Concurrent Investment Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Tampa, FL
CIK
0002001015
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
922
2,480,486
SPY, AAPL, VOO, MSFT
13F-HR
5/7/2024
000200101524000003
Q4 2023
846
2,117,871
SPY, AAPL, MSFT, VOO
13F-HR
4/15/2024
000200101524000001