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 20 of 60
97717X511
Shares:
40524
Value:
$1.8B
37954Y715
Shares:
61682(-37.1%)
Value:
$1.8B(-44.0%)
092528603
Shares:
33403(+52.8%)
Value:
$1.7B(+53.9%)
33733E302
Shares:
7840(+14.7%)
Value:
$1.7B(+4.8%)
33738R308
Shares:
79456(+165.9%)
Value:
$1.7B(+149.8%)
464288877
Shares:
29304(-10.8%)
Value:
$1.7B(+0.2%)
46137V225
Shares:
16406(+8.5%)
Value:
$1.7B(+0.8%)
464287457
Shares:
20748(-2.2%)
Value:
$1.7B(-1.3%)
89157W301
Shares:
66514(+121.9%)
Value:
$1.7B(+122.1%)
09661T107
Shares:
15758(-1.4%)
Value:
$1.7B(-6.5%)
46438F101
Shares:
35749(-60.5%)
Value:
$1.7B(-65.2%)
97717X578
Shares:
53936
Value:
$1.7B
45782C540
Shares:
43045(+14.3%)
Value:
$1.6B(+11.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717X511)✕ | 40.5K | QoQ NEW(+40.5K) YoY NEW(+40.5K) | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
(cusip37954Y715)✕ | 61.7K | All Managers (Combined) | $1.8M | ||
(cusip092528603)✕ | 33.4K | All Managers (Combined) | $1.7M | ||
(cusip33733E302)✕ | 7.8K | All Managers (Combined) | $1.7M | ||
(cusip33738R308)✕ | 79.5K | All Managers (Combined) | $1.7M | ||
239.4K | All Managers (Combined) | $1.7M | |||
(cusip464288877)✕ | 29.3K | All Managers (Combined) | $1.7M | ||
(cusip46137V225)✕ | 16.4K | All Managers (Combined) | $1.7M | ||
(cusip464287457)✕ | 20.7K | All Managers (Combined) | $1.7M | ||
Rollins Inc(ROLcusip775711104) | 31.5K | All Managers (Combined) | $1.7M | ||
Ford Motor Co(Fcusip345370860) | 207.0K | All Managers (Combined) | $1.7M | ||
(cusip89157W301)✕ | 66.5K | YoY NEW(+66.5K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
(cusip09661T107)✕ | 15.8K | QoQ -1.43% (-229)YoY NEW(+15.8K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
(cusip46438F101)✕ | 35.7K | All Managers (Combined) | $1.7M | ||
5.9K | All Managers (Combined) | $1.7M | |||
Genuine Parts Co(GPCcusip372460105) | 14.0K | All Managers (Combined) | $1.7M | ||
(cusip97717X578)✕ | 53.9K | QoQ NEW(+53.9K) YoY NEW(+53.9K) | All Managers (Combined) | $1.7M | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
Cigna Group(CIcusip125523100) | 5.0K | All Managers (Combined) | $1.6M | ||
14.5K | All Managers (Combined) | $1.6M | |||
(cusip45782C540)✕ | 43.0K | YoY NEW(+43.0K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |