Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

824 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $3,776,684.844K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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921946406

VYM|921946406

143797(+8.0%)

Value:

$18.5B(+9.2%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

23(+15.0%)

Value:

$18.4B(+34.8%)

922042858

VWO|922042858

385188(+13.2%)

Value:

$17.4B(+16.4%)

97717Y527

324650(-0.2%)

Value:

$16.3B(-0.2%)

ORACLE CORP

ORCL|68389X105

114673(+14.6%)

Value:

$16.0B(-3.9%)

81369Y605

321877(+11.3%)

Value:

$16.0B(+14.7%)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

36439(-11.8%)

Value:

$15.3B(-12.9%)

46434G103

IEMG|46434G103

278985(-9.7%)

Value:

$15.1B(-6.7%)

464287309

IVW|464287309

159856(-47.9%)

Value:

$14.8B(-52.4%)

COCA COLA CO

KO|191216100

206981(+33.1%)

Value:

$14.8B(+53.1%)

78467V848

362011(+19.8%)

Value:

$14.6B(+22.5%)

921908844

VIG|921908844

74407(+4.8%)

Value:

$14.4B(+3.8%)

Tesla, Inc.

TSLA|88160R101

56180(-4.4%)

Value:

$14.4B(-38.7%)

33740F755

484278(+17.1%)

Value:

$14.4B(+14.1%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

15035(+20.2%)

Value:

$14.2B(+24.1%)

UNITEDHEALTH GROUP INC

UNH|91324P102

25704(+20.5%)

Value:

$13.5B(+24.8%)

NETFLIX INC

NFLX|64110L106

14146(+18.3%)

Value:

$13.2B(+23.8%)

464287804

IJR|464287804

126092(-16.5%)

Value:

$13.2B(-24.2%)

464287671

IUSG|464287671

101842(+8.0%)

Value:

$12.9B(-1.5%)

464287465

EFA|464287465

157572(+79.4%)

Value:

$12.9B(+93.9%)

Instrument	Shares		Other Manager	Value
(VYMcusip921946406)	143.8K	QoQ +8.00% (+10.7K) YoY +3.73% (+5.2K)	All Managers (Combined)	$18.5M	QoQ +9.16% (+$1.6M) YoY +10.56% (+$1.8M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	23	QoQ +15.00% (+3) YoY +9.52% (+2)	All Managers (Combined)	$18.4M	QoQ +34.84% (+$4.7M) YoY +37.83% (+$5.0M)
(VWOcusip922042858)	385.2K	QoQ +13.24% (+45.0K) YoY +60.11% (+144.6K)	All Managers (Combined)	$17.4M	QoQ +16.37% (+$2.5M) YoY +73.49% (+$7.4M)
(cusip97717Y527)✕	324.6K	QoQ -0.24% (-800) YoY +75.16% (+139.3K)	All Managers (Combined)	$16.3M	QoQ -0.22% (-$37.0K) YoY +75.30% (+$7.0M)
Oracle Corp(ORCLcusip68389X105)	114.7K	QoQ +14.56% (-14.6K) YoY +95.99% (+56.2K)	All Managers (Combined)	$16.0M	QoQ -3.87% (-$647.1K) YoY +118.15% (+$8.7M)
(cusip81369Y605)✕	321.9K	QoQ +11.34% (+32.8K) YoY +102.18% (+162.7K)	All Managers (Combined)	$16.0M	QoQ +14.74% (+$2.1M) YoY +139.08% (+$9.3M)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	36.4K	QoQ -11.79% (-4.9K) YoY -46.64% (-31.9K)	All Managers (Combined)	$15.3M	QoQ -12.95% (-$2.3M) YoY -43.67% (-$11.9M)
(IEMGcusip46434G103)	279.0K	QoQ -9.72% (-30.1K) YoY +5.28% (+14.0K)	All Managers (Combined)	$15.1M	QoQ -6.70% (-$1.1M) YoY +10.12% (+$1.4M)
(IVWcusip464287309)	159.9K	QoQ -47.91% (-147.0K) YoY -44.98% (-130.7K)	All Managers (Combined)	$14.8M	QoQ -52.37% (-$16.3M) YoY -39.52% (-$9.7M)
Coca Cola Co(KOcusip191216100)	207.0K	QoQ +33.11% (+51.5K) YoY +52.41% (+71.2K)	All Managers (Combined)	$14.8M	QoQ +53.11% (+$5.1M) YoY +78.42% (+$6.5M)
(cusip78467V848)✕	362.0K	QoQ +19.76% (+59.7K) YoY NEW(+362.0K)	All Managers (Combined)	$14.6M	QoQ +22.49% (+$2.7M) YoY NEW(+$14.6M)
(VIGcusip921908844)	74.4K	QoQ +4.77% (+3.4K) YoY +27.17% (+15.9K)	All Managers (Combined)	$14.4M	QoQ +3.78% (+$526.6K) YoY +35.10% (+$3.8M)
Tesla, Inc.(TSLAcusip88160R101)	56.2K	QoQ -4.44% (-2.6K) YoY -39.87% (-37.3K)	All Managers (Combined)	$14.4M	QoQ -38.70% (-$9.1M) YoY +117.18% (-$7.8M)
(cusip33740F755)✕	484.3K	QoQ +17.11% (+70.8K) YoY +42.17% (+143.7K)	All Managers (Combined)	$14.4M	QoQ +14.11% (+$1.8M) YoY +50.97% (+$4.9M)
Costco Wholesale Corp /New(COSTcusip22160K105)	15.0K	QoQ +20.20% (+2.5K) YoY +123.76% (+8.3K)	All Managers (Combined)	$14.2M	QoQ +24.07% (+$2.8M) YoY +188.89% (+$9.3M)
Unitedhealth Group Inc(UNHcusip91324P102)	25.7K	QoQ +20.48% (+4.4K) YoY +76.32% (+11.1K)	All Managers (Combined)	$13.5M	QoQ +24.75% (+$2.7M) YoY +86.67% (+$6.3M)
Netflix Inc(NFLXcusip64110L106)	14.1K	QoQ +18.28% (+2.2K) YoY +134.20% (+8.1K)	All Managers (Combined)	$13.2M	QoQ +23.75% (+$2.5M) YoY +259.63% (+$9.5M)
(IJRcusip464287804)	126.1K	QoQ -16.52% (-25.0K) YoY -2.74% (-3.6K)	All Managers (Combined)	$13.2M	QoQ -24.24% (-$4.2M) YoY -7.98% (-$1.1M)
(IUSGcusip464287671)	101.8K	QoQ +8.01% (-7.6K) YoY +19.95% (+16.9K)	All Managers (Combined)	$12.9M	QoQ -1.49% (-$196.1K) YoY +30.05% (+$3.0M)
(EFAcusip464287465)	157.6K	QoQ +79.39% (+69.7K) YoY +3604.96% (+153.3K)	All Managers (Combined)	$12.9M	QoQ +93.91% (+$6.2M) YoY +3692.19% (+$12.5M)