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 23 of 60
97717W851
Shares:
12502(+567.1%)
Value:
$1.4B(+566.4%)
33739P889
Shares:
33883(-3.2%)
Value:
$1.4B(+4.1%)
46429B267
Shares:
58770(-4.1%)
Value:
$1.4B(-4.1%)
14020V108
Shares:
40021(+4.9%)
Value:
$1.3B(+0.2%)
33739P301
Shares:
27810(+1.1%)
Value:
$1.3B(+0.0%)
316092725
Shares:
61713(-5.8%)
Value:
$1.3B(+3.6%)
464288661
Shares:
11177(+7.6%)
Value:
$1.3B(+10.0%)
33738R118
Shares:
17867(-12.0%)
Value:
$1.3B(-17.5%)
464288513
Shares:
16528(+9.3%)
Value:
$1.3B(+9.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717W851)✕ | 12.5K | All Managers (Combined) | $1.4M | ||
109.1K | YoY NEW(+109.1K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
119.7K | YoY NEW(+119.7K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
(cusip33739P889)✕ | 33.9K | YoY NEW(+33.9K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
7.7K | All Managers (Combined) | $1.4M | |||
(cusip46429B267)✕ | 58.8K | All Managers (Combined) | $1.4M | ||
(cusip14020V108)✕ | 40.0K | YoY NEW(+40.0K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
13.2K | All Managers (Combined) | $1.3M | |||
9.1K | All Managers (Combined) | $1.3M | |||
(cusip33739P301)✕ | 27.8K | All Managers (Combined) | $1.3M | ||
(cusip316092725)✕ | 61.7K | All Managers (Combined) | $1.3M | ||
(cusip464288661)✕ | 11.2K | All Managers (Combined) | $1.3M | ||
Shopify Inc.(SHOPcusip82509L107) | 13.8K | All Managers (Combined) | $1.3M | ||
(cusip33738R118)✕ | 17.9K | All Managers (Combined) | $1.3M | ||
16.9K | YoY NEW(+16.9K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
Corteva, Inc.(CTVAcusip22052L104) | 20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
(cusip464288513)✕ | 16.5K | All Managers (Combined) | $1.3M | ||
8.5K | QoQ NEW(+8.5K) YoY NEW(+8.5K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
2.5K | All Managers (Combined) | $1.3M | |||
34.1K | All Managers (Combined) | $1.3M |