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Home > Institutional Investor > Concurrent Investment Advisors, Llc > Profile

Instuitional Investor - Concurrent Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Concurrent Investment Advisors, Llc
Portfolio Value $4,121,007,278
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 633,243 $137,123,323 3.33%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 232,376 $119,420,367 2.9%
3.
Spdr Ser Tr
 1,153,811 $105,839,043 2.57%
4.
Spdr S & P 500 Etf Trust
 SPY 157,968 $88,365,474 2.14%
5.
Microsoft Corp
 MSFT 221,329 $83,084,757 2.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)