -84.76%.
Central Index Key (CIK): 0002001015

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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 933 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Concurrent Investment Advisors has 933 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Call Option (AAPL)	3.3	$102M	+22%	483k	210.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$91M	+50%	183k	500.13	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	3.0	$91M	+3%	167k	544.22	View chart
Microsoft Corporation (MSFT)	2.6	$78M	+31%	174k	446.95	View chart
NVIDIA Corporation (NVDA)	2.2	$68M	+1236%	552k	123.54	View chart
Dutch Bros Cl A (BROS)	1.7	$51M	+846%	1.2M	41.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$50M	+4%	105k	479.11	View chart
Amazon Call Option (AMZN)	1.6	$47M	+28%	245k	193.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$46M	+4%	84k	547.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$43M	+12%	160k	267.51	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.1	$34M	+13%	704k	48.05	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.0	$32M		556k	57.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$31M	+70%	322k	97.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$31M	+18%	426k	72.64	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$31M	+20%	192k	160.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$29M	+8%	316k	92.54	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$28M	+11%	310k	91.08	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$27M	+5%	117k	226.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$26M	+8%	282k	91.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$25M	+3%	433k	58.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$25M	+23%	146k	171.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$25M	+2%	294k	84.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$22M	+16%	54k	406.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$21M	+13%	56k	374.01	View chart
Eli Lilly & Co. (LLY)	0.7	$21M	+51%	23k	905.39	View chart
Tesla Motors Call Option (TSLA)	0.7	$21M	+11%	105k	197.88	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$20M		258k	78.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$19M	+12%	193k	100.71	View chart
Pepsi (PEP)	0.6	$19M	+60%	116k	164.93	View chart
Wal-Mart Stores (WMT)	0.6	$19M	+23%	282k	67.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$18M	+11%	155k	118.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$18M	+20%	100k	183.42	View chart
Exxon Mobil Corporation (XOM)	0.6	$18M	+41%	158k	115.12	View chart
Broadcom (AVGO)	0.6	$18M	+57%	11k	1605.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$18M	-2%	121k	145.75	View chart
Home Depot (HD)	0.6	$18M	+40%	51k	344.24	View chart
Meta Platforms Cl A (META)	0.6	$18M	+15%	35k	504.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$18M	+16%	81k	215.01	View chart
JPMorgan Chase & Co. (JPM)	0.6	$17M	+35%	86k	202.26	View chart
Visa Com Cl A (V)	0.5	$16M	+24%	62k	262.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$16M	+201%	290k	54.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$15M		188k	80.13	View chart
Procter & Gamble Company (PG)	0.5	$15M	+20%	90k	164.92	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$15M	+3%	276k	53.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$14M		132k	106.66	View chart
Merck & Co (MRK)	0.5	$14M	+36%	113k	123.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$14M	-26%	152k	91.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$14M	-5%	180k	76.70	View chart
Johnson & Johnson (JNJ)	0.4	$14M	+29%	93k	146.16	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.4	$13M		683k	19.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$13M		21.00	612241.00	View chart
Chevron Corporation (CVX)	0.4	$13M	+27%	81k	156.42	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$12M	+9%	93k	127.48	View chart
Oracle Corporation (ORCL)	0.4	$12M	+42%	83k	141.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$12M	+58%	71k	164.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$12M	+690%	132k	88.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$12M	+10%	265k	43.76	View chart
