Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
1,197
Total Value
3776684844
Accession Number
0001667731-25-000551
Form Type
13F-HR
CIK
0002001015
Manager Name
Concurrent Investment Advisors, LLC
Data Enrichment
69% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
SEC
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Page 1 of 60
922908363
VOO|922908363
Shares:
232376(+24.8%)
Value:
$119.4B(+19.1%)
78468R663
78468R663
Shares:
1153811(+309.4%)
Value:
$105.8B(+310.8%)
MICROSOFT CORP
MSFT|594918104
Shares:
221329(+73676.3%)
Value:
$83.1B(+65605.6%)
AMAZON COM INC
AMZN|023135106
Shares:
410809(+42.4%)
Value:
$78.2B(+23.5%)
NVIDIA CORP
NVDA|67066G104
Shares:
665424(+10.3%)
Value:
$72.1B(-11.0%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
120047(-9.8%)
Value:
$56.3B(-17.3%)
464287200
IVV|464287200
Shares:
84824(-9.2%)
Value:
$47.7B(-13.3%)
922908744
VTV|922908744
Shares:
248959(+5.7%)
Value:
$43.0B(+7.8%)
72201R775
72201R775
Shares:
448103(+17.4%)
Value:
$41.4B(+20.1%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
74171(+4020.6%)
Value:
$39.5B(+4741.5%)
464287432
464287432
Shares:
415399(-3.0%)
Value:
$37.8B(+1.1%)
33733E104
33733E104
Shares:
417074(+12.8%)
Value:
$37.4B(+15.1%)
33739Q200
33739Q200
Shares:
742056(+5.2%)
Value:
$36.5B(+6.2%)
922908769
VTI|922908769
Shares:
130164(-8.9%)
Value:
$35.8B(-13.6%)
Alphabet Inc.
GOOGL|02079K305
Shares:
209611(+69770.3%)
Value:
$32.4B(+56977.3%)
Walmart Inc.
WMT|931142103
Shares:
366361(+8.7%)
Value:
$32.2B(+5.7%)
922908736
VUG|922908736
Shares:
86230(+10.4%)
Value:
$32.0B(-0.2%)
33738R605
33738R605
Shares:
574602(+1.3%)
Value:
$31.5B(-5.9%)
81369Y803
XLK|81369Y803
Shares:
146989(+18.9%)
Value:
$30.4B(+5.5%)
97717X669
97717X669
Shares:
361769(+35.2%)
Value:
$28.9B(+33.4%)