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 2 of 60
JPMORGAN CHASE & CO
Shares:
113870(+8.8%)
Value:
$27.9B(+11.4%)
SPDR GOLD TRUST
Shares:
95104(+19.1%)
Value:
$27.4B(+41.8%)
46432F842
Shares:
345968(-18.4%)
Value:
$26.2B(-12.1%)
VISA INC.
Shares:
69902(+69802.0%)
Value:
$24.5B(+77415.2%)
EXXON MOBIL CORP
Shares:
203114(+19.5%)
Value:
$24.2B(+32.1%)
464287226
Shares:
234147(-71.1%)
Value:
$23.2B(-70.5%)
ELI LILLY & Co
Shares:
27675(+27575.0%)
Value:
$22.9B(+29508.1%)
92206C870
Shares:
274919(+8.2%)
Value:
$22.5B(+10.2%)
464287507
Shares:
378527(-7.5%)
Value:
$22.1B(-13.4%)
HOME DEPOT, INC.
Shares:
60025(+14.9%)
Value:
$22.0B(+8.2%)
81369Y209
Shares:
148215(+27.2%)
Value:
$21.6B(+35.0%)
78464A409
Shares:
259379(+9.3%)
Value:
$20.8B(-0.1%)
Alphabet Inc.
Shares:
132204(+23.5%)
Value:
$20.7B(+1.3%)
PROCTER & GAMBLE Co
Shares:
120002(+26.4%)
Value:
$20.5B(+28.5%)
69344A834
Shares:
395758
Value:
$20.3B
921910816
Shares:
64466(+52.8%)
Value:
$19.9B(+37.4%)
AbbVie Inc.
Shares:
93773(+26.5%)
Value:
$19.6B(+49.2%)
14020W106
Shares:
538457(+35.3%)
Value:
$19.2B(+36.7%)
CHEVRON CORP
Shares:
112189(+33.6%)
Value:
$18.8B(+54.3%)
JOHNSON & JOHNSON
Shares:
112427(+20.2%)
Value:
$18.6B(+37.8%)