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:
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Page 22 of 60
47804J206
Shares:25.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
337345102
Shares:8.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
33734X184
Shares:35.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
31609A404
Shares:49.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
33734X846
Shares:23.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.8B)
74348A467
Shares:14.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
464288653
Shares:13.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
46428Q109
Shares:45.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
464287713
Shares:51.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
922021605
Shares:14.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
500767306
Shares:39.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.5K | YoY NEW(+11.5K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) | |
(cusip47804J206)✕ | 25.9K | YoY NEW(+25.9K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) |
(cusip337345102)✕ | 8.5K | QoQ -6.54% (-598)YoY -5.74% (-520) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | |
| 11.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | |||
(cusip33734X184)✕ | 35.8K | YoY NEW(+35.8K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) |
(cusip31609A404)✕ | 49.3K | YoY NEW(+49.3K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | YoY NEW(+$1.5M) |
(cusip33734X846)✕ | 23.2K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.8B) | ||
| 42.6K | QoQ NEW(+42.6K) YoY NEW(+42.6K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
(cusip74348A467)✕ | 14.1K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | ||
CME GROUP INC.(CMEcusip12572Q105) | 5.4K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | ||
| 16.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | |||
(cusip464288653)✕ | 13.6K | QoQ NEW(+13.6K) YoY NEW(+13.6K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
(cusip46428Q109)✕ | 45.5K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | ||
| 5.3K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | |||
(cusip464287713)✕ | 51.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | ||
Kenvue Inc.(KVUEcusip49177J102) | 58.1K | YoY NEW(+58.1K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | YoY NEW(+$1.4M) |
(cusip922021605)✕ | 14.1K | QoQ NEW(+14.1K) YoY NEW(+14.1K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
| 13.8K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | |||
NASDAQ, INC.(NDAQcusip631103108) | 18.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | ||
(cusip500767306)✕ | 39.6K | QoQ NEW(+39.6K) YoY NEW(+39.6K) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$3.8B) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |