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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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:
Search and click to pin securities to the top
Page 21 of 60
Shares:3.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.8B)
46138G698
Shares:15.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
46090A689
Shares:33.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
46434V878
Shares:29.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
464287242
Shares:13.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
46138J619
Shares:28.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
97717W505
Shares:30.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
37960A438
Shares:14.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 52.7K | QoQ +0.79% (+418)YoY +0.79% (-418) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | ||
CORNING INC /NY(GLWcusip219350105) | 35.0K | YoY NEW(+35.0K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) |
| 10.7K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
| 5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | YoY NEW(+$1.6M) | |
| 7.8K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
| 53.2K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
| 3.2K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.8B) | |||
REALTY INCOME CORP(Ocusip756109104) | 26.6K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
(cusip46138G698)✕ | 15.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
| 10.8K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | |||
MOODYS CORP /DE/(MCOcusip615369105) | 3.3K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
DIAGEO PLC(DEOcusip25243Q205) | 14.6K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
(cusip46090A689)✕ | 33.2K | QoQ NEW(+33.2K) YoY NEW(+33.2K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip46434V878)✕ | 29.8K | YoY NEW(+29.8K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) |
(cusip464287242)✕ | 13.9K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
(cusip46138J619)✕ | 28.2K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
| 4.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | |||
(cusip97717W505)✕ | 30.2K | YoY NEW(+30.2K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) |
| 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) | |
(cusip37960A438)✕ | 14.8K | YoY NEW(+14.8K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) |