Concurrent Investment Advisors, LLC Asset Management

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$6.94 Billion 0.13% of portfolio
46,390
Q2 2025 Added 10.47%
$0
$5.96 Billion 0.12% of portfolio
284,773
Q2 2025 Added 1.21%
$0
$4.89 Billion 0.09% of portfolio
201,832
Q2 2025 Reduced 1.71%
$427M
$3.61 Billion 0.07% of portfolio
24,813
Q2 2025 Added 4.64%
$81.4B
$2.86 Billion 0.06% of portfolio
31,343
Q2 2025 Reduced 10.61%
$87.3B
$2.83 Billion 0.05% of portfolio
19,927
Q2 2025 Added 4.24%
$0
$2.11 Billion 0.04% of portfolio
69,980
Q2 2025 New
$8.55B
$1.9 Billion 0.04% of portfolio
99,007
Q2 2025 Added 73.99%
$0
$1.82 Billion 0.04% of portfolio
82,941
Q2 2025 Added 3.47%
$0
$1.43 Billion 0.03% of portfolio
116,886
Q2 2025 Added 7.16%
$0
$1.12 Billion 0.02% of portfolio
35,443
Q2 2025 Added 1.95%
$4.79B
$991 Million 0.02% of portfolio
16,776
Q2 2025 Added 12.44%
$2.52B
$946 Million 0.02% of portfolio
43,575
Q2 2025 Reduced 17.26%
$32.3B
$922 Million 0.02% of portfolio
5,325
Q2 2025 Reduced 41.51%
$0
$858 Million 0.02% of portfolio
83,100
Q2 2025 Added 2.47%
$123B
$853 Million 0.02% of portfolio
6,414
Q2 2025 Reduced 36.43%
$3.88B
$705 Million 0.01% of portfolio
17,256
Q2 2025 Added 2.77%
$53.9B
$691 Million 0.01% of portfolio
1,295
Q2 2025 Added 93.86%
$0
$618 Million 0.01% of portfolio
63,136
Q2 2025 Added 63.47%
$2.48B
$603 Million 0.01% of portfolio
32,993
Q2 2025 Added 15.37%
$0
$591 Million 0.01% of portfolio
52,372
Q2 2025 Reduced 13.33%
$0
$591 Million 0.01% of portfolio
28,493
Q2 2025 Reduced 0.81%
$0
$587 Million 0.01% of portfolio
53,199
Q2 2025 Added 0.06%
$0
$575 Million 0.01% of portfolio
84,404
Q1 2025 Added 23.62%
$0
$560 Million 0.01% of portfolio
26,728
Q2 2025 Added 29.48%
$0
$558 Million 0.01% of portfolio
22,004
Q2 2025 New
$11.8B
$519 Million 0.01% of portfolio
5,779
Q2 2025 Added 3.2%
$559M
$491 Million 0.01% of portfolio
51,286
Q2 2025 Added 19.32%
$0
$474 Million 0.01% of portfolio
56,021
Q2 2025 Added 8.43%
$0
$464 Million 0.01% of portfolio
28,067
Q2 2025 Reduced 27.77%
$0
$444 Million 0.01% of portfolio
31,581
Q2 2025 Added 16.75%
$5.15B
$443 Million 0.01% of portfolio
14,420
Q2 2025 New
$0
$431 Million 0.01% of portfolio
26,549
Q2 2025 Added 49.29%
$0
$424 Million 0.01% of portfolio
44,000
Q2 2025 Added 0.78%
$1.72B
$409 Million 0.01% of portfolio
5,919
Q2 2025 Reduced 5.17%
$0
$408 Million 0.01% of portfolio
107,484
Q2 2025 Reduced 3.3%
$0
$393 Million 0.01% of portfolio
20,733
Q2 2025 Added 55.26%
$23.8B
$390 Million 0.01% of portfolio
4,043
Q2 2025 Added 2.38%
$0
$378 Million 0.01% of portfolio
36,030
Q2 2025 Added 8.05%
$0
$353 Million 0.01% of portfolio
29,124
Q2 2025 Added 3.14%
$0
$337 Million 0.01% of portfolio
21,771
Q2 2025 New
$0
$333 Million 0.01% of portfolio
30,278
Q2 2025 Added 18.82%
$0
$323 Million 0.01% of portfolio
29,552
Q2 2025 Added 21.37%
$512M
$319 Million 0.01% of portfolio
14,932
Q2 2025 Added 7.5%
$0
$315 Million 0.01% of portfolio
32,540
Q2 2025 Added 8.32%
$0
$312 Million 0.01% of portfolio
28,069
Q1 2025 Added 2.28%
$0
$292 Million 0.01% of portfolio
9,596
Q2 2025 Added 16.1%
$0
$277 Million 0.01% of portfolio
11,511
Q2 2025 Added 14.75%
$0
$277 Million 0.01% of portfolio
34,531
Q2 2025 Added 5.96%
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