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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 GOOGL, SPY, AAPL, VOO, MSFT, and represent 89.02% of Concurrent Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: GOOGL (+$226M), IJH (+$21M), BOND (+$20M), SGOV (+$15M), TLT (+$11M), DIA (+$11M), VOO (+$8.9M), WMT (+$8.8M), VIG (+$7.2M), LMBS (+$5.3M).
Started 125 new stock positions in SEIC, CGC, JBL, FLQL, SNDL, DAX, CLW, IYT, FFEB, GUG.
Reduced shares in these 10 stocks: IJK (-$12M), RSP (-$5.8M), ONEY, SPY, XLP, VZ, BSCO, FXO, BROS, FXL.
Sold out of its positions in ARKW, AA, BUD, APAM, ARVN, AX, Biosig Tech, BHK, BRO, CTRA.
Concurrent Investment Advisors was a net buyer of stock by $443M.
Concurrent Investment Advisors has $20B in assets under management (AUM), dropping by 842.97%.
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 867 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Concurrent Investment Advisors has 867 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concurrent Investment Advisors March 31, 2024 positions
Download the Concurrent Investment Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Cap Stk Cl A Call Option (GOOGL)	87.7	$18B		118k	148270.00	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.4	$85M	-4%	163k	523.07	View chart
Apple (AAPL)	0.3	$65M		395k	164.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$59M	+18%	122k	480.70	View chart
Microsoft Corporation (MSFT)	0.3	$56M		132k	420.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$45M	+2%	101k	444.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$42M	+12%	80k	525.73	View chart
NVIDIA Corporation (NVDA)	0.2	$37M		41k	903.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$37M	+4%	143k	259.90	View chart
Amazon (AMZN)	0.2	$35M		191k	180.38	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$31M	-4%	549k	57.23	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$30M	+21%	623k	48.25	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$27M	+64%	68k	397.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$27M	+2%	358k	74.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$26M	+10%	159k	162.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$26M	+396%	278k	91.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$26M	+415%	419k	60.74	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)	0.1	$25M	+81%	261k	94.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$25M	+16%	291k	84.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$25M	+20%	286k	85.65	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$23M	+7%	111k	208.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$20M	+2%	208k	94.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$20M	+5%	47k	420.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$20M	-3%	256k	76.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$19M	+9%	102k	186.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$19M	+29%	189k	97.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$18M	+8%	124k	147.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$17M	+648%	171k	100.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$17M	+11%	49k	344.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$17M	+3%	139k	120.99	View chart
Tesla Motors Call Option (TSLA)	0.1	$16M	+9%	94k	175.79	View chart
Meta Platforms Cl A Put Option (META)	0.1	$15M	+5%	30k	485.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$15M	+2%	190k	76.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$14M	-2%	70k	205.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$14M		130k	110.52	View chart
Visa Com Cl A (V)	0.1	$14M	+10%	50k	279.08	View chart
Home Depot Call Option (HD)	0.1	$14M	-5%	36k	383.60	View chart
Wal-Mart Stores (WMT)	0.1	$14M	+179%	228k	60.17	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$14M	-2%	187k	73.15	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$14M	-3%	265k	51.60	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.1	$14M		677k	20.00	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$13M		21.00	634440.00	View chart
Exxon Mobil Corporation Call Option (XOM)	0.1	$13M	-3%	112k	116.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$13M	-6%	64k	200.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$13M	+25%	83k	152.26	View chart
Pepsi (PEP)	0.1	$13M	+5%	72k	175.01	View chart
Procter & Gamble Company (PG)	0.1	$12M	-6%	75k	162.25	View chart
Eli Lilly & Co. (LLY)	0.1	$12M	+2%	15k	777.95	View chart
