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 8 of 60
33738R704
Shares:
88965(+32.3%)
Value:
$6.1B(+17.2%)
97717Y477
Shares:
135930
Value:
$6.0B
TRUIST FINANCIAL CORP
Shares:
144105(+8.9%)
Value:
$5.9B(+3.3%)
45409B560
Shares:
215430(+8.6%)
Value:
$5.9B(+14.7%)
921932828
Shares:
61278(+4.2%)
Value:
$5.9B(-5.2%)
WELLS FARGO & COMPANY/MN
Shares:
82050(+82.1%)
Value:
$5.9B(+86.2%)
Blackstone Inc.
Shares:
41994(+60.8%)
Value:
$5.9B(+30.4%)
STARBUCKS CORP
Shares:
59768(+14.8%)
Value:
$5.9B(+23.5%)
AMERICAN EXPRESS CO
Shares:
21600(+5.2%)
Value:
$5.8B(-4.6%)
464287887
Shares:
46097(+0.3%)
Value:
$5.7B(-7.8%)
81369Y506
Shares:
60971(-10.1%)
Value:
$5.7B(-1.9%)
808524300
Shares:
227107(+42.7%)
Value:
$5.7B(+28.2%)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:
26606(+37.2%)
Value:
$5.6B(+36.5%)
316092360
Shares:
127983(+121.8%)
Value:
$5.6B(+110.2%)
09290C103
Shares:
113842(+6.3%)
Value:
$5.6B(+1.1%)
STRYKER CORP
Shares:
14876(+73.5%)
Value:
$5.5B(+79.4%)
BENTLEY SYSTEMS INC
Shares:
140666(+0.4%)
Value:
$5.5B(-15.4%)
Duke Energy CORP
Shares:
45333(+6.8%)
Value:
$5.5B(+20.9%)
EMERSON ELECTRIC CO
Shares:
50129(+4.4%)
Value:
$5.5B(-7.6%)
45782C573
Shares:
147108(-0.3%)
Value:
$5.5B(-2.0%)