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Courtney Haddad

Concurrent Investment Advisors, Llc

Assets Managed
$9.197B
Holdings
1851
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
4.74%(2Q avg: 27.68%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Concurrent Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1851 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.197B in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 27.68%. The portfolio is managed by Courtney Haddad, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.96%
2.96%
$271.418M↓ Put
1.085M shares@ $250.05 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.38%
2.61%
$239.51M
1.373M shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.45%
2.36%
$216.584M↑ Call
585,093 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 19.66%
2.24%
$205.627M
344,117 shares@ $597.56 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 697.27%
1.7%
$155.563M
1.698M shares@ $91.65 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Increased 4481.05%
1.69%
$154.884M
2.591M shares@ $59.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.73%
1.49%
$136.837M
657,016 shares@ $208.27 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -19.61%
1.41%
$129.293M
198,808 shares@ $650.35 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.91%
1.19%
$108.609M
377,691 shares@ $287.57 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 77.67%
1.16%
$106.384M
247,238 shares@ $430.29 avg price

1-10 of 1851