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 9 of 60
33739Q507
Shares:
156260(+4.7%)
Value:
$5.5B(-0.7%)
97717W307
Shares:
68716(+1657.0%)
Value:
$5.5B(+1692.8%)
464287879
Shares:
55401(+8.1%)
Value:
$5.4B(-3.0%)
ILLINOIS TOOL WORKS INC
Shares:
21732(+43.5%)
Value:
$5.4B(+40.3%)
92189F429
Shares:
319061(+59.6%)
Value:
$5.3B(+55.0%)
46429B697
Shares:
56567(-18.8%)
Value:
$5.3B(-14.3%)
Eaton Vance Enhanced Equity Income Fund
Shares:
281366(+10.9%)
Value:
$5.3B(+0.2%)
EMCOR Group, Inc.
Shares:
14233(+4.0%)
Value:
$5.3B(-15.3%)
14021L109
Shares:
169337(+2.3%)
Value:
$5.2B(+6.7%)
S&P Global Inc.
Shares:
10243(+28.8%)
Value:
$5.2B(+31.4%)
UNITED PARCEL SERVICE INC
Shares:
46847(+1.8%)
Value:
$5.2B(-11.2%)
46138E354
Shares:
68613(+246.4%)
Value:
$5.1B(+269.6%)
336917109
Shares:
117577(-2.2%)
Value:
$5.1B(+5.5%)
922042742
Shares:
43840(+8.9%)
Value:
$5.1B(+7.5%)
92204A504
Shares:
19167(+45.7%)
Value:
$5.1B(+52.0%)
46641Q670
Shares:
107712(+24.1%)
Value:
$5.1B(+26.7%)
Snap-on Inc
Shares:
14886(-0.9%)
Value:
$5.0B(-1.6%)
ANALOG DEVICES INC
Shares:
24821(+29.9%)
Value:
$5.0B(+23.3%)
SHERWIN WILLIAMS CO
Shares:
13782(+4.5%)
Value:
$4.8B(+7.4%)
233051283
Shares:
107748(+29.9%)
Value:
$4.8B(+29.4%)