Abbvie (ABBV)	0.4	$12M	+38%	67k	171.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$12M	+8%	63k	182.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$11M	+316%	135k	83.96	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.4	$11M	+2%	54k	202.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$11M	+5%	35k	314.21	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$11M	+125%	158k	68.14	View chart
UnitedHealth (UNH)	0.4	$11M	+44%	21k	509.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$11M	-2%	217k	49.42	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$11M	-5%	192k	54.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$10M	+6%	361k	28.92	View chart
Cisco Systems (CSCO)	0.3	$10M	+45%	218k	47.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$10M	NEW	19k	535.08	View chart
Coca-Cola Company (KO)	0.3	$9.9M	+14%	155k	63.65	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$9.8M	+37%	296k	33.00	View chart
Bank of America Corporation (BAC)	0.3	$9.7M	+67%	245k	39.77	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$9.6M	+2%	191k	50.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$9.6M	+8%	109k	88.13	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$9.5M	+51%	37k	260.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.3M	+13%	54k	170.76	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$9.1M		259k	35.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$9.1M	+13%	146k	62.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$9.0M		218k	41.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$9.0M		60k	150.50	View chart
United Parcel Service CL B (UPS)	0.3	$8.6M	+43%	63k	136.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$8.6M	+2%	47k	182.52	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$8.3M	+5%	130k	64.00	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$8.2M	+17%	200k	40.75	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$8.1M	+63%	200k	40.63	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$8.1M	+6%	526k	15.36	View chart
McDonald's Corporation (MCD)	0.3	$8.0M	+5%	31k	254.84	View chart
Bentley Sys Com Cl B (BSY)	0.3	$7.9M		159k	49.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$7.8M	+10%	32k	242.10	View chart
Qualcomm (QCOM)	0.3	$7.8M	+22%	39k	199.18	View chart
Verizon Communications (VZ)	0.3	$7.7M	+44%	187k	41.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$7.7M	+16%	186k	41.11	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.5M	+22%	17k	441.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.4M	-59%	41k	182.01	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$7.4M	+9%	86k	85.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$7.4M	+61%	425k	17.36	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$7.1M	+5%	93k	76.58	View chart
Automatic Data Processing (ADP)	0.2	$7.1M	+9%	30k	238.69	View chart
Costco Wholesale Corporation (COST)	0.2	$7.0M	+22%	8.3k	849.99	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$7.0M		122k	57.68	View chart
Eaton Corp SHS (ETN)	0.2	$7.0M	+22%	22k	313.55	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$6.8M	+58%	308k	22.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$6.8M	+3%	140k	48.67	View chart
salesforce (CRM)	0.2	$6.8M	+14%	52k	129.51	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$6.7M	+71%	73k	91.78	View chart
At&t (T)	0.2	$6.7M	+50%	351k	19.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.6M	+8%	83k	79.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.6M	-5%	11k	576.61	View chart
Caterpillar (CAT)	0.2	$6.5M	+25%	20k	333.10	View chart
International Business Machines Call Option (IBM)	0.2	$6.5M	+29%	37k	172.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$6.3M	+2%	21k	303.41	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.3M	+16%	63k	100.39	View chart
ConocoPhillips (COP)	0.2	$6.3M	+45%	55k	114.38	View chart
Nextera Energy (NEE)	0.2	$6.1M	+34%	87k	70.81	View chart
Walt Disney Company (DIS)	0.2	$6.1M	+10%	62k	99.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$6.0M	+7%	33k	182.40	View chart
Southern Company (SO)	0.2	$6.0M	+54%	77k	77.57	View chart
Lowe's Companies (LOW)	0.2	$6.0M	+7%	27k	220.46	View chart
Microchip Technology (MCHP)	0.2	$5.9M	+262%	65k	91.50	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$5.9M	NEW	198k	29.73	View chart
Amgen (AMGN)	0.2	$5.6M	+20%	18k	312.45	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$5.5M	+93%	121k	45.71	View chart
Broadstone Net Lease (BNL)	0.2	$5.5M	-11%	348k	15.87	View chart
Netflix (NFLX)	0.2	$5.5M	+34%	8.1k	674.90	View chart
Waste Management (WM)	0.2	$5.4M	+68%	25k	213.34	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$5.4M	+8%	42k	128.43	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$5.4M	NEW	189k	28.45	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.2	$5.3M	NEW	157k	33.88	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.3M	+3%	11k	467.12	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$5.2M		80k	65.89	View chart
TJX Companies (TJX)	0.2	$5.1M	+24%	47k	110.10	View chart
Oneok (OKE)	0.2	$5.1M	+64%	63k	81.55	View chart
Novo-nordisk A S Adr (NVO)	0.2	$5.1M		36k	142.74	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$5.1M	-2%	54k	94.57	View chart
Abbott Laboratories Call Option (ABT)	0.2	$5.1M	+31%	49k	103.91	View chart
Truist Financial Corp equities (TFC)	0.2	$5.1M	+252%	130k	38.85	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$5.0M	-11%	95k	52.49	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.2	$5.0M	+25%	186k	26.70	View chart
Emcor (EME)	0.2	$4.9M	-3%	13k	365.08	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$4.8M		41k	119.44	View chart
Medtronic SHS Call Option (MDT)	0.2	$4.8M	+55%	61k	78.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.8M		54k	89.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.8M	+8%	50k	97.27	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.2	$4.7M	+51%	242k	19.43	View chart
Simon Property (SPG)	0.2	$4.7M		31k	151.80	View chart
Uber Technologies (UBER)	0.2	$4.6M	+8%	64k	72.68	View chart
Target Corporation (TGT)	0.2	$4.6M	+74%	31k	148.04	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$4.5M	NEW	169k	26.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.5M	+6%	21k	218.04	View chart
Emerson Electric (EMR)	0.1	$4.5M	+39%	41k	110.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.5M	+52%	40k	112.63	View chart
Air Products & Chemicals (APD)	0.1	$4.4M	+40%	17k	258.05	View chart
Boeing Company Call Option (BA)	0.1	$4.4M	+19%	24k	182.01	View chart
Pfizer (PFE)	0.1	$4.4M	+66%	156k	27.98	View chart
Chubb (CB)	0.1	$4.3M	+21%	17k	255.08	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$4.0M	NEW	46k	87.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.0M		33k	123.80	View chart
L3harris Technologies (LHX)	0.1	$4.0M	+2%	18k	224.58	View chart
Snap-on Incorporated (SNA)	0.1	$4.0M		15k	261.38	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$4.0M	-2%	105k	37.93	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.0M	+58%	40k	100.23	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$4.0M	NEW	119k	33.49	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	+111%	18k	226.26	View chart
General Dynamics Corporation (GD)	0.1	$4.0M	+30%	14k	290.15	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.9M		165k	23.91	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$3.9M	+15%	87k	45.22	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.9M	-2%	110k	35.55	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.8M	+4%	192k	19.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.8M	-15%	76k	50.11	View chart
Altria (MO)	0.1	$3.8M	+45%	83k	45.55	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.8M	-6%	14k	266.00	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$3.7M	+3%	95k	39.68	View chart
Honeywell International (HON)	0.1	$3.7M	+54%	18k	213.54	View chart
Starbucks Corporation (SBUX)	0.1	$3.7M	-4%	47k	77.85	View chart
Select Sector Spdr Tr Indl Call Option (XLI)	0.1	$3.7M	+10%	30k	121.87	View chart
CVS Caremark Corporation (CVS)	0.1	$3.7M	+236%	62k	59.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.6M	+30%	9.9k	364.51	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$3.6M	-29%	74k	48.74	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$3.6M	+26%	122k	29.57	View chart
Devon Energy Corporation (DVN)	0.1	$3.6M	+88%	75k	47.40	View chart
Illinois Tool Works (ITW)	0.1	$3.5M	+19%	15k	236.97	View chart
Analog Devices (ADI)	0.1	$3.5M		15k	228.26	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$3.5M	+17%	17k	205.28	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.1	$3.4M		132k	26.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.4M	+7%	45k	74.89	View chart
Tractor Supply Company (TSCO)	0.1	$3.4M	-2%	13k	270.01	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.4M	-11%	34k	99.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.4M	+3%	15k	229.56	View chart
