test

Courtney Haddad

@Concurrent Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$3.388BTotal holdings1011
Assets growth rate11.3%Assets growth rate (2-Q avg)17.01%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Concurrent Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1011 positions.

Assets under management

The assets under management (AUM) of Concurrent Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.388B in assets, with a quarterly growth rate of 11.3% and a 2-quarter average growth rate of 17.01%. The portfolio is managed by Courtney Haddad, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IYRIshares Tr
Recent Activity
New Position
0.14%
$4.467M
43,847 shares@ $101.87 avg price
DJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.12%
$3.912M
91,924 shares@ $42.56 avg price
JULPPgim Rock Etf Tr
Recent Activity
New Position
0.1%
$3.247M
122,176 shares@ $26.58 avg price
FEMBFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.1%
$3.172M
109,438 shares@ $28.98 avg price
SCHVSchwab Strategic Tr
Recent Activity
New Position
0.06%
$1.787M
22,233 shares@ $80.38 avg price
VSSVanguard Intl Equity Index F
Recent Activity
New Position
0.04%
$1.291M
10,250 shares@ $125.97 avg price
TOTLSsga Active Etf Tr
Recent Activity
New Position
0.04%
$1.111M
26,844 shares@ $41.41 avg price
OWLBlue Owl Capital Inc
Recent Activity
New Position
0.03%
$1.001M
51,687 shares@ $19.37 avg price
SCHASchwab Strategic Tr
Recent Activity
New Position
0.03%
$971,982
18,873 shares@ $51.51 avg price
RITMRithm Capital Corp
Recent Activity
New Position
0.03%
$960,724
84,645 shares@ $11.36 avg price