Concurrent Investment Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Concurrent Investment Advisors, LLC
Data Enrichment
69% identified
824 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%)
UNION PACIFIC CORP
Shares:
20181(+10.9%)
Value:
$4.8B(+14.8%)
922908512
Shares:
29665(+13.0%)
Value:
$4.8B(+12.1%)
92204A405
Shares:
39815(+28.8%)
Value:
$4.8B(+30.4%)
97717W547
Shares:
57756(+1247.2%)
Value:
$4.7B(+1224.5%)
464287440
Shares:
49641(+223.2%)
Value:
$4.7B(+233.4%)
Eaton Corp plc
Shares:
17367(-9.8%)
Value:
$4.7B(-26.1%)
33740F458
Shares:
125116(-0.5%)
Value:
$4.7B(-0.3%)
92204A108
Shares:
14435(+58.1%)
Value:
$4.7B(+37.1%)
BRISTOL MYERS SQUIBB CO
Shares:
76874(+153.1%)
Value:
$4.7B(+172.9%)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:
137056(+2.5%)
Value:
$4.7B(+11.6%)
46138E107
Shares:
167836(+16.6%)
Value:
$4.7B(+20.1%)
922908538
Shares:
18971(+5.4%)
Value:
$4.6B(+1.6%)
BOEING CO
Shares:
26838(+18.4%)
Value:
$4.6B(+14.1%)
PFIZER INC
Shares:
180112(+19.4%)
Value:
$4.6B(+14.1%)
33738D879
Shares:
191755(+40.4%)
Value:
$4.5B(+37.4%)
921937835
Shares:
61669(+61.0%)
Value:
$4.5B(+64.4%)
MORGAN STANLEY
Shares:
38775(+38675.0%)
Value:
$4.5B(+35884.2%)
46641Q837
Shares:
87572(+21.8%)
Value:
$4.4B(+22.4%)
Eaton Vance Enhanced Equity Income Fund II
Shares:
205343(+6.5%)
Value:
$4.3B(-6.2%)