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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, BIL, SPY, MSFT, and represent 13.21% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$80M), AAPL (+$29M), VOO (+$24M), AMZN (+$23M), PAAA (+$20M), MSFT (+$13M), SPMO (+$11M), IHDG (+$8.8M), VFLO (+$8.3M), DBEF (+$7.7M).
Started 214 new stock positions in MURA, LUNR, LVHD, UBS, LII, DOV, ODFL, PAAS, CORP, AYI.
Reduced shares in these 10 stocks: AGG (-$57M), BROS (-$53M), IVW (-$14M), IFV (-$13M), SPY (-$12M), QQQ (-$7.1M), COWZ (-$7.0M), IVE (-$6.8M), SPLG (-$6.1M), IEFA (-$5.9M).
Sold out of its positions in BOE, BGR, BGB, STEW, BN, CABO, CGC, CSWC, CG, CET.
Concurrent Investment Advisors was a net buyer of stock by $496M.
Concurrent Investment Advisors has $4.1B in assets under management (AUM), dropping by 10.72%.
Central Index Key (CIK): 0002001015

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Portfolio Holdings for Concurrent Investment Advisors

Concurrent Investment Advisors holds 1197 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Concurrent Investment Advisors has 1197 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Put Option (AAPL)	3.4	$142M	+25%	638k	222.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$119M	+24%	232k	513.91	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.6	$106M	+309%	1.2M	91.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$95M	-11%	169k	559.39	View chart
Microsoft Corporation (MSFT)	2.0	$83M	+17%	221k	375.39	View chart
Amazon (AMZN)	1.9	$78M	+41%	411k	190.26	View chart
NVIDIA Corporation Put Option (NVDA)	1.8	$73M	+9%	677k	108.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$56M	-11%	120k	468.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$48M	-9%	85k	561.90	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$43M	+5%	249k	172.74	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$41M	+17%	448k	92.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$40M	+20%	74k	532.58	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)	0.9	$39M	-3%	425k	91.03	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$37M	+12%	417k	89.64	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.9	$37M	+5%	742k	49.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$36M	-8%	130k	274.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$32M	+17%	210k	154.64	View chart
Wal-Mart Stores (WMT)	0.8	$32M	+8%	366k	87.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$32M	+10%	86k	370.82	View chart
Meta Platforms Cl A (META)	0.8	$32M	+17%	55k	576.36	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.8	$32M		575k	54.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$30M	+18%	147k	206.48	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$29M	+35%	362k	79.86	View chart
JPMorgan Chase & Co. (JPM)	0.7	$28M	+8%	114k	245.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$27M	+19%	95k	288.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$26M	-18%	346k	75.65	View chart
Broadcom (AVGO)	0.6	$26M	+6%	154k	167.43	View chart
Visa Com Cl A (V)	0.6	$25M	+8%	70k	350.46	View chart
Exxon Mobil Corporation (XOM)	0.6	$24M	+19%	203k	118.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$23M	-71%	234k	98.92	View chart
Eli Lilly & Co. (LLY)	0.6	$23M	+12%	28k	825.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$23M	+8%	275k	81.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$22M	-7%	379k	58.35	View chart
Home Depot (HD)	0.5	$22M	+14%	60k	366.49	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$22M	+27%	148k	146.01	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$21M	+9%	259k	80.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$21M	+23%	132k	156.23	View chart
Procter & Gamble Company (PG)	0.5	$21M	+26%	120k	170.42	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.5	$20M	NEW	396k	51.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$20M	+52%	65k	308.88	View chart
Abbvie (ABBV)	0.5	$20M	+26%	94k	209.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$19M	+35%	539k	35.64	View chart
Pepsi (PEP)	0.5	$19M	+7%	126k	149.94	View chart
Chevron Corporation (CVX)	0.5	$19M	+33%	112k	167.29	View chart
Johnson & Johnson (JNJ)	0.5	$19M	+20%	112k	165.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$19M	+8%	144k	128.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$18M	+15%	23.00	798441.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$17M	+13%	385k	45.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$16M		325k	50.33	View chart
Oracle Corporation (ORCL)	0.4	$16M	+14%	115k	139.81	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$16M	+11%	322k	49.81	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$15M	-11%	36k	419.88	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$15M	-9%	279k	53.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$15M	-47%	160k	92.83	View chart
Coca-Cola Company (KO)	0.4	$15M	+33%	207k	71.62	View chart
Tesla Motors Call Option (TSLA)	0.4	$15M	-3%	57k	259.16	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$15M	+19%	362k	40.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M	+4%	74k	193.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$14M	+17%	484k	29.69	View chart
Costco Wholesale Corporation (COST)	0.3	$14M	+20%	15k	945.79	View chart
UnitedHealth (UNH)	0.3	$14M	+20%	26k	523.75	View chart
Netflix (NFLX)	0.3	$13M	+18%	14k	932.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$13M	-16%	126k	104.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$13M	+8%	102k	127.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$13M	+79%	158k	81.73	View chart
Palantir Technologies Cl A (PLTR)	0.3	$13M	+53%	151k	84.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$13M	+8%	217k	58.54	View chart
International Business Machines Call Option (IBM)	0.3	$13M	+6%	51k	248.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$13M	+138%	446k	27.96	View chart
McDonald's Corporation (MCD)	0.3	$12M	+29%	40k	312.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$12M	-3%	72k	173.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$12M	+12%	48k	258.62	View chart
Mastercard Incorporated Cl A (MA)	0.3	$12M	+30%	23k	548.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$12M	+23%	158k	78.28	View chart
Cisco Systems (CSCO)	0.3	$12M		198k	61.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$12M	+4%	61k	199.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$12M	+76%	240k	50.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$12M	-4%	38k	312.04	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$12M	+35%	146k	81.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$12M	+1461%	127k	92.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$12M	+100%	21k	542.39	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$12M	+5%	124k	92.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$11M	+37%	516k	22.08	View chart
Bank of America Corporation (BAC)	0.3	$11M	+2%	273k	41.73	View chart
Automatic Data Processing (ADP)	0.3	$11M	+19%	37k	305.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$11M	-38%	203k	54.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$11M	+173%	110k	100.67	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$11M	-3%	52k	211.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$11M	-5%	216k	50.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$11M	+16%	64k	170.89	View chart
Dutch Bros Cl A (BROS)	0.3	$11M	-83%	172k	61.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$10M	-39%	54k	190.58	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$10M	-12%	198k	51.07	View chart
Verizon Communications (VZ)	0.2	$10M	+24%	223k	45.36	View chart
Lowe's Companies (LOW)	0.2	$9.8M	+38%	42k	233.23	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$9.8M	+139%	285k	34.25	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$9.3M		209k	44.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$9.3M		50k	186.29	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$9.2M	+223%	305k	30.31	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$9.2M	+510%	213k	43.30	View chart
Raytheon Technologies Corp Call Option (RTX)	0.2	$9.0M	+7%	68k	132.46	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$8.9M	+4%	217k	41.04	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$8.9M		250k	35.70	View chart
At&t (T)	0.2	$8.9M	+12%	314k	28.28	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$8.8M	NEW	203k	43.40	View chart
salesforce (CRM)	0.2	$8.7M	+11%	58k	149.11	View chart
Nextera Energy (NEE)	0.2	$8.5M	+31%	121k	70.89	View chart
Simon Property (SPG)	0.2	$8.5M	+10%	51k	166.08	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$8.3M	NEW	241k	34.28	View chart
Merck & Co (MRK)	0.2	$8.2M	-4%	92k	89.76	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$8.2M	+13%	41k	197.46	View chart
TJX Companies (TJX)	0.2	$8.2M	+19%	67k	121.80	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$8.1M	+5%	360k	22.45	View chart
Ge Aerospace Com New (GE)	0.2	$8.1M	+24%	41k	196.51	View chart
Abbott Laboratories (ABT)	0.2	$8.1M	+19%	61k	132.65	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$7.9M	-7%	158k	50.12	View chart
Philip Morris International (PM)	0.2	$7.9M	+62%	50k	158.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$7.8M	-22%	35k	221.75	View chart
Qualcomm (QCOM)	0.2	$7.7M	+8%	50k	153.61	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$7.5M	+10%	77k	96.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$7.4M	+5%	422k	17.59	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$7.3M	-27%	111k	66.27	View chart
Caterpillar (CAT)	0.2	$7.2M	-15%	22k	329.80	View chart
Oneok (OKE)	0.2	$7.1M	+36%	71k	99.22	View chart
Uber Technologies (UBER)	0.2	$7.0M	+45%	97k	72.86	View chart
Southern Company (SO)	0.2	$6.9M	+14%	75k	91.95	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$6.9M	+17%	100k	68.80	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$6.9M	+6%	151k	45.65	View chart
Walt Disney Company (DIS)	0.2	$6.9M	+8%	70k	98.70	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$6.9M	+25%	52k	131.06	View chart
Altria (MO)	0.2	$6.9M	+31%	114k	60.02	View chart
Amgen (AMGN)	0.2	$6.7M	+10%	22k	311.54	View chart
Blackrock (BLK)	0.2	$6.7M	+64%	7.1k	946.52	View chart
Honeywell International (HON)	0.2	$6.6M	+41%	31k	211.75	View chart
Goldman Sachs Call Option (GS)	0.2	$6.6M	+13%	12k	546.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.5M	-10%	83k	78.85	View chart
ConocoPhillips (COP)	0.2	$6.5M	+5%	62k	105.02	View chart
Intuitive Surgical Com New (ISRG)	0.2	$6.5M	+8%	13k	495.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.4M	+21%	113k	57.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$6.4M	+18%	74k	87.17	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.4M	+15%	14k	446.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$6.4M	-8%	131k	48.82	View chart
Jones Lang LaSalle Incorporated (JLL)	0.2	$6.4M		26k	247.91	View chart
Palo Alto Networks (PANW)	0.2	$6.3M	+50%	37k	170.64	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.1	$6.2M	+34%	301k	20.57	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$6.2M	+4%	199k	30.98	View chart
Waste Management (WM)	0.1	$6.1M	+31%	27k	231.51	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$6.1M	+32%	89k	68.21	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$6.0M	NEW	136k	43.90	View chart
Truist Financial Corp equities (TFC)	0.1	$5.9M	+8%	144k	41.15	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$5.9M	+8%	215k	27.52	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$5.9M	+4%	61k	96.51	View chart
Wells Fargo & Company (WFC)	0.1	$5.9M	+82%	82k	71.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.9M	+60%	42k	139.78	View chart
Starbucks Corporation (SBUX)	0.1	$5.9M	+14%	60k	98.09	View chart
American Express Company (AXP)	0.1	$5.8M	+5%	22k	269.04	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$5.7M		46k	124.50	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$5.7M	-10%	61k	93.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.7M	+42%	227k	25.04	View chart
L3harris Technologies (LHX)	0.1	$5.6M	+37%	27k	209.31	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$5.6M	+121%	128k	43.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$5.6M	+6%	114k	48.76	View chart
Stryker Corporation (SYK)	0.1	$5.5M	+73%	15k	372.26	View chart
Bentley Sys Com Cl B (BSY)	0.1	$5.5M		141k	39.34	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.5M	+6%	45k	121.97	View chart
Emerson Electric (EMR)	0.1	$5.5M	+4%	50k	109.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$5.5M		147k	37.22	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$5.5M	+4%	156k	34.91	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$5.5M	+1656%	69k	79.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$5.4M	+8%	55k	97.48	View chart
Illinois Tool Works (ITW)	0.1	$5.4M	+43%	22k	248.01	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$5.3M	+59%	319k	16.76	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.3M	-18%	57k	93.66	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.1	$5.3M	+10%	281k	18.76	View chart
Emcor (EME)	0.1	$5.3M	+3%	14k	369.62	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$5.2M	+2%	169k	30.90	View chart
S&p Global (SPGI)	0.1	$5.2M	+28%	10k	508.11	View chart
United Parcel Service CL B (UPS)	0.1	$5.2M		47k	109.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$5.1M	+246%	69k	74.69	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$5.1M	-2%	118k	43.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.1M	+8%	44k	115.95	View chart
Vanguard World Health Car Etf (VHT)	0.1	$5.1M	+45%	19k	264.73	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$5.1M	+24%	108k	47.04	View chart
Snap-on Incorporated (SNA)	0.1	$5.0M		15k	337.00	View chart
Analog Devices (ADI)	0.1	$5.0M	+29%	25k	201.67	View chart
