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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 VOO, AAPL, NVDA, MSFT, SPY, and represent 12.08% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$137M), VUG (+$82M), QQQ (+$47M), VTI (+$42M), IWF (+$36M), FPXI (+$34M), SPY (+$33M), IFV (+$33M), VTV (+$31M), AGG (+$30M).
Started 273 new stock positions in TTAN, ALKS, PICK, SLF, IFV, CLOI, FMAT, MMIT, CLF, KRYS.
Reduced shares in these 10 stocks: FTSM (-$147M), BIL (-$118M), , CTA (-$44M), GLD (-$40M), MU (-$32M), MOAT (-$20M), TOTL (-$15M), BRK.A (-$14M), Honeywell International (-$13M).
Sold out of its positions in ARKF, AXTI, Above Food Ingredients, ADUS, NVBT, ALIT, AVSF, SILJ, BMI, Bitfarms.
Concurrent Investment Advisors was a net buyer of stock by $1.6B.
Concurrent Investment Advisors has $12B in assets under management (AUM), dropping by 27.68%.
Central Index Key (CIK): 0002001015

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Portfolio Holdings for Concurrent Investment Advisors

Concurrent Investment Advisors holds 2027 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Concurrent Investment Advisors has 2027 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors June 30, 2026 positions
Download the Concurrent Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$373M	+57%	544k	686.81	View chart
Apple Call Option (AAPL)	2.8	$329M	+4%	1.1M	289.36	View chart
NVIDIA Corporation (NVDA)	2.5	$294M	+6%	1.5M	200.09	View chart
Microsoft Corporation Call Option (MSFT)	2.1	$242M	+10%	649k	373.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$181M	+22%	243k	746.80	View chart
Amazon Call Option (AMZN)	1.5	$172M	+9%	723k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$158M	+43%	214k	736.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$156M	+15%	438k	357.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$150M	+24%	200k	748.90	View chart
Broadcom Call Option (AVGO)	1.0	$115M	+11%	304k	377.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$107M	+65%	290k	370.03	View chart
Micron Technology (MU)	0.9	$105M	-23%	91k	1154.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$105M	+40%	483k	217.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$100M	+8%	284k	353.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$93M	+742%	1.1M	86.14	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$91M	+17%	480k	190.52	View chart
JPMorgan Chase & Co. (JPM)	0.8	$91M	+14%	277k	327.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$90M	+31%	932k	96.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$80M	+43%	542k	148.31	View chart
Meta Platforms Cl A (META)	0.7	$77M	+6%	137k	563.29	View chart
Wal-Mart Stores (WMT)	0.6	$72M		639k	113.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$71M	+73%	713k	98.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$66M	-7%	1.3M	49.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$65M	+8%	1.4M	45.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$65M	+15%	1.1M	59.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$64M	+53%	826k	77.11	View chart
Eli Lilly & Co. (LLY)	0.5	$60M	+13%	50k	1199.43	View chart
Johnson & Johnson (JNJ)	0.5	$59M	+18%	233k	253.97	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$58M	+12%	695k	82.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$57M	+68%	191k	300.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$56M	-4%	85k	655.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$56M	+23%	235k	236.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$56M	+6%	602k	92.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$55M	+83%	771k	71.25	View chart
Cisco Systems (CSCO)	0.5	$54M	+25%	463k	117.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$54M	+17%	223k	242.43	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$53M	+10%	1.1M	47.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$51M	+18%	102k	500.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$51M	-44%	138k	368.38	View chart
Bank of America Corporation (BAC)	0.4	$51M	+6%	893k	56.98	View chart
Caterpillar (CAT)	0.4	$49M	+13%	46k	1064.83	View chart
Advanced Micro Devices (AMD)	0.4	$49M	-4%	84k	580.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$49M	+25%	562k	86.42	View chart
Home Depot Call Option (HD)	0.4	$48M	+9%	137k	352.68	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$48M	+2%	971k	49.28	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$48M	+7%	544k	87.88	View chart
Abbvie (ABBV)	0.4	$46M	+2%	184k	251.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$44M	+9%	419k	103.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$43M	+467%	348k	124.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$43M	+58%	523k	82.65	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$43M		568k	75.88	View chart
