Concurrent Investment Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Concurrent Investment Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1197 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

824 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $3,776,684.844K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908363

VOO|922908363

232376(+24.8%)

Value:

$119.4B(+19.1%)

78468R663

1153811(+309.4%)

Value:

$105.8B(+310.8%)

MICROSOFT CORP

MSFT|594918104

221329(+73676.3%)

Value:

$83.1B(+65605.6%)

AMAZON COM INC

AMZN|023135106

410809(+42.4%)

Value:

$78.2B(+23.5%)

NVIDIA CORP

NVDA|67066G104

665424(+10.3%)

Value:

$72.1B(-11.0%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

120047(-9.8%)

Value:

$56.3B(-17.3%)

464287200

IVV|464287200

84824(-9.2%)

Value:

$47.7B(-13.3%)

922908744

VTV|922908744

248959(+5.7%)

Value:

$43.0B(+7.8%)

72201R775

448103(+17.4%)

Value:

$41.4B(+20.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

74171(+4020.6%)

Value:

$39.5B(+4741.5%)

464287432

415399(-3.0%)

Value:

$37.8B(+1.1%)

33733E104

417074(+12.8%)

Value:

$37.4B(+15.1%)

33739Q200

742056(+5.2%)

Value:

$36.5B(+6.2%)

922908769

VTI|922908769

130164(-8.9%)

Value:

$35.8B(-13.6%)

Alphabet Inc.

GOOGL|02079K305

209611(+69770.3%)

Value:

$32.4B(+56977.3%)

Walmart Inc.

WMT|931142103

366361(+8.7%)

Value:

$32.2B(+5.7%)

922908736

VUG|922908736

86230(+10.4%)

Value:

$32.0B(-0.2%)

33738R605

574602(+1.3%)

Value:

$31.5B(-5.9%)

81369Y803

XLK|81369Y803

146989(+18.9%)

Value:

$30.4B(+5.5%)

97717X669

361769(+35.2%)

Value:

$28.9B(+33.4%)

Instrument	Shares		Other Manager	Value
(VOOcusip922908363)	232.4K	QoQ +24.82% (+46.2K) YoY +91.08% (+110.8K)	All Managers (Combined)	$119.4M	QoQ +19.05% (+$19.1M) YoY +104.29% (+$61.0M)
(cusip78468R663)✕	1.2M	QoQ +309.43% (+872.0K) YoY +2602.44% (+1.1M)	All Managers (Combined)	$105.8M	QoQ +310.77% (+$80.1M) YoY +2600.40% (+$101.9M)
Microsoft Corp(MSFTcusip594918104)	221.3K	QoQ +73676.33% (+221.0K) YoY +221229.00% (+221.2K)	All Managers (Combined)	$83.1M	QoQ +65605.62% (+$83.0M) YoY +197382.30% (+$83.0M)
Amazon Com Inc(AMZNcusip023135106)	410.8K	QoQ +42.40% (+122.3K) YoY +410709.00% (+410.7K)	All Managers (Combined)	$78.2M	QoQ +23.49% (+$14.9M) YoY +433210.11% (+$78.1M)
Nvidia Corp(NVDAcusip67066G104)	665.4K	QoQ +10.25% (-61.9K) YoY +665324.00% (+665.3K)	All Managers (Combined)	$72.1M	QoQ -11.01% (-$8.9M) YoY +79716.13% (+$72.0M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	120.0K	QoQ -9.80% (-13.0K) YoY +5356.68% (+117.8K)	All Managers (Combined)	$56.3M	QoQ -17.26% (-$11.7M) YoY +5662.82% (+$55.3M)
(IVVcusip464287200)	84.8K	QoQ -9.15% (-8.6K) YoY +5.74% (+4.6K)	All Managers (Combined)	$47.7M	QoQ -13.28% (-$7.3M) YoY +13.01% (+$5.5M)
(VTVcusip922908744)	249.0K	QoQ +5.66% (+13.4K) YoY +56.95% (+90.3K)	All Managers (Combined)	$43.0M	QoQ +7.81% (+$3.1M) YoY +66.47% (+$17.2M)
(cusip72201R775)✕	448.1K	QoQ +17.43% (+66.5K) YoY +61.02% (+169.8K)	All Managers (Combined)	$41.4M	QoQ +20.09% (+$6.9M) YoY +62.09% (+$15.9M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	74.2K	QoQ +4020.61% (+72.4K) YoY +59.59% (+27.7K)	All Managers (Combined)	$39.5M	QoQ +4741.48% (+$38.7M) YoY +102.12% (+$20.0M)
(cusip464287432)✕	415.4K	QoQ -3.04% (-13.1K) YoY +66.38% (+165.7K)	All Managers (Combined)	$37.8M	QoQ +1.05% (-$396.1K) YoY +60.07% (+$14.2M)
(cusip33733E104)✕	417.1K	QoQ +12.77% (+47.2K) YoY +45.87% (+131.2K)	All Managers (Combined)	$37.4M	QoQ +15.10% (+$4.9M) YoY +52.67% (+$12.9M)
(cusip33739Q200)✕	742.1K	QoQ +5.18% (+36.6K) YoY +19.20% (+119.6K)	All Managers (Combined)	$36.5M	QoQ +6.24% (+$2.1M) YoY +21.45% (+$6.4M)
(VTIcusip922908769)	130.2K	QoQ -8.88% (-12.7K) YoY -8.77% (-12.5K)	All Managers (Combined)	$35.8M	QoQ -13.59% (-$5.6M) YoY -3.52% (-$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	209.6K	QoQ +69770.33% (+209.3K) YoY +77.61% (+91.6K)	All Managers (Combined)	$32.4M	QoQ +56977.33% (+$32.4M) YoY +81.97% (+$14.6M)
Walmart Inc.(WMTcusip931142103)	366.4K	QoQ +8.74% (+29.5K) YoY +60.37% (+137.9K)	All Managers (Combined)	$32.2M	QoQ +5.66% (+$1.7M) YoY +133.98% (+$18.4M)
(VUGcusip922908736)	86.2K	QoQ +10.43% (-8.2K) YoY +74.64% (+36.9K)	All Managers (Combined)	$32.0M	QoQ -0.22% (-$71.4K) YoY +88.15% (+$15.0M)
(cusip33738R605)✕	574.6K	QoQ +1.34% (-7.6K) YoY +4.73% (+26.0K)	All Managers (Combined)	$31.5M	QoQ -5.86% (-$2.0M) YoY +0.39% (+$125.4K)
(XLKcusip81369Y803)	147.0K	QoQ +18.86% (+23.3K) YoY +32.03% (+35.7K)	All Managers (Combined)	$30.4M	QoQ +5.55% (+$1.6M) YoY +30.90% (+$7.2M)
(cusip97717X669)✕	361.8K	QoQ +35.20% (+94.2K) YoY +41.38% (+105.9K)	All Managers (Combined)	$28.9M	QoQ +33.41% (+$7.2M) YoY +48.20% (+$9.4M)