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 9 of 60
33739Q507
Shares:
156260(+4.7%)
Value:
$5.5B(-0.7%)
464287879
Shares:
55401(+8.1%)
Value:
$5.4B(-3.0%)
92189F429
Shares:
319061(+59.6%)
Value:
$5.3B(+55.0%)
14021L109
Shares:
169337(+2.3%)
Value:
$5.2B(+6.7%)
46138E354
Shares:
68613(+246.4%)
Value:
$5.1B(+269.6%)
336917109
Shares:
117577(-2.2%)
Value:
$5.1B(+5.5%)
46641Q670
Shares:
107712(+24.1%)
Value:
$5.1B(+26.7%)
233051283
Shares:
107748(+29.9%)
Value:
$4.8B(+29.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33739Q507)✕ | 156.3K | YoY NEW(+156.3K) | All Managers (Combined) | $5.5M | YoY NEW(+$5.5M) |
68.7K | YoY NEW(+68.7K) | All Managers (Combined) | $5.5M | YoY NEW(+$5.5M) | |
(cusip464287879)✕ | 55.4K | All Managers (Combined) | $5.4M | ||
21.7K | All Managers (Combined) | $5.4M | |||
(cusip92189F429)✕ | 319.1K | All Managers (Combined) | $5.3M | ||
56.6K | All Managers (Combined) | $5.3M | |||
281.4K | All Managers (Combined) | $5.3M | |||
14.2K | QoQ +3.98% (-545)YoY +2.14% (+299) | All Managers (Combined) | $5.3M | ||
(cusip14021L109)✕ | 169.3K | YoY NEW(+169.3K) | All Managers (Combined) | $5.2M | YoY NEW(+$5.2M) |
S&P Global Inc.(SPGIcusip78409V104) | 10.2K | All Managers (Combined) | $5.2M | ||
46.8K | All Managers (Combined) | $5.2M | |||
(cusip46138E354)✕ | 68.6K | All Managers (Combined) | $5.1M | ||
(cusip336917109)✕ | 117.6K | All Managers (Combined) | $5.1M | ||
43.8K | All Managers (Combined) | $5.1M | |||
19.2K | All Managers (Combined) | $5.1M | |||
(cusip46641Q670)✕ | 107.7K | All Managers (Combined) | $5.1M | ||
Snap-On Inc(SNAcusip833034101) | 14.9K | QoQ -0.90% (-136)YoY -3.36% (-519) | All Managers (Combined) | $5.0M | |
24.8K | All Managers (Combined) | $5.0M | |||
13.8K | All Managers (Combined) | $4.8M | |||
(cusip233051283)✕ | 107.7K | YoY NEW(+107.7K) | All Managers (Combined) | $4.8M | YoY NEW(+$4.8M) |