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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Page 8 of 60
33738R704
Shares:
88965(+32.3%)
Value:
$6.1B(+17.2%)
97717Y477
Shares:
135930
Value:
$6.0B
45409B560
Shares:
215430(+8.6%)
Value:
$5.9B(+14.7%)
921932828
Shares:
61278(+4.2%)
Value:
$5.9B(-5.2%)
81369Y506
Shares:
60971(-10.1%)
Value:
$5.7B(-1.9%)
316092360
Shares:
127983(+121.8%)
Value:
$5.6B(+110.2%)
09290C103
Shares:
113842(+6.3%)
Value:
$5.6B(+1.1%)
45782C573
Shares:
147108(-0.3%)
Value:
$5.5B(-2.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33738R704)✕ | 89.0K | All Managers (Combined) | $6.1M | ||
(cusip97717Y477)✕ | 135.9K | QoQ NEW(+135.9K) YoY NEW(+135.9K) | All Managers (Combined) | $6.0M | QoQ NEW(+$6.0M) YoY NEW(+$6.0M) |
144.1K | All Managers (Combined) | $5.9M | |||
(cusip45409B560)✕ | 215.4K | All Managers (Combined) | $5.9M | ||
(cusip921932828)✕ | 61.3K | All Managers (Combined) | $5.9M | ||
82.0K | All Managers (Combined) | $5.9M | |||
Blackstone Inc.(BXcusip09260D107) | 42.0K | All Managers (Combined) | $5.9M | ||
Starbucks Corp(SBUXcusip855244109) | 59.8K | All Managers (Combined) | $5.9M | ||
21.6K | All Managers (Combined) | $5.8M | |||
46.1K | All Managers (Combined) | $5.7M | |||
(cusip81369Y506)✕ | 61.0K | All Managers (Combined) | $5.7M | ||
227.1K | YoY NEW(+227.1K) | All Managers (Combined) | $5.7M | YoY NEW(+$5.7M) | |
26.6K | All Managers (Combined) | $5.6M | |||
(cusip316092360)✕ | 128.0K | YoY NEW(+128.0K) | All Managers (Combined) | $5.6M | YoY NEW(+$5.6M) |
(cusip09290C103)✕ | 113.8K | All Managers (Combined) | $5.6M | ||
Stryker Corp(SYKcusip863667101) | 14.9K | All Managers (Combined) | $5.5M | ||
140.7K | All Managers (Combined) | $5.5M | |||
Duke Energy Corp(DUKcusip26441C204) | 45.3K | All Managers (Combined) | $5.5M | ||
50.1K | All Managers (Combined) | $5.5M | |||
(cusip45782C573)✕ | 147.1K | QoQ -0.32% (-486)YoY NEW(+147.1K) | All Managers (Combined) | $5.5M | YoY NEW(+$5.5M) |