Concurrent Investment Advisors, LLC Asset Management

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$413M
$9.47 Billion 0.16% of portfolio
67,613
Q3 2025 Added 172.49%
$109B
$7.74 Billion 0.13% of portfolio
45,309
Q3 2025 Reduced 2.33%
$0
$5.32 Billion 0.09% of portfolio
253,486
Q3 2025 Reduced 10.99%
$0
$4.56 Billion 0.08% of portfolio
190,501
Q3 2025 Reduced 5.61%
$0
$4.18 Billion 0.07% of portfolio
113,832
Q3 2025 Added 62.66%
$75.8B
$2.81 Billion 0.05% of portfolio
21,119
Q3 2025 Added 5.98%
$87B
$2.79 Billion 0.05% of portfolio
25,591
Q3 2025 Reduced 18.35%
$7.47B
$1.85 Billion 0.03% of portfolio
109,059
Q3 2025 Added 10.15%
$0
$1.54 Billion 0.03% of portfolio
125,672
Q3 2025 Added 7.52%
$0
$1.49 Billion 0.03% of portfolio
50,432
Q3 2025 Added 129.19%
$0
$1.42 Billion 0.02% of portfolio
69,453
Q3 2025 Reduced 16.26%
$26B
$1.32 Billion 0.02% of portfolio
8,281
Q3 2025 Added 55.51%
$0
$1.31 Billion 0.02% of portfolio
38,402
Q3 2025 Added 8.35%
$2.68B
$1.15 Billion 0.02% of portfolio
51,651
Q3 2025 Added 18.53%
$105B
$1.14 Billion 0.02% of portfolio
8,746
Q3 2025 Added 36.36%
$4.36B
$892 Million 0.02% of portfolio
14,031
Q3 2025 Reduced 16.36%
$0
$819 Million 0.01% of portfolio
91,163
Q3 2025 Added 2.01%
$0
$734 Million 0.01% of portfolio
73,335
Q3 2025 Added 16.15%
$0
$654 Million 0.01% of portfolio
103,179
Q3 2025 Added 22.24%
$0
$652 Million 0.01% of portfolio
55,756
Q3 2025 Added 6.46%
$51.7B
$650 Million 0.01% of portfolio
1,323
Q3 2025 Added 2.16%
$0
$625 Million 0.01% of portfolio
55,784
Q3 2025 Added 4.86%
$3.85B
$618 Million 0.01% of portfolio
16,169
Q3 2025 Reduced 6.3%
$0
$567 Million 0.01% of portfolio
26,823
Q3 2025 Added 0.36%
$514M
$520 Million 0.01% of portfolio
24,169
Q3 2025 Added 61.86%
$11.2B
$499 Million 0.01% of portfolio
5,881
Q3 2025 Added 1.77%
$0
$487 Million 0.01% of portfolio
38,039
Q3 2025 Added 30.61%
$1.06B
$468 Million 0.01% of portfolio
9,718
Q3 2025 New
$2.15B
$457 Million 0.01% of portfolio
5,494
Q3 2025 Reduced 7.18%
$0
$457 Million 0.01% of portfolio
31,581
Q2 2025 Added 16.75%
$0
$442 Million 0.01% of portfolio
26,549
Q2 2025 Added 49.29%
$0
$438 Million 0.01% of portfolio
43,680
Q3 2025 Reduced 0.73%
$2.23B
$437 Million 0.01% of portfolio
23,101
Q3 2025 Reduced 29.98%
$530M
$434 Million 0.01% of portfolio
45,814
Q3 2025 Reduced 10.67%
$23.7B
$409 Million 0.01% of portfolio
3,988
Q3 2025 Reduced 1.36%
$0
$408 Million 0.01% of portfolio
36,830
Q3 2025 Added 2.22%
$0
$405 Million 0.01% of portfolio
42,019
Q3 2025 New
$0
$405 Million 0.01% of portfolio
10,221
Q3 2025 New
$0
$404 Million 0.01% of portfolio
49,216
Q3 2025 Added 42.53%
$0
$384 Million 0.01% of portfolio
17,100
Q3 2025 New
$0
$372 Million 0.01% of portfolio
18,788
Q3 2025 Reduced 9.38%
$0
$353 Million 0.01% of portfolio
35,557
Q3 2025 Added 9.27%
$0
$347 Million 0.01% of portfolio
23,258
Q3 2025 Reduced 18.37%
$0
$347 Million 0.01% of portfolio
21,832
Q3 2025 Added 0.28%
$0
$345 Million 0.01% of portfolio
28,035
Q3 2025 Added 21.26%
$0
$342 Million 0.01% of portfolio
30,986
Q3 2025 Added 38.48%
$0
$341 Million 0.01% of portfolio
9,653
Q3 2025 Added 0.59%
$0
$328 Million 0.01% of portfolio
40,153
Q3 2025 Reduced 28.33%
$0
$321 Million 0.01% of portfolio
27,569
Q3 2025 Reduced 1.78%
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