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:
Search and click to pin securities to the top
Page 10 of 60
46137V241
Shares:
71885(+31.4%)
Value:
$4.8B(+30.0%)
97717W547
Shares:
57756(+1247.2%)
Value:
$4.7B(+1224.5%)
33740F458
Shares:
125116(-0.5%)
Value:
$4.7B(-0.3%)
92204A108
Shares:
14435(+58.1%)
Value:
$4.7B(+37.1%)
46138E107
Shares:
167836(+16.6%)
Value:
$4.7B(+20.1%)
33738D879
Shares:
191755(+40.4%)
Value:
$4.5B(+37.4%)
46641Q837
Shares:
87572(+21.8%)
Value:
$4.4B(+22.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46137V241)✕ | 71.9K | All Managers (Combined) | $4.8M | ||
20.2K | All Managers (Combined) | $4.8M | |||
29.7K | All Managers (Combined) | $4.8M | |||
39.8K | All Managers (Combined) | $4.8M | |||
(cusip97717W547)✕ | 57.8K | All Managers (Combined) | $4.7M | ||
49.6K | All Managers (Combined) | $4.7M | |||
Eaton Corp Plc(ETNcusipG29183103) | 17.4K | All Managers (Combined) | $4.7M | ||
(cusip33740F458)✕ | 125.1K | QoQ -0.46% (-581)YoY NEW(+125.1K) | All Managers (Combined) | $4.7M | YoY NEW(+$4.7M) |
(cusip92204A108)✕ | 14.4K | All Managers (Combined) | $4.7M | ||
76.9K | All Managers (Combined) | $4.7M | |||
137.1K | All Managers (Combined) | $4.7M | |||
(cusip46138E107)✕ | 167.8K | All Managers (Combined) | $4.7M | ||
19.0K | All Managers (Combined) | $4.6M | |||
26.8K | All Managers (Combined) | $4.6M | |||
Pfizer Inc(PFEcusip717081103) | 180.1K | All Managers (Combined) | $4.6M | ||
(cusip33738D879)✕ | 191.8K | YoY NEW(+191.8K) | All Managers (Combined) | $4.5M | YoY NEW(+$4.5M) |
61.7K | All Managers (Combined) | $4.5M | |||
Morgan Stanley(MScusip617446448) | 38.8K | All Managers (Combined) | $4.5M | ||
(cusip46641Q837)✕ | 87.6K | All Managers (Combined) | $4.4M | ||
205.3K | YoY NEW(+205.3K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) |