Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

1,197 positions
Manager:
SEC
Search and click to pin securities to the top
Page 21 of 60
Hilltop Holdings Inc.
HTH|432748101
Shares:
52735(+0.8%)
Value:
$1.6B(+7.2%)
CORNING INC /NY
GLW|219350105
Shares:
35020(+472.1%)
Value:
$1.6B(+451.1%)
Keysight Technologies, Inc.
KEYS|49338L103
Shares:
10700(+26.8%)
Value:
$1.6B(+18.2%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
5554(+24.4%)
Value:
$1.6B(+23.8%)
ROYAL CARIBBEAN CRUISES LTD
RCL|V7780T103
Shares:
7781(+89.7%)
Value:
$1.6B(+68.9%)
CSX CORP
CSX|126408103
Shares:
53175(+20.6%)
Value:
$1.6B(+10.0%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
3213(+55.1%)
Value:
$1.6B(+86.7%)
REALTY INCOME CORP
O|756109104
Shares:
26584(+17.1%)
Value:
$1.5B(+27.2%)
46138G698
46138G698
Shares:
15494(+100.6%)
Value:
$1.5B(+103.5%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
10764(-0.7%)
Value:
$1.5B(+7.8%)
MOODYS CORP /DE/
MCO|615369105
Shares:
3282(+289.8%)
Value:
$1.5B(+283.4%)
DIAGEO PLC
DEO|25243Q205
Shares:
14575(-4.3%)
Value:
$1.5B(-21.1%)
46090A689
46090A689
Shares:
33217
Value:
$1.5B
46434V878
46434V878
Shares:
29775(+50.0%)
Value:
$1.5B(+50.8%)
464287242
464287242
Shares:
13883(-4.5%)
Value:
$1.5B(-2.8%)
46138J619
46138J619
Shares:
28190(-5.8%)
Value:
$1.5B(-7.4%)
921932505
VOOG|921932505
Shares:
4482(+15.2%)
Value:
$1.5B(+5.3%)
97717W505
97717W505
Shares:
30239(+355.7%)
Value:
$1.5B(+342.8%)
921910873
MGC|921910873
Shares:
7400(+32.8%)
Value:
$1.5B(+25.7%)
37960A438
37960A438
Shares:
14797(+19.7%)
Value:
$1.5B(+20.1%)