Johnson & Johnson (JNJ)	0.1	$11M		72k	158.19	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$11M	+18%	203k	56.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$11M	+8%	223k	50.17	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.1	$11M	+10%	53k	210.30	View chart
Merck & Co (MRK)	0.1	$11M	-2%	83k	131.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$11M	+203%	59k	182.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$10M	+45%	241k	41.77	View chart
Chevron Corporation (CVX)	0.0	$10M	-6%	63k	157.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$10M	+23%	85k	117.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.0	$9.5M	+53%	341k	27.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$9.4M	+5%	33k	286.61	View chart
Broadcom (AVGO)	0.0	$9.4M		7.1k	1325.29	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$9.3M	+2%	185k	50.29	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$9.0M		100k	90.44	View chart
Abbvie (ABBV)	0.0	$8.9M	+8%	49k	182.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$8.8M		46k	191.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$8.8M	+3%	217k	40.39	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$8.7M		261k	33.51	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$8.5M		195k	43.60	View chart
McDonald's Corporation (MCD)	0.0	$8.4M		30k	281.95	View chart
Coca-Cola Company (KO)	0.0	$8.3M		136k	61.18	View chart
Bentley Sys Com Cl B (BSY)	0.0	$8.2M	-11%	158k	52.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$8.1M	+183%	128k	63.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$8.0M	+27%	59k	135.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$7.9M	+53%	48k	164.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$7.6M	-43%	45k	169.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$7.6M	+19%	123k	61.53	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$7.6M	+84%	493k	15.38	View chart
Cisco Systems (CSCO)	0.0	$7.5M	-12%	151k	49.91	View chart
Oracle Corporation (ORCL)	0.0	$7.3M	+32%	59k	125.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$7.3M		29k	249.85	View chart
UnitedHealth (UNH)	0.0	$7.2M	+8%	15k	494.69	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$7.2M	-3%	121k	59.24	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$7.2M	+22%	170k	42.23	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$7.0M	+5%	20k	346.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$7.0M	+9%	216k	32.50	View chart
Walt Disney Company (DIS)	0.0	$6.8M	+31%	56k	122.36	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$6.8M	-33%	89k	76.36	View chart
Automatic Data Processing (ADP)	0.0	$6.8M	+7%	27k	249.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$6.7M	+11%	159k	42.12	View chart
Mastercard Incorporated Cl A (MA)	0.0	$6.7M	+39%	14k	481.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$6.6M	+27%	135k	49.19	View chart
United Parcel Service CL B (UPS)	0.0	$6.5M		44k	148.63	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$6.4M		79k	81.66	View chart
Lowe's Companies (LOW)	0.0	$6.4M	+10%	25k	254.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$6.3M	-13%	12k	524.30	View chart
Broadstone Net Lease (BNL)	0.0	$6.2M	-5%	393k	15.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$6.2M	+29%	77k	80.51	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$6.0M	+36%	108k	55.23	View chart
salesforce (CRM)	0.0	$5.9M	-3%	45k	129.34	View chart
Caterpillar Call Option (CAT)	0.0	$5.7M	-5%	16k	366.43	View chart
Eaton Corp SHS (ETN)	0.0	$5.7M		18k	312.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$5.6M		31k	183.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$5.6M	+7%	96k	58.11	View chart
Bank of America Corporation (BAC)	0.0	$5.5M	+3%	146k	37.92	View chart
International Business Machines (IBM)	0.0	$5.5M	-4%	29k	190.96	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$5.4M	+3%	24k	224.98	View chart
Verizon Communications (VZ)	0.0	$5.4M	-25%	129k	41.96	View chart
Qualcomm (QCOM)	0.0	$5.4M	+7%	32k	169.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$5.3M	+13%	106k	50.10	View chart
Raytheon Technologies Corp (RTX)	0.0	$5.3M	+81%	54k	97.53	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$5.2M		55k	95.65	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.0	$5.2M	-4%	79k	65.69	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$5.1M	+174%	39k	130.73	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$5.1M		40k	125.71	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$5.0M	+17%	122k	41.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$5.0M	-4%	53k	93.71	View chart
Lockheed Martin Corporation Call Option (LMT)	0.0	$5.0M	-4%	11k	454.87	View chart
Costco Wholesale Corporation (COST)	0.0	$4.9M	-11%	6.7k	732.57	View chart
Emcor (EME)	0.0	$4.9M	+13%	14k	350.20	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$4.9M	+2%	59k	81.97	View chart
ConocoPhillips (COP)	0.0	$4.8M	+6%	38k	127.28	View chart
Simon Property (SPG)	0.0	$4.8M		30k	156.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$4.7M	+197%	45k	102.76	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$4.6M	+63%	70k	65.65	View chart
Snap-on Incorporated (SNA)	0.0	$4.6M		15k	296.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$4.6M	+10%	90k	50.60	View chart
Uber Technologies (UBER)	0.0	$4.5M	-15%	59k	76.99	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$4.5M	+39%	262k	17.32	View chart
Starbucks Corporation (SBUX)	0.0	$4.5M	+14%	50k	91.39	View chart
Novo-nordisk A S Adr (NVO)	0.0	$4.5M	+111%	35k	128.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$4.5M	-11%	20k	228.58	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$4.4M	NEW	194k	22.46	View chart
Dutch Bros Cl A (BROS)	0.0	$4.3M	-27%	131k	33.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.3M	+13%	33k	131.37	View chart
Amgen (AMGN)	0.0	$4.2M	+5%	15k	284.30	View chart
Abbott Laboratories (ABT)	0.0	$4.2M		37k	113.66	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$4.1M	-5%	108k	38.48	View chart
Nextera Energy (NEE)	0.0	$4.1M	+3%	64k	63.91	View chart
At&t (T)	0.0	$4.1M		234k	17.60	View chart
Vanguard World Health Car Etf (VHT)	0.0	$4.1M	-6%	15k	270.52	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.0	$4.0M	+4%	148k	26.83	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$3.9M	+12%	113k	34.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$3.9M	+33%	43k	91.80	View chart
Boeing Company (BA)	0.0	$3.9M	+15%	20k	192.99	View chart
Vanguard World Financials Etf (VFH)	0.0	$3.9M	-17%	38k	102.39	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$3.9M	-8%	164k	23.72	View chart
TJX Companies (TJX)	0.0	$3.8M	-15%	38k	101.42	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$3.8M	+56%	41k	92.42	View chart
Global X Fds Adaptive Us (AUSF)	0.0	$3.7M	NEW	92k	40.87	View chart
Intuit (INTU)	0.0	$3.7M	+43%	5.7k	649.91	View chart
L3harris Technologies (LHX)	0.0	$3.7M	-4%	18k	213.10	View chart
Matador Resources (MTDR)	0.0	$3.7M		55k	66.77	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$3.7M	NEW	184k	20.07	View chart
Netflix (NFLX)	0.0	$3.7M	+25%	6.0k	607.28	View chart
Nike CL B (NKE)	0.0	$3.6M	+3%	39k	93.98	View chart
Chubb (CB)	0.0	$3.6M	-11%	14k	259.12	View chart
Southern Company (SO)	0.0	$3.6M	-5%	50k	71.74	View chart
Sherwin-Williams Company (SHW)	0.0	$3.6M	+17%	10k	347.32	View chart
Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSJV)	0.0	$3.5M		133k	26.30	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$3.4M	+72%	76k	45.59	View chart
Medtronic SHS (MDT)	0.0	$3.4M	+45%	40k	87.15	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$3.4M	+24%	27k	125.96	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$3.4M	-8%	11k	317.70	View chart
Tractor Supply Company (TSCO)	0.0	$3.3M	-2%	13k	261.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$3.3M		14k	235.78	View chart
Illinois Tool Works (ITW)	0.0	$3.3M	-8%	12k	268.32	View chart
Emerson Electric (EMR)	0.0	$3.3M	-9%	29k	113.42	View chart
BlackRock (BLK)	0.0	$3.3M	-26%	4.0k	833.58	View chart
Paychex (PAYX)	0.0	$3.3M	+4%	27k	122.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$3.3M	+5%	21k	155.91	View chart
Waste Management (WM)	0.0	$3.2M	-9%	15k	213.14	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$3.2M	+6%	170k	18.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$3.2M	+18%	42k	75.40	View chart
Target Corporation (TGT)	0.0	$3.2M	+8%	18k	177.20	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$3.1M		174k	17.69	View chart
Oneok (OKE)	0.0	$3.1M	-7%	38k	80.17	View chart
Air Products & Chemicals (APD)	0.0	$3.0M	-10%	12k	242.27	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.0M		51k	57.57	View chart
Analog Devices (ADI)	0.0	$3.0M	+8%	15k	197.78	View chart
Oceaneering International (OII)	0.0	$3.0M		126k	23.40	View chart
General Dynamics Corporation (GD)	0.0	$2.9M	-13%	10k	282.47	View chart
S&p Global (SPGI)	0.0	$2.9M	-19%	6.9k	425.42	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.0	$2.9M	NEW	160k	18.23	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$2.9M	+21%	63k	46.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$2.9M	NEW	26k	110.50	View chart
Prudential Financial (PRU)	0.0	$2.8M	+2%	24k	117.40	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$2.8M	+7%	14k	195.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$2.8M	+9%	49k	57.86	View chart
Enterprise Products Partners (EPD)	0.0	$2.8M		95k	29.18	View chart
Stryker Corporation (SYK)	0.0	$2.8M	+2%	7.7k	357.87	View chart
Vanguard World Industrial Etf (VIS)	0.0	$2.7M	-15%	11k	244.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$2.7M	+32%	33k	81.78	View chart
Ford Motor Company (F)	0.0	$2.7M		244k	11.17	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$2.7M	+31%	152k	17.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$2.7M	-13%	32k	83.58	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.7M	-15%	13k	201.49	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.0	$2.7M		96k	27.76	View chart
Starwood Property Trust (STWD)	0.0	$2.7M		131k	20.33	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$2.6M	-8%	15k	180.47	View chart
Intel Corporation Call Option (INTC)	0.0	$2.6M	+7%	60k	44.17	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$2.6M	-7%	93k	28.23	View chart
Unilever Spon Adr New (UL)	0.0	$2.6M	+248%	52k	50.19	View chart
Pfizer (PFE)	0.0	$2.6M	-23%	94k	27.75	View chart
AFLAC Incorporated (AFL)	0.0	$2.6M	-10%	30k	85.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$2.6M	+186%	7.6k	337.02	View chart
Allstate Corporation (ALL)	0.0	$2.6M	-8%	15k	173.00	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.0	$2.5M	+38%	90k	28.17	View chart
3M Company (MMM)	0.0	$2.5M	+28%	24k	106.07	View chart
Dow (DOW)	0.0	$2.5M	+110%	43k	57.93	View chart
Altria (MO)	0.0	$2.5M	-2%	58k	43.62	View chart
Vanguard World Energy Etf (VDE)	0.0	$2.4M	-16%	19k	131.70	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.4M	-8%	25k	96.71	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$2.4M	+13%	22k	107.60	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.4M	+5%	14k	174.20	View chart
General Electric Com New (GE)	0.0	$2.4M		88k	27.07	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$2.4M	+2%	69k	34.82	View chart
Advisorshares Tr Pure Us Cannabis Call Option (MSOS)	0.0	$2.4M	+491%	237k	10.01	View chart
Republic Services (RSG)	0.0	$2.4M	-9%	12k	191.43	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$2.4M	+896%	42k	56.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$2.3M	-9%	13k	175.27	View chart
Honeywell International (HON)	0.0	$2.3M	-19%	11k	205.24	View chart
Us Bancorp Del Com New (USB)	0.0	$2.3M	+9%	52k	44.70	View chart
Cadence Bank (CADE)	0.0	$2.3M		80k	29.00	View chart
Pioneer Natural Resources (PXD)	0.0	$2.3M	-11%	8.8k	262.49	View chart
Paypal Holdings (PYPL)	0.0	$2.3M	+17%	34k	66.99	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$2.3M	-38%	17k	134.82	View chart
Packaging Corporation of America (PKG)	0.0	$2.3M	+30%	12k	189.78	View chart
Advanced Micro Devices (AMD)	0.0	$2.3M		13k	180.49	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$2.3M	+14%	54k	42.13	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.3M	+3%	52k	43.35	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$2.2M	+2%	22k	102.28	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.0	$2.2M	+54%	44k	49.89	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.2M	+10%	96k	23.01	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.2M		48k	45.61	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$2.1M	-7%	18k	119.51	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$2.1M	+21%	42k	51.06	View chart
Norfolk Southern (NSC)	0.0	$2.1M	-7%	8.3k	254.86	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$2.1M	-44%	44k	47.52	View chart
Cigna Corp (CI)	0.0	$2.1M		5.8k	363.16	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$2.1M	+18%	29k	72.33	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.1M	+23%	4.1k	504.56	View chart
American Express Company (AXP)	0.0	$2.0M	-36%	9.0k	227.67	View chart
Union Pacific Corporation Call Option (UNP)	0.0	$2.0M	-24%	8.3k	245.93	View chart
Philip Morris International (PM)	0.0	$2.0M	-3%	22k	91.62	View chart
Devon Energy Corporation (DVN)	0.0	$2.0M	-15%	40k	50.18	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$2.0M		29k	68.68	View chart
Becton, Dickinson and (BDX)	0.0	$2.0M		7.9k	247.42	View chart
Gilead Sciences (GILD)	0.0	$2.0M	-2%	27k	73.25	View chart
Hershey Company (HSY)	0.0	$1.9M	+3%	10k	194.49	View chart
Wells Fargo & Company (WFC)	0.0	$1.9M	+4%	34k	57.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.9M	+82%	26k	72.63	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 Q1 filed May 7, 2024
Concurrent Investment Advisors 2023 Q4 filed April 15, 2024

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