Concurrent Investment Advisors, LLC Asset Management

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$5.87 Billion 0.14% of portfolio
41,994
Q1 2025 Added 60.85%
$0
$5.28 Billion 0.13% of portfolio
281,366
Q1 2025 Added 10.96%
$0
$4.33 Billion 0.11% of portfolio
205,343
Q1 2025 Added 6.46%
$415M
$3.39 Billion 0.08% of portfolio
23,713
Q1 2025 New
$72.7B
$2.94 Billion 0.07% of portfolio
35,062
Q1 2025 Reduced 13.97%
$81.4B
$2.62 Billion 0.06% of portfolio
19,117
Q1 2025 Added 4.17%
$0
$1.78 Billion 0.04% of portfolio
80,156
Q1 2025 Added 3.32%
$0
$1.38 Billion 0.03% of portfolio
109,074
Q1 2025 Added 56.37%
$29B
$1.33 Billion 0.03% of portfolio
9,104
Q1 2025 Added 57.37%
$107B
$1.17 Billion 0.03% of portfolio
10,089
Q1 2025 Added 57.1%
$8.43B
$1.14 Billion 0.03% of portfolio
56,905
Q1 2025 Added 25.69%
$0
$1.07 Billion 0.03% of portfolio
34,764
Q1 2025 Reduced 41.94%
$2.46B
$1 Billion 0.02% of portfolio
52,668
Q1 2025 Reduced 63.5%
$0
$857 Million 0.02% of portfolio
81,100
Q1 2025 Added 5.19%
$4.39B
$844 Million 0.02% of portfolio
14,920
Q1 2025 Reduced 12.66%
$0
$696 Million 0.02% of portfolio
60,428
Q1 2025 Added 7.44%
$0
$629 Million 0.02% of portfolio
71,670
Q1 2025 Added 51.46%
$0
$613 Million 0.01% of portfolio
38,857
Q1 2025 Reduced 15.77%
$0
$602 Million 0.01% of portfolio
28,726
Q4 2024 Reduced 0.87%
$0
$570 Million 0.01% of portfolio
53,167
Q1 2025 Reduced 0.15%
$0
$553 Million 0.01% of portfolio
84,404
Q1 2025 Added 23.62%
$2.3B
$549 Million 0.01% of portfolio
28,597
Q1 2025 Reduced 3.44%
$514M
$445 Million 0.01% of portfolio
42,983
Q1 2025 Added 0.38%
$0
$438 Million 0.01% of portfolio
51,667
Q1 2025 Added 2.97%
$0
$437 Million 0.01% of portfolio
43,660
Q1 2025 Added 1.51%
$11.4B
$435 Million 0.01% of portfolio
5,600
Q1 2025 Added 2.94%
$0
$417 Million 0.01% of portfolio
111,151
Q1 2025 Added 1.38%
$0
$389 Million 0.01% of portfolio
27,051
Q1 2025 Added 2.66%
$0
$382 Million 0.01% of portfolio
38,623
Q1 2025 Added 9.68%
$0
$376 Million 0.01% of portfolio
39,664
Q1 2025 Added 51.74%
$0
$376 Million 0.01% of portfolio
20,642
Q1 2025 Added 24.72%
$0
$366 Million 0.01% of portfolio
33,345
Q1 2025 Added 213.22%
$21.7B
$363 Million 0.01% of portfolio
3,949
Q1 2025 Added 6.33%
$0
$329 Million 0.01% of portfolio
28,069
Q1 2025 Added 2.28%
$0
$326 Million 0.01% of portfolio
28,238
Q1 2025 Added 7.22%
$0
$323 Million 0.01% of portfolio
22,696
Q1 2025 Added 4.07%
$55.1B
$323 Million 0.01% of portfolio
668
Q1 2025 Added 5.03%
$500M
$317 Million 0.01% of portfolio
13,890
Q1 2025 New
$0
$300 Million 0.01% of portfolio
30,040
Q1 2025 Reduced 14.43%
$0
$296 Million 0.01% of portfolio
17,784
Q1 2025 Added 2.63%
$997M
$288 Million 0.01% of portfolio
17,349
Q4 2024 Added 0.67%
$1.55B
$280 Million 0.01% of portfolio
6,242
Q1 2025 Added 0.64%
$0
$275 Million 0.01% of portfolio
6,253
Q1 2025 New
$0
$273 Million 0.01% of portfolio
24,348
Q1 2025 Added 9.33%
$0
$267 Million 0.01% of portfolio
42,634
Q1 2025 Added 2.31%
$0
$264 Million 0.01% of portfolio
13,354
Q1 2025 New
$0
$259 Million 0.01% of portfolio
32,590
Q1 2025 Added 18.5%
$0
$257 Million 0.01% of portfolio
25,482
Q1 2025 Reduced 1.7%
$19.1B
$253 Million 0.01% of portfolio
2,996
Q1 2025 Added 2.46%
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