Concurrent Investment Advisors, LLC

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, LLC
Data Enrichment
69% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
Search and click to pin securities to the top
Page 5 of 60
46436E718
Shares:
109993(+174.0%)
Value:
$11.1B(+174.9%)
92189F676
Shares:
51867(-3.7%)
Value:
$11.0B(-15.9%)
921943858
Shares:
215535(-5.1%)
Value:
$11.0B(+0.9%)
46432F339
Shares:
63856(+16.2%)
Value:
$10.9B(+11.5%)
Dutch Bros Inc.
Shares:
171460(-83.3%)
Value:
$10.6B(-80.3%)
464287408
Shares:
53696(-40.0%)
Value:
$10.2B(-40.0%)
78464A508
Shares:
198113(-12.0%)
Value:
$10.1B(-12.1%)
VERIZON COMMUNICATIONS INC
Shares:
222725(+24.5%)
Value:
$10.1B(+41.3%)
LOWES COMPANIES INC
Shares:
41932(+38.3%)
Value:
$9.8B(+30.7%)
14020G101
Shares:
285179(+139.9%)
Value:
$9.8B(+121.1%)
33734H106
Shares:
209150(+1.8%)
Value:
$9.3B(+4.0%)
922908611
Shares:
50048(-1.3%)
Value:
$9.3B(-7.2%)
46435G409
Shares:
304720(+223.7%)
Value:
$9.2B(+261.9%)
233051200
Shares:
213185(+510.1%)
Value:
$9.2B(+538.1%)
RTX Corp
Shares:
67318(+5.6%)
Value:
$8.9B(+20.9%)
33738D408
Shares:
217137(+4.1%)
Value:
$8.9B(+3.4%)
78463X533
Shares:
249491(-1.6%)
Value:
$8.9B(-0.4%)
AT&T INC.
Shares:
313653(+12.8%)
Value:
$8.9B(+40.1%)
97717X594
Shares:
203377
Value:
$8.8B
Salesforce, Inc.
Shares:
58289(+12.8%)
Value:
$8.7B(+1.0%)