Concurrent Investment Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified824 identified373 unidentified
Holdings
1,197 positions
Manager:
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Page 1 of 60
78468R663
Shares:
1153811(+309.4%)
Value:
$105.8B(+310.8%)
72201R775
Shares:
448103(+17.4%)
Value:
$41.4B(+20.1%)
464287432
Shares:
415399(-3.0%)
Value:
$37.8B(+1.1%)
33733E104
Shares:
417074(+12.8%)
Value:
$37.4B(+15.1%)
33739Q200
Shares:
742056(+5.2%)
Value:
$36.5B(+6.2%)
33738R605
Shares:
574602(+1.3%)
Value:
$31.5B(-5.9%)
97717X669
Shares:
361769(+35.2%)
Value:
$28.9B(+33.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
232.4K | All Managers (Combined) | $119.4M | |||
(cusip78468R663)✕ | 1.2M | All Managers (Combined) | $105.8M | ||
Microsoft Corp(MSFTcusip594918104) | 221.3K | All Managers (Combined) | $83.1M | ||
Amazon Com Inc(AMZNcusip023135106) | 410.8K | All Managers (Combined) | $78.2M | ||
Nvidia Corp(NVDAcusip67066G104) | 665.4K | All Managers (Combined) | $72.1M | ||
120.0K | All Managers (Combined) | $56.3M | |||
84.8K | All Managers (Combined) | $47.7M | |||
249.0K | All Managers (Combined) | $43.0M | |||
(cusip72201R775)✕ | 448.1K | All Managers (Combined) | $41.4M | ||
74.2K | All Managers (Combined) | $39.5M | |||
(cusip464287432)✕ | 415.4K | All Managers (Combined) | $37.8M | ||
(cusip33733E104)✕ | 417.1K | All Managers (Combined) | $37.4M | ||
(cusip33739Q200)✕ | 742.1K | All Managers (Combined) | $36.5M | ||
130.2K | All Managers (Combined) | $35.8M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 209.6K | All Managers (Combined) | $32.4M | ||
Walmart Inc.(WMTcusip931142103) | 366.4K | All Managers (Combined) | $32.2M | ||
86.2K | All Managers (Combined) | $32.0M | |||
(cusip33738R605)✕ | 574.6K | All Managers (Combined) | $31.5M | ||
147.0K | All Managers (Combined) | $30.4M | |||
(cusip97717X669)✕ | 361.8K | All Managers (Combined) | $28.9M |