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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Palantir Technologies Inc.

PLTR|69608A108

151381(+53.5%)

Value:

$12.8B(+71.4%)

33738R506

216451(+8.6%)

Value:

$12.7B(+7.5%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

50612(+6.2%)

Value:

$12.6B(+20.2%)

808524797

SCHD|808524797

446381(+138.4%)

Value:

$12.5B(+144.0%)

MCDONALDS CORP

MCD|580135101

39787(+29.1%)

Value:

$12.4B(+39.1%)

46137V357

RSP|46137V357

71574(-3.9%)

Value:

$12.4B(-5.0%)

922908629

VO|922908629

47922(+12.3%)

Value:

$12.4B(+10.0%)

Mastercard Inc

MA|57636Q104

22519(+30.6%)

Value:

$12.3B(+35.9%)

921937827

BSV|921937827

157588(+23.8%)

Value:

$12.3B(+25.4%)

CISCO SYSTEMS, INC.

CSCO|17275R102

198061(-0.7%)

Value:

$12.2B(+3.5%)

47103U845

239669(+76.9%)

Value:

$12.2B(+76.9%)

Accenture plc

ACN|G1151C101

38357(-4.5%)

Value:

$12.0B(-15.3%)

81369Y308

145543(+35.3%)

Value:

$11.9B(+40.6%)

46138E339

127349(+1462.0%)

Value:

$11.8B(+1421.2%)

92204A702

VGT|92204A702

21230(+100.5%)

Value:

$11.5B(+74.8%)

464287663

IUSV|464287663

124306(+6.0%)

Value:

$11.5B(+5.6%)

808524201

SCHX|808524201

516337(+37.8%)

Value:

$11.4B(+31.2%)

BANK OF AMERICA CORP /DE/

BAC|060505104

272594(+2.7%)

Value:

$11.4B(-2.5%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

36675(+19.8%)

Value:

$11.2B(+25.1%)

69374H881

203091(-38.8%)

Value:

$11.1B(-40.6%)

Instrument	Shares		Other Manager	Value
Palantir Technologies Inc.(PLTRcusip69608A108)	151.4K	QoQ +53.55% (+52.8K) YoY +1251.61% (+140.2K)	All Managers (Combined)	$12.8M	QoQ +71.36% (+$5.3M) YoY +4857.67% (+$12.5M)
(cusip33738R506)✕	216.5K	QoQ +8.62% (+17.2K) YoY +6.51% (+13.2K)	All Managers (Combined)	$12.7M	QoQ +7.52% (+$886.9K) YoY +11.01% (+$1.3M)
International Business Machines Corp(IBMcusip459200101)	50.6K	QoQ +6.23% (+3.0K) YoY +50512.00% (+50.5K)	All Managers (Combined)	$12.6M	QoQ +20.16% (+$2.1M) YoY +65803.57% (+$12.6M)
(SCHDcusip808524797)	446.4K	QoQ +138.40% (+259.1K) YoY +2248.75% (+427.4K)	All Managers (Combined)	$12.5M	QoQ +143.99% (+$7.4M) YoY +714.50% (+$10.9M)
Mcdonalds Corp(MCDcusip580135101)	39.8K	QoQ +29.06% (+9.0K) YoY +34.15% (+10.1K)	All Managers (Combined)	$12.4M	QoQ +39.07% (+$3.5M) YoY +48.63% (+$4.1M)
(RSPcusip46137V357)	71.6K	QoQ -3.93% (-2.9K) YoY +59.30% (+26.6K)	All Managers (Combined)	$12.4M	QoQ -5.03% (-$657.1K) YoY +62.93% (+$4.8M)
(VOcusip922908629)	47.9K	QoQ +12.34% (+5.3K) YoY +64.45% (+18.8K)	All Managers (Combined)	$12.4M	QoQ +9.99% (+$1.1M) YoY +70.22% (+$5.1M)
Mastercard Inc(MAcusip57636Q104)	22.5K	QoQ +30.56% (+5.3K) YoY +63.05% (+8.7K)	All Managers (Combined)	$12.3M	QoQ +35.90% (+$3.3M) YoY +85.58% (+$5.7M)
(BSVcusip921937827)	157.6K	QoQ +23.75% (+30.3K) YoY -17.01% (-32.3K)	All Managers (Combined)	$12.3M	QoQ +25.37% (+$2.5M) YoY -15.26% (-$2.2M)
Cisco Systems, Inc.(CSCOcusip17275R102)	198.1K	QoQ -0.66% (-1.3K) YoY +31.62% (+47.6K)	All Managers (Combined)	$12.2M	QoQ +3.54% (-$418.7K) YoY +62.74% (+$4.7M)
(cusip47103U845)✕	239.7K	QoQ +76.94% (+104.2K) YoY +937.61% (+216.6K)	All Managers (Combined)	$12.2M	QoQ +76.94% (+$5.3M) YoY +937.01% (+$11.0M)
Accenture Plc(ACNcusipG1151C101)	38.4K	QoQ -4.51% (-1.8K) YoY +89.00% (+18.1K)	All Managers (Combined)	$12.0M	QoQ -15.30% (-$2.2M) YoY +70.15% (+$4.9M)
(cusip81369Y308)✕	145.5K	QoQ +35.33% (+38.0K) YoY +64.29% (+57.0K)	All Managers (Combined)	$11.9M	QoQ +40.60% (+$3.4M) YoY +75.71% (+$5.1M)
(cusip46138E339)✕	127.3K	QoQ +1461.98% (+119.2K) YoY +920.17% (+114.9K)	All Managers (Combined)	$11.8M	QoQ +1421.21% (+$11.0M) YoY +1076.72% (+$10.8M)
(VGTcusip92204A702)	21.2K	QoQ +100.45% (+10.6K) YoY +75.35% (+9.1K)	All Managers (Combined)	$11.5M	QoQ +74.85% (+$4.9M) YoY +81.40% (+$5.2M)
(IUSVcusip464287663)	124.3K	QoQ +5.99% (+7.0K) YoY +24.62% (+24.6K)	All Managers (Combined)	$11.5M	QoQ +5.64% (+$613.3K) YoY +27.17% (+$2.5M)
(SCHXcusip808524201)	516.3K	QoQ +37.76% (+141.6K) YoY NEW(+516.3K)	All Managers (Combined)	$11.4M	QoQ +31.23% (+$2.7M) YoY NEW(+$11.4M)
Bank Of America Corp /De/(BACcusip060505104)	272.6K	QoQ +2.73% (-7.3K) YoY +86.66% (+126.6K)	All Managers (Combined)	$11.4M	QoQ -2.45% (-$286.5K) YoY +105.42% (+$5.8M)
Automatic Data Processing Inc(ADPcusip053015103)	36.7K	QoQ +19.84% (+6.1K) YoY +35.48% (+9.6K)	All Managers (Combined)	$11.2M	QoQ +25.07% (+$2.2M) YoY +65.75% (+$4.4M)
(cusip69374H881)✕	203.1K	QoQ -38.75% (-128.5K) YoY +110.90% (+106.8K)	All Managers (Combined)	$11.1M	QoQ -40.62% (-$7.6M) YoY +98.73% (+$5.5M)