Lam Research Corp Com New (LRCX)	0.4	$43M	+20%	99k	433.33	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$43M		454k	93.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$42M	+10%	138k	302.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$41M	+6%	299k	137.53	View chart
Visa Com Cl A (V)	0.3	$41M	+21%	119k	343.08	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$40M	+2%	333k	118.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$39M	+16%	1.1M	33.84	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$38M	+18%	708k	53.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$38M	+14%	556k	68.01	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$38M	-75%	410k	91.64	View chart
Tesla Motors Call Option (TSLA)	0.3	$37M	+67%	138k	264.34	View chart
Merck & Co (MRK)	0.3	$36M	+10%	281k	128.50	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.3	$34M	NEW	409k	83.74	View chart
Coca-Cola Company (KO)	0.3	$34M	+10%	421k	81.27	View chart
Marvell Technology (MRVL)	0.3	$33M		112k	297.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$33M	+29%	299k	110.62	View chart
First Tr Exchange Traded Dorsey Wright (IFV)	0.3	$33M	NEW	1.2M	26.93	View chart
International Business Machines Call Option (IBM)	0.3	$32M	+41%	114k	281.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$32M	+173%	466k	68.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$32M	+27%	412k	76.55	View chart
Ge Vernova (GEV)	0.3	$31M	+23%	26k	1174.88	View chart
Chevron Corporation (CVX)	0.3	$31M	+13%	184k	165.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$29M	+11%	39k	763.14	View chart
Goldman Sachs (GS)	0.2	$29M	+10%	29k	1011.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$28M	+5%	374k	75.51	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$28M	+39%	609k	46.15	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$28M	+2%	346k	81.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$28M	+8%	220k	124.76	View chart
Procter & Gamble Company (PG)	0.2	$27M	+4%	187k	146.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$27M	+766%	227k	119.77	View chart
Nextera Energy (NEE)	0.2	$27M	+19%	309k	87.77	View chart
Verizon Communications (VZ)	0.2	$27M	+13%	639k	42.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$27M	+437%	335k	80.57	View chart
Palo Alto Networks (PANW)	0.2	$27M	-11%	79k	341.02	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$27M	+107%	594k	44.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$27M	+21%	125k	212.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$27M		277k	95.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$26M		167k	158.03	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$26M	+10%	165k	158.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$26M	-3%	115k	227.06	View chart
Dell Technologies CL C (DELL)	0.2	$26M	+39%	60k	431.45	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$26M	+208%	188k	136.68	View chart
Applied Materials (AMAT)	0.2	$26M	+59%	36k	723.00	View chart
Oracle Corporation (ORCL)	0.2	$26M	+8%	175k	146.55	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$26M	+5%	686k	37.26	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$25M	-2%	413k	60.79	View chart
Chubb (CB)	0.2	$25M		73k	340.74	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$25M	+17%	360k	68.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$24M	+68%	474k	50.58	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.2	$24M	+4%	202k	117.33	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$24M	+8%	623k	37.96	View chart
Palantir Technologies Cl A (PLTR)	0.2	$24M		202k	116.67	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.2	$23M	+15%	761k	30.61	View chart
salesforce (CRM)	0.2	$23M	+118%	147k	156.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$23M	+20%	76k	303.12	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$23M	+2%	120k	188.09	View chart
Mastercard Incorporated Cl A (MA)	0.2	$22M	+8%	43k	513.60	View chart
Fidelity Covington Trust Enha U S All Etf (FEAC)	0.2	$22M	NEW	688k	32.34	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$22M	+482%	321k	68.93	View chart
McDonald's Corporation (MCD)	0.2	$22M	+15%	81k	270.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$22M	+13%	225k	96.49	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$22M	+4%	530k	40.64	View chart
Marathon Petroleum Corp (MPC)	0.2	$22M	+5%	84k	255.67	View chart
Pfizer (PFE)	0.2	$22M	+89%	892k	24.08	View chart
Costco Wholesale Corporation (COST)	0.2	$21M	+15%	23k	935.40	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$21M		528k	40.13	View chart
