Managers / Q4 2024 · view latest →
Concurrent Investment Advisors, LLC
CIK 0002001015 · 100 S ASHLEY DRIVE, SUITE 830, TAMPA, FL, 33602 · 8135752652
Reported Value
$3.7B
Q4 2024
Positions
1,120
Filings on Record
10
2019–present window
Filed
Feb 3, 2025
original filing
Summary
Concurrent Investment Advisors, Llc reported $3.7B in U.S.-listed holdings across 1,120 positions for Q4 2024.
Its largest position, AAPL, represents 3.3% of the portfolio.
Compared with Q3 2024, the fund opened 100 new positions and exited 70.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $9.2B | 3,357 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $8.8B | 3,051 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $5.8B | 1,497 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $5.2B | 1,404 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $4.1B | 1,236 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.7B | 1,120 | Feb 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.4B | 1,092 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.0B | 988 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.5B | 922 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.