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 26 of 60
46138E537
Shares:48.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
33738R407
Shares:59.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
33739Q408
Shares:18.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
97717Y725
Shares:25.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
97717X131
Shares:30.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
33740U687
Shares:31.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
33737A108
Shares:9.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46138E537)✕ | 48.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | ||
| 12.9K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
| 13.0K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
(cusip33738R407)✕ | 59.4K | QoQ NEW(+59.4K) YoY NEW(+59.4K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip33739Q408)✕ | 18.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | ||
Fortinet, Inc.(FTNTcusip34959E109) | 11.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | ||
| 18.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
(cusip97717Y725)✕ | 25.1K | QoQ NEW(+25.1K) YoY NEW(+25.1K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
| 8.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
| 32.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
| 2.4K | QoQ +1.06% (+25)YoY NEW(+2.4K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) | |
| 28.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
Roblox Corp(RBLXcusip771049103) | 18.7K | YoY NEW(+18.7K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) |
| 9.3K | QoQ -0.41% (-39)YoY +9.54% (+809) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | ||
(cusip97717X131)✕ | 30.4K | QoQ NEW(+30.4K) YoY NEW(+30.4K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip33740U687)✕ | 31.6K | QoQ +0.73% (-231)YoY NEW(+31.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | YoY NEW(+$1.1M) |
(cusip33737A108)✕ | 9.5K | QoQ NEW(+9.5K) YoY NEW(+9.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
| 4.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
| 34.8K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) | |||
W. P. Carey Inc.(WPCcusip92936U109) | 16.9K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.8B) |