Concurrent Investment Advisors, LLC ETFs

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DSI Ishares Msci Kld 400 Social Et	$0	$453 Million 0.01% of portfolio	3,904	Q2 2025 Added 30.09%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$450 Million 0.01% of portfolio	18,170	Q2 2025 Added 83.54%
DBEU Xtrackers Msci Europe Hedged E	$0	$443 Million 0.01% of portfolio	10,055	Q2 2025 Added 6.5%
FDD First Trust Stoxx European Sel	$0	$443 Million 0.01% of portfolio	28,514	Q2 2025 Added 97.62%
AAAU Goldman Sachs Physical Gold ETF	$1.1B	$442 Million 0.01% of portfolio	13,538	Q1 2025 Reduced 9.73%
GUG Guggenheim Active Allocation Fund	$0	$437 Million 0.01% of portfolio	27,942	Q2 2025 Added 5.01%
PULS Pgim ETF Tr	$0	$435 Million 0.01% of portfolio	8,748	Q2 2025 New
DVYE Ishares Emerging Markets Divid	$0	$433 Million 0.01% of portfolio	15,100	Q4 2023 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$426 Million 0.01% of portfolio	10,009	Q2 2025 Added 1.95%
KAPR Innovator U.S. Small Cap Power	$0	$423 Million 0.01% of portfolio	13,054	Q2 2024 New
IDV Ishares Tr	$0	$418 Million 0.01% of portfolio	12,135	Q2 2025 New
IGE Ishares Tr North Amern Nat Res	$0	$417 Million 0.01% of portfolio	9,429	Q2 2025 Reduced 82.58%
FAPR First Ex Tr Fd Viii Ft Cboe Ve	$0	$416 Million 0.01% of portfolio	9,854	Q2 2025 Added 19.82%
SMMV Ishares Msci Usa Small Cap Min	$0	$414 Million 0.01% of portfolio	9,851	Q2 2025 Added 5.3%
PTMC Pacer Fds Tr Trendpilot Us Mid	$0	$410 Million 0.01% of portfolio	11,765	Q2 2025 Reduced 0.24%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$408 Million 0.01% of portfolio	8,582	Q2 2025 Added 94.43%
TBLD Thornburg Income Builder Opportunities Trust	$0	$408 Million 0.01% of portfolio	20,791	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$407 Million 0.01% of portfolio	719	Q2 2025 Reduced 19.84%
OUSM Alps ETF Tr Oshares U S Small	$0	$388 Million 0.01% of portfolio	8,984	Q2 2025 New
IWS Ishares Russell Midcap Value E	$0	$382 Million 0.01% of portfolio	2,888	Q2 2025 Added 81.64%
FIW First Trust Water ETF	$0	$377 Million 0.01% of portfolio	3,488	Q2 2025 Added 14.21%
EMHY Ishares J.P. Morgan Em High Yi	$0	$373 Million 0.01% of portfolio	9,569	Q2 2025 Added 0.09%
IRBO Ishares Robotics & Artificial	$0	$361 Million 0.01% of portfolio	8,812	Q2 2025 Reduced 1.32%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$361 Million 0.01% of portfolio	2,650	Q2 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$356 Million 0.01% of portfolio	6,981	Q2 2025 Added 13.73%
FNDF Schwab Fundamental Intl Large	$0	$354 Million 0.01% of portfolio	8,857	Q2 2025 New
GLDM World Gold Trust	$9.76B	$354 Million 0.01% of portfolio	5,408	Q2 2025 New
WFHY Wisdomtree U.S. High Yield Cor	$0	$353 Million 0.01% of portfolio	7,663	Q2 2025 Added 20.28%
DFIV Dimensional ETF Tr	$0	$352 Million 0.01% of portfolio	8,218	Q2 2025 New
INDA Ishares Msci India Index Fund	$0	$343 Million 0.01% of portfolio	6,162	Q2 2025 New
BUG Global X Fds Cybersecurity ETF	$0	$340 Million 0.01% of portfolio	9,158	Q2 2025 New
BITO Proshares Tr Bitcoin Strategy	$0	$339 Million 0.01% of portfolio	15,779	Q2 2025 Added 11.1%
EWJ Ishares Msci Japan ETF	$0	$337 Million 0.01% of portfolio	4,494	Q2 2025 Added 20.9%
SPGP Invesco Exchange Traded Fd Tr	$0	$336 Million 0.01% of portfolio	3,116	Q2 2025 Added 11.48%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$331 Million 0.01% of portfolio	4,902	Q2 2025 Added 36.51%
SPTL Spdr Portfolio Long Term Treas	$0	$331 Million 0.01% of portfolio	12,440	Q2 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$330 Million 0.01% of portfolio	4,405	Q2 2025 Reduced 1.32%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$330 Million 0.01% of portfolio	4,917	Q2 2025 Added 42.23%
DISV Dimensional ETF Tr Dimensional	$0	$329 Million 0.01% of portfolio	10,000	Q2 2025 New
XPH Spdr Ser Tr Spdr S&P Pharmaceu	$0	$329 Million 0.01% of portfolio	8,097	Q4 2023 New
ARKF Ark ETF Tr Fintech Innovation	$0	$328 Million 0.01% of portfolio	6,529	Q2 2025 Added 0.96%
NUEM Nuveen Esg Emerging Markets Eq	$0	$327 Million 0.01% of portfolio	9,847	Q2 2025 Added 1.48%
VFMO Vanguard Wellington Fd U S Mom	$0	$325 Million 0.01% of portfolio	1,884	Q2 2025 Added 34.28%
JMST Jp Morgan Ultra Short Mun Inco	$0	$325 Million 0.01% of portfolio	6,374	Q1 2025 Reduced 4.37%
GCOW Pacer Fds Tr Global Cash Cows	$0	$322 Million 0.01% of portfolio	8,481	Q2 2025 Added 7.48%
MLN Vaneck Long Muni ETF	$0	$321 Million 0.01% of portfolio	18,977	Q2 2025 Added 75.96%
VLUE Ishares Msci Usa Value Factor	$0	$320 Million 0.01% of portfolio	2,827	Q2 2025 Reduced 0.81%
IMTB Ishares Tr	$0	$318 Million 0.01% of portfolio	7,298	Q2 2025 Reduced 51.98%
IWB Ishares Tr Russell 1000 ETF	$0	$317 Million 0.01% of portfolio	934	Q2 2025 New
SLQD Ishares 0 5 Year Investment Gr	$0	$317 Million 0.01% of portfolio	6,257	Q2 2025 Reduced 32.33%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.