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Courtney Haddad

Concurrent Investment Advisors, Llc

Assets Managed
$11.751B
Holdings
2027
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
27.77%(2Q avg: 16.26%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Concurrent Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2027 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 11.751B in assets, with a quarterly growth rate of 27.77% and a 2-quarter average growth rate of 16.26%. The portfolio is managed by Courtney Haddad, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 57.98%
3.18%
$373.359M
543,613 shares@ $686.82 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.82%
2.77%
$324.602M↑ Call
1.138M shares@ $285.3 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7%
2.51%
$294.01M
1.469M shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.9%
2.06%
$242.023M↑ Call
648,821 shares@ $373.03 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 22.11%
1.55%
$181.277M
242,747 shares@ $746.78 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10%
1.47%
$172.245M↑ Call
722,684 shares@ $238.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 43.07%
1.34%
$157.452M
213,813 shares@ $736.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 15.86%
1.34%
$156.378M
437,581 shares@ $357.37 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 24.2%
1.28%
$149.635M
199,808 shares@ $748.9 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 11.12%
0.98%
$114.654M↑ Call
303,519 shares@ $377.75 avg price

1-10 of 2027