Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

824 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $3,776,684.844K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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JPMORGAN CHASE & CO

JPM|46625H100

113870(+8.8%)

Value:

$27.9B(+11.4%)

SPDR GOLD TRUST

GLD|78463V107

95104(+19.1%)

Value:

$27.4B(+41.8%)

46432F842

IEFA|46432F842

345968(-18.4%)

Value:

$26.2B(-12.1%)

VISA INC.

V|92826C839

69902(+69802.0%)

Value:

$24.5B(+77415.2%)

EXXON MOBIL CORP

XOM|30231G102

203114(+19.5%)

Value:

$24.2B(+32.1%)

464287226

234147(-71.1%)

Value:

$23.2B(-70.5%)

ELI LILLY & Co

LLY|532457108

27675(+27575.0%)

Value:

$22.9B(+29508.1%)

92206C870

VCIT|92206C870

274919(+8.2%)

Value:

$22.5B(+10.2%)

464287507

IJH|464287507

378527(-7.5%)

Value:

$22.1B(-13.4%)

HOME DEPOT, INC.

HD|437076102

60025(+14.9%)

Value:

$22.0B(+8.2%)

81369Y209

148215(+27.2%)

Value:

$21.6B(+35.0%)

78464A409

SPYG|78464A409

259379(+9.3%)

Value:

$20.8B(-0.1%)

Alphabet Inc.

GOOG|02079K107

132204(+23.5%)

Value:

$20.7B(+1.3%)

PROCTER & GAMBLE Co

PG|742718109

120002(+26.4%)

Value:

$20.5B(+28.5%)

69344A834

395758

Value:

$20.3B

921910816

MGK|921910816

64466(+52.8%)

Value:

$19.9B(+37.4%)

AbbVie Inc.

ABBV|00287Y109

93773(+26.5%)

Value:

$19.6B(+49.2%)

14020W106

538457(+35.3%)

Value:

$19.2B(+36.7%)

CHEVRON CORP

CVX|166764100

112189(+33.6%)

Value:

$18.8B(+54.3%)

JOHNSON & JOHNSON

JNJ|478160104

112427(+20.2%)

Value:

$18.6B(+37.8%)

Instrument	Shares		Other Manager	Value
Jpmorgan Chase & Co(JPMcusip46625H100)	113.9K	QoQ +8.85% (+9.3K) YoY +78.76% (+50.2K)	All Managers (Combined)	$27.9M	QoQ +11.38% (+$2.9M) YoY +118.92% (+$15.2M)
Spdr Gold Trust(GLDcusip78463V107)	95.1K	QoQ +19.12% (+15.3K) YoY +35.90% (+25.1K)	All Managers (Combined)	$27.4M	QoQ +41.75% (+$8.1M) YoY +90.35% (+$13.0M)
(IEFAcusip46432F842)	346.0K	QoQ -18.35% (-77.8K) YoY -3.43% (-12.3K)	All Managers (Combined)	$26.2M	QoQ -12.11% (-$3.6M) YoY -1.57% (-$419.8K)
Visa Inc.(Vcusip92826C839)	69.9K	QoQ +69802.00% (+69.8K) YoY +69802.00% (+69.8K)	All Managers (Combined)	$24.5M	QoQ +77415.17% (+$24.5M) YoY +87680.90% (+$24.5M)
Exxon Mobil Corp(XOMcusip30231G102)	203.1K	QoQ +19.51% (+33.2K) YoY +81.69% (+91.3K)	All Managers (Combined)	$24.2M	QoQ +32.13% (+$5.9M) YoY +85.90% (+$11.2M)
(cusip464287226)✕	234.1K	QoQ -71.12% (-576.7K) YoY +23.71% (+44.9K)	All Managers (Combined)	$23.2M	QoQ -70.52% (-$55.4M) YoY +24.95% (+$4.6M)
Eli Lilly & Co(LLYcusip532457108)	27.7K	QoQ +27575.00% (+27.6K) YoY +81.21% (+12.4K)	All Managers (Combined)	$22.9M	QoQ +29508.06% (+$22.8M) YoY +92.38% (+$11.0M)
(VCITcusip92206C870)	274.9K	QoQ +8.23% (+20.9K) YoY +259.44% (+198.4K)	All Managers (Combined)	$22.5M	QoQ +10.23% (+$2.1M) YoY +265.02% (+$16.3M)
(IJHcusip464287507)	378.5K	QoQ -7.54% (-30.9K) YoY -9.70% (-40.7K)	All Managers (Combined)	$22.1M	QoQ -13.42% (-$3.4M) YoY -13.25% (-$3.4M)
Home Depot, Inc.(HDcusip437076102)	60.0K	QoQ +14.86% (+7.8K) YoY +65.72% (+23.8K)	All Managers (Combined)	$22.0M	QoQ +8.22% (+$1.7M) YoY +58.33% (+$8.1M)
(cusip81369Y209)✕	148.2K	QoQ +27.21% (+31.7K) YoY +19.57% (+24.3K)	All Managers (Combined)	$21.6M	QoQ +35.02% (+$5.6M) YoY +18.18% (+$3.3M)
(SPYGcusip78464A409)	259.4K	QoQ +9.29% (-22.1K) YoY +38.49% (+72.1K)	All Managers (Combined)	$20.8M	QoQ -0.06% (-$13.8K) YoY +52.16% (+$7.1M)
Alphabet Inc.(GOOGcusip02079K107)	132.2K	QoQ +23.54% (+25.2K) YoY +5188.16% (+129.7K)	All Managers (Combined)	$20.7M	QoQ +1.34% (+$274.6K) YoY +5326.03% (+$20.3M)
Procter & Gamble Co(PGcusip742718109)	120.0K	QoQ +26.39% (+25.1K) YoY +61.06% (+45.5K)	All Managers (Combined)	$20.5M	QoQ +28.48% (+$4.5M) YoY +69.17% (+$8.4M)
(cusip69344A834)✕	395.8K	QoQ NEW(+395.8K) YoY NEW(+395.8K)	All Managers (Combined)	$20.3M	QoQ NEW(+$20.3M) YoY NEW(+$20.3M)
(MGKcusip921910816)	64.5K	QoQ +52.81% (+22.3K) YoY +95.61% (+31.5K)	All Managers (Combined)	$19.9M	QoQ +37.44% (+$5.4M) YoY +110.81% (+$10.5M)
Abbvie Inc.(ABBVcusip00287Y109)	93.8K	QoQ +26.52% (+19.7K) YoY +92.14% (+45.0K)	All Managers (Combined)	$19.6M	QoQ +49.18% (+$6.5M) YoY +121.07% (+$10.8M)
(cusip14020W106)✕	538.5K	QoQ +35.26% (+140.4K) YoY +149.71% (+322.8K)	All Managers (Combined)	$19.2M	QoQ +36.72% (+$5.2M) YoY +173.83% (+$12.2M)
Chevron Corp(CVXcusip166764100)	112.2K	QoQ +33.59% (+28.2K) YoY +77.47% (+49.0K)	All Managers (Combined)	$18.8M	QoQ +54.30% (+$6.6M) YoY +88.22% (+$8.8M)
Johnson & Johnson(JNJcusip478160104)	112.4K	QoQ +20.21% (+18.9K) YoY +55.35% (+40.1K)	All Managers (Combined)	$18.6M	QoQ +37.84% (+$5.1M) YoY +62.86% (+$7.2M)