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 2 of 60
464287226
Shares:
234147(-71.1%)
Value:
$23.2B(-70.5%)
81369Y209
Shares:
148215(+27.2%)
Value:
$21.6B(+35.0%)
69344A834
Shares:
395758
Value:
$20.3B
14020W106
Shares:
538457(+35.3%)
Value:
$19.2B(+36.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
113.9K | All Managers (Combined) | $27.9M | |||
Spdr Gold Trust(GLDcusip78463V107) | 95.1K | All Managers (Combined) | $27.4M | ||
346.0K | All Managers (Combined) | $26.2M | |||
69.9K | All Managers (Combined) | $24.5M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 203.1K | All Managers (Combined) | $24.2M | ||
(cusip464287226)✕ | 234.1K | All Managers (Combined) | $23.2M | ||
Eli Lilly & Co(LLYcusip532457108) | 27.7K | All Managers (Combined) | $22.9M | ||
274.9K | All Managers (Combined) | $22.5M | |||
378.5K | All Managers (Combined) | $22.1M | |||
Home Depot, Inc.(HDcusip437076102) | 60.0K | All Managers (Combined) | $22.0M | ||
(cusip81369Y209)✕ | 148.2K | All Managers (Combined) | $21.6M | ||
259.4K | All Managers (Combined) | $20.8M | |||
Alphabet Inc.(GOOGcusip02079K107) | 132.2K | All Managers (Combined) | $20.7M | ||
120.0K | All Managers (Combined) | $20.5M | |||
(cusip69344A834)✕ | 395.8K | QoQ NEW(+395.8K) YoY NEW(+395.8K) | All Managers (Combined) | $20.3M | QoQ NEW(+$20.3M) YoY NEW(+$20.3M) |
64.5K | All Managers (Combined) | $19.9M | |||
Abbvie Inc.(ABBVcusip00287Y109) | 93.8K | All Managers (Combined) | $19.6M | ||
(cusip14020W106)✕ | 538.5K | All Managers (Combined) | $19.2M | ||
Chevron Corp(CVXcusip166764100) | 112.2K | All Managers (Combined) | $18.8M | ||
112.4K | All Managers (Combined) | $18.6M |