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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
WMTWalmart Inc
Recent Activity
Increased 5.19%
0.71%
$23.94M
296,465 shares@ $80.76 avg price
METAMeta Platforms Inc
Recent Activity
Increased 12.75%
0.67%
$22.461M↓ Put
39,238 shares@ $572.45 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 1.07%
0.65%
$21.71M
260,912 shares@ $83.21 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.44%
0.63%
$21.182M↑ Call
23,909 shares@ $885.95 avg price
HDHome Depot Inc
Recent Activity
Increased 2.3%
0.63%
$21.141M
52,175 shares@ $405.2 avg price
AVGOBroadcom Inc
Recent Activity
Increased 945.47%
0.6%
$20.072M
116,360 shares@ $172.5 avg price
PEPPepsico Inc
Recent Activity
Increased 0.36%
0.59%
$19.832M
116,622 shares@ $170.06 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 7.75%
0.58%
$19.596M
92,932 shares@ $210.87 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.75%
0.58%
$19.417M
165,647 shares@ $117.23 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 177.46%
0.57%
$19.241M
229,742 shares@ $83.76 avg price