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CIK: 0002001015
Total reported value
$11.8B
$11.8B
867 檔
2.6%
During the Q1 2024 filing period, Concurrent Investment Advisors, LLC (CIK: 0002001015) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $11.8B across 867 reported positions.
During Q1 2024, Concurrent Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 867 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.45% | +0.13% | -4.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.19% | -1.26% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | +0.94% | +18.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.29% | -0.41% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | +0.40% | +2.99% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.13% | +12.08% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.10% | +0.79% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | +0.30% | +4.29% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | -0.02% | +1.86% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 1.27% | — | -4.21% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.22% | -0.21% | +21.51% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.10% | -0.02% | +64.19% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | +0.07% | +2.85% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | +0.17% | +10.37% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.04% | -0.10% | +396.30% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | +0.14% | +415.12% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.00% | -0.01% | +81.81% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.01% | +16.89% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 0.99% | -0.10% | +20.49% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.94% | +0.19% | +7.79% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -0.10% | +2.73% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.02% | +5.41% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.79% | -0.03% | -3.12% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.05% | +9.85% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | +0.16% | +29.13% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.74% | -0.02% | +8.30% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.15% | +1.31% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.70% | -0.12% | +648.47% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.18% | +11.59% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.04% | +3.81% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.15% | +5.43% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | -0.04% | +2.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.73% | -2.20% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.17% | +1.40% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.03% | +10.44% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.04% | -5.84% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.25% | +179.09% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | -2.32% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.02% | -3.03% | |
| 40 | IFV | First Trust Dw Focus 5 Intl | ETF-Other | 0.55% | +0.28% | NEW | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.16% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.52% | EXIT | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | -6.62% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.03% | +25.64% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.07% | +5.26% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -6.03% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.07% | +2.92% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | +0.85% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.46% | -0.01% | +18.46% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.18% | +8.45% |
According to official SEC Form 13F filings, Concurrent Investment Advisors, LLC reported a total U.S. public equity portfolio value of $11.8B across 867 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, VOO) accounted for 2.6% of total reported equity market value during Q1 2024.
During Q1 2024, Concurrent Investment Advisors, LLC's top holdings by market value included SPY (3.5%)、AAPL (2.6%)、VOO (2.4%). The largest single position, SPY, represented 3.5% of total portfolio value.
In Q1 2024, Concurrent Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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