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:
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92189F387
Shares:31.8K
Value:$715.8K
% of Portfolio:0.0% ($715.8K/$3.8B)
92204A876
Shares:4.2K
Value:$714.2K
% of Portfolio:0.0% ($714.2K/$3.8B)
316188101
Shares:15.1K
Value:$709.7K
% of Portfolio:0.0% ($709.7K/$3.8B)
72201R866
Shares:13.7K
Value:$704.1K
% of Portfolio:0.0% ($704.1K/$3.8B)
46431W507
Shares:13.8K
Value:$700.7K
% of Portfolio:0.0% ($700.7K/$3.8B)
Nuveen Quality Municipal Income Fund
Shares:60.4K
Value:$696.1K
% of Portfolio:0.0% ($696.1K/$3.8B)
Fastly, Inc.
Shares:109.9K
Value:$695.9K
% of Portfolio:0.0% ($695.9K/$3.8B)
STIFEL FINANCIAL CORP
Shares:7.3K
Value:$690.2K
% of Portfolio:0.0% ($690.2K/$3.8B)
78464A870
Shares:8.5K
Value:$689.7K
% of Portfolio:0.0% ($689.7K/$3.8B)
Discover Financial Services
Shares:4.0K
Value:$688.8K
% of Portfolio:0.0% ($688.8K/$3.8B)
Brookfield Infrastructure Corp
Shares:19.0K
Value:$687.9K
% of Portfolio:0.0% ($687.9K/$3.8B)
464288752
Shares:7.2K
Value:$685.9K
% of Portfolio:0.0% ($685.9K/$3.8B)
LyondellBasell Industries N.V.
Shares:9.7K
Value:$682.5K
% of Portfolio:0.0% ($682.5K/$3.8B)
CORCEPT THERAPEUTICS INC
Shares:6.0K
Value:$681.9K
% of Portfolio:0.0% ($681.9K/$3.8B)
00214Q104
Shares:14.3K
Value:$679.5K
% of Portfolio:0.0% ($679.5K/$3.8B)
Otis Worldwide Corp
Shares:6.6K
Value:$679.2K
% of Portfolio:0.0% ($679.2K/$3.8B)
JACK HENRY & ASSOCIATES INC
Shares:3.7K
Value:$679.0K
% of Portfolio:0.0% ($679.0K/$3.8B)
Oscar Health, Inc.
Shares:51.6K
Value:$676.6K
% of Portfolio:0.0% ($676.6K/$3.8B)
Atlassian Corp
Shares:3.1K
Value:$663.6K
% of Portfolio:0.0% ($663.6K/$3.8B)
46429B663
Shares:5.5K
Value:$661.4K
% of Portfolio:0.0% ($661.4K/$3.8B)