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 4 of 60
33738R506
Shares:
216451(+8.6%)
Value:
$12.7B(+7.5%)
47103U845
Shares:
239669(+76.9%)
Value:
$12.2B(+76.9%)
81369Y308
Shares:
145543(+35.3%)
Value:
$11.9B(+40.6%)
46138E339
Shares:
127349(+1462.0%)
Value:
$11.8B(+1421.2%)
69374H881
Shares:
203091(-38.8%)
Value:
$11.1B(-40.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
151.4K | All Managers (Combined) | $12.8M | |||
(cusip33738R506)✕ | 216.5K | All Managers (Combined) | $12.7M | ||
50.6K | All Managers (Combined) | $12.6M | |||
446.4K | All Managers (Combined) | $12.5M | |||
Mcdonalds Corp(MCDcusip580135101) | 39.8K | All Managers (Combined) | $12.4M | ||
71.6K | All Managers (Combined) | $12.4M | |||
47.9K | All Managers (Combined) | $12.4M | |||
Mastercard Inc(MAcusip57636Q104) | 22.5K | All Managers (Combined) | $12.3M | ||
157.6K | All Managers (Combined) | $12.3M | |||
198.1K | All Managers (Combined) | $12.2M | |||
(cusip47103U845)✕ | 239.7K | All Managers (Combined) | $12.2M | ||
Accenture Plc(ACNcusipG1151C101) | 38.4K | All Managers (Combined) | $12.0M | ||
(cusip81369Y308)✕ | 145.5K | All Managers (Combined) | $11.9M | ||
(cusip46138E339)✕ | 127.3K | All Managers (Combined) | $11.8M | ||
21.2K | All Managers (Combined) | $11.5M | |||
124.3K | All Managers (Combined) | $11.5M | |||
516.3K | YoY NEW(+516.3K) | All Managers (Combined) | $11.4M | YoY NEW(+$11.4M) | |
272.6K | All Managers (Combined) | $11.4M | |||
36.7K | All Managers (Combined) | $11.2M | |||
(cusip69374H881)✕ | 203.1K | All Managers (Combined) | $11.1M |