Nike CL B (NKE)	0.1	$3.4M	+15%	45k	75.37	View chart
Sherwin-Williams Company (SHW)	0.1	$3.4M	+9%	11k	298.44	View chart
BlackRock (BLK)	0.1	$3.4M	+6%	4.3k	787.30	View chart
Halliburton Company (HAL)	0.1	$3.3M	+128%	98k	33.78	View chart
Matador Resources (MTDR)	0.1	$3.3M		56k	59.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.3M	+5%	22k	150.43	View chart
Oceaneering International (OII)	0.1	$3.3M	+10%	139k	23.66	View chart
3M Company (MMM)	0.1	$3.3M	+34%	32k	102.19	View chart
Enterprise Products Partners (EPD)	0.1	$3.3M	+18%	113k	28.98	View chart
Intuit (INTU)	0.1	$3.2M	-14%	4.9k	657.20	View chart
S&p Global (SPGI)	0.1	$3.2M	+4%	7.2k	445.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.2M	+16%	57k	56.68	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.2M	NEW	123k	25.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.2M	+3%	53k	59.20	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.1M	+15%	16k	194.53	View chart
Ge Aerospace Com New (GE)	0.1	$3.1M	+6%	94k	32.83	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$3.0M	-8%	9.7k	312.33	View chart
Philip Morris International (PM)	0.1	$3.0M	+35%	30k	101.33	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$3.0M		174k	17.30	View chart
Paychex (PAYX)	0.1	$3.0M	-6%	25k	118.56	View chart
Unilever Spon Adr New (UL)	0.1	$3.0M	+4%	54k	54.99	View chart
Stryker Corporation (SYK)	0.1	$3.0M	+13%	8.7k	340.25	View chart
AFLAC Incorporated (AFL)	0.1	$2.9M	+9%	33k	89.31	View chart
Palo Alto Networks (PANW)	0.1	$2.9M	+92%	8.6k	339.00	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.9M	+7%	163k	17.67	View chart
Pool Corporation (POOL)	0.1	$2.9M	+597%	9.3k	307.33	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.8M	-66%	65k	43.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.8M	+15%	110k	25.33	View chart
Phillips 66 (PSX)	0.1	$2.8M	+102%	20k	141.17	View chart
Trane Technologies SHS (TT)	0.1	$2.8M	+33%	8.4k	328.94	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.1	$2.7M	+56%	370k	7.33	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.7M	+17%	16k	173.48	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$2.7M	+66%	40k	68.31	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$2.6M	+2%	95k	27.44	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.6M		15k	175.78	View chart
Intel Corporation Call Option (INTC)	0.1	$2.6M	+38%	83k	30.97	View chart
Us Bancorp Del Com New (USB)	0.1	$2.6M	+24%	65k	39.70	View chart
Republic Services (RSG)	0.1	$2.6M	+6%	13k	194.34	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.1	$2.5M	+14%	51k	49.90	View chart
Starwood Property Trust (STWD)	0.1	$2.5M		133k	18.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.5M		55k	45.75	View chart
Prudential Financial (PRU)	0.1	$2.5M	-12%	21k	117.19	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$2.5M	+6%	18k	136.26	View chart
Motorola Solutions Com New (MSI)	0.1	$2.4M	+270%	6.3k	386.06	View chart
American Express Company (AXP)	0.1	$2.4M	+16%	11k	231.56	View chart
Wells Fargo & Company (WFC)	0.1	$2.4M	+21%	41k	59.39	View chart
Norfolk Southern (NSC)	0.1	$2.4M	+32%	11k	214.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.4M	-13%	29k	81.65	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$2.3M	-26%	125k	18.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.3M	-2%	22k	106.55	View chart
Advanced Micro Devices Call Option (AMD)	0.1	$2.3M	+12%	14k	162.21	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.3M	-91%	5.9k	391.15	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$2.3M		69k	33.38	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$2.3M	+66%	46k	49.76	View chart
Apollo Global Mgmt (APO)	0.1	$2.2M	NEW	19k	118.07	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$2.2M	NEW	75k	29.74	View chart
Nxp Semiconductors N V (NXPI)	0.1	$2.2M	+30%	8.3k	269.09	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.2M	+77%	5.0k	444.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.2M	+11%	13k	173.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.2M		13k	168.79	View chart
Cadence Bank (CADE)	0.1	$2.2M	-2%	78k	28.28	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.2M		18k	118.50	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 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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