Concurrent Investment Advisors, LLC
Top Portfolio Positions
1,105 positions ·
$4,478,698,287 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,085,460 | $275,478,892 | 6.15% |
| NVDA |
Nvidia Corp
Technology
|
1,373,339 | $239,510,321 | 5.35% |
| MSFT |
Microsoft Corp
Technology
|
585,093 | $216,583,875 | 4.84% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
657,016 | $136,836,721 | 3.06% |
| SPY |
Spdr S&P 500 Etf Trust
|
198,808 | $129,292,794 | 2.89% |
| GOOGL |
Alphabet Inc.
Communication Services
|
377,691 | $108,608,823 | 2.43% |
| GLD |
Spdr Gold Trust
|
247,238 | $106,384,038 | 2.38% |
| QQQ |
Invesco Qqq Trust, Series 1
|
149,451 | $86,260,127 | 1.93% |
| AVGO |
Broadcom Inc.
Technology
|
273,162 | $84,546,370 | 1.89% |
| WMT |
Walmart Inc.
Consumer Defensive
|
644,183 | $80,059,062 | 1.79% |
Portfolio Trend
Holdings in ES
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,681,029 | 82,001 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,274,219 | 18,925 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $249,772 | 3,511 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $210,200 | 3,304 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $874,016 | 14,161 | Shares | Sole | 2024-04-15 | |
| No quarters match your search. | ||||||