Concurrent-Investment-Advisors

Filing Details

13F-HR2025-03-31
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% identified
824 identified373 unidentified

Holdings

1,197 positions • $3.8B total value
Manager:
Search and click to pin securities to the top
Page 24 of 60
33739P103
Shares:20.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
78468R788
Shares:29.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
464287705
Shares:10.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
464287606
Shares:15.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
33735J101
Shares:16.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
Public Storage
Shares:4.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.8B)
Cheniere Energy, Inc.
Shares:5.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
DOW INC.
Shares:35.6K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
BROWN & BROWN, INC.
Shares:9.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
Vulcan Materials CO
Shares:5.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
02072L714
Shares:96.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
808524805
Shares:61.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
14020X104
Shares:43.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
WATSCO INC
Shares:2.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
33738D101
Shares:32.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:14.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
464288646
Shares:23.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:6.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
SCHWAB CHARLES CORP
Shares:15.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)
MCKESSON CORP
Shares:1.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.8B)