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
DNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$9.041M
218,285 shares@ $41.43 avg price
IYJIshares Tr
Recent Activity
Exited
0%
$4.84M
40,520 shares@ $119.45 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$3.353M
4,259 shares@ $787.3 avg price
EZUIshares Inc
Recent Activity
Exited
0%
$2.14M
43,823 shares@ $48.83 avg price
ALLYAlly Finl Inc
Recent Activity
Exited
0%
$1.349M
34,003 shares@ $39.67 avg price
STLAStellantis N.v
Recent Activity
Exited
0%
$1.234M
62,174 shares@ $19.86 avg price
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.055M
43,386 shares@ $24.33 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.055M
991 shares@ $1064.49 avg price
RPVInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$1.015M
12,169 shares@ $83.43 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$1.008M
11,520 shares@ $87.46 avg price