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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
GLDSpdr Gold Tr
Recent Activity
Decreased -0.27%
0.59%
$19.682M↓ Put
80,975 shares@ $243.06 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
VYMVanguard Whitehall Fds
Recent Activity
Decreased -4.29%
0.57%
$19.031M
148,450 shares@ $128.2 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.91%
0.55%
$18.492M
120,063 shares@ $154.03 avg price
VVisa Inc
Recent Activity
Increased 6.61%
0.54%
$18.204M↑ Call
66,207 shares@ $274.95 avg price
COWZPacer Fds Tr
Recent Activity
Increased 7.46%
0.54%
$18.022M
311,645 shares@ $57.83 avg price
IJRIshares Tr
Recent Activity
Increased 16.19%
0.53%
$17.94M
153,390 shares@ $116.96 avg price
GOOGAlphabet Inc
Recent Activity
Increased 6.52%
0.53%
$17.851M
106,768 shares@ $167.19 avg price