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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.7K | QoQ NEW(+11.7K) YoY NEW(+11.7K) | All Managers (Combined) | $23.2K | QoQ NEW(+$23.2K) YoY NEW(+$23.2K) | |
35.3K | All Managers (Combined) | $22.3K | |||
Apple Inc.(AAPLcusip037833100) | 100 | All Managers (Combined) | $22.2K | ||
Iridex Corp(IRIXcusip462684101) | 21.9K | QoQ NEW(+21.9K) YoY NEW(+21.9K) | All Managers (Combined) | $21.7K | QoQ NEW(+$21.7K) YoY NEW(+$21.7K) |
15.8K | YoY NEW(+15.8K) | All Managers (Combined) | $20.9K | YoY NEW(+$20.9K) | |
200 | All Managers (Combined) | $20.5K | |||
100 | All Managers (Combined) | $17.1K | |||
Broadcom Inc.(AVGOcusip11135F101) | 100 | All Managers (Combined) | $16.7K | ||
300 | YoY NEW(+300) | All Managers (Combined) | $14.5K | YoY NEW(+$14.5K) | |
100 | YoY NEW(+100) | All Managers (Combined) | $13.7K | YoY NEW(+$13.7K) | |
100 | All Managers (Combined) | $13.2K | |||
10.0K | QoQ 0.00% (+0)YoY NEW(+10.0K) | All Managers (Combined) | $11.8K | YoY NEW(+$11.8K) | |
15.0K | QoQ NEW(+15.0K) YoY NEW(+15.0K) | All Managers (Combined) | $9.8K | QoQ NEW(+$9.8K) YoY NEW(+$9.8K) | |
100 | All Managers (Combined) | $9.0K | |||
52.5K | All Managers (Combined) | $8.8K | |||
17.0K | QoQ 0.00% (-0)YoY NEW(+17.0K) | All Managers (Combined) | $6.8K | YoY NEW(+$6.8K) | |
Lemonade, Inc.(LMNDcusip52567D107) | 200 | YoY NEW(+200) | All Managers (Combined) | $6.3K | YoY NEW(+$6.3K) |