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 3 of 60
97717Y527
Shares:
324650(-0.2%)
Value:
$16.3B(-0.2%)
81369Y605
Shares:
321877(+11.3%)
Value:
$16.0B(+14.7%)
78467V848
Shares:
362011(+19.8%)
Value:
$14.6B(+22.5%)
33740F755
Shares:
484278(+17.1%)
Value:
$14.4B(+14.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
143.8K | All Managers (Combined) | $18.5M | |||
23 | QoQ +15.00% (+3)YoY +9.52% (+2) | All Managers (Combined) | $18.4M | ||
385.2K | All Managers (Combined) | $17.4M | |||
(cusip97717Y527)✕ | 324.6K | All Managers (Combined) | $16.3M | ||
Oracle Corp(ORCLcusip68389X105) | 114.7K | All Managers (Combined) | $16.0M | ||
(cusip81369Y605)✕ | 321.9K | All Managers (Combined) | $16.0M | ||
36.4K | All Managers (Combined) | $15.3M | |||
279.0K | All Managers (Combined) | $15.1M | |||
159.9K | All Managers (Combined) | $14.8M | |||
Coca Cola Co(KOcusip191216100) | 207.0K | All Managers (Combined) | $14.8M | ||
(cusip78467V848)✕ | 362.0K | YoY NEW(+362.0K) | All Managers (Combined) | $14.6M | YoY NEW(+$14.6M) |
74.4K | All Managers (Combined) | $14.4M | |||
Tesla, Inc.(TSLAcusip88160R101) | 56.2K | All Managers (Combined) | $14.4M | ||
(cusip33740F755)✕ | 484.3K | All Managers (Combined) | $14.4M | ||
15.0K | All Managers (Combined) | $14.2M | |||
25.7K | All Managers (Combined) | $13.5M | |||
Netflix Inc(NFLXcusip64110L106) | 14.1K | All Managers (Combined) | $13.2M | ||
126.1K | All Managers (Combined) | $13.2M | |||
101.8K | All Managers (Combined) | $12.9M | |||
157.6K | All Managers (Combined) | $12.9M |