Ge Aerospace Com New (GE)	0.2	$21M	+9%	56k	373.73	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$21M	-3%	397k	52.72	View chart
Netflix (NFLX)	0.2	$21M	+12%	293k	71.40	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$21M	+328%	236k	87.91	View chart
United Rentals (URI)	0.2	$21M	-3%	18k	1133.17	View chart
Coherent Corp (COHR)	0.2	$21M	+115%	52k	394.47	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$20M	+4%	39k	522.64	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$20M	+546%	171k	117.50	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$20M	-7%	186k	107.13	View chart
Pepsi (PEP)	0.2	$20M	+2%	145k	135.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$20M	+4%	316k	62.17	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$20M	+350%	738k	26.52	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.2	$20M	+9%	674k	29.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$20M		389k	50.32	View chart
Uber Technologies (UBER)	0.2	$20M	-3%	271k	72.16	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$19M	+13%	424k	45.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$19M	+9%	174k	110.15	View chart
Truist Financial Corp equities (TFC)	0.2	$19M	+22%	378k	49.82	View chart
Amgen (AMGN)	0.2	$19M	+19%	52k	362.12	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.2	$19M	+7%	601k	30.90	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$19M		39k	477.59	View chart
Citigroup Com New (C)	0.2	$19M	+29%	132k	139.96	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$18M	+58%	157k	117.45	View chart
Johnson Controls Internation SHS (JCI)	0.2	$18M		126k	146.11	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$18M	+15%	363k	50.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$18M	-2%	223k	82.11	View chart
Raytheon Technologies Corp (RTX)	0.2	$18M	+2%	94k	189.73	View chart
Lowe's Companies (LOW)	0.2	$18M	+52%	81k	220.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$18M	-25%	188k	94.57	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$18M		367k	48.18	View chart
Eaton Corp SHS (ETN)	0.1	$17M		41k	426.13	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$17M	+172%	168k	102.16	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$17M	+27%	92k	185.23	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$17M	+19%	8.6k	1989.53	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$17M	+25%	145k	117.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$17M	+636%	203k	82.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$17M	+6%	131k	128.08	View chart
Cme (CME)	0.1	$17M	+5%	76k	220.83	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$17M	+5%	371k	44.36	View chart
Intel Corporation (INTC)	0.1	$16M	-18%	117k	139.63	View chart
Morgan Stanley Com New (MS)	0.1	$16M	+24%	78k	209.04	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$16M	+3%	126k	127.76	View chart
Delta Air Lines Com New (DAL)	0.1	$16M		171k	93.66	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$16M	+5%	177k	89.20	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$16M	+4%	146k	107.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$16M	+25%	47k	334.83	View chart
United Parcel Svcs CL B (UPS)	0.1	$16M	+18%	145k	107.50	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$16M	+25%	108k	144.30	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$16M	+6%	391k	39.68	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$16M	-2%	96k	161.54	View chart
L3harris Technologies (LHX)	0.1	$15M	+29%	53k	290.59	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$15M	+54%	863k	17.88	View chart
Oneok (OKE)	0.1	$15M	+8%	177k	86.94	View chart
Bristol Myers Squibb (BMY)	0.1	$15M	+29%	266k	57.62	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$15M	+64%	284k	53.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$15M	+6%	129k	117.67	View chart
Lockheed Martin Corporation (LMT)	0.1	$15M	+41%	30k	509.38	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$15M	+3%	367k	41.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$15M	+84%	198k	75.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$15M	-42%	68k	219.43	View chart
Freeport Mcmoran CL B (FCX)	0.1	$15M	+27%	233k	62.89	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$15M	+25%	398k	36.53	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$15M	+216%	43k	334.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$15M		187k	77.91	View chart
Duke Energy Corp Com New (DUK)	0.1	$14M	+64%	114k	126.58	View chart
Analog Devices (ADI)	0.1	$14M	+17%	36k	397.17	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$14M	-5%	261k	54.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$14M	+24%	41k	342.84	View chart
Boeing Company (BA)	0.1	$14M	-2%	65k	216.47	View chart
Ciena Corp Com New (CIEN)	0.1	$14M	+155%	29k	490.56	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$14M	+6%	177k	79.41	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$14M	+113%	614k	22.78	View chart
UnitedHealth (UNH)	0.1	$14M	+24%	34k	415.67	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$14M	+3%	266k	52.34	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$14M	-20%	256k	53.11	View chart
Phillips 66 (PSX)	0.1	$14M	+23%	80k	169.05	View chart
TJX Companies (TJX)	0.1	$13M	-3%	89k	151.50	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$13M	+66%	452k	29.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$13M	+6%	54k	242.99	View chart
Dutch Bros Cl A (BROS)	0.1	$13M	-5%	183k	71.81	View chart
Carpenter Technology Corporation (CRS)	0.1	$13M	+287%	21k	616.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$13M	+60%	312k	41.67	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$13M	+9%	256k	50.66	View chart
Servicenow (NOW)	0.1	$13M	+59%	129k	99.28	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$13M	+10%	53k	242.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$13M	+32%	20k	640.76	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$13M	+58%	271k	46.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$13M	+128%	161k	79.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$13M	+15%	400k	31.71	View chart
Emcor (EME)	0.1	$13M	+2%	15k	829.89	View chart
Target Corporation (TGT)	0.1	$13M	+25%	97k	130.61	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$13M		99k	127.34	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$13M	+47%	13k	964.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$13M	+15%	101k	124.42	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$13M	+9%	250k	50.15	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$12M	+103%	51k	246.21	View chart
Corning Incorporated (GLW)	0.1	$12M	+99%	49k	255.43	View chart
American Express Company (AXP)	0.1	$12M	+2%	37k	338.25	View chart
Deere & Company (DE)	0.1	$12M	+52%	19k	634.34	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$12M	+5%	470k	26.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$12M	+32%	217k	56.48	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$12M	+6%	572k	21.40	View chart
Viking Therapeutics (VKTX)	0.1	$12M	-11%	306k	39.01	View chart
Arista Networks Com Shs (ANET)	0.1	$12M	+13%	70k	169.88	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$12M	+39%	122k	96.46	View chart
CVS Caremark Corporation (CVS)	0.1	$12M	+273%	113k	103.45	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.1	$12M	+13%	338k	34.34	View chart
Capital Group New Geography SHS (CGNG)	0.1	$12M	+24%	308k	37.46	View chart
Abbott Laboratories (ABT)	0.1	$12M	+5%	127k	90.74	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$12M	+102%	310k	37.02	View chart
Starbucks Corporation (SBUX)	0.1	$12M	-2%	112k	102.19	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$12M	+151%	422k	27.15	View chart
Thermo Fisher Scientific (TMO)	0.1	$11M	+139%	23k	501.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$11M	+9%	234k	48.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$11M	+6%	118k	96.32	View chart
Texas Instruments Incorporated (TXN)	0.1	$11M	+34%	38k	298.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$11M	+36%	57k	197.60	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$11M	+2%	328k	34.12	View chart
Southern Company (SO)	0.1	$11M	+5%	115k	95.71	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$11M	+10%	164k	67.01	View chart
Altria (MO)	0.1	$11M	+4%	152k	71.95	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$11M	+239%	31k	354.57	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$11M	+2%	79k	137.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$11M	+2%	69k	156.95	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$11M	-57%	273k	39.47	View chart
General Dynamics Corporation (GD)	0.1	$11M	+4%	30k	354.25	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$11M	+4%	362k	29.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$11M	+4%	118k	90.10	View chart
Western Digital (WDC)	0.1	$11M	+39%	17k	638.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$11M	+328%	123k	85.49	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$11M	NEW	136k	76.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$10M	+2%	58k	178.62	View chart
Gilead Sciences (GILD)	0.1	$10M	+8%	82k	126.34	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 Q2 filed July 27, 2026
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

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