Concurrent Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F: Q4 2023
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
Q4 2023	846	2,117,871	SPY, AAPL, MSFT, VOO	13F-HR	4/15/2024	000200101524000001