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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"DOCN", "DPZ", "RSP", "EWJ", "IJT", null, "IJJ", "EFA", "ADI", "MCO", "VMC", "WULF", "USMV", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "AWK", null, "APO", "MO", "XLK", "ITOT", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
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 20 of 60
97717X511
Shares:40.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.8B)
37954Y715
Shares:61.7K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.8B)
092528603
Shares:33.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
33733E302
Shares:7.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
33738R308
Shares:79.5K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
464288877
Shares:29.3K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
46137V225
Shares:16.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
464287457
Shares:20.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
89157W301
Shares:66.5K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
09661T107
Shares:15.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
46438F101
Shares:35.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
97717X578
Shares:53.9K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.8B)
45782C540
Shares:43.0K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip97717X511)✕ | 40.5K | QoQ NEW(+40.5K) YoY NEW(+40.5K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.8B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
(cusip37954Y715)✕ | 61.7K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$3.8B) | ||
(cusip092528603)✕ | 33.4K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
(cusip33733E302)✕ | 7.8K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
(cusip33738R308)✕ | 79.5K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
| 239.4K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | |||
(cusip464288877)✕ | 29.3K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
(cusip46137V225)✕ | 16.4K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
(cusip464287457)✕ | 20.7K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
ROLLINS INC(ROLcusip775711104) | 31.5K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
FORD MOTOR CO(Fcusip345370860) | 207.0K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
(cusip89157W301)✕ | 66.5K | YoY NEW(+66.5K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | YoY NEW(+$1.7M) |
(cusip09661T107)✕ | 15.8K | QoQ -1.43% (-229)YoY NEW(+15.8K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | YoY NEW(+$1.7M) |
(cusip46438F101)✕ | 35.7K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
| 5.9K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | |||
GENUINE PARTS CO(GPCcusip372460105) | 14.0K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | ||
(cusip97717X578)✕ | 53.9K | QoQ NEW(+53.9K) YoY NEW(+53.9K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$3.8B) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
Cigna Group(CIcusip125523100) | 5.0K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | ||
| 14.5K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
(cusip45782C540)✕ | 43.0K | YoY NEW(+43.0K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |