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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46436E718
Shares:110.0K
Value:$11.1M
% of Portfolio:0.3% ($11.1M/$3.8B)
92189F676
Shares:51.9K
Value:$11.0M
% of Portfolio:0.3% ($11.0M/$3.8B)
921943858
Shares:215.5K
Value:$11.0M
% of Portfolio:0.3% ($11.0M/$3.8B)
46432F339
Shares:63.9K
Value:$10.9M
% of Portfolio:0.3% ($10.9M/$3.8B)
Dutch Bros Inc.
Shares:171.5K
Value:$10.6M
% of Portfolio:0.3% ($10.6M/$3.8B)
464287408
Shares:53.7K
Value:$10.2M
% of Portfolio:0.3% ($10.2M/$3.8B)
78464A508
Shares:198.1K
Value:$10.1M
% of Portfolio:0.3% ($10.1M/$3.8B)
VERIZON COMMUNICATIONS INC
Shares:222.7K
Value:$10.1M
% of Portfolio:0.3% ($10.1M/$3.8B)
LOWES COMPANIES INC
Shares:41.9K
Value:$9.8M
% of Portfolio:0.3% ($9.8M/$3.8B)
14020G101
Shares:285.2K
Value:$9.8M
% of Portfolio:0.3% ($9.8M/$3.8B)
33734H106
Shares:209.2K
Value:$9.3M
% of Portfolio:0.2% ($9.3M/$3.8B)
922908611
Shares:50.0K
Value:$9.3M
% of Portfolio:0.2% ($9.3M/$3.8B)
46435G409
Shares:304.7K
Value:$9.2M
% of Portfolio:0.2% ($9.2M/$3.8B)
233051200
Shares:213.2K
Value:$9.2M
% of Portfolio:0.2% ($9.2M/$3.8B)
RTX Corp
Shares:67.3K
Value:$8.9M
% of Portfolio:0.2% ($8.9M/$3.8B)
33738D408
Shares:217.1K
Value:$8.9M
% of Portfolio:0.2% ($8.9M/$3.8B)
78463X533
Shares:249.5K
Value:$8.9M
% of Portfolio:0.2% ($8.9M/$3.8B)
AT&T INC.
Shares:313.7K
Value:$8.9M
% of Portfolio:0.2% ($8.9M/$3.8B)
97717X594
Shares:203.4K
Value:$8.8M
% of Portfolio:0.2% ($8.8M/$3.8B)
Salesforce, Inc.
Shares:58.3K
Value:$8.7M
% of Portfolio:0.2% ($8.7M/$3.8B)