Concurrent-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "ENVX", "PINS", null, "ARES", "HOOD", "AX", "MPWR", "FN", "ACAD", "GDX", "POOL", null, "TROW", "NLY", "PBR-A", "FTAI", "RJF", "AES", "ARW", "AAL", "BROS", "STRL", "FLO", "IRIX", "HP", null, null, null, "RF", "ALSN", "QSR", "SMCI", "ONON", "MQT", "ASPN", "SNOW", "MU", null, "JXN", "STR", "NVG", null, "MPLX", "ACN", null, null, "PBH", "MMM", "CASH", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "APD", "BABA", "PAA", "MAIN", null, "SBR", "NGVT", "JLL", "ATI", null, "VONG", null, null, "ALL", null, "GOOGL", null, null, "VDE", null, null, "AXP", "JFR", "JQC", null, "GDXJ", "NMZ", null, "ADMA", null, "AIG", "TEAM", "ASML", "T", "BLK", null, null, null, "ADX", "AYI", null, "AWF", null, null, null, "CAT", "BUD", "AVDE", "AVGO", "APP", "LOW", "BRO", "AIT", null, "ABR", "CP.TO", "BDJ", "ARCC", "BIT", "BTZ", "BLW", null, "WRB", null, null, "BSX", null, null, null, "BLBD", null, null, null, 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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
- Manager Name
- Concurrent-Investment-Advisors
Data Enrichment
69% identified824 identified373 unidentified
Holdings
1,197 positions • $3.8B total value
Manager:
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Page 13 of 60
Shares:23.7K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.8B)
37954Y574
Shares:77.5K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.8B)
14020Y508
Shares:127.7K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.8B)
72201R833
Shares:33.1K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.8B)
37954Y475
Shares:83.8K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.8B)
92189F643
Shares:37.5K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.8B)
46139W817
Shares:124.3K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.8B)
Shares:19.2K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.8B)
74933W452
Shares:62.7K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 61.8K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.8B) | |||
| 23.7K | QoQ NEW(+23.7K) YoY NEW(+23.7K) | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.8B) | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) | |
(cusip37954Y574)✕ | 77.5K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.8B) | ||
(cusip14020Y508)✕ | 127.7K | YoY NEW(+127.7K) | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.8B) | YoY NEW(+$3.4M) |
| 69.3K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.8B) | |||
(cusip72201R833)✕ | 33.1K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.8B) | ||
(cusip37954Y475)✕ | 83.8K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.8B) | ||
Prologis, Inc.(PLDcusip74340W103) | 29.6K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.8B) | ||
(cusip92189F643)✕ | 37.5K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.8B) | ||
METLIFE INC(METcusip59156R108) | 40.9K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.8B) | ||
HALLIBURTON CO(HALcusip406216101) | 128.4K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.8B) | ||
(cusip46139W817)✕ | 124.3K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.8B) | ||
| 12.1K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.8B) | |||
INTUIT INC.(INTUcusip461202103) | 5.2K | QoQ +4.26% (+214)YoY -8.82% (-507) | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.8B) | |
| 17.8K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.8B) | |||
| 13.2K | QoQ +0.15% (+20)YoY +6.21% (+770) | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.8B) | ||
| 19.2K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.8B) | |||
(cusip74933W452)✕ | 62.7K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.8B) | ||
| 167.0K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.8B) | |||
| 44.0K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.8B) |