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CIK: 0002001015
Total reported value
$14.5B
$14.5B
1041 檔
3.4%
During the Q4 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 $14.5B across 1041 reported positions.
During Q4 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 1041 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.45% | +0.68% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.00% | -0.02% | +4.62% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.25% | -9.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.61% | +6.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | +0.63% | +4.13% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.12% | +0.03% | +140.82% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.86% | -0.25% | +13.60% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.21% | +4.65% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.76% | +18.47% | |
| 10 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.45% | -0.06% | +317.38% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | -0.08% | -7.51% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.07% | -0.05% | +6.95% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.03% | -0.29% | +8.17% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.93% | -0.25% | +16.27% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.92% | -0.11% | -6.32% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | -0.07% | +6.39% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | -0.12% | +24.62% | |
| 18 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.90% | -0.07% | -0.31% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 0.87% | -0.06% | +5.97% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | -0.08% | +5.13% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.02% | -5.49% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.14% | +13.63% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.15% | -5.81% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | -0.14% | +1.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.05% | +14.27% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | +0.14% | +19.71% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | +0.15% | +86.44% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | -0.03% | -9.04% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | +12.57% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.06% | +25.83% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.58% | -0.03% | +2.55% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +20.95% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | -0.19% | +10.56% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.04% | +0.23% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.09% | +0.16% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.04% | -3.11% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.05% | -1.41% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.01% | +2.56% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | -0.02% | +6.41% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | — | +2.59% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.05% | +0.10% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.47% | -0.03% | +601.39% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | -0.09% | -1.52% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | +0.12% | +109.04% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | -0.01% | -10.32% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.08% | +13.06% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.44% | -0.06% | +17.13% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | +0.06% | +4.04% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.43% | -0.01% | -2.96% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.05% | +0.89% |
According to official SEC Form 13F filings, Concurrent Investment Advisors, LLC reported a total U.S. public equity portfolio value of $14.5B across 1041 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, VOO) accounted for 3.4% of total reported equity market value during Q4 2024.
During Q4 2024, Concurrent Investment Advisors, LLC's top holdings by market value included AAPL (3.3%)、SPY (3.0%)、VOO (2.7%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 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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