Concurrent Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2024 1,092 3,387,848 AAPL, VOO, SPY, MSFT 13F-HR 10/30/2024 000200101524000007
Q2 2024 988 3,043,904 AAPL, VOO, SPY, MSFT 13F-HR 7/30/2024 000200101524000005
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