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 11 of 60
78468R523
Shares:
43346(+116.6%)
Value:
$4.3B(+117.3%)
46138G649
Shares:
22337(+17.3%)
Value:
$4.3B(+7.6%)
808524730
Shares:
138947(+8.9%)
Value:
$4.3B(+15.5%)
33740F714
Shares:
101153(+2.9%)
Value:
$4.2B(-0.1%)
14020Y300
Shares:
155094(-0.7%)
Value:
$4.2B(-0.6%)
14020R107
Shares:
160835
Value:
$4.2B
37954Y483
Shares:
243052(+37.1%)
Value:
$4.0B(+25.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
29.5K | All Managers (Combined) | $4.3M | |||
65.6K | All Managers (Combined) | $4.3M | |||
(cusip78468R523)✕ | 43.3K | All Managers (Combined) | $4.3M | ||
(cusip46138G649)✕ | 22.3K | All Managers (Combined) | $4.3M | ||
14.6K | All Managers (Combined) | $4.3M | |||
15.8K | All Managers (Combined) | $4.3M | |||
(cusip808524730)✕ | 138.9K | All Managers (Combined) | $4.3M | ||
Medtronic Plc(MDTcusipG5960L103) | 47.5K | All Managers (Combined) | $4.3M | ||
38.4K | All Managers (Combined) | $4.3M | |||
(cusip33740F714)✕ | 101.2K | YoY NEW(+101.2K) | All Managers (Combined) | $4.2M | YoY NEW(+$4.2M) |
(cusip14020Y300)✕ | 155.1K | YoY NEW(+155.1K) | All Managers (Combined) | $4.2M | YoY NEW(+$4.2M) |
37.6K | All Managers (Combined) | $4.2M | |||
(cusip14020R107)✕ | 160.8K | QoQ NEW(+160.8K) YoY NEW(+160.8K) | All Managers (Combined) | $4.2M | QoQ NEW(+$4.2M) YoY NEW(+$4.2M) |
8.9K | All Managers (Combined) | $4.1M | |||
Target Corp(TGTcusip87612E106) | 39.1K | All Managers (Combined) | $4.1M | ||
49.5K | All Managers (Combined) | $4.1M | |||
52.8K | All Managers (Combined) | $4.0M | |||
(cusip37954Y483)✕ | 243.1K | All Managers (Combined) | $4.0M | ||
111.1K | All Managers (Combined) | $4.0M | |||
13.2K | All Managers (Combined) | $4.0M |