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
$0
$246 Million 0.01% of portfolio
24,615
Q1 2025 Added 2.88%
$0
$245 Million 0.01% of portfolio
19,544
Q1 2025 Reduced 0.85%
$0
$244 Million 0.01% of portfolio
10,131
Q1 2025 Added 12.78%
$0
$240 Million 0.01% of portfolio
22,419
Q1 2025 Added 7.91%
$0
$239 Million 0.01% of portfolio
24,712
Q1 2025 Added 62.75%
$0
$237 Million 0.01% of portfolio
19,144
Q1 2025 Added 14.74%
$0
$233 Million 0.01% of portfolio
10,031
Q1 2025 New
$0
$231 Million 0.01% of portfolio
8,265
Q1 2025 Reduced 8.25%
$261M
$229 Million 0.01% of portfolio
16,341
Q1 2025 Reduced 0.53%
$0
$228 Million 0.01% of portfolio
23,059
Q1 2025 Added 4.56%
$0
$220 Million 0.01% of portfolio
15,578
Q1 2025 Added 0.61%
$0
$214 Million 0.01% of portfolio
36,273
Q1 2025 Added 0.89%
$10.9B
$203 Million 0.0% of portfolio
10,548
Q1 2025 New
$0
$203 Million 0.0% of portfolio
21,967
Q1 2025 Added 10.54%
$0
$196 Million 0.0% of portfolio
16,529
Q1 2025 Added 9.19%
$0
$190 Million 0.0% of portfolio
11,862
Q1 2025 Added 2.67%
$0
$184 Million 0.0% of portfolio
37,717
Q1 2025 Added 8.02%
$0
$183 Million 0.0% of portfolio
14,917
Q2 2024 Reduced 0.01%
$0
$178 Million 0.0% of portfolio
29,014
Q1 2025 Added 1.28%
$0
$177 Million 0.0% of portfolio
17,385
Q1 2025 Added 15.06%
$0
$177 Million 0.0% of portfolio
25,245
Q1 2025 Added 2.52%
$0
$177 Million 0.0% of portfolio
12,220
Q1 2025 Added 0.25%
$0
$176 Million 0.0% of portfolio
13,738
Q1 2025 Added 15.49%
$0
$164 Million 0.0% of portfolio
13,370
Q4 2023 New
$0
$161 Million 0.0% of portfolio
15,666
Q1 2025 Added 2.45%
$0
$159 Million 0.0% of portfolio
12,706
Q4 2023 New
$0
$150 Million 0.0% of portfolio
12,508
Q1 2025 New
$0
$141 Million 0.0% of portfolio
14,285
Q1 2025 Added 29.86%
$0
$131 Million 0.0% of portfolio
11,964
Q3 2024 New
$0
$129 Million 0.0% of portfolio
12,700
Q1 2025 Reduced 10.88%
$0
$123 Million 0.0% of portfolio
10,076
Q1 2025 New
$0
$115 Million 0.0% of portfolio
21,394
Q1 2025 Reduced 9.17%
$0
$103 Million 0.0% of portfolio
10,305
Q4 2023 New
$0
$101 Million 0.0% of portfolio
11,717
Q1 2025 New
$0
$81.2 Million 0.0% of portfolio
10,251
Q4 2023 New
$0
$73 Million 0.0% of portfolio
12,658
Q1 2025 Added 25.5%
$0
$35.3 Million 0.0% of portfolio
10,620
Q1 2025 New
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