| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.8% |
| APPLE INC | 3 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.6% |
| INVESCO QQQ TR | 3 | Q2 2024 | 1.8% |
| ISHARES TR | 3 | Q2 2024 | 1.7% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 2.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 1.5% |
| AMAZON COM INC | 3 | Q2 2024 | 1.6% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 1.4% |
View Concurrent Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-04-15 |
View Concurrent Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.