Sherwin-Williams Company (SHW)	0.1	$4.8M	+4%	14k	349.18	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.1	$4.8M	+29%	108k	44.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.8M	+31%	72k	66.34	View chart
Union Pacific Corporation (UNP)	0.1	$4.8M	+10%	20k	236.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.8M	+12%	30k	160.54	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.8M	+28%	40k	119.47	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$4.7M	+1247%	58k	82.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.7M	+223%	50k	95.37	View chart
Eaton Corp SHS (ETN)	0.1	$4.7M	-9%	17k	271.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$4.7M		125k	37.57	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.7M	+58%	14k	325.52	View chart
Bristol Myers Squibb (BMY)	0.1	$4.7M	+117%	77k	60.99	View chart
Enterprise Products Partners (EPD)	0.1	$4.7M	+2%	137k	34.14	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$4.7M	+16%	168k	27.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.6M	+5%	19k	244.64	View chart
Boeing Company (BA)	0.1	$4.6M	+18%	27k	170.55	View chart
Pfizer (PFE)	0.1	$4.6M	+19%	180k	25.34	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.5M	+40%	192k	23.72	View chart
Morgan Stanley Com New Call Option (MS)	0.1	$4.5M	+125%	39k	116.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.5M	+60%	62k	73.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$4.4M	+21%	88k	50.63	View chart
3M Company Call Option (MMM)	0.1	$4.4M	-36%	30k	146.86	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$4.3M	+6%	205k	21.10	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$4.3M	-58%	66k	65.76	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$4.3M	+116%	43k	99.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.3M	+17%	22k	193.02	View chart
Air Products & Chemicals (APD)	0.1	$4.3M	-8%	15k	294.93	View chart
General Dynamics Corporation (GD)	0.1	$4.3M		16k	272.57	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$4.3M	+8%	139k	30.80	View chart
Medtronic SHS (MDT)	0.1	$4.3M	-27%	48k	89.86	View chart
AFLAC Incorporated (AFL)	0.1	$4.3M	+8%	38k	111.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$4.2M	+2%	101k	41.98	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$4.2M		155k	27.30	View chart
Gilead Sciences (GILD)	0.1	$4.2M	+26%	38k	112.05	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$4.2M	NEW	161k	25.86	View chart
Linde SHS (LIN)	0.1	$4.1M	+68%	8.9k	465.64	View chart
Target Corporation (TGT)	0.1	$4.1M	+15%	39k	104.36	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$4.1M	+429%	50k	82.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.0M	+19%	53k	76.57	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$4.0M	+37%	243k	16.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.0M	+4%	111k	36.29	View chart
Chubb (CB)	0.1	$4.0M	-20%	13k	301.98	View chart
Cummins (CMI)	0.1	$3.9M	+5%	13k	313.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.9M	+2%	78k	49.62	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$3.8M		83k	46.08	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$3.8M	+36%	30k	128.84	View chart
American Electric Power Company (AEP)	0.1	$3.8M	+55%	35k	109.27	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.8M	-49%	27k	140.44	View chart
Phillips 66 (PSX)	0.1	$3.7M	+45%	30k	123.48	View chart
Trane Technologies SHS (TT)	0.1	$3.6M	+24%	11k	336.91	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.6M	-32%	79k	46.02	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.6M	+10%	20k	179.70	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.6M	+100%	53k	67.85	View chart
Kinder Morgan (KMI)	0.1	$3.6M	+9%	125k	28.53	View chart
Shell Spon Ads (SHEL)	0.1	$3.6M	+27%	49k	73.28	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$3.5M	+41%	68k	51.45	View chart
Paychex (PAYX)	0.1	$3.5M	+17%	23k	154.28	View chart
Tidal Etf Tr Sofi Select 500 (SFY)	0.1	$3.5M		34k	101.92	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.5M	+25%	136k	25.52	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.5M	+6%	13k	270.83	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.4M	+42%	33k	105.44	View chart
Tractor Supply Company (TSCO)	0.1	$3.4M	+2%	62k	55.10	View chart
Diamond Hill Invt Group Com New (DHIL)	0.1	$3.4M	NEW	24k	142.84	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$3.4M	+3%	78k	43.65	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.4M	+8%	128k	26.28	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 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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