Concurrent Investment Advisors, LLC

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, LLC
Data Enrichment
69% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
Search and click to pin securities to the top
Page 3 of 60
921946406
Shares:
143797(+8.0%)
Value:
$18.5B(+9.2%)
BERKSHIRE HATHAWAY INC
Shares:
23(+15.0%)
Value:
$18.4B(+34.8%)
922042858
Shares:
385188(+13.2%)
Value:
$17.4B(+16.4%)
97717Y527
Shares:
324650(-0.2%)
Value:
$16.3B(-0.2%)
ORACLE CORP
Shares:
114673(+14.6%)
Value:
$16.0B(-3.9%)
81369Y605
Shares:
321877(+11.3%)
Value:
$16.0B(+14.7%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:
36439(-11.8%)
Value:
$15.3B(-12.9%)
46434G103
Shares:
278985(-9.7%)
Value:
$15.1B(-6.7%)
464287309
Shares:
159856(-47.9%)
Value:
$14.8B(-52.4%)
COCA COLA CO
Shares:
206981(+33.1%)
Value:
$14.8B(+53.1%)
78467V848
Shares:
362011(+19.8%)
Value:
$14.6B(+22.5%)
921908844
Shares:
74407(+4.8%)
Value:
$14.4B(+3.8%)
Tesla, Inc.
Shares:
56180(-4.4%)
Value:
$14.4B(-38.7%)
33740F755
Shares:
484278(+17.1%)
Value:
$14.4B(+14.1%)
COSTCO WHOLESALE CORP /NEW
Shares:
15035(+20.2%)
Value:
$14.2B(+24.1%)
UNITEDHEALTH GROUP INC
Shares:
25704(+20.5%)
Value:
$13.5B(+24.8%)
NETFLIX INC
Shares:
14146(+18.3%)
Value:
$13.2B(+23.8%)
464287804
Shares:
126092(-16.5%)
Value:
$13.2B(-24.2%)
464287671
Shares:
101842(+8.0%)
Value:
$12.9B(-1.5%)
464287465
Shares:
157572(+79.4%)
Value:
$12.9B(+93.9%)