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 22 of 60
47804J206
Shares:
25910(+16.8%)
Value:
$1.5B(+12.1%)
337345102
Shares:
8538(-6.5%)
Value:
$1.5B(-13.8%)
33734X184
Shares:
35846(+52.0%)
Value:
$1.5B(+64.8%)
31609A404
Shares:
49333(-2.1%)
Value:
$1.5B(+5.8%)
33734X846
Shares:
23207(+171.0%)
Value:
$1.5B(+169.1%)
74348A467
Shares:
14092(+17.3%)
Value:
$1.4B(+20.4%)
464288653
Shares:
13631
Value:
$1.4B
46428Q109
Shares:
45503(+38.6%)
Value:
$1.4B(+63.1%)
464287713
Shares:
51214(+0.2%)
Value:
$1.4B(+2.3%)
922021605
Shares:
14147
Value:
$1.4B
500767306
Shares:
39576
Value:
$1.4B
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 11.5K | YoY NEW(+11.5K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
(cusip47804J206)✕ | 25.9K | YoY NEW(+25.9K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
(cusip337345102)✕ | 8.5K | QoQ -6.54% (-598)YoY -5.74% (-520) | All Managers (Combined) | $1.5M | |
| 11.5K | All Managers (Combined) | $1.5M | |||
(cusip33734X184)✕ | 35.8K | YoY NEW(+35.8K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
(cusip31609A404)✕ | 49.3K | YoY NEW(+49.3K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
(cusip33734X846)✕ | 23.2K | All Managers (Combined) | $1.5M | ||
| 42.6K | QoQ NEW(+42.6K) YoY NEW(+42.6K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
(cusip74348A467)✕ | 14.1K | All Managers (Combined) | $1.4M | ||
Cme Group Inc.(CMEcusip12572Q105) | 5.4K | All Managers (Combined) | $1.4M | ||
| 16.7K | All Managers (Combined) | $1.4M | |||
(cusip464288653)✕ | 13.6K | QoQ NEW(+13.6K) YoY NEW(+13.6K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
(cusip46428Q109)✕ | 45.5K | All Managers (Combined) | $1.4M | ||
| 5.3K | All Managers (Combined) | $1.4M | |||
(cusip464287713)✕ | 51.2K | All Managers (Combined) | $1.4M | ||
Kenvue Inc.(KVUEcusip49177J102) | 58.1K | YoY NEW(+58.1K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
(cusip922021605)✕ | 14.1K | QoQ NEW(+14.1K) YoY NEW(+14.1K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
| 13.8K | All Managers (Combined) | $1.4M | |||
Nasdaq, Inc.(NDAQcusip631103108) | 18.2K | All Managers (Combined) | $1.4M | ||
(cusip500767306)✕ | 39.6K | QoQ NEW(+39.6K) YoY NEW(+39.6K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |