The Analysis of Concurrent Investment Advisors, LLC's Holdings
Currently, Concurrent Investment Advisors, LLC holds 1713 types of securities in its portfolio with a total value $8.7B. In the most recent quarter, they have increased their positions in N/A (+2.0M shares, valued at $163.0M), NVDA (+610.0K shares, valued at $113.8M), AAPL (+339.7K shares, valued at $90.9M); decreased their positions in BIL (-104.0K shares, valued at $9.5M), SGOV (-66.0K shares, valued at $6.6M), SCHX (-210.3K shares, valued at $5.7M); initiated new positions in VIOV (+178.8K shares, valued at $17.5M), CPA (+65.7K shares, valued at $7.9M), N/A (+39.0K shares, valued at $7.2M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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Call Option